Every feature, and how far along it is.

Bid Board

One board of every bid invite with due dates, status and who owns it.

Bid Day workbook

Bid-day sheet: final numbers, supplier quotes and last-minute changes in one place.

Estimates register (by year)

Numbered list of every estimate by year, with status won/lost.

jobs@ email → estimate intake

When built: Bid emails turn into a numbered estimate automatically, with plan pages split.

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CRM from Bid Board

When built: Contacts, GCs and win rates built from the bids we already track.

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Bid Board auto-suggest

When built: Suggests which bids fit the shop, by size, GC history and crew load.

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Estimate snapshots / versioning

When built: Freeze the bid as submitted while assemblies keep changing.

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Bid checker before submit

When built: Flags missing items, odd labor ratios and stale prices before the bid goes out.

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Bid-day quote volatility check

When built: Warns when supplier quotes are stale on bid day.

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AI spec scope check (local AI)

When built: Local AI reads specs and drawings and lists scope gaps before you bid.

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Proposal / bid recap PDF

Prints the bid recap and proposal from the estimate.

Bonds and prequalification desk

When built: Track bid and performance bonds, prequalification packages and renewal dates.

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Bid results and hit rate

When built: Store who bid and who won, so you can see where you win.

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Projects / Takeoff

Count and measure on plans: devices, pipe and wire runs, drawing overlays, 3D models and the bid recap.

Assemblies library

The shop's kits: what goes into each device or run, with labor.

Live Material

Current material prices on the estimate.

Drawing OCR

Reads sheet numbers, titles and text off drawings.

Manufacturers, distributors and symbol key

Reference books behind takeoff: who makes it, who sells it, what symbol means what.

Plan viewer

When built: View plan sheets in the browser next to the job.

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Assemblies assistant (private AI)

When built: Local AI drafts an estimate from the shop's own assemblies; estimator accepts or edits.

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AI takeoff counts (human review)

When built: AI counts devices on a sheet; a person reviews before it counts.

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Electrical assemblies library

When built: Starter library of electrical kits with labor units.

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Assemblies starter library and import

When built: A starter set of shop-checked kits with formulas and options, plus assembly import from a spreadsheet.

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Supplier price feed + jump alerts

When built: Supplier prices flow into Live Material; alert when prices jump.

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Quote / price memory

When built: Shows the last 3 vendor prices with a stale warning.

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Material lead times & prices

When built: Tracks long-lead gear and price swings on live jobs and bids.

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Closed-loop labor units

When built: Real field hours per device suggest updates to the bid labor library.

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Estimator knowledge capture

When built: Captures senior estimators' rules and habits so juniors bid like them.

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Plan-revision diff → CO reprice

When built: New sheet arrives, changed devices highlight, CO delta is priced.

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Jobs / Job Center

Every job's header, folders, PM, dates and status.

Bid-to-budget handoff

When built: One click turns the won estimate into the job budget, cost codes, POs and docs.

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Change orders

Track change orders against the job.

Change-order delta reprice

When built: Price a CO as a delta on the original estimate.

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Field CO builder from photo/markup

When built: Foreman marks up a photo or sheet; it becomes a priced CO draft.

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CO / T&M field-to-office

When built: T&M tickets from the field land in the office as a CO request, then on the pay app.

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Job cost transfers

When built: Move cost between jobs or cost codes with an audit trail.

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RFIs & submittals

When built: Track questions and product approvals on each job.

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Project Gantt / schedule

When built: Job schedule beyond the dispatch board.

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Contract & schedule of values record

When built: One contract record per job: value, retainage %, SOV lines, linked to the won estimate.

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Closeout desk

When built: Closeout checklist through retainage release: manuals, warranties, as-builts, punch and lien waivers.

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Permits and inspections

When built: Log permits and inspections, with pass or fail and reminders.

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Job-number requests

When built: Request, approve and assign a job number with a folder template.

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Hours (phone ST/OT/DT)

Crew enters time by job on a phone; office checks it on the desk.

GPS & geofence time

When built: Clock-in checks the crew is on the job site.

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Production quantities on time

When built: Crew logs what got installed with the hours.

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Offline-first phone time + daily log

When built: Works with no signal, syncs later.

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Windows desktop & offline

When built: Desktop app that keeps working offline.

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Daily logs, photos & voice field reports

When built: Foreman talks or snaps; it becomes the daily log and T&M.

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Unit Punch Heatmap

When built: Close-out by unit with photos, no Excel.

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Tool Watch (QR tools)

When built: Who has which tool on which job; QR scan.

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Job Walk 3D

When built: Phone walkthrough becomes a 3D replay.

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Drone / photo progress

When built: Progress photos tied to % complete.

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Teams (chat, channels, files)

Job chat and files inside the app.

Job files browser

Browse and open job files in the app.

Dash Desk (truck dash)

When built: Job list and voice daily log on the truck screen.

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Safety desk

When built: Safety documents for each job, toolbox-talk attendance, an SDS index and incident notes.

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Payroll (with dispatch)

Weekly payroll from approved hours, with privacy seats. Built today for a single shop.

Payroll counts-only seat

When built: A read-only seat that proves payroll counts without seeing pay.

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Union & prevailing-wage burden + WH-347

When built: Union fringe and prevailing wage applied when hours are entered; certified payroll report.

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Payroll tax engine (licensed adapter)

When built: Federal/state tax, W-2 and 941 calculated in-house via a licensed engine.

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Certified payroll e-file

When built: Send certified payroll to agency and state portals.

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Apprentice ratios

When built: Warns when crew apprentice ratios break the rules.

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Crew labor hours vs budget

When built: Crew hours compared to budgeted hours by job.

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Payroll deductions to AP and union reports

When built: Deduction codes flow to AP and union reports.

