Operating desk

Owners Assistant

Leads, projects, documents, billing readiness, and mobile work in one tenant-scoped workspace.

Review leadsSign-in settings
Pipeline$180,000
Active clients3
Open projects3
Client actions3

Review leads

New website and intake requests.

Open projects

Clients, project status, and documents.

Connect email

Outlook first, Gmail next.

Mobile setup

Install-ready companion dashboard.

Live Work Snapshot

Utility dashboard
ProjectClientPhaseValueNext milestone
Kitchen and dining remodelMaya ChenProposal review$94,000Proposal approval
Primary bath rebuildRobert HayesRough-in complete$58,000Tile selection approval
Covered patio intakeSofia MartinezDiscovery$28,000Site walk