Job Forecast
Dashboard
March vs Target SCHED
Β·Β·Β·
of $65K
Scheduled jobs this month
Cash Runway QB
Β·Β·Β·
days until $0
Cash on Hand QB
Β·Β·Β·
Truist checking
Today's Weather RVA
🌀 β€”Β°
Richmond, VA
🌧 Rain
β€”%
πŸ’¨ Wind
β€” mph
Unscheduled Estimates 0 β–²
Unscheduled Jobs 0 β–²
πŸ“‹ Job Queue
0 jobs scheduled
Schedule β€” Feb 2026
Cashflow: β€”
Accounts Receivable
Loading…
Clients
πŸ”
Name
Phone
Address
Source
Jobs
Total Jobs
β€”
Loading…
Completed
β€”
β€”
Rescheduled
β€”
β€”
Revenue Logged
β€”
invoiced + paid
Upcoming
β€”
scheduled jobs
β†’
Date ↕
Client / Job
Job Type ↕
Time
Weather ↕
Status
Action
Showing all jobs
πŸ’° Job Pricer
What to charge Β· excludes materials
30%
Gross Margin
revenue kept before taxes
β‰ˆ ~21% net after ~30% tax
10% min35% healthy100% max
πŸ“… Daily Rate
days
Overhead: β€”
Crew labor: β€”
Workers comp: β€”
Gross profit: β€”
Income tax (~28%): β€”
Net profit: β€”
Charge Customer
$β€”
β€”
⏱ Hourly Rate
hrs
Overhead: β€”
Crew labor: β€”
Workers comp: β€”
Gross profit: β€”
Income tax (~28%): β€”
Net profit: β€”
Charge Customer
$β€”
β€”
2-person crew (Wyatt + 1) Β· $22/hr Β· + add materials via product list
🏒 Monthly Overhead
Fixed costs regardless of jobs
πŸ› Taxes
Applied to gross revenue
Federal Income Tax
%
State Income Tax
%
Self-Employment Tax
%
Total Tax Rate 43.1%
πŸ‘· Labor Burden
Payroll + workers' comp (materials tracked via product list)
πŸ‘· Labor $0 / mo
Workers' Compensation Rate
% of total payroll charged by your insurer
%
Name
Monthly
WC
Total Payroll $0
WC Premium / mo $0
Total Labor Burden / mo $0
πŸ’Ό Owner Compensation
S-Corp salary + distributions
Monthly W2 Salary
Subject to FICA + income tax
$ /mo
Monthly Income Target
Salary + distributions combined
$ /mo
Salary (annual) $50,004
Distributions needed / mo $5,833
Distributions needed / yr $69,996
FICA savings on distributions $10,710
vs. paying yourself 100% W2 salary β€” the S-Corp advantage
Net profit needed / mo to cover $6,952
Distributions taxed as ordinary income (~24.75%) β€” profit needed grossed up for tax
Minimum Job Price to Break Even
$β€”
per job Β· based on 0 jobs / month
Minimum Billable Rate
$β€”
/hr
based on β€” hrs / job
Hours per job
Jobs per month
Overhead / job
$0
Labor / job
$0
Taxes / job
$0
Profit / job
$0
Min price / job
$0
⏱ Min rate / hour
$β€”/hr
Revenue Breakdown per Job
Overhead
β€”%
Labor
β€”%
Taxes
β€”%
Profit
β€”%
Monthly Revenue Needed
$0
Monthly Overhead
$0
Monthly Labor
$0
Monthly Tax Burden
$0
Monthly Net Profit
$0
Profit Goal Progress 0%
$0 Goal: $4,000
πŸ“Š Actuals β€” This Month from your data
Jobs completed
β€”
Revenue invoiced
β€”
Avg ticket size
β€”
Jobs rescheduled
β€”
Break-even vs actual avg
β€”
Share Album
Deck Staining β€” Martinez Residence
Client Link
Link Settings
πŸ‘ Client can view photos
⬇ Client can download
πŸ—Ί Show geolocations
πŸ“… Show timestamps
Notify Client
πŸ‘€ Link to Client
New Photo Album
Photo
1 of 1
πŸ’Ό Sales Pipeline
Estimate Requested 0
Estimate Scheduled 0
In Draft 0
Proposal(s) Sent 0
πŸ”€ Workflow
Canvas
Lanes:
Ready
πŸ‘€ Client
πŸ”¨ Production
πŸ‘· People
πŸ’° Finance

πŸ”— Add Resource Node

πŸ›  Products & Services
πŸ“€ Send Proposal
Proposal #EST-001
Change Order
for Estimate #EST-001
⚠️ A change order creates an amendment to the original estimate. The client will need to re-approve.