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Burden and insurance rates by date

When built: Labor cost uses the insurance and burden rates in effect on each date.

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Cost Control (jobs, AP, AR, POs, COs, cash, AIA-style billing)

The job-cost heart: every cost and bill by job.

Vendors & customers books

When built: Vendor and customer records.

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AP entry, expense, correct, pending approve

When built: Enter, fix, approve and post vendor bills.

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AP check print / cancel

When built: Print checks and cancel a check.

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AP inbox (invoice capture)

When built: Vendor bills arrive in an inbox for coding.

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Smart receipts → PO / job

When built: Photo of a receipt matched to a PO and job.

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Purchase orders / receiving

Buy material against the job and receive it.

Labor fade early warning

When built: Takeoff units vs field hours each week; warns before a job goes bad.

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Labor productivity truth

When built: Hours vs installed vs bid, per unit.

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Per-desk labor views

When built: Exec and PM labor desks by role.

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Labor posted check

When built: Shows which labor is posted to which job.

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Worst job first PM morning

When built: PM opens to the job most at risk today.

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Cost Control exceptions

When built: List of entries that break the rules.

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Equipment costing

When built: Owned equipment hours and rates charged to jobs.

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Positive Pay

Positive Pay file from AP for your bank.

Vendor compliance pack

When built: Business licenses, W-9s on file, and a W-9 check before a vendor is first paid.

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Purchase order import

When built: Bring your old purchase orders and their lines in, with a list, open and print preview.

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AIA G702/G703-style billing

Pay apps with schedule of values.

AIA billing screen

When built: A dedicated screen for AIA G702/G703-style pay app lines.

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Unit-price billing + retainage + AIA

When built: Unit-price jobs billed with retainage from the same data.

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AIA pay-app line proof

When built: Each billed line carries its proof: photos, hours, delivered material.

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Owner reporting with proof

When built: Owner sees progress and proof links.

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Retainage rules & sign setting

When built: Retainage held and released by your rules, with a sign setting.

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Billing desk

When built: Desk screen for the billing seat.

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Cash Gate Desk

When built: Retainage, lien waivers and pay-release holds on one desk.

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Lien waivers

When built: Track waivers in and out.

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No-waiver-no-pay AP check

When built: Sub can't be paid until their waiver is in.

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COI expiry + lien-waiver flags

When built: Red flags when sub insurance expires.

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Receivables / AR aging

Open invoices, aging buckets, retention.

AR statements & invoice find

When built: Customer statements; find any invoice fast.

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Cash receipts & cash desk

Post customer payments; bank and check register.

Cash Desk

When built: Collections and cash in one desk.

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AR payments (ACH/card)

When built: Customers pay invoices online.

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CO-to-cash board

When built: T&M → billed → collected, with aging.

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13-week cash forecast

When built: Weekly cash view for the next quarter.

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Cash flow & retainage forecast

When built: Forecast that matches the bank, including retainage.

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Books / Ledger (WIP, job P&L)

General ledger, WIP and job P&L.

Accounting (journals, TB, P&L)

Journals, trial balance, P&L.

Closing / month-end (AP/AR)

When built: Period lock and AP/AR month close.

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Live WIP + over/under

When built: Live WIP with month-over-month bridge.

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CPA desk

When built: CPA views: aging, GL, TB, job cost, payroll totals, retainage.

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Vendor 1099

When built: 1099 report for vendors.

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Insights

Billed, leftover, mix, books from the job file.

Owner console / Today

When built: Owner's morning screen.

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Report builder + scheduled email + clean Excel

When built: Build a report once; it emails itself.

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Ask about this desk (in the app)

Ask a question about the desk you're on.

Plain-English questions with citations

When built: Ask about job data; answers cite rows.

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Anonymised benchmark reports

When built: Opt-in trade/region benchmarks.

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Books integrity check

When built: A nightly check that the trial balance, AP and AR tie to the ledger. It reports; it never fixes on its own.

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Ask Pinnacle (in-app help)

When built: Local AI answers first from the customer's own data and our help docs. If it can't, it hands off to a real support person with the screen and steps attached. Bugs go to developers; the user is told when theirs is fixed. First-time guided walkthrough on each screen.

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Move-In Check (bring your data)

When built: Bring old data in, tie it out GREEN/YELLOW/RED in a sandbox, block go-live on RED.

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Auto Import engine

When built: Pulls your old data, maps it, tests it in a sandbox and reconciles it before it moves in.

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Data move-in service

When built: We move your old data in for you.

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QuickBooks connector

When built: Read QuickBooks data in for move-in and sync.

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One-Ledger Run (checksum)

When built: One job bid → hours → payroll → job cost → AIA with a checksum screen proving the numbers tie.

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Module on/off by shop

Turn modules on or off for each shop.

Roles, seats & privacy rules

Estimator, PM, payroll, AP, controller, CPA seats; SSN and bank gates.

Company separation proof

When built: Proof that one shop can't see another shop's data.

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Guest and sub seats, plus CSV export

When built: Seats for subs, and a CSV export page.

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Month-to-month + full export anytime

When built: No exit fee; take your data.

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Cited field fill

When built: Fills a blank field only from a scanned document, with the citation.

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Teach me / Did you know? tour

When built: Tours and tips in the app.

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MFA hardening

When built: TOTP + passkeys.

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Spanish / i18n

When built: English + Spanish UI.

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Trade packs

When built: Plumbing, HVAC etc. as settings on one codebase.

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Public API

When built: Let other tools read/write Precon.

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Private AI offer (local, no egress)

When built: All AI runs on the shop's box.

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Switch-over check

When built: While you move over, a nightly check of your old system against Pinnacle flags anything that doesn't match or is missing.

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