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Customer Dashboard
Active Projects
$633,760.00
8 Projects
Pipeline
$110,100.00
5 Projects
Completed Projects
$0.00
0 Projects · total profit

Project Progress Tracker

Lead 2
Assessment 0
Quoted 3
Active 8
OnHold 0
Completed 0
Canceled 0
ChangeOrder 0

Cost Composition by Project

Projects

Project NameCustomerStatusEstimated CostActual CostMisc CostFinal PriceTarget StartTarget EndActual StartActual EndNotes
Water Damage Joanne Marcotte Active $52,460.00 $27,635.70 $0.00 $58,404.90 2026-02-09 2026-05-04 2026-02-09 Created from billing workflow on 2026-04-13T13:00:52
Side Fence Joanne Marcotte Active $20,000.00 $0.00 $0.00 $20,000.00 2026-05-13 2026-05-22 2026-05-13
One Street Wall Rebuild Customer One Active $18,000.00 $14,837.00 $0.00 $18,000.00 2026-04-21 2026-05-05 Created from billing workflow on 2026-04-14T20:15:06
Judgement Aaron Judge Lead $0.00 $0.00 $0.00 $0.00 2026-06-01 2026-10-31
Garage Shohei Ohtani Quoted $50,000.00 $0.00 $0.00 $0.00 2026-05-01 2026-05-31
Downsizing Coach K Active $350,000.00 $1,726.50 $0.00 $350,000.00 2026-04-01 2026-06-30 2026-04-01
Deck Repair / Tree Trim Tom Wade Lead $7,700.00 $0.00 $0.00 $7,700.00
Seabrook Items Dan / Joanne Griffin Active $25,500.00 $12,370.00 $0.00 $25,500.00 2026-04-13 2026-04-27 2026-04-13
Washington St Josh Marcotte Active $103,000.00 $0.00 $0.00 $105,100.00 2026-05-11 2026-07-31 2026-05-11
Fence Daraly Flynn Active $4,800.00 $4,356.00 $0.00 $5,460.00 2026-05-11 2026-05-15 2026-05-11
Duxbury Eddie Reardon Quoted $15,000.00 $0.00 $0.00 $15,000.00 2026-06-01 2026-06-12 Created from billing workflow on 2026-05-13T11:58:21
Maintence Magic Goodwill Iindustries Southwest Flordia Quoted $37,400.00 $67.95 $0.00 $37,400.00 2026-06-01 2026-07-31 2026-06-01
Test Project Test Customer Active $60,000.00 $4,781.00 $0.00 $60,000.00 2026-06-11 2026-07-31 2026-06-11

Project Steps

Project NameStep NameOrderStatusStart DateEnd DateNotes
Judgement Design 1 Pending
Judgement Order Materials 2 Pending
Judgement Demo 3 Pending
Judgement Permitting Submission 4 Pending

Punch Lists

NameDocumentCustomerProjectSend StatusStateCustomer ApprovalCustomer Approval DateVisible
Fence Punch List Punch doc Joanne Marcotte Side Fence NotSent Open No Yes
Seabrook Items Punch doc Dan / Joanne Griffin Seabrook Items NotSent Open No Yes
Complete Washington St. Punch doc Josh Marcotte Washington St Sent Open No Yes
Complete the Project Punch doc Test Customer Test Project NotSent Open No Yes

