Field Operations Intelligence
Lead to Invoice — one system
Crew & capacity in real time
Client portal built in
Construction · Trades · Services · v13
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Command Center
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Good morning
Open Leads
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Active Projects
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In the field
Open Orders
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Assigned to crew
Outstanding
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Unpaid invoices
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Active members
Capacity
0%
Available
Recent Leads
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Add your first lead.
Active Projects
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Today's Tasks
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Sales
Pipeline
Drag deals through your stages
New
0Contacted
0Proposal
0Negotiation
0Won
0Lost
0Schedule
Calendar
Appointments, milestones, follow-ups
Calendar
Productivity
Tasks
Your personal and team work board
✅
No tasks yet
Add tasks to track your daily work.
Command
Inbox
All incoming communications by channel
📥
Inbox is empty
Connect integrations in Settings to receive messages.
Sales
Leads
Every inbound opportunity
All Leads
| ID | Name | Service | Value | Stage | Priority | Assigned | |
|---|---|---|---|---|---|---|---|
| No leads yet. Click + Lead to add your first. | |||||||
Sales
Clients
Active client relationships
Directory
| Name | Type | Phone | Projects | Total Billed | |
|---|---|---|---|---|---|
| No clients yet. | |||||
Sales
Prospects
Outbound targets you're pursuing
| Company | Contact | Industry | Est. Value | Status | Next Action | |
|---|---|---|---|---|---|---|
| No prospects yet. | ||||||
Sales Automation
Sequences
Automated follow-up flows
⚡
No sequences yet
Create automated follow-up sequences to close more leads faster.
Legal Foundation
Contracts
Active agreements · Templates · Clause Bank · Required
| Title | Party | Type | Value | Status | Signed | |
|---|---|---|---|---|---|---|
| No contracts yet. Use Templates to create your first. | ||||||
Connections Hub
Portal
Client and subcontractor access · Document sharing
Client Portals
0
Active
Subs Connected
0
Linked
Projects Routed
0
Active
Client Portals
👥
No client portals yet
Add clients first, then invite them.
Subcontractor Access
🔧
No subs connected
Add subs first, then connect them.
Access Tiers
Finance
Revenue
Invoices, payments, and outstanding balances — cash basis
This Month
$0
Collected (cash)
Total Billed
$0
All time
Outstanding
$0
Unpaid invoices
Overdue
$0
Past due date
| Invoice # | Client | Amount | Issued | Due | Status | |
|---|---|---|---|---|---|---|
| No invoices yet. | ||||||
Field Ops
Projects
Every active job — status, crew, budget
All Projects
| ID | Client | Service | Progress | Contract | Balance | Status | |
|---|---|---|---|---|---|---|---|
| No projects yet. | |||||||
Field Ops
Orders
Work orders assigned to crew
| WO # | Client | Service | Assigned | Scheduled | Hours | Status | |
|---|---|---|---|---|---|---|---|
| No work orders yet. | |||||||
Field Ops
Schedule
Visual project timeline and milestones
📅
No scheduled items yet
Add projects and milestones to build your timeline.
Sales
Bids
Proposals and estimates
| Bid # | Client | Service | Amount | Submitted | Expires | Status | |
|---|---|---|---|---|---|---|---|
| No bids yet. | |||||||
Field Ops
Materials
Inventory, procurement, pricing
| Item | SKU | Category | Unit Cost | On Hand | Reorder At | Supplier | |
|---|---|---|---|---|---|---|---|
| No materials yet. | |||||||
Resource Management
Capacity
Man-hours vs. allocated · Sequences · Parallels · Intersections
Team
0
Members
Available
0h
Weekly
Allocated
0h
Active orders
Used
0%
Available
Sequences
Dependencies, approvals, permits — linear. A bottleneck here stops the project regardless of crew size.
Permits & Inspections0 pending
Client Phase Approvals0 pending
Sub Compliance0 pending
Sequential bottlenecks stop progress regardless of crew size.
Parallels
Events, phases, stages — concurrent. All required for completion but none block each other.
Field Build0h / 0h
Back-Office0h / 0h
Each new hire expands parallel capacity without disrupting sequential flow.
Intersections
Critical coordination points where sequential approvals unlock parallel workstreams.
Rough-In Inspection
Sequence gate → unlocks insulation, drywall, finishes
Material Delivery
Parallel logistics must complete before crew schedule locks
A miss here cascades across both streams simultaneously.
Crew Capacity
👷
No crew yet
Add team members to map man-hours.
