ConstructNav Construction Management

Dashboard

Run today's work across projects, leads, and tasks

Projects by Stage

My Upcoming Deadlines

Open work assigned to the current employee.

My Recent Activity

Recent actions by the current employee.

Active Projects

Project #	Project Name	Type	Stage	Progress

Work Center

Lead follow-ups, job tasks, and personal work

Lead Conversion

Closed-deal conversion and current CRM funnel.

Closed-Deal Conversion

Sales Pipeline

Track prospects from first contact through negotiation.

Customer	Opportunity	Lead Source	Stage	Value	Close %	Next Step

Active projects0

On track0

Needs attention0

Active contract value$0

Stage

Project	Status	Schedule	Contract

Loading preconstruction projects…

12-Month Billing Outlook

Committed billing and qualified pipeline are shown as separate, reconciling categories.

Committed CommercialCommitted Turn-KeyPass-Through Fee BillingCommercial PipelineTurn-Key Pipeline

Forecast Mix

Each dollar appears in exactly one category.

Monthly Billing Projection

Committed work and qualified opportunities are separated.

Month	Total Forecast	Committed Commercial	Committed Turn-Key	Pass-Through Fee Billing	Commercial Pipeline	Turn-Key Pipeline

Pass-Through Financial Summary

Job number, sold date, customer, project, sale value, and profit are linked directly to the authoritative commission entry. New pass-throughs default to the standard 83% vendor / 17% fee split until corrected.

Job	Customer / Project	Contract Sales	Vendor Cost	Fee Revenue / Profit	Fee Billing Date	Status

Commercial Billing Projections

Named commercial jobs and qualified commercial opportunities included in the forecast.

Job	Project / Customer	Forecast Status	Start	Finish	Contract / Value	Monthly Billing

Daily Log Entry

Recent Daily Logs

ONE ESTIMATOR · ONE WORKFLOW

ConstructNav Estimator

Build the complete estimate, customer proposal, vendor comparisons, alternates, and internal cost detail in one workspace. Lead and job information loads automatically, and saved project estimates feed the buyout budget.

Download Estimate Workbook

Project Information

Enter the basic information once. It is saved with the linked lead or job.

Not saved

Navigator AI Estimating Assistant

Ready to draft scope, product descriptions, inclusions, and exclusions from the linked job and estimate.

SunMonTueWedThuFriSat

Daily Time Totals

Completed timer sessions are combined by employee, day, and job or work category.

Date	Employee	Applied To	Work	Daily Total	Sessions

Calendar Suggestions

Open a calendar item, review the hours, then save it as a time entry.

AI Meetings & Notes

Record customer conversations and project meetings. Navigator organizes decisions, action items, and follow-up.

New Meeting Note

Customer Meeting History

Searchable notes remain connected to the customer or project.

AI Friction Intelligence

Use connected AI and exact operating data to identify repeated delays, wasted effort, and the next process worth fixing.

Data-Point Findings

Exact patterns from saved time, schedule, and friction records; connected AI adds a concise priority brief.

Ready

Run the analysis to create a connected-AI priority brief.

Run analysis to identify friction patterns.

Time & Effort Hotspots

Where the team is spending disproportionate time.

Friction Search

Search every logged issue and filter by record, category, severity, or responsible party.

Date	Prospect / Job	Category	Friction Point	Related Party	Time Lost	Suggested Fix

Receipts & Expenses

Photograph or upload a receipt, categorize it, and connect it to a job, prospect, business development, or company overhead.

Takeoff Studio

Measure plans, count items, and connect every takeoff directly to a lead or active job.

Upload a PDF or image to begin. Use Calibrate Scale before measuring.

⌖

Drop in a drawing and start measuringPDF, PNG, or JPG

Local Plan Intelligence

SEARCHABLE PDF

Locally reads searchable PDF text, classifies sheets, extracts project details, schedules, dimensions, notes, and likely quantities. Scanned images still require visual review.

Upload a searchable PDF, then click Analyze Searchable Plans.

Scale & Measurement

Drawing Units

Scale Status

Click Calibrate Scale, click two points with a known distance, then enter that real distance.

Current Item

Takeoff Summary

Measurements

No measurements yet.

Electronic Signature Center

Upload, send, sign, and track project documents and proposals from one place.

Settings

Manage company defaults, proposal settings, employees, and dropdown options.

Company Settings

These values are saved with ConstructNav and sync with your existing cloud workspace.

Dropdown Options

Enter one option per line. Existing records will not be changed.

Executive Summary

Live totals for contract value, backlog, projected billings, and jobs at risk.

Project Export

Download the project list for accounting or management review.

Data Backup

Download a full backup of this MVP's browser data.

ConstructNav v0.9.2.87.1 Company Cloud

Payments

Create customer billings, AIA pay applications, deposit draws, time-and-material invoices, and manage subcontractor payments.

Money Moving This Week

Needs Attention

Create Customer Billing

Select a project and billing type. The screen changes to the simplest workflow for that billing method.

How SOV, retainage, AIA billing, and job cost work together

1. SOV

Breaks the revised customer contract into billable portions. The full SOV must equal the contract.

2. Retainage

Holds back a percentage of earned work or stored materials until it is released.

3. AIA-style Billing

Turns cumulative work, stored materials, retainage, and prior certificates into the current payment due.

4. Job Cost

Compares budget, actual cost, commitments, and ETC to forecast EAC, WIP, and profit.

The accepted estimate seeds the cost budget. Approved bills, receipts, and labor update actual cost. POs and subcontracts update commitments. Each AIA application creates one linked receivable, so records flow forward without duplicate entry.

Standard Customer Invoice

Create, send, and track a straightforward invoice using the existing invoice workflow.

AIA Progress Billing

Review progress, adjust the current draw, and generate the billing package only when needed.

Period ThroughRetainage %Approved Change Orders

Code	Description	Scheduled Value	Previously Billed	Project Progress	Bill This Draw	Stored Materials	Total %	Balance

Payment Application History

Every imported or created application remains traceable to its supporting documents.

Billing Document Library

One organized place for AIA applications, SOVs, change orders, invoices, stored-material support, lien waivers, payment confirmations, and signed billing records.

Setup Guide Import Template

Billing documents will appear here.

Subcontractor & Vendor Bills

Approve bills, schedule ACH or checks, and show payment status to trade partners.

Financial Approval Queue

Customer Payment Methods

ACH / Bank

Credit Card

Debit Card

Future connectors: Square, Stripe, QuickBooks Payments.

Vendor Payment Methods

ACH

Printed Check

Manual / Other

Include remittance advice and payment confirmation.

Customer Portal

Preview the experience customers use to follow progress, approve changes, and pay invoices.

Project Timeline

Latest Project Photos

Shared Documents

Invoices & Payments

Project Messages

Send a Message

Change Orders

Customers can review, approve, or request a change.

Warranty Requests

Submit Warranty Request

Trade Portal

Subcontractors can review assignments, submit bids and invoices, and schedule when they will be onsite.

Bid Requests

Upcoming & Requested Visits

Schedule When You Will Be There

Project

Arrival Date

Completion Date

Arrival Time

Crew Size

Notes

Released Documents

My Invoices

Track review, approval, scheduled payment, and paid status.