Project Assignments

EditProjectContactFromToRate
Edit Water Damage Phil Marcotte 2026-02-09 2026-05-04
Edit Water Damage Zach Marcotte 2026-04-02 2026-04-02
Edit Side Fence Phil Marcotte 2026-05-13 2026-05-22
Edit One Street Wall Rebuild Test Drive2 2026-04-21 2026-05-05
Edit Judgement Test Drive
Edit Judgement Peter Marcotte 2026-06-01 2026-10-31
Edit One Street Wall Rebuild My Employee1 2026-03-01 2026-06-30 $30.00
Edit Seabrook Items Phil Marcotte 2026-04-13 2026-04-27
Edit Seabrook Items George Smith 2026-04-06 2026-04-30
Edit Seabrook Items Juan Valdez 2026-04-06 2026-04-30
Edit Deck Repair / Tree Trim Phil Marcotte
Edit Washington St Phil Marcotte 2026-05-11 2026-07-31
Edit Fence Phil Marcotte 2026-05-11 2026-05-15
Edit Fence Juan Valdez 2026-05-11 2026-05-15
Edit Fence George Smith 2026-05-11 2026-05-15
Edit Duxbury Phil Marcotte 2026-06-01 2026-06-12
Edit Duxbury George Smith 2026-06-01 2026-06-12
Edit Duxbury Juan Valdez 2026-06-01 2026-06-12
Edit Maintence Magic Peter Marcotte 2026-06-30 2026-07-31
Edit Test Project Peter Marcotte 2026-06-11 2026-07-31
Edit Test Project J Dunn Emp 2026-06-11 2026-07-02

Labor

Project NameFull NameDateHoursDescriptionRole
Water Damage Phil Marcotte 2026-02-09 40.0 Tracked activity 2026-02-09 to 2026-02-13 Billing Owner
Water Damage Phil Marcotte 2026-02-23 40.0 Tracked activity 2026-02-23 to 2026-02-27 Billing Owner
Water Damage Phil Marcotte 2026-03-02 40.0 Tracked activity 2026-03-02 to 2026-03-06 Billing Owner
Water Damage Phil Marcotte 2026-03-09 40.0 Tracked activity 2026-03-09 to 2026-03-13 Billing Owner
One Street Wall Rebuild Test Drive2 2026-04-15 8.0 Voice time entry Billing Owner
Downsizing Benny Boy 2026-04-01 6.0 Tracked activity 2026-04-01 to 2026-04-01
Downsizing Benny Boy 2026-04-02 12.0 Tracked activity 2026-04-02 to 2026-04-03
Downsizing Benny Boy 2026-04-06 40.0 Tracked activity 2026-04-06 to 2026-04-10
One Street Wall Rebuild My Employee3 2026-04-17 8.0
Seabrook Items Phil Marcotte 2026-04-10 28.0 Tracked activity 2026-04-10 to 2026-04-10 Billing Owner
Seabrook Items Juan Valdez 2026-04-30 104.0 Tracked activity 2026-04-30 to 2026-04-30 None
Seabrook Items George Smith 2026-04-30 104.0 Tracked activity 2026-04-30 to 2026-04-30 None
Fence Phil Marcotte 2026-05-11 8.0 Tracked activity 2026-05-11 to 2026-05-11 Billing Owner
Fence Juan Valdez 2026-05-11 8.0 Tracked activity 2026-05-11 to 2026-05-11 None
Fence George Smith 2026-05-11 8.0 Tracked activity 2026-05-11 to 2026-05-11 None
Fence Phil Marcotte 2026-05-12 8.0 Obtained Supplies, complete finish work Billing Owner
Fence George Smith 2026-05-12 8.0 Complete fence and gates None
Fence Juan Valdez 2026-05-12 8.0 Complete fence and gates None
One Street Wall Rebuild My Employee3 2026-05-14 10.0 iOS time entry
Fence Phil Marcotte 2026-05-13 4.0 Billing Owner
Fence Juan Valdez 2026-05-13 4.0 None
Fence George Smith 2026-05-13 4.0 None
Maintence Magic Peter Marcotte 2026-06-11 2.0 Tracked activity 2026-06-11 to 2026-06-11 Billing Owner
Test Project J Dunn Emp 2026-06-11 8.0 Obtained and Delivered materia None

Miles

Project NameFull NameTravel DateMilesCost/MileTotal
Downsizing Benny Boy 2026-04-01 17.0 $0.70 $11.90
Downsizing Test Drive 2026-04-15 378.0 $0.70 $264.60
One Street Wall Rebuild My Employee1 2026-04-16 50.0 $0.70 $35.00
Seabrook Items Phil Marcotte 2026-04-30 1200.0 $0.70 $840.00
Fence Phil Marcotte 2026-05-11 86.0 $1.00 $86.00
Fence Phil Marcotte 2026-05-12 88.0 $1.00 $88.00
One Street Wall Rebuild My Employee3 2026-05-11 10.0 $0.70 $7.00
Fence Phil Marcotte 2026-05-13 88.0 $1.00 $88.00
Maintence Magic Jamie Dunn 2026-06-10 60.0 $1.00 $60.00
Maintence Magic Peter Marcotte 2026-06-10 5.0 $1.00 $5.00
Test Project J Dunn Emp 2026-06-11 134.0 $1.00 $134.00

