We've packaged our most-requested financial and operational dashboard

into a single Standard Dashboard Package, available now inside your BuildOps Dashboard.

If you've ever exported job costing data into a spreadsheet, chased down invoice statuses across systems, or waited on a custom report request just to answer a basic performance question — these dashboards are built to close that gap.

Every dashboard refreshes automatically, updates roughly every 40 minutes, and can be scheduled to land in your inbox on whatever cadence works for your team. No setup, no configuration, no waiting on a custom build — they're ready to use today.

See exactly how much every customer owes you, how old each balance is, and which job or project it's tied to. Separates collectible AR from retainage, so you always know what you can go collect today.

Your operational P&L inside BuildOps — pre-tax profitability, revenue, costs, and budget performance across every job, service agreement, and project, plus a ranked view of your most (and least) profitable customers.

One view of your entire operation — quotes, service jobs, service agreements, projects, and labor utilization — built to help you spot bottlenecks and stalled work before they become bigger problems.

See which service jobs are underbilled, over budget, or approaching their billing ceiling — with earned revenue calculated automatically for both Quoted and Time & Materials jobs.

A profit-and-loss statement for every technician on your team — who's driving margin, who's generating future pipeline through recommendations, and who might need a closer look.

A month-by-month financial timeline for every project — billings, costs, profitability, and budget performance, plus a change order log and an at-risk project watchlist so you can catch cost overruns early.

You can get to any Standard Dashboard two ways:

Option 1 — The Dashboard dropdown

Option 2 — The Workspaces folder

Each dashboard also opens with a built-in ReadMe page — a quick guide to how that dashboard works, what it includes, and how to read the numbers. Worth a look the first time you open any of them.