Field Ops
Weather
Site conditions and delay tracking
🌤️
Set your location
Add your city in Settings → Company Profile.
Weather Delay Log
| Date | Project | Condition | Hours Lost | Notes |
|---|---|---|---|---|
| No delays logged. | ||||
Field Documentation
Photos
Site photos, before/after, progress documentation
📸
No photos yet
Upload site photos to document your work.
People
Team
W-2 crew — roles, contact, capacity tracking
👷
No team members yet
Add your crew to enable capacity tracking.
People
Subs
Independent contractors — compliance, COI, W-9
| Name | Trade | License | COI Exp | W-9 | Rate | Status | |
|---|---|---|---|---|---|---|---|
| No subcontractors yet. | |||||||
People
Timesheets
Clock-in/out, hours worked, payroll data
| Employee | Date | In | Out | Hours | Project | Status | |
|---|---|---|---|---|---|---|---|
| No timesheet entries yet. | |||||||
People
Shifts
Crew scheduling — who's where, when
🗓️
No shifts scheduled
Schedule your crew to manage field coverage.
People
PTO
Time-off requests, approvals, and balances
| Employee | Type | Start | End | Days | Status | |
|---|---|---|---|---|---|---|
| No PTO requests yet. | ||||||
People
Directory
Everyone in your orbit — clients, vendors, team
📒
Directory is empty
Contacts populate from clients, team, and subs.
People
Culture
Wins, values, recognition, and team moments
🌱
Start building your culture wall
Post wins, values, shout-outs, and team moments.
Comms
Messages
Internal team messaging
💬
No conversations yet
Start a conversation with your team.
Comms
Text
SMS to clients and crew
Message Log
| To | Message | Sent | Status |
|---|---|---|---|
| No messages sent. | |||
Comms
Calls
VoIP calling and call logs
| Contact | Number | Direction | Duration | Date | |
|---|---|---|---|---|---|
| No calls logged. Configure VoIP in Settings. | |||||
Comms
Campaigns and outbound email
📧
No campaigns yet
Configure your email provider in Settings, then create a campaign.
Comms
Meetings
Schedule, notes, and follow-ups
| Title | Date | Time | Attendees | Notes | |
|---|---|---|---|---|---|
| No meetings yet. | |||||
Content
Social
Plan and schedule posts across your channels
🌐
No posts yet
Connect social accounts in Settings, then create content.
Content
Studio
Design assets and brand collateral
🎬
Studio is empty
Create designs, assets, and brand materials.
Content
Landing
Lead capture pages and service microsites
🌐
No landing pages yet
Create landing pages to capture leads.
Content
Blog
Articles, case studies, thought leadership
| Title | Category | Published | Status | |
|---|---|---|---|---|
| No blog posts yet. | ||||
Grow
Goals
BHAG, OKRs, KPIs — your north star system
Big Hairy Audacious Goal
Set your BHAG — the goal that drives everything
0% complete
🎯
No goals yet
Create your first goal to align the team.
Grow
Sprints
Two-week execution cycles — commit, deliver, improve
⚡
No active sprint
Grow
KPIs
The numbers your business actually runs on
📈
No KPIs tracked yet
Add the metrics that matter to your business.
Grow
Reports
Revenue, operations, team performance snapshots
🖨️
No reports yet
Click Generate to create a snapshot.
Intelligence
AI
Your field ops assistant — powered by Claude
🤖
ACUMN AI Assistant
Ask about your leads, projects, capacity, or anything in the system.
When you send a message, your question and relevant business context are sent to Anthropic's API. See Settings → AI for details.
When you send a message, your question and relevant business context are sent to Anthropic's API. See Settings → AI for details.
Intelligence
Knowledge
SOPs, processes, decisions, and institutional memory
| Title | Type | Category | Updated | Author | |
|---|---|---|---|---|---|
| No knowledge entries yet. | |||||
Intelligence
Vault
Contracts, certificates, licenses, and files
🗄️
Vault is empty
Upload contracts, certificates, and important files.
Intelligence
Automate
Set workflows to run on autopilot
⚙
No automations yet
Build workflows that run while you're on the job.
Intelligence
Training
Crew training library, certifications, compliance
| Course | Category | Required For | Duration | Enrolled | |
|---|---|---|---|---|---|
| No training courses yet. | |||||
System
Settings
Company, integrations, data, and configuration
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Command
Alerts
Critical items requiring immediate attention
✓
No active alerts
Overdue invoices, expiring COIs, and capacity warnings appear here.
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