Equipment

CustomerProject NameEquipmentDescriptionFrom DateStatus
Joanne Marcotte Water Damage Dump Trailor 2026-02-16 Complete
Joanne Marcotte Water Damage Dump Trailor 2026-04-27 Complete
Joanne Marcotte Water Damage Dump Trailor 2026-02-16 Complete
Joanne Marcotte Water Damage Dump Trailor 2026-03-02 Complete
Joanne Marcotte Side Fence Dump Trailor 2026-05-16 Complete
Customer One One Street Wall Rebuild Jackhammer 2026-04-17 Complete
Customer One One Street Wall Rebuild Scaffolding 2026-04-17 In Use
Customer One One Street Wall Rebuild Ditch Digger 2026-04-17 Complete
Customer One One Street Wall Rebuild Crane 2026-04-17 Complete
Customer One One Street Wall Rebuild Grinder 2026-03-17 Complete
Customer One One Street Wall Rebuild Ditch Digger 2026-03-17 Complete
Dan / Joanne Griffin Seabrook Items Dump Trailor 2026-04-13 Complete
Dan / Joanne Griffin Seabrook Items Escavator 2026-04-13 Complete
Dan / Joanne Griffin Seabrook Items Large Bobcat 2026-04-20 Complete
Dan / Joanne Griffin Seabrook Items Small Bobcat 2026-04-14 Complete
Eddie Reardon Duxbury Dump Trailor 2026-06-01 Complete
Eddie Reardon Duxbury Dump Trailor 2026-06-02 Complete
Estimates
Invoicing
Payments
Photos
Receipts
Checks
Invoices
Documents
Total Purchases
19
Records Filtered
Total Photos
11
Images Filtered
Total Documents
2
Files Filtered
Total Checks
4
Records Filtered
Vendor Invoices
0
Records Filtered

Top 10 Volume by Customer

Top 10 Volume by Project

Documents

ImageNameCustomerProjectCustomer VisibleCreated OnNotesAI_analysis
Master_Agreement.pdf Master_Agreement.pdf Goodwill Iindustries Southwest Flordia Maintence Magic Yes 2026-06-11 11:41:53 Initial Upload
Goodwill_SWF_Order_Form.pdf Goodwill_SWF_Order_Form.pdf Goodwill Iindustries Southwest Flordia Maintence Magic Yes 2026-06-11 11:42:08 Initial Upload

