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Welcome back, Denny — here's your project overview
▲ +12%
24
Active Projects
▲ +8%
$284K
Revenue MTD
▼ 3 open
7
Work Orders
improving
3
Overdue Items
Revenue TrendLast 6 months
Work Distribution
Mechanical
35%Electrical
30%Plumbing
25%Fire Prot.
10%Recent Activity
Invoice #INV-2024 paid — $42,500 from ABC General Contractors
2m ago
Submittal SUB-0087 returned for revision — Duct Shop Drawings
1h ago
Work Order WO-341 completed by Mike T. — HVAC Service Call
3h ago
Estimate EST-0156 approved — 123 Main St HVAC $184,000
Yesterday
Projects
12 active projects across all clients
ProjectClientValueStatusUpdated
Downtown Hospital Expansion
PRJ-0041 · Healthcare · Boston, MA
In Progress
Mar 18Westfield Office Park
PRJ-0040 · Commercial · Paterson, NJ
Active
Mar 17NJ Transit Depot — Plumbing
PRJ-0039 · Industrial · Newark, NJ
On Hold
Mar 15123 Main St — HVAC Renovation
PRJ-0038 · Commercial · Paterson, NJ
Awarded
Mar 12Downtown Hospital Expansion
In Progress
Metro Health Systems · Boston, MA
5/14/2026
Deadline
67%
Completion
8
Open Clashes
5
Team Members
Project Description
Complete MEP design and coordination for a 5-story hospital expansion including surgical suites, patient rooms, and administrative facilities.
Overall Progress
67% Complete
Budget
$2.4M
Location
Boston, MA
Recent Activity
Drawing uploaded
Sarah · 2h ago
Sarah · 2h ago
Clash resolved
Emily · 5h ago
Emily · 5h ago
Clash detected
System · 1d ago
System · 1d ago
Analytics
Performance across all projects
▲ +18.2%
$8.4M
Total Revenue
▼ -8.5%
127d
Avg. Duration
▲ +3.2%
87%
Utilization
▼ -12.1%
2.4d
Resolution Time
Budget PerformancePlanned vs Actual ($K)
Clash ResolutionMonthly
Documents
Centralized document management
Folders
Drawings
156 files
Specs
43 files
Reports
28 files
BIM Models
12 files
Schedules
34 files
Submittals
67 files
NameProjectTypeSizeDate
HVAC Layout - Level 3.pdf ⭐
Sarah Chen
Electrical Single Line.dwg
Mike Johnson
Plumbing Isometric.rvt ⭐
Emily Rodriguez
Invoices
Billing and payment tracking
$142K
Outstanding
$38K
Overdue
$284K
Paid This Month
#ClientProjectAmountStatusDue
INV-2024
ABC General Contractors
123 Main St$42,500Paid
Mar 15INV-2023
XYZ Construction
Riverside Hosp.$87,200Sent
Mar 20INV-2022
Metro Contractors LLC
Westfield Office$28,900Overdue
Mar 01INV-2021
Ridge Development
Summit Ridge$15,600Draft
—Submittals
8 in progress
#DescriptionProjectStatusDue
SUB-0087
Duct Shop Drawings — Level 3
123 Main StRevise
Mar 20SUB-0086
VAV Box Schedule
123 Main StApproved
Mar 18RFIs
Requests for information
No open RFIs
All requests answered. Create a new one when needed on site.
Estimates
5 active · $2.4M pipeline
#NameClientTotalStatusUpdated
EST-0156
123 Main St HVAC Renovation
ABC General$184,000Awarded
Mar 18EST-0155
Riverside Hospital MEP
XYZ Builders$892,000Bidding
Mar 17Work Orders
7 open
#DescriptionAssignedCustomerStatus
WO-341
HVAC Service Call — AHU-3
Mike T.ABC OfficeComplete
WO-340
Chiller Maintenance Q1
Sarah K.RiversideIn Progress
Time Tracking
This week · Team overview
142h
Total This Week
12h
Overtime
4
Clocked In Now
TechnicianWork OrderDateHoursStatus
Mike T.WO-341Today8.5h
Done
Sarah K.WO-340Today6.0h
Active
Team
8 members · 84% avg utilization
8
Total Members
84%
Avg. Utilization
24
Active Projects
839
Tasks Done
SC
Sarah Chen
MEP Lead Engineer
Active
Mechanical
sarah.chen@boldmechanical.com
Paterson, NJ
4
Projects
127
Tasks
92%
Util.
MJ
Mike Johnson
Sr. Electrical Engineer
Active
Electrical
mike.johnson@boldmechanical.com
Paterson, NJ
3
Projects
98
Tasks
88%
Util.
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