Projects — Status Board
One pane per status, in the order a project flows through them. Each pane lists the projects waiting on that step — click a project to open its Project Information form.
Project Information — P-1042
Statuses are calculated, never typed. Checkpoints stamp date + initials automatically.
Site Specific Information
Plans
Project Tracking — Checkpoints
Try it: tick Plans Reviewed → status becomes “Plans Not Redacted”. Tick Plans Redacted → “Redaction Not Checked”. Tick all three → “Materials Not Created”.
Quote Tracking
Materials
| ID | Material | Selected Supplier | Product Cost | Total Cost | Scheduled Delivery | Invoice Due | Status |
|---|
Project Completion — Checkpoints
Problem Tracking
| ID | Creation Date | Initials | Problem Description | Supplier Notified | Client Confirmed | Resolved |
|---|---|---|---|---|---|---|
| PB-12 | 10/17/2026 | BH | Design shows 2×6 top chord where plans call for 2×4 — awaiting supplier confirmation. |
Project Notes
Client Details — Element Construction
Client #1042 · Charlottesville, VA area builder (sample record)
Client Information
Rule check: uncheck Active or check Do Not Contact and the date + initials stamp themselves — no typing. In the real app, deactivating a client also marks its contacts Not-Employed.
Addresses
| Confirmed | Active | Primary | Type | Street # | Street Name | City | State | Zip |
|---|---|---|---|---|---|---|---|---|
| 133 | Caggiano Dr. | Gaffney | 29340 | |||||
Social Media
Every social media presence for this company — Facebook, LinkedIn, Instagram, and the rest — with the profile address for each.
| Platform | Confirmed | Web Address |
|---|
Phones
| Confirmed | Active | Primary | Type | Value |
|---|
Emails
| Confirmed | Active | Primary | Type | Value |
|---|
Communication History
Every touch with this client — sent by a campaign, logged by hand, or imported from email history — is one Communication Event, newest first. This is the record Prospecting reads: no events here means Never Contacted.
| Date | Direction | Method | By | Outcome | Summary |
|---|
Projects
| Project | Created | Name | Status |
|---|
Contacts
A complete list of contacts with this client listed as their employer. Contacts with an Employment Status of "Employed" appear above those with a status of "Not-Employed".
| Name | Title | Status | Phone |
|---|
Client Notes
Other Sample Clients (click to open that client)
Contact Details — Sam Biber
Project Manager · Element Construction (sample record)
Contact Information
Calculated — Display Only
These fields are never typed — they are calculated from Employment, Titles, and the flagged phone / email / address rows below.
Phones
| Confirmed | Active | Primary | Type | Value |
|---|
Emails
| Confirmed | Active | Primary | Type | Value | Status |
|---|
Addresses
| Confirmed | Active | Primary | Type | Value |
|---|
Social Media
| Company | Confirmed | Web Address |
|---|---|---|
| linkedin.com/in/sam-biber (sample) | ||
Employment & Title (per employer)
| Client | Job Title | Status | Status Date | Confirmed |
|---|---|---|---|---|
| ＋ New Employment row — a title is recorded per employer, so the same person can be PM at one builder and Owner at another. | ||||
Other sample contacts: Peter Piper — Office Manager · Lonnie Donegan — Site Superintendent · Richard Davis — Project Manager
Supplier Work
| Supplier | Status | Designer |
|---|
Check Designer for each supplier this person designs for — that is what puts them in the RFQ Designer Contact list for that supplier.
Contact Notes
Communication History
Every touch with this contact — sent by a campaign, logged by hand, or imported from email history — is one Communication Event, newest first. This is the record Prospecting reads: no events here means Never Contacted.
| Date | Direction | Method | By | Outcome | Summary |
|---|
Project Records
| Project ID | Date | Project Name | Status |
|---|
Other Contacts at Element Construction
| Name | Job Title | Employment | Relationship |
|---|
Prospecting
Search criteria combine with the logic filter. Days-since fields narrow by how long it has been since the last quote or sale.
Results
| Client ID | Client Name | Type / Size | Creation Date | Relationship Status | Contact Name | Days Since Quote / Sold |
|---|
Outreach Campaign — Sam Biber
Campaign #C-208 · Communication Events below are generated from the recurrence — change any setting and watch them rebuild.
Campaign Settings
Auto-cancel rule (from your spec): if the contact leaves, either side goes Do Not Contact, or the client is deactivated, all future events are deleted and Cancel is checked automatically.
Communication Events (auto-generated)
| ID | Contact Date | Method | Complete | Skip |
|---|
Utilities — Dropdown Lists
Every dropdown in the app is fed from one of these lists, so a new option can be added on the fly without leaving a form. Type a value and press Add to try it.