Purchases

ImageCustomerProjectDescriptionStatusDateCustomer VisibleTotal PriceAddressAI_analysis
N/A Joanne Marcotte Water Damage Total Purchases directly by customer Purchased 2026-04-10 Yes $6,754.42 None
N/A Joanne Marcotte Water Damage Total purchases directly by customer Purchased 2026-04-13 Yes $9,466.26 None
N/A Joanne Marcotte Water Damage Paint directly by customer Purchased 2026-03-17 Yes $455.91 None
N/A Joanne Marcotte Water Damage Purchased by customer Purchased 2026-04-09 Yes $38.91 None
N/A Joanne Marcotte Water Damage Purchased by customer Purchased 2026-03-12 Yes $201.25 None
N/A Joanne Marcotte Water Damage Check/Cash given directly to ECO Purchased 2026-03-27 Yes $2,800.00 None
N/A Joanne Marcotte Water Damage Purchased by Customer Purchased 2026-02-27 Yes $190.00 None
N/A Joanne Marcotte Water Damage Purchased by customer Purchased 2026-04-10 Yes $168.95 None
N/A Joanne Marcotte Unknown None Purchased 2026-03-06 Yes $312.00 None
Customer One One Street Wall Rebuild None Purchased 2026-04-17 Yes $1,000.00 None
N/A Customer One One Street Wall Rebuild None Purchased 2026-04-17 Yes $5,000.00 None
Daraly Flynn Fence iOS receipt upload Purchased 2026-05-11 Yes $798.14 None {"Receipt": true, "Store": "THE HOME DEPOT", "Items": [{"Description": "VERANDA 6X36 WHT ASM RAIL", "Quantity": 3}, {"Description": "VERANDA 39\" WHT POST SLEEVE", "Quantity": 9}, {"Description": "VERANDA WHT HORZ HARDWARE 4-PK", "Quantity": 2}, {"Description": "BC40Z 4X 18GA ZMAX HALF BASE", "Quantity": 2}, {"Description": "TIMBERLOK 2-1/2\" HEXHEAD EA", "Quantity": 3}, {"Description": "HEADLOK 2-7/8\" FLATHEAD EA", "Quantity": 1}, {"Description": "FENDER WASHER GALV 1/2 X 1-1/2 (WCU)", "Quantity": 4}, {"Description": "LAG SCRW GALV 3/8 X 3-1/2 (WCU)", "Quantity": 2}, {"Description": "VERANDA 36-48\" WHT RAIL GATE KIT", "Quantity": 2}, {"Description": "VERANDA WHT NEW ENGLND POST CAP", "Quantity": 9}, {"Description": "VERANDA WHT POST SKIRT", "Quantity": 1}, {"Description": "4X4-8FT #2 PT GC", "Quantity": 2}, {"Description": "DR PEPPER DIET 20OZ", "Quantity": 1}], "Total": 798.14, "Date": "2026-05-11"}
Daraly Flynn Fence Uploaded Receipt Purchased 2026-05-11 Yes $181.26 None {"Receipt": true, "Store": "The Home Depot", "Items": [{"Description": "LINE BRACKET VERANDA WHT HORZ HARDWARE 4-PK", "Quantity": 3}, {"Description": "1/4X4'X8 PVC 1/4X48-8FT VERANDA REV PVC SHEET", "Quantity": 1}, {"Description": "PVC BOARD 1X4-16FT VERANDA PVC TRIM BOARD", "Quantity": 2}, {"Description": "4X4-8 #2PT 4X4-8FT #2 PT GC", "Quantity": 1}], "Total": 181.26, "Date": "2026-05-11"}
Daraly Flynn Fence Uploaded Receipt Purchased 2026-05-12 Yes $41.06 None {"Receipt": true, "Store": "THE HOME DEPOT", "Items": [{"Description": "EXT PAINT BEHR PPE 9400 SATIN MEDIUM 300Z", "Quantity": 1}, {"Description": "5\" HIDDEN HANGER W/SCREW", "Quantity": 1}, {"Description": "BRACE, CORNER_1.5\"_SS_4PK", "Quantity": 2}], "Total": 41.06, "Date": "2026-05-12"}
Daraly Flynn Fence Uploaded Receipt Purchased 2026-05-12 Yes $34.78 None {"Receipt": true, "Store": "THE HOME DEPOT", "Items": [{"Description": "1-5/8 IN WHITE ALL PURPOSE SCREW", "Quantity": 1}, {"Description": "5\" ALUM LEFT END CAP - WHITE", "Quantity": 1}, {"Description": "5\" ALUM RIGHT END CAP - WHITE", "Quantity": 1}, {"Description": "8FT VERANDA WHITE LATTICE CAP", "Quantity": 3}], "Total": 34.78, "Date": "2026-05-12"}
Daraly Flynn Fence Uploaded Receipt Purchased 2026-05-12 Yes $38.76 None {"Receipt": true, "Store": "LaValley BUILDING SUPPLY", "Items": [{"Description": "GRK WHITE TRIM SCREWS 8X2\" RT", "Quantity": 1}, {"Description": "CORTEX 80 COUNT PEBBLE PLUG", "Quantity": 1}], "Total": 38.76, "Date": "2026-05-12"}
Unknown Unknown iOS receipt upload Purchased 2026-04-08 Yes $67.22 None {"Receipt": true, "Store": "Home Depot", "Items": [{"Description": "VARA CLAS STAIN OIL CHERRY HP", "Quantity": 1}, {"Description": "VARA INT POLY OIL SAT HP 450V", "Quantity": 1}, {"Description": "BUI SCUFF DEFENSE 7753 SAT DP 29 OZ", "Quantity": 1}, {"Description": "GOOD 1.5 ANGLE SASH LATEX BRUSH", "Quantity": 2}, {"Description": "1X5-8FT PRIMED FJ S4S BOARD", "Quantity": 1}], "Total": 67.22, "Date": "2026-04-08"}
N/A Goodwill Iindustries Southwest Flordia Maintence Magic Parking Purchased 2026-06-10 Yes $2.95 None
N/A Test Customer Test Project Lumber Purchased 2026-06-11 Yes $4,367.00 None

Checks

ImageCustomerProjectInvoiceDescriptionAssignedDateCustomer VisibleTotalAddressAI_analysis
Joanne Marcotte Water Damage INV-1 Uploaded Check Assigned 2025-02-20 Yes $1,350.00 None {"Check": true, "CheckFrom": "THE MARCOTTE REVOCABLE TRUST JOANNE M MARCOTTE PETER E MARCOTTE TRTEE", "CheckTo": "PHIL MARCOTTE", "Total": 1350.0, "Date": "2025-02-20", "Signed": true, "Memo": ""}
Joanne Marcotte Water Damage INV-1 Uploaded Check Assigned 2026-02-27 Yes $5,820.00 None {"Check": true, "CheckFrom": "THE MARCOTTE REVOCABLE TRUST", "CheckTo": "Phil Marcotte", "Total": 5820.0, "Date": "2026-02-27", "Signed": true, "Memo": ""}
Joanne Marcotte Water Damage INV-1 Uploaded Check Assigned 2026-03-25 Yes $3,300.00 None {"Check": true, "CheckFrom": "THE MARCOTTE REVOCABLE TRUST", "CheckTo": "Phil Marcotte", "Total": 3300.0, "Date": "2026-03-25", "Signed": true, "Memo": "marine repair"}
Joanne Marcotte Water Damage Uploaded Check Assigned 2026-03-25 Yes $1,000.00 None {"Check": true, "CheckFrom": "THE MARCOTTE REVOCABLE TRUST JOANNE M MARCOTTE PETER E MARCOTTE TRTEE", "CheckTo": "Eco Wood flooring", "Total": 1000.0, "Date": "2026-03-25", "Signed": true, "Memo": "Dep 229 7th"}

