Know which jobs need attention before they become expensive.
A read-only command center over your contract-to-cash data. ProjectPal pulls work in progress, deposits, open balances, stuck jobs, and follow-ups into one view — so the money already inside your operation stops slipping through the cracks between contracts, the field, and the office.
See every active job in one place
Most companies can tell you what they sold last month. Far fewer can tell you, right now, which jobs are funded, which are stuck, and which are ready to bill. The production dashboard is built to answer exactly that.
WIP visibility
Every job that is signed but not yet closed, with its value and production stage on one line. The pipeline of work you are committed to deliver — and bill — at a glance.
Deposits
Required versus received on every job, so funding gaps are obvious before the crew is dispatched — not discovered weeks later when the final invoice bounces.
Job detail
Open any job to see the contract, the invoices, what has been collected, and what remains — the full financial picture without hopping between four different screens.
Production status
A derived status for each job — signed, scheduled, in production, ready to invoice — so the office and the field share the same understanding of where the work stands.
The numbers that decide whether a job makes money
The production dashboard exists to make the expensive problems impossible to miss. Each card below is a question your team is already trying to answer manually — and one ProjectPal answers continuously.
WIP value & status
See the total value of work in progress and exactly where each job sits — from signed to scheduled to in-production to ready-to-invoice. The number every owner wants and almost no one can pull on demand.
Deposits required vs received
Every job that should have collected money up front, and whether it actually did. Deposits requested, deposits received, and the gap — so no crew rolls out on a job that was never funded.
Open balances & double-payment warnings
What customers still owe across every active job, plus flags when a payment looks duplicated or misapplied. Stop chasing receivables in a spreadsheet and stop refunding money you should never have taken twice.
Bottleneck & stuck-job detection
Jobs that have not moved in days surface to the top automatically. A job parked between stages is margin leaking quietly — ProjectPal makes it loud before it turns into an angry customer call.
Management follow-up
A clear, prioritized list of what needs a human decision today — the deposit to collect, the balance to invoice, the job to push forward — so your managers spend the morning acting, not assembling the report.
Financial visibility & margin
Cost, billed, collected, and margin direction federated from contracts and invoices into one view — visible to the right people, never the customer. Know which jobs are healthy and which are quietly underwater.
A problem you can see is a problem you can still fix
A job stuck for six days. A deposit that was never collected. A balance quietly growing while everyone assumes someone else is watching it. On their own each is small — together they are the difference between a profitable quarter and a painful one.
- Stuck job — 6 days, no movement
Surfaced to the top before the customer is the one who calls to ask.
- Deposit required, not collected
Flagged the moment the job is signed without funding — not when the final bill is due.
- Open balance growing
Receivables tracked per job, with double-payment warnings when a number looks wrong.
Derived and read-only. The dashboard federates the contracts, invoices, and payments you already have — there is no new data entry, no parallel system to maintain, and nothing for the field to keep in sync.
Contracts, invoices, payments — one connected view
The production dashboard is not another place to enter data. It is the view that finally connects the data you already have, so the financial state of every job is correct, current, and in one place.
- Contracts, invoices, payments, and commissions read into one connected view — no re-keying, no reconciling four screens.
- Every figure is derived from data you already capture, so the dashboard is correct the moment a contract is signed or a payment lands.
- WIP, deposits, balances, and margin all key off the same job — quote-to-cash without the gaps where revenue normally slips.
- Read-only by design: it surfaces what needs attention and links you straight to the contract or invoice to act.
Production status is a read-time projection — never re-typed, never out of date. It moves as the contract and its invoices move.
Field updates that don’t stay trapped in the truck
ProjectPal supports office work, field work, and mobile workflows so updates do not stay trapped in the truck, the notebook, or a text thread — the field updates the job, and the production view stays current.
Mobile web workflows
Mobile-friendly, mobile-web workflows for the team working in the field — no separate stripped-down tool, and no waiting for a drive back to the shop to update the work.
Job & appointment access from the field
Reach the appointment and the job from the field, on the same customer record — so what happens on site reaches the office fast instead of hours later.
Field-to-production handoff
Field updates flow into the production view the office and leadership already watch — contract and production handoffs keep moving without re-keying at the shop.
See every job before it slips.
Book a Revenue Leak Review and we’ll connect your real contracts, invoices, and payments into one production view — and show you the stuck jobs, missed deposits, and open balances hiding in plain sight today.