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Active Jobs
12
4 in progress · 8 pending
Pending Approvals
8
3 change orders · 5 invoices
Inspections Due
3
2 this week · 1 overdue
Open Invoices
$148k
$62k due · this month
Active Jobs
All
In Progress
Pending
Closing
JobTypePhaseStatusSubUpdated
Takanassee Condo
801 Ocean Ave, Long Branch
CommercialRoughIn Progress
MS
Today
638 Raymond Blvd
Newark, NJ
CommercialSlabBid Locked
DK
Yesterday
558 Halls Mill Rd
Freehold, NJ
CommercialAwarded
2d ago
14 Birchwood Ln
Lakewood, NJ
Res. CustomFinishClosing
TF
3d ago
22 Maple Court
Toms River, NJ
ResidentialRoughIn Progress
JR
4d ago
Approvals Queue
8 pending
Bid — 22 Maple Court
JR submitted · Rough · $4,200
Change Order — Takanassee
MS submitted · +2 bathrooms · $3,100
Invoice — 14 Birchwood Ln
TF submitted · Finish · $8,500
Upcoming Inspections
3 due
Plumbing Rough — Takanassee
Scheduled · Jun 5, 2026
Plumbing Finish — 14 Birchwood
Pending scheduling
Mechanical Rough — 638 Raymond
Overdue · was Jun 1, 2026
All Jobs
All
Active
Closing
Closed
Job / AddressTypeCustomerPhaseStatusSubsValueUpdated
Takanassee Condo
801 Ocean Ave, Long Branch
CommercialTakanassee HOARoughIn Progress
MS
$1,050,000Today
638 Raymond Blvd
Newark, NJ
CommercialRaymond Dev LLCSlabBid Locked
DK
$320,000Yesterday
558 Halls Mill Rd
Freehold, NJ
CommercialVCNY GroupAwarded
$185,0002d ago
14 Birchwood Ln
Lakewood, NJ
Res. CustomGoldstein FamilyFinishClosing
TF
$94,0003d ago
22 Maple Court
Toms River, NJ
ResidentialCohen FamilyRoughIn Progress
JR
$48,0004d ago
77 Harbor View Dr
Point Pleasant, NJ
Res. CustomMarcus GroupEstimate
$210,0005d ago
45 Riverview Terrace
Red Bank, NJ
ResidentialStern FamilyFinishCompleted
MS
$62,0001w ago
12 Oak Ridge Blvd
Jackson, NJ
ResidentialWeiss FamilyClosed
JR
$38,0002w ago
Subcontractors
Mike S.
2 active jobs
Danny K.
3 active jobs
Tony F.
1 active job
Jose R.
2 active jobs
Carlos M.
Unavailable
Legend
Available
Busy
Unavailable
June 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
3
Takanassee
4
638 Raymond
5
Takanassee
Insp.
6
7
8
9
22 Maple Ct
10
558 Halls Mill
11
12
13
14
15
Takanassee
16
17
18
19
20
Insp.
21
Inspections
All
Scheduled
Passed
Failed
Overdue
JobTypeStatusScheduledCompletedInspectorNotes
Takanassee Condo
Plumbing — RoughScheduledJun 5, 2026NJ DCA
14 Birchwood Ln
Plumbing — FinishPendingNeeds scheduling
638 Raymond Blvd
Mechanical — RoughOverdueJun 1, 2026NJ DCAReschedule ASAP
22 Maple Court
Plumbing — SlabPassedMay 28, 2026May 28, 2026NJ DCAApproved
12 Oak Ridge Blvd
Plumbing — FinishPassedMay 15, 2026May 15, 2026NJ DCAFinal approved
45 Riverview Terrace
Plumbing — RoughFailedMay 10, 2026May 10, 2026NJ DCAReinspection needed
Estimates
All
Pending
Awarded
Lost
JobCustomerTypeValueSentStatusZoho
77 Harbor View Dr
Point Pleasant, NJ
Marcus GroupRes. Custom$210,000Jun 1, 2026PendingSynced
558 Halls Mill Rd
Freehold, NJ
VCNY GroupCommercial$185,000May 28, 2026AwardedSynced
88 Cedar Ridge Rd
Howell, NJ
Friedman BuildResidential$54,000May 25, 2026PendingPending
301 Ocean Blvd
Asbury Park, NJ
Shore Dev GroupCommercial$430,000May 20, 2026LostN/A
Change Orders
All
Pending
Approved
Rejected
JobSubmitted ByDescriptionPhaseAmountSubmittedStatusAction
Takanassee Condo
MS
Add 2 bathrooms basementRough+$3,100TodayPending
22 Maple Court
JR
Upgrade to PEX-A manifoldRough+$850YesterdayPending
638 Raymond Blvd
DK
Remove 3 laundry stubsSlab-$420Jun 1, 2026Pending
14 Birchwood Ln
TF
Add outdoor shower roughFinish+$1,200May 30, 2026Approved
45 Riverview Terrace
MS
Extra gas line — grill hookupFinish+$600May 22, 2026Rejected
Total Outstanding
$148k
5 invoices pending
Due This Month
$62k
2 invoices due soon
Paid This Month
$94k
3 invoices cleared
Sub Invoices
All
Pending
Due
Paid
JobSubPhaseAmountSubmittedStatusZohoAction
14 Birchwood Ln
TF
Finish$8,500TodayPending
22 Maple Court
JR
Rough$4,200YesterdayPending
Takanassee Condo
MS
Slab$42,000May 30, 2026DueSynced
638 Raymond Blvd
DK
Slab$18,000May 25, 2026PaidSynced
45 Riverview Terrace
MS
Finish$11,200May 20, 2026PaidSynced
Synced Estimates
8
2 pending sync
Open Invoices (AR)
$148k
5 invoices outstanding
Last Sync
2m ago
All systems operational
Customer Invoices (AR)
Zoho Live
CustomerJobMilestoneAmountDueStatus
Takanassee HOATakanassee CondoRough$315,000Jun 15Sent
VCNY Group558 Halls MillDeposit$55,500Jun 10Pending
Goldstein Family14 BirchwoodFinish$28,200Jun 20Pending
Cohen Family22 Maple CourtRough$14,400Jun 12Sent
Stern Family45 RiverviewFinal$31,000May 30Paid
Integration Status
Zoho Books API
Connected · Org ID configured
Estimate Sync
Auto-creates on Awarded status
Invoice Trigger
Fires on sub invoice approval
Payment Webhook
Pending setup — needed for auto-close
Subcontractors
NameSpecialtyJob TypesActive JobsAvailabilityTotal BilledStatus
Mike S.
mike@email.com · (732) 555-0101
Rough & FinishCommercial2Available$186,400Active
Danny K.
danny@email.com · (732) 555-0102
Rough OnlyCommercial3Busy$244,000Active
Tony F.
tony@email.com · (732) 555-0103
Rough & FinishRes. Custom1Available$98,200Active
Jose R.
jose@email.com · (732) 555-0104
Finish OnlyResidential2Available$72,600Active
Carlos M.
carlos@email.com · (732) 555-0105
Rough & FinishResidential0Unavailable$54,000On Hold
Job Photos
All Jobs
Takanassee
638 Raymond
14 Birchwood
Takanassee · Rough
Takanassee · Floor 2
638 Raymond · Slab
14 Birchwood · Finish
Upload Photo
Work Orders
All
Active
Completed
JobPhaseAssigned SubScope ItemsProgressStatus
Takanassee Condo
801 Ocean Ave, Long Branch
Rough
MS
8 toilets · 12 showers · gas piping
60%
In Progress
638 Raymond Blvd
Newark, NJ
Slab
DK
64 units · under-slab rough
25%
Bid Locked
14 Birchwood Ln
Lakewood, NJ
Finish
TF
4 baths · 2 kitchens · outdoor shower
95%
Closing
22 Maple Court
Toms River, NJ
Rough
JR
3 baths · kitchen · laundry
40%
In Progress
Users & Permissions
NameEmailRoleLast ActiveStatusAction
A
Ari
ari@preferred.bizAdminNowActive
Y
Yoni
yoni@preferred.bizAdmin2h agoActive
S
Sol
sol@preferred.bizOffice1d agoActive
T
Toby
toby@preferred.bizOffice3h agoActive
Sh
Shaye
shaye@preferred.bizForeman4h agoActive
MS
Mike S.
mikes@submail.comSub1d agoActive
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