Photos

ImageCustomerProjectAddressNotesAI AnalysisCustomer VisibleAI_analysis
Dan / Joanne Griffin Seabrook Items Haverhill Street, Seabrook Beach, Seabrook, Rockingham County, New Hampshire, 03874, United States Initial Upload Yes Yes { "high_level_description": "A large, cantilevered brass or gold-toned sculptural fixture mounted on a high wall, positioned directly beneath an oval-shaped skylight and near an HVAC vent.", "potential_access_issues": "The high wall-mount location will require a tall ladder or scaffolding. The dark slatted structure in the foreground may restrict ladder placement and floor access.", "materials_seen": "Brass or gold-finished metal (sculpture), drywall/plaster (wall), glass and metal (skylight), and dark-stained wood or composite (foreground slats).", "tools_likely_needed": "Tall A-frame ladder or mobile scaffolding, power drill, wall anchors, level, microfiber cloths for handling delicate finishes, and potentially electrical testing tools if the fixture is powered.", "safety_hazards": "Fall risk due to working at height. The sculpture is large and cantilevered, making it unwieldy and a drop hazard. Close proximity to a glass skylight creates a breakage risk, and the sculpture may have thin, sharp metal edges.", "work_required": "Installation, detailed cleaning, or maintenance of the sculptural fixture. Could also involve inspection of the nearby vent or skylight seals." }
Dan / Joanne Griffin Seabrook Items Haverhill Street, Seabrook Beach, Seabrook, Rockingham County, New Hampshire, 03874, United States Initial Upload Yes Yes { "high_level_description": "Modern interior staircase featuring dark wood treads and white risers, illuminated by a large skylight and a sidewall window. The area includes a metal handrail and decorative elements.", "potential_access_issues": "Working on a staircase presents uneven footing and limited space for equipment. Reaching the skylight or upper handrail mounts will require specialized ladders designed for use on stairs or lightweight scaffolding.", "materials_seen": "Dark wood (stair treads), white painted plaster or drywall (risers and walls), metal (handrail and fixtures), glass (windows and skylight), and potentially composite material for the lower flooring area.", "tools_likely_needed": "Adjustable multi-position ladder for stairs, drill/driver set, measuring tape, spirit level, drop cloths to protect wood finishes, and standard hand tools for hardware adjustments.", "safety_hazards": "High risk of falls from working on stairs and at heights near the skylight. Polished wood treads may be slippery. Tripping hazards are increased by any tools or materials left on the narrow steps.", "work_required": "Potential tasks include handrail repair or installation, refinishing or touching up wood treads and painted risers, or maintenance work on the skylight and windows." }
Dan / Joanne Griffin Seabrook Items Haverhill Street, Seabrook Beach, Seabrook, Rockingham County, New Hampshire, 03874, United States Initial Upload Yes Yes { "high_level_description": "Interior view of an entryway featuring a wooden door with glass panes, decorative star-patterned floor tiles, and a large Monstera plant.", "potential_access_issues": "The entryway is narrow; the large potted plant is an obstruction that will likely need to be moved to work on the door or adjacent walls.", "materials_seen": "Wood (door and framing), glass, patterned ceramic/porcelain floor tiles, painted drywall.", "tools_likely_needed": "Drop cloths to protect decorative flooring, basic hand tools for hardware adjustments, and cleaning supplies for glass and wood surfaces.", "safety_hazards": "Trip hazard from the plant and pot; potential slip hazard on tiled floor; high glare from the door window could impair vision during tasks.", "work_required": "Likely involves door or hardware maintenance, interior painting, or floor cleaning/repair." }
Dan / Joanne Griffin Seabrook Items Haverhill Street, Seabrook Beach, Seabrook, Rockingham County, New Hampshire, 03874, United States Initial Upload Yes Yes { "high_level_description": "A close-up image showing a large, plain white vertical surface, possibly a wall section or a large piece of cabinetry, with some decorative trim visible on the right edge.", "potential_access_issues": "The image provides limited context, but it appears to be an interior residential or office space. Standard indoor access should be expected.", "materials_seen": "Smooth white-painted surface (drywall or wood paneling), decorative trim molding, and a glimpse of wood at the top edge.", "tools_likely_needed": "Depending on the actual task, standard tools for surface prep, painting, or minor carpentry like a measuring tape, level, or screwdrivers may be required.", "safety_hazards": "No immediate hazards are visible in this zoomed-in view, though general indoor site safety precautions apply.", "work_required": "The exact scope of work is unclear from this photo; it could range from a simple repainting job to surface repair or cabinet installation/adjustment." }
Dan / Joanne Griffin Seabrook Items Haverhill Street, Seabrook Beach, Seabrook, Rockingham County, New Hampshire, 03874, United States Initial Upload Yes Yes { "high_level_description": "Close-up view of a black architectural frame—likely a sliding door or high-end cabinetry—featuring a gold-toned, rectangular recessed pull handle.", "potential_access_issues": "The tight framing of the photo suggests a compact work area; precision work may be required in a finished interior space where protection of surrounding surfaces is critical.", "materials_seen": "Black-finished frame (likely anodized aluminum or painted wood), gold-colored metallic hardware insert, and adjacent glass or high-gloss panels.", "tools_likely_needed": "Precision screwdrivers, non-marring pry tools for hardware removal, measuring tape, and microfiber cleaning cloths.", "safety_hazards": "Risk of glass breakage if panels are tempered or under stress; potential pinch points if the frame is part of a sliding or pivoting mechanism.", "work_required": "Likely involves the installation, adjustment, or replacement of the recessed hardware, or general finishing and inspection of the frame assembly." }
Dan / Joanne Griffin Seabrook Items Haverhill Street, Seabrook Beach, Seabrook, Rockingham County, New Hampshire, 03874, United States Initial Upload Yes Yes [ { "high_level_description": "Close-up view of a magnetic latch or catch assembly mounted within a white frame, likely for a sliding door or window system.", "potential_access_issues": "The hardware is located within a narrow, recessed channel, which may require short-handled or precision tools to reach the screws.", "materials_seen": "White powder-coated or vinyl frame, black plastic/metal magnetic catch, metal Phillips-head screws, and a dark adhesive or magnetic strip.", "tools_likely_needed": "Small Phillips-head screwdriver, cleaning brush or cloth, and possibly replacement screws or magnetic hardware if damaged.", "safety_hazards": "Minor risk of finger pinches from moving door/window components and potential sharp edges on the frame track.", "work_required": "Inspect the magnetic catch for proper alignment and security; tighten or replace screws as necessary. Clean the track and catch surface to ensure a strong magnetic connection." } ]
