Operations Dashboard
Good morning — here's your field overview.
Active Projects
7
3 states · 2 clients
Agents in Field
12
This billing period
Pending Invoices
4
Awaiting approval
Period Labor Cost
$48.2K
Current billing period
Recent Activity Last 24 hrs
Chase Bock submitted timesheet — Triangle Ranch
2h ago
New proposal generated — Vanguard Renewables Project
4h ago
Rate sheet updated — IRS mileage rate Q2 2025
6h ago
Invoice INV-2025-041 pending review
Yesterday
Agent Maria Santos — approved for Permian Basin project
Yesterday
Quick Launch
New Timesheet
Log daily field time
Build Proposal
Client proposal builder
Run Report
Billing & payroll reports
Rate Sheet
Current billing rates
Active Projects
| Project | Client | State | Lead Agent | Status | Period Cost |
|---|---|---|---|---|---|
| Triangle Ranch | Vanguard Renewables | TX | Chase Bock | Active | $12,600 |
| Permian Basin ROW | Legacy Field Services | TX | Maria Santos | Active | $9,450 |
| Red River Corridor | MidAmerica Pipeline | OK | James Tully | Pending | $6,300 |
| Gulf Coast Pipeline | TerraEnergy Corp | LA | D. Harrison | Planning | $0 |
Time Tracking
Daily field log · Day rates · Mileage & expenses
Field Agent Daily Timesheet
| Date | Day | Day Worked |
Miles | Lodg. | ME&I | Tech | Other Expenses |
Row Total |
Work Accomplished |
|---|
Day Rate (Days Worked × Rate)
$0.00
Per Diem (Lodging + ME&I)
$0.00
Technology (Computer + Phone)
$0.00
Mileage + Other Expenses
$0.00
Invoice Total (Day Rate + Per Diem + Tech + Mileage + Expenses)
$0.00
Proposal Builder
Create and manage project proposals for clients
Rate Sheet
Client-facing service rates and pricing
Project Management
Central hub for project oversight, approvals, and team coordination
✅
Timesheet Approvals
Review & approve submitted timesheets
—
pending
📊
Reports
Timesheet summaries & payroll exports
📋
Task Tracker
Assign & track project tasks
Coming soon
📈
Project Analytics
Budgets, timelines & progress
Coming soon
Timesheet Approvals
Review and approve submitted timesheets from field agents
Land Management
Tract tracking, landowner contacts, and acquisition status
🏗️
Coming Soon
Land management tools are currently in development.
Mapping
GIS tools, parcel maps, and project area visualization
🗺️
Coming Soon
Mapping tools are currently in development.
Checklists
Field checklists, inspection forms, and task completion tracking
✅
Coming Soon
Field checklists module is currently in development.
Organizational Structure
Company hierarchy and reporting structure
Contact Information
Company directory and team contact details
📇
Coming Soon
Contact directory is currently in development.
Contact Reports
Field contact reports and landowner communication logs
📝
Coming Soon
Contact reports module is currently in development.
Document Templates
Standard templates for contracts, agreements, and forms
📄
Coming Soon
Document template library is currently in development.
Land Management — PM View
Project-level land acquisition oversight and status tracking
📋
Coming Soon
PM land management view is currently in development.
Payroll Export
QuickBooks-ready payroll data and export tools
Sales Dashboard
Business development overview and sales metrics
📊
Coming Soon
Sales dashboard is currently in development.
Sales Pipeline
Track prospective clients through the sales funnel
🌐
Coming Soon
Sales pipeline tracker is currently in development.
Sales Reports
Revenue analytics, win rates, and business development metrics
📈
Coming Soon
Sales reports module is currently in development.
Reports
Timesheet summaries · Payroll exports · Billing reports
Timesheet Summary
Payroll Export
Client Billing
Pay Period PDF
Loading timesheet data...
Admin Center
User management · Client portal · Roles · Pay rates · Access control
Select a team member to view details
Audit Log Last 20 events
| Timestamp | User | Action | Detail |
|---|