πŸ’° Create Invoice
β€”
Invoice Total
$0.00
Deposit: β€”
Balance: β€”
Deposit / Down Payment
$
0%
πŸ’³
Stripe Payment Link
A payment link will be generated and included in the invoice email. Clients click once to pay online.
Add Line Item
Custom Line Item
New Product
Fill in details below
New Estimate
KPI Command Center
12 core metrics Β· Loading…
● Live from CRM + QuickBooks
Leads / Week
β€”
Γ—
Close Rate
β€”
Γ—
Avg Ticket
β€”
=
Weekly Revenue Run Rate
β€”
β€”/mo est.
β€”
Close Rate
●
β€”
Net Profit / Month
●
β€”
Cash in Bank
●
β€”
Open Pipeline
●
πŸ’Ό Sales
S1Close RateConversion
β€”%
overall Β· reported
Wyatt personallyβ€”
Open proposalsβ€”
Pipeline valueβ€”
Expected from pipeline
β€”
Pipeline Γ— Close Rate
S2Avg Job ValueTicket Size
β€”
per job Β· all time
2024 avgβ€”
2025 avgβ€”
Annual Revenue (DripJobs)
S3Revenue EngineFormula
Leads / weekβ€”
Γ— Close rateβ€”
Γ— Avg ticketβ€”
= Weekly Revenue Run Rate
β€”
Monthly est: β€”
Current open pipeline by rep
RepPipelineLeadsAvg
πŸ“£ Marketing
M1Leads / Week
β€”
LTM average
M2Cost per Lead
β€”
Google Ads Γ· leads
Google Ads / moβ€”
Service Scalers / moβ€”
M3Cost per Acquisition
β€”
total marketing Γ· jobs won
Total mktg / moβ€”
2025 jobs wonβ€”
M4Mktg ROI
β€”x
revenue per $1 spent
Annual mktg spendβ€”
2025 revenueβ€”
βš™οΈ Productivity
P1Weeks BookedBacklog
β€”
weeks of work scheduled
Jobs scheduledβ€”
Scheduled valueβ€”
Crew days available / moβ€”
P2Revenue / Crew DayEfficiency
β€”
per day scheduled
🎯 Target: $5,000+/day · Below $3,000 = problem
Crew utilizationβ€”
P390-Day ForecastForward
β€”
expected next 90 days
Avg monthly revenueβ€”
Scheduled backlogβ€”
Pipeline (at 40% close)β€”
πŸ’° Financials Source: QuickBooks
F1Net ProfitQB Actuals
β€”
avg / month (2025)
2025 revenue (QB)β€”
2025 expenses (QB)β€”
2025 net (QB)β€”
Net margin %β€”
⚠ Excludes W-2 payroll (Hunter/Chris) β€” add ~$60-80K to expenses
F2Cash PositionQB Live
β€”
net liquid (QB)
Op Ex checkingβ€”
Materials checkingβ€”
Credit card balanceβ€”
QB open ARβ€”
F3Monthly P&LQB 2025
F4 Revenue vs Expenses (QB Monthly) 12 months Revenue Expenses Net
πŸ“Š Job Pipeline
$0 in pipeline
Project Pending Schedule 0
Project Scheduled 0
Project In Progress 0
Project Complete 0
Integrations
Google Calendar
Two-way sync keeps your Job Forecast schedule and Google Calendar perfectly in sync. Jobs added here appear in Google; reschedules update automatically.
Connected
Connected Account
πŸ‘€
βœ“ Authenticated Β· Last synced 4 minutes ago
Sync Settings
Two-way sync
Changes in either app reflect in both directions
Update events in place when rescheduled
Modifies the existing Google Calendar event rather than deleting and recreating
Add weather notes to event description
Appends forecast info to Google Calendar event when job is scheduled
Color-code events by weather risk
Green = clear, Yellow = watch, Red = weather risk
Sync Activity
Event updated β€” Martinez Deck Staining moved to Feb 20
4 min ago
New event created β€” Walsh Pressure Washing Feb 5
13 days ago
Event updated β€” Patel Deck Staining rescheduled
19 days ago
New event created β€” Chen Landscaping Feb 10
22 days ago
🏠 Loading street view…
RM
Rosa Martinez
Residential Client
Total Jobs
4
Reschedules
1
Since
Mar '25
Last Job
Feb 17
Revenue
β€”
Info
Deals
Appointments
Invoices
Payments
Notes
Photos
SMS
Contact Information
Address
2847 Maple Ave, Richmond, VA
ZIP / Forecast Area
23220 Β· Richmond, VA
Notes
Edit ✏ Gate code is #4821. Dogs in backyard β€” close gate. Prefers calls over texts. Deck faces south, best to start early before afternoon sun hits.
Upcoming Jobs
DateJobTimeWeatherStatus
SMS History
Reschedule Notice Feb 19 Β· 6:02 AM
We are so sorry, due to inclement weather we have to reschedule your job to Friday, Feb 20 at 8:00 AM. weatherqueue.app/forecast/...
Job Confirmation Feb 15 Β· 8:00 AM
Hi Rosa, your job has been scheduled for Monday, Feb 17 at 8:00 AM. We look forward to seeing you!
Loading…
Loading…
Loading…
Loading…
Loading…
Communication Log
All calls, texts, and notes with this client β€” logged automatically or added manually.
Recurring Service Schedule
Set up automatic repeat jobs for this client. Each recurrence creates a new entry in your pipeline and calendar.
Job Site Photos
Loading albums…
πŸ—“
New Job
Fill in the details to schedule a job
β‘  Client
β‘‘ Schedule
β‘’ Details
πŸ“
Used to pull the exact weather forecast for this job.
β˜€
Friday, Feb 20 β€” Clear skies
🌧 Rain: 8% πŸ’¨ Wind: 10 mph 🌑 High: 63Β°F
βœ“ Good to go
Select an available slot for this day. Green = open, grey = taken.
8:00 – 10:00 AM
Available
10:00 AM – 12:00 PM
Thornfield
12:00 – 2:00 PM
Available
2:00 – 4:00 PM
Available
4:00 – 6:00 PM
Chen Property
Custom time
Set manually
$
Shown on the calendar block and counted in your weekly / monthly revenue totals.
Preview β€” sent to client on save
Hi Rosa, your job has been scheduled for Friday, Feb 20 at 8:00 AM. We look forward to seeing you! β€” Job Forecast
Sync to Google Calendar
Adds this job to your connected Google Calendar
Job Summary
Client β€”
Type β€”
Date β€”
Time β€”
Address β€”
Weather β€”
Price $0.00
πŸ“‹
Client
Job Β· $0
Job Type
πŸ’‘ Next available estimate slot is suggested below. You can override manually.
Choose a Date
Choose a Time Slot (1 hour each)
Manual Override
Override to any date β€” not limited to estimate day
πŸ“…
Schedule Job
Choose size, slot, crew and date
Job Size
Time Slot
Assign Crew
✨
AI Suggested Date
Finding best date…
Checking weather & crew availability
πŸ”’ Hard Deadline
Job won't auto-reschedule due to weather
Priority
πŸ”’β›ˆ
Hard Deadline β€” Weather Alert
This job is locked as a hard deadline. Bad weather is forecast for this day. Do you want to move it to the next available workday?
βš™οΈ Settings β€” Job Forecast
🏒 Company Info
πŸ“… Work Days & Hours
Estimate Day
Pick which day of the week you run estimates. That day will accept 1-hour estimate slots.
πŸ‘· Crews & Subcontractors
Add your W2 crew(s) and any subs/1099s. Each active crew adds one job slot per day. Subs can have date ranges β€” they only count during their active period.
🌦 Weather Thresholds by Job Type
Set the rain % and wind mph that will auto-reschedule each job type.
🌩 Global Weather Alerts
🌧
Rain Probability
Global fallback threshold (used when job type not matched)
%
πŸ’¨
Wind Speed
Flag job at-risk if winds exceed this
mph
⚑
Thunderstorm
Always flag at-risk if thunderstorms in forecast
🧊
Hail
Always flag at-risk if hail in forecast
πŸ”” Notification Triggers
Weather alert exceeds threshold
Notify me when a scheduled job's forecast crosses your thresholds
Client accepts estimate
Push alert when a client approