Track hours, jobsites, schedules, employee rates,
payroll burden, and basic job costs for W.I.P Services.
This portal saves data in a shared database accessible from any device.
| Date | Location | Type | Hours | Notes | Action |
|---|
Jobs scheduled by management. Read-only view.
| Date | Time | Job Title | Customer | Location | Work Type | Est. Hours | Crew Needed | Assigned | Status | Priority | Notes |
|---|
Files marked visible to employees by management.
| Title | File | Category | Jobsite | Notes |
|---|
Payroll numbers are internal estimates for W-2 labor cost planning. They are not official payroll filings.
Visual snapshot of jobs, revenue, clients, employees, hours, and payroll cost for the selected date range.
Manage clients, builders, leads, and follow-ups for W.I.P Services. Track project interest, estimated value, and lead temperature.
| Client / Company | Contact | Phone | City | Status | Temp | Service Interest | Est. Value | Follow-up | Last Contact | Actions |
|---|
Client pipeline, lead tracking, and company growth metrics for W.I.P Services.
Manage team members, worker types (W-2, 1099, Owner), contact info, and pay rates.
| Name | Type | Phone | Hourly Rate | Status | Actions |
|---|
Use these percentages to estimate W-2 payroll costs like employer taxes, insurance, workers comp, and admin burden. W-2 burden applies only to W-2 employees, not 1099 contractors or owners.
Click an employee row to edit their base rate and individual overhead overrides.
| Employee | Hours | Rate | Base Pay | Employer Taxes | Insurance | Workers Comp | Admin/Other | Total Burden | Action |
|---|
See which projects are using the most hours and estimated payroll cost.
| Location / Jobsite | Hours | Base Pay | Payroll Burden | Total W-2 Cost |
|---|
Add, edit, and manage upcoming jobs and scheduled work.
| Date | Time | Job Title | Customer | Contact | Location | Type | Est. Hrs | Crew | Assigned | Status | Priority | Notes | Actions |
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Manager tracker for billed revenue, materials, and profit estimates. This compares job income against labor and payroll burden.
| Date | Customer | Location | Status | Amount Billed | Materials/Other | Notes | Action |
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Track owner draws, owner labor pay, 1099 contractor pay, reimbursements, business expenses, distributions, and other money out.
| Date | Category | Amount | Vendor | Description | Method | Ref # | Notes | Actions |
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Track tasks, follow-ups, and action items.
| Task | Due Date | Priority | Status | Notes | Actions |
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Store and manage file records and links for W-2/I-9 documents, insurance, licenses, contracts, scopes, job files, and employee-visible documents.
| Title | File | Type | Category | Jobsite | Visible | Notes | Actions |
|---|
| Date | Employee | Location | Type | Hours | Rate | Base Pay | Payroll Burden | Total W-2 Cost | Notes | Actions |
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