Dashboard
Business overview
Choose a company in the top bar to filter tables. Open Clients, Estimates, or other areas from the sidebar — section tiles below link to full section detail.
Client
Gilberto Limon
South Builders LLC · Charlotte, NC
Project
TJ Maxx Carowinds
Sections A · B · C · D · E · South Builders LLC
Work sections
Subcontractor
Daniel Alba
Alba Flooring Services · NC
Total contract
$67,063.10
Section B — Payment history
Five draws on record. Section B closed with $7,576.00 collected.
| Date | Amount |
|---|---|
| Mar 24, 2026 | $2,100.00 |
| Mar 30, 2026 | $2,000.00 |
| Mar 31, 2026 | $1,906.00 |
| Apr 2, 2026 | $520.00 |
| Apr 9, 2026 | $1,150.00 |
CRM pipeline
1. New lead
2. Contacted
3. Estimate sent
4. Scheduled
5. In progress
6. Invoice sent
7. Paid/Closed
Section B is Paid/Closed as of April 9, 2026.
Key metrics
Total outstanding
$0
Collected this month
$7,576
Open estimates
1
Subcontractor fees
$777
Live records
Leads
2 rows
| name | title | phone | status | stage | source | company | value | amount | |
|---|---|---|---|---|---|---|---|---|---|
| Gilberto Limon | Stone Pros America LLC · carry | gilberto.limon@southbuilders.example | (980) 555-0142 | active | In progress | Existing client | South Builders LLC | 67,063.1 | 67,063.1 |
| Retail expansion queue | Kings Surface Masters | ops@kingssurface.example | — | open | New lead | — | Kings Surface Masters | 12,500 | — |
Companies
3 rows
| name | legal_name | phone | type | industry | city | state | created_at | |
|---|---|---|---|---|---|---|---|---|
| South Builders LLC | South Builders LLC | (980) 555-0142 | ap@southbuilders.example | GC | Construction | Charlotte | NC | 2025-06-01 10:00… |
| Stone Pros America LLC | Stone Pros America LLC | (704) 555-0199 | estimating@stoneprosamerica.example | Subcontractor | Flooring | Charlotte | NC | 2020-01-10 12:00… |
| Alba Flooring Services | Alba Flooring Services LLC | — | — | Subcontractor | — | Charlotte | NC | 2021-04-20 10:00… |