Contractor Job & Quote Dashboard · Demo application

Tidewater Ops

A contractor's website wins the lead — then the real work starts, and most of it runs on memory: quotes in a notebook, the schedule on a whiteboard, invoices in a spreadsheet, and no single view of what happens next. This demo is the custom-software answer. It's a live, working dashboard, not a mockup: drag a job between pipeline stages, mark an invoice paid and watch the totals move, flip through the crew's week, open any job's full story — and watch a new website lead arrive without anyone retyping it.

Tidewater Ops was built for a fictional business we invented for this demonstration — not a client. The software is real and fully working; the business, its jobs, and its numbers are illustrative.

tidewater-ops.demo · northheaddigital.com

This is live software, not a screenshot — click around right here, or open it full-screen. Every view works. Try it on your phone, too.

The problem this design solves

The website won the lead, then the notebook lost it

What happens after a contractor's site does its job — and where the work actually leaks once the lead is in hand.

The starting point

The website caught the leads, but the office ran on memory: quotes lived in a notebook, the schedule on a whiteboard, invoices in a spreadsheet — and follow-ups slipped whenever the crew got busy.

What the design changes

Every estimate request lands in one pipeline the moment it's sent, the week's schedule and every open invoice share the same screen, and the dashboard flags the quote going stale and the bill going unpaid — so nothing rides on anyone's memory.

Design notes

The other half of the contractor demo

This exists because the website demo only tells half the story. Tidewater Builders' site catches the estimate request; this is what the office does with it afterwards. The two are deliberately the same fictional business so the handoff is visible — a lead submitted on the website shows up on this board without anyone retyping it.

The design brief for custom software is nothing like a website's. Nobody here is being persuaded; someone is working, probably in a hurry, quite possibly on a phone in a truck. So the pipeline is drag-and-drop with per-stage totals, the overview answers “how are we doing” in one screen, and the week view flags weather on outdoor jobs because weather is what actually reshuffles a coastal contractor's schedule. The invoice tracker raises overdue bills on its own, since relying on memory is the exact failure being fixed.

What this build includes

What the dashboard has to do

  • Overview screen with live revenue, pipeline, and follow-up numbers plus a six-month revenue chart
  • Drag-and-drop job pipeline from new lead to paid, with per-stage counts and totals
  • Website estimate requests that arrive as pipeline leads on their own — no retyping
  • Week-by-week crew schedule with coastal weather flags on outdoor jobs
  • Invoice tracker with overdue flags and working send-reminder / mark-paid actions
  • Job drawer with contact details, quote amount, running timeline, and quick notes
Make it yours

Your workflow, built like this

Custom software starts from your real process, not a feature list — who touches the work, where it stalls, and the smallest build that fixes that reliably. Discovery, a written scope, and milestone reviews through the client portal all come before anything gets built.

Focused custom software like this dashboard is scoped as a Platinum project — designed around one team's real workflow, with a written scope, price, and operating-cost estimate before work begins.

Have a workflow like this?

Tell us what your team repeats, copies, chases, or cannot see clearly today. We will help decide whether a focused custom tool is the right fix — and scope it in writing before anything begins.

Prefer to talk it through first? Call or text Riley at (360) 214‑6549, or book a free 15-minute call.

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