Everything You Need to Manage Your Specialty Contracting Business in One Place

Overview Dashboards Job Managements Accounts & Contacts Timekeeping Reports

Workman’s Dashboard Overview

Workman’s Dashboard is a Job Management System designed for specialty contractors in construction trades. Its features overlap with Customer Management Systems (CRMs) accounting systems and traditional project management software. But, Workman’s Dashboard is designed specifically to help manage a high volume of short-duration projects.

It does this by:

Using forms and a data structure specifically designed for specialty contractors.
Using data to produce valuable reports, which help owners and managers allocate resources among existing customers and market segments.
Offering dashboards relevant to the different roles in specialty contracting operations: these dashboards for estimators, project managers, office managers, owners and foremen help your team organize information about all your jobs in their various stages from bid request to paid-in-full. Users in each role can quickly prioritize what tasks require immediate attention.
Accelerating data entry. In developing workman’s dashboard, we’ve paid special attention to using the latest web-development techniques to accelerate the creation of bids. You can set up default product and service categories, detailed descriptions and their accompanying units and unit prices. These accelerators not only make bidding faster. They reduce errors.

Workman’s Dashboard is built using responsive web design techniques. That means it will work great on smart phone and tablets in addition to traditional desktop and laptop computers.

Role Specific Dashboards

Each full-user will have access to dashboards made specifically for their role.

Accountants, foremen, project managers, estimators, and executives will be constantly up to date on the jobs that need their attention. Every dashboard comes with user-specific feeds, such as the Project Manager Pipeline for project managers or the Outstanding Jobs feed for accountants.

Jobs

Fully customizable job creation including:

Account
contact
site address
billing address
job name/number
job date
bid date
job status
project roles
lead source
and more!

You are also able to view and edit your entire job history. At each stage of a job it will appear in the appropriate person’s dashboard automatically! Read more about job stages here

Accounts & Contacts

Get rid of your difficult excel or paper files to keep track of your accounts and contacts.

Easily keep track of, access, search, and assign your customer accounts and contacts. Need to email or call a customer? No problem, you’re one easy search away from the information you need. Do you already have a CSV file of accounts? Great, we can upload that for you.

Timekeeping

Never worry about keeping track of your employees’ work hours again.

Every time only user is free, so all of your employees can use this system at no cost to you. Add time in, time out, break, job worked, and task done. View/edit current and past time sheets. Review your employees’ time sheets for accuracy before payment.

Reports

Gain insight into how your business is performing with reports including:

Bid History
Account History & Performance
Performed Jobs by Month
Work by Status
Production Pipeline
Performed Jobs
Follow Ups
Invoices
Employee Hours
and more!

Bid History, Account History & Performance, Performed Jobs by Month, Work by Status, Production Pipeline, Performed Jobs, Follow Ups, Invoices, Employee Hours, and more!

“We were founded and created by the owners of a successful specialty contracting business, which has been using a predecessor of this system successfully for 10 years. Here at Workman’s Dashboard, we know what it takes to use technology to bring your business modern tools and organization.“