Dan / Joanne Griffin Seabrook Items Haverhill Street, Seabrook Beach, Seabrook, Rockingham County, New Hampshire, 03874, United States Initial Upload Yes Yes { "high_level_description": "Detailed interior view of a custom white arched millwork feature integrated with glass-front cabinetry and a dark wood-slatted ceiling with recessed lighting. The image appears to be rotated 90 degrees.", "potential_access_issues": "Work on the upper arch, wood ceiling, or recessed light fixtures will require ladders or portable scaffolding due to the height.", "materials_seen": "Dark stained wood planks, painted wood or MDF millwork/trim, glass cabinet inserts, recessed lighting canisters, and potentially drywall.", "tools_likely_needed": "Ladders or scaffolding, finish carpentry tools (miter saw, finish nailer, level), electrical tester, caulking gun, and paint touch-up supplies.", "safety_hazards": "Fall hazards from working at height; potential electrical shock when servicing lighting; dust inhalation and eye hazards if performing any cutting or sanding of trim.", "work_required": "Installation or maintenance of high-end custom millwork, cabinetry adjustments, electrical work for integrated lighting, and finishing/painting of the trim work." }
Dan / Joanne Griffin Seabrook Items Haverhill Street, Riverside, Seabrook Beach, Seabrook, Rockingham County, New Hampshire, 03874, United States Initial Upload Yes Yes [ { "description": "The image shows an interior construction or renovation scene featuring a stained wood sliding door with a recessed flush pull, adjacent to white shaker-style cabinetry and hardwood flooring.", "access_issues": "The workspace appears confined, particularly where the cabinetry meets the door casing. Ensuring the sliding door has enough clearance to operate without hitting the cabinet is a priority.", "materials": [ "Stained wood door (likely oak grain)", "Glass door inserts", "White painted cabinetry/trim", "Hardwood floor planks", "Black metal flush pull hardware" ], "tools": [ "Tape measure", "Spirit level", "Drill and driver set", "Wood shims", "Fine-grit sandpaper", "Touch-up paint and stain" ], "safety_hazards": [ "Pinch points within the sliding door track mechanism", "Risk of glass breakage if the door is mishandled", "Potential for floor damage; protective covering is recommended during work" ], "work_required": [ "Adjusting sliding door alignment and hardware", "Finalizing trim and casing installation between the door and cabinetry", "Inspecting door-to-cabinet clearance", "Touch-up staining or painting on mitered corners and edges" ] } ]
Dan / Joanne Griffin Seabrook Items Haverhill Street, Riverside, Seabrook Beach, Seabrook, Rockingham County, New Hampshire, 03874, United States Initial Upload Yes Yes { "description": "A close-up interior shot of a window corner with a dark frame. The outside light is bright and diffused, while the interior is dark with a white, crinkled protective sheet or bag in the foreground and a woven item hanging above.", "potential_access_issues": "The presence of large items like the white sheet and hanging objects suggests a cramped or cluttered workspace that may restrict easy access to the window frame.", "materials_seen": [ "Glass window pane", "Black window frame (likely metal or vinyl)", "White crinkled plastic or fabric sheeting", "Woven straw or burlap material" ], "tools_likely_needed": [ "Flashlight or work light for better visibility in dark interior", "Measuring tape", "Cleaning supplies for glass and frame", "Sealant or caulk gun for frame maintenance" ], "safety_hazards": [ "Limited visibility in the dark interior could lead to tripping hazards", "Potential sharp edges on the window frame or glass if damaged" ], "work_required": "Work likely involves inspecting or repairing the window seal, cleaning the frame, or prepping the area for window treatment or tinting installation." }
Dan / Joanne Griffin Seabrook Items Haverhill Street, Riverside, Seabrook Beach, Seabrook, Rockingham County, New Hampshire, 03874, United States Initial Upload Yes Yes { "high_level_description": "A low-angle interior view looking up at large, dark-framed architectural windows with intricate curved and multi-pane designs, overlooking an outdoor deck and coastal scenery.", "access_issues": "The high elevation of the window panes and the unique ceiling height will require ladders, scaffolding, or a scissor lift for safe access. Curved frame geometry may also make precise measurements for treatments or repairs difficult.", "materials_seen": "Dark-finished window frames (likely wood or metal), multiple glass panes, drywall, and glass pendant lighting fixtures.", "tools_needed": "Tall A-frame ladder or scaffolding, laser measuring tool, glass cleaning equipment, and specialized suction glass-handling tools if pane replacement is needed.", "safety_hazards": "High risk of falls due to working at elevation; danger of glass breakage during maintenance or repair work.", "work_required": "Likely tasks include high-reach professional window cleaning, installation of custom-shaped window treatments, or potential glass/frame maintenance." }
Dan / Joanne Griffin Seabrook Items Haverhill Street, Riverside, Seabrook Beach, Seabrook, Rockingham County, New Hampshire, 03874, United States Initial Upload Yes Yes [ { "high_level_description": "Underside and side view of a modern floating staircase featuring thick, dark wood treads cantilevered from a white wall.", "potential_access_issues": "The open-riser design and height may require ladders or scaffolding for safe access to higher treads. Tight spacing between treads may limit maneuverability for tools or cleaning equipment.", "materials_seen": "Dark-stained hardwood treads (likely walnut or oak) and white-painted drywall or plaster surfaces.", "tools_likely_needed": "Laser level for checking tread alignment, soft microfiber cloths or vacuum for dusting, wood-specific cleaner, and matching wood stain or white paint for minor surface touch-ups.", "safety_hazards": "Fall hazards due to the open-riser design and working at heights. Square-edged treads may present a minor impact hazard in tight quarters.", "work_required": "Periodic inspection of the mounting points for structural stability, routine cleaning/dusting of all visible surfaces, and minor cosmetic touch-ups to the wood finish or wall paint." } ]

