Workspace · See

Your reports and your apps, on your clean data.

Dashboards, input screens, Ask Your Data, and alerts — set up for your business from our standard building blocks.

Needs: Foundation. It reads from your clean database.

Dashboards that update automatically
Input screens that replace spreadsheets
Ask Your Data, in plain English
Alerts when the next update shows a problem
Your weekly status report, built automatically

Workspace or Engineering?

Workspace is the app every client gets, set up for your business. Engineering is when you need something built that doesn't exist yet.

Workspace

Configured, not built

We pick from a library we've already built — dashboard layouts, input-screen templates, Ask Your Data, alerts, report layouts — and point it at your data.

Fast. Included in the monthly price. Maintained by us.

Engineering

Built from scratch, for you alone

Getting from paper to digital with phone forms or scanning, a crew-scheduling app, an automation that posts approved change orders into QuickBooks, a portal your customers sign into.

Priced as a project: from $5,000, or $175/hr.

How it works

Scroll through it.

See

Dashboards that update automatically.

The numbers each person needs, updated on their own.

Enter

Input screens.

Your team types it once. No more emailed spreadsheets.

Ask

Ask Your Data.

Plain-English questions, answered from your numbers.

Alert

Alerts.

Told as soon as the next update shows a problem.

Try it

Change a number. Ask a question.

Demo · sample data

Update job budget Input screen

$

Drag the slider or change the cost. The dashboard updates as you type.

Budget for work done
$12.7M
Cost to date
$13.4M
Status
Watch
0.801.20
Cost performance
0.95
1.00 or higher = on or under budget
Cost vs. budget for work done — all jobs
Cost to date Budget for work done
Terminal Expansion$170K under
Route 9 Bridge$706K over
Data Center Shell$1.37M under
Substation Upgrade$390K over
Medical Office Building$120K under
New action item
Route 9 Bridge is 5.6% over budget

Review change orders before the next pay application.

Owner: Project managerDue: This Friday
Reports

Your weekly status report, built automatically.

In your branding, or rebuilt for one of your customers. Same clean numbers, sent on a schedule.

Sent every Monday at 7:00 AM to 6 people on your team
Summit BuildersWeekly status report · week of Sep 28
Spent in period$20.6M
Cost performance1.01
Cost vs. budget for work done$180K under
JobCost performanceStatus
Terminal Expansion1.03On track
Route 9 Bridge0.95Watch
Data Center Shell1.05On track
Substation Upgrade0.98On track
Medical Office Building1.01On track

Top item this week: Review design errors change orders on Route 9 Bridge

Built automatically from your clean data · Updated Monday 6:00 AM

Already send a PDF report? Its layout and numbers become the spec, and Workspace rebuilds it from your clean data. Sample data.

Who uses it

Everyone sees the same numbers.

Each person gets the view they need. Your team signs in with the Microsoft or Google account they already use.

OwnerCash, jobs, and three action items — on a phone, Monday morning.
Operations leadEvery site in one view. Problems flagged before they spread.
Finance leadNumbers that match the books, without rebuilding reports.
Field teamOne simple screen to enter today's update. That's it.

What it costs

Small$850/mo+ $2,500 setup
Mid$1,300/mo+ $5,000 setup
Largefrom $3,000/mo+ from $15,000 setup

Monthly covers: app hosting, users, ask your data, alerts, and change hours.

Build your price, or see the plans that bundle all three →

What we need from you

  • Tell us who needs to see what
  • Name the spreadsheets you want to retire
  • 30 minutes for team training at launch

Included in every plan, or on its own on top of Foundation.

FAQ

Questions.

How does my team sign in?

With the Microsoft or Google account they already use. No new passwords.

Do we pay per user?

No. Everyone within your size's user limit is included.

Does it work on a phone?

It works in your phone's browser, so people can check numbers and fill in input screens in the field.

How is this different from Engineering?

Workspace is configured, not built: we pick from a library we've already built and point it at your data. If you need something that doesn't exist yet, that's Engineering, quoted as a project.

Can the report look like the one we send today?

Yes. Send us the PDF you use now. We rebuild it from your clean data, in your branding or your customer's, and send it on a schedule. If it needs a layout our building blocks don't cover, that part is a small Engineering project.

Is Ask Your Data accurate?

It answers from your cleaned database using business definitions we write with you — so it uses your numbers and your meanings.

How ready is your data?