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24
Active Projects
↑ +12% this month
$284K
Revenue MTD
↑ +8% from last month
7
Work Orders
3 need attention
87%
Team Utilization
↑ +3.2% this week
RevenueLast 6 months
Work Types
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 across all clients
ProjectClientValueStatusUpdated
Downtown Hospital Expansion
PRJ-0041 · Healthcare · Boston, MA
Westfield Office Park
PRJ-0040 · Commercial · Paterson, NJ
NJ Transit Depot
PRJ-0039 · Industrial · Newark, NJ
123 Main St — HVAC Renovation
PRJ-0038 · Commercial · Paterson, NJ
Downtown Hospital Expansion
In ProgressMetro Health Systems · Boston, MA
5/14/2026
Deadline
67%
Completion
8
Open Clashes
5
Team Members
Description
Complete MEP design for a 5-story hospital expansion including surgical suites, patient rooms, and administrative facilities.
67% milestones complete
Activity
Drawing uploaded
Sarah · 2h ago
Sarah · 2h ago
Clash CL-003 resolved
Emily · 5h ago
Emily · 5h ago
Analytics
Performance metrics across all projects
$8.4M
Total Revenue YTD
↑ +18.2%
127d
Avg. Duration
↓ -8.5% faster
87%
Team Utilization
↑ +3.2%
2.4d
Avg. Resolution
↓ -12.1% faster
Budget PerformancePlanned vs Actual ($K)
Clash ResolutionMonthly count
Invoices
Billing and payment tracking
$142K
Outstanding
$38K
Overdue
$284K
Paid This Month
#ClientProjectAmountStatusDue
INV-2024ABC General Contractors123 Main St$42,500PaidMar 15
INV-2023XYZ ConstructionRiverside Hosp.$87,200SentMar 20
INV-2022Metro Contractors LLCWestfield Office$28,900OverdueMar 01
INV-2021Ridge DevelopmentSummit Ridge$15,600Draft—
Documents
NameProjectTypeSizeDate
HVAC Layout - Level 3.pdf ⭐Downtown HospitalPDF4.2 MBMar 17
Electrical Single Line.dwgWestfield OfficeCAD1.8 MBMar 16
Estimates
5 active · $2.4M pipeline
#NameClientTotalStatusUpdated
EST-0156123 Main St HVAC RenovationABC General$184,000AwardedMar 18
EST-0155Riverside Hospital MEPXYZ Builders$892,000BiddingMar 17
Submittals
#DescriptionProjectStatusDue
SUB-0087Duct Shop Drawings — Level 3123 Main StReviseMar 20
SUB-0086VAV Box Schedule123 Main StApprovedMar 18
RFIs
All caught up!
No open RFIs. Create one when needed.
Work Orders
7 open
#DescriptionAssignedCustomerStatus
WO-341HVAC Service Call — AHU-3Mike T.ABC OfficeComplete
WO-340Chiller Maintenance Q1Sarah K.RiversideIn Progress
Time Tracking
142h
Total This Week
12h
Overtime
4
Clocked In Now
TechnicianWork OrderDateHoursStatus
Mike T.WO-341Today8.5hDone
Sarah K.WO-340Today6.0hActive
Team
8 members · 84% avg utilization
SC
Sarah Chen
MEP Lead Engineer
sarah.chen@boldmechanical.com
4
Projects
127
Tasks
92%
Util.
MJ
Mike Johnson
Sr. Electrical Engineer
mike.johnson@boldmechanical.com
3
Projects
98
Tasks
88%
Util.
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