Invoices

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Client Portal

Projects, estimates, invoices, photos, receipts, and a future pay workflow in one place.

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Log Activity

Owners and admins see the whole organization; employees see only their assignments. By default all project statuses are included; narrow with Project status.

Log Activity

Log time below (uses the first selected project for photo/receipt uploads when preset). Add one or more line items, then save.

Project Contact Start Date End Date Hours Notes Project start Project end

Log Miles

Record mileage by project. Add one or more line items, then save.

Project Contact Date From To Miles Notes Project start Project end

Punch Lists

Name opens the same Edit Punch List modal as on Projects. Document opens the punch list file (new tab on web and mobile).

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Documents

Image opens a preview. Name is shown for reference only (does not open the document editor).

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Open Action Items

You can edit fields; only managers can remove items from the Actions dashboard. Notify checkboxes send on save (aggregated per contact). Task, Description, and Notes expand when focused; double-click for a larger editor.

Contact Customer Project Date notified Date complete Status Notify type Task Description Notes Notify

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Hours by Project Line graph

Action Items Timeline

Last 8 weeks through today. Open items in blue; complete in gray. Respects the Action Items filter above.

Voice Assistant

Try list voice commands then done for a full reference. Say clear screen done to wipe transcript, tables, and history. Other lists: list active projects, list completed projects, list estimates. Say log time, log miles, or log payment for a project. Say done when finished dictating.

Tap to speak

Works on iPhone when the mic button can’t (e.g. site not HTTPS, or browser limits). Pick a short clip; same transcription as Record.

Action Preview