Overview
Good morning, Denny ☀️
Here's what's happening across your projects today.
3 items need your attention — INV-2022 is overdue, SUB-0087 was returned for revision, and WO-342 has been unassigned for 2 days.
24
Active Projects
↑ +12% from last month
$284K
Revenue MTD
↑ +8% from last month
7
Open Work Orders
↓ 3 overdue
87%
Team Utilization
↑ +3.2% from last week
RevenueLast 6 months
Work Type
Mechanical
35%Electrical
30%Plumbing
25%Fire Prot.
10%Activity feed
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
All Projects
12 active across 6 clients
🟡 Bidding3
Summit Ridge Apt — HVAC
Bidding$184K
Est. close: Apr 2
D
Newark Airport Terminal C
Bidding$1.2M
Est. close: Apr 12
SC
🔵 Awarded4
123 Main St — HVAC Reno
Awarded$184K
Start: Apr 5
MJ
Westfield Office Park
Awarded$340K
Start: Mar 28
ER
🟠 In Progress5
Downtown Hospital Expansion
67% complete
In Progress$2.4M
Due: May 14
SC
MJ
NJ Transit Depot — Plumbing
42% complete
In Progress$1.2M
✅ Complete3
Riverside Medical Center Phase 1
Complete$892K
Closed Mar 1
ER
🏥
Downtown Hospital Expansion
Metro Health Systems · Boston, MA · PRJ-0041
5/14/2026
Deadline
67%
Completion
8
Open Clashes
5
Team Members
Description
Complete MEP design and coordination for a 5-story hospital expansion including surgical suites, patient rooms, and administrative facilities. Includes Mechanical, Electrical, Plumbing, and Fire Protection scopes.
67% of milestones complete
Activity
Drawing uploaded
Sarah · 2h ago
Sarah · 2h ago
Clash CL-003 resolved
Emily · 5h ago
Emily · 5h ago
Insights
Analytics
Performance metrics across all projects
$8.4M
Total Revenue YTD
↑ +18.2%
127d
Avg. Project Duration
↑ -8.5% faster
87%
Team Utilization
↑ +3.2%
2.4d
Avg. Resolution Time
↑ -12.1% faster
Budget vs Actual$K
Monthly Clashes Resolved
Billing
Invoices
$142K
Outstanding
$38K
Overdue
$284K
Collected This Month
#ClientProjectAmountStatusDue
INV-2024ABC General Contractors123 Main St$42,500PaidMar 15
INV-2023XYZ Construction Inc.Riverside Hosp.$87,200SentMar 20
INV-2022Metro Contractors LLCWestfield Office$28,900OverdueMar 01
INV-2021Ridge DevelopmentSummit Ridge$15,600Draft—
Files
Documents
340 files across 6 folders — last updated today by Sarah Chen.
NameProjectTypeSizeDate
HVAC Layout - Level 3.pdf ⭐Downtown HospitalPDF4.2 MBMar 17
Electrical Single Line.dwgWestfield OfficeCAD1.8 MBMar 16
Plumbing Isometric.rvt ⭐NJ Transit DepotBIM12.5 MBMar 15
Pricing
Estimates
5 active · $2.4M pipeline
#NameClientTotalStatusUpdated
EST-0156123 Main St HVAC RenovationABC General$184KAwardedMar 18
EST-0155Riverside Hospital MEPXYZ Builders$892KBiddingMar 17
Workflow
Submittals
#DescriptionProjectStatusDue
SUB-0087Duct Shop Drawings — Level 3123 Main StReviseMar 20
SUB-0086VAV Box Schedule123 Main StApprovedMar 18
Clarifications
RFIs
🎉
No open RFIs
All requests have been answered.
Field
Work Orders
7 open
#DescriptionAssignedCustomerStatus
WO-341HVAC Service Call — AHU-3Mike T.ABC OfficeComplete
WO-340Chiller Maintenance Q1Sarah K.RiversideIn Progress
Timesheets
Time Tracking
142h
Total This Week
12h
Overtime
4
Clocked In Now
TechWork OrderDateHoursStatus
Mike T.WO-341Today8.5hDone
Sarah K.WO-340Today6.0hActive
People
Team Members
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.
ER
Emily Rodriguez
Plumbing Engineer
📧 emily.r@boldmechanical.com
2
Projects
74
Tasks
76%
Util.
Account
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