May 28
$45,231
📈
Revenue
$58,450
↑ 18.2% this month
📈
True Profit
$23,680
↑ 22.7% this month
📄
Open Invoices
$12,840
3 overdue
🧰
Active Jobs
7
2 due this week
👛
Cash Position
$62,700
Profit Margin
34.7%
↑ 4.3% vs last month
ContractorOS
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Notifications
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user@email.com

Dashboard

Welcome back. Here's what's happening with your business.

Total Revenue
$0.00
Collected to date
Net Profit
$0.00
After costs, taxes & reserves
Open Invoices
$0.00
0 unpaid
Active Jobs
0
In progress & scheduled
Cash Position
$0.00
Available after reserves
Taxes to Set Aside
$0.00
Estimated reserve
No filing period set
Set your filing quarter & due date in Settings
Set aside
$0.00
TaxRateAmount

👷 Labor Reserve (active jobs)

Estimated Labor Cost$0.00
Workers Comp Reserve$0.00
Labor Hours Scheduled0
Labor Budget Remaining$0.00

Revenue

Last 6 months

Jobs in progress

Total Revenue

Add New Job

Jobs

Jobs are created from approved estimates. Open a job to start work, log progress, and track actuals.

Schedule

Scheduled jobs appear on their dates. Drag a job to a new day to reschedule, or click a job to set duration.

Scheduled In Progress Completed

Unscheduled Jobs

Add Employee

For labor cost estimating and reserve tracking — not payroll. The fully burdened rate is calculated automatically.

Fully burdened rate: $0.00/hr

Employees

Create Invoice

Invoice History

Contacts

Everyone starts as a Contact, becomes a Lead once they have an estimate or invoice, and a Client once they've paid.

Contact
Contact

Work History

Invoices

Payments

Estimates

Create Estimate

Labor

⚡ Quick Job Pricing (price per ft / sq ft)

Turn a whole-job labor price + material cost into a per-unit price. Adds it to the estimate as a line item.

Materials$0.00
Markup$0.00
Material Tax$0.00
Labor$0.00
Total$0.00
What the client sees on this estimate

Defaults come from Settings. Adjust for this estimate only. The grand total always shows.

All Estimates

Material Database

Pick a supplier to see their materials. Drag & drop a price list (PDF or CSV) below to auto-add line items under the selected supplier.

📄
Drag & drop a price list here, or browse
PDF or CSV

▾ Materials

▾ 📦 Inventory — Leftover / On Hand

Track excess material you have on hand from past jobs. Note which supplier it originally came from.

Payments

Connect your own Stripe account to collect card payments on your invoices. Funds go directly to your Stripe account — ContractorOS never holds your money.

Checking connection…

You're in Stripe test mode right now — use it to try the full flow before going live.

Settings

Profit Reserves

When a job is paid, these percentages of gross profit are set aside before your Safe Owner Pay.

Filing Period

Set the quarter you're filing for and its due date. The dashboard will show how much to set aside.

Estimate Document Defaults

Control what your clients see on emailed estimates. You can override these per estimate.

Terms of Service

Upload a PDF to attach to emailed estimates.

My Profile

U

JPG or PNG. Square images look best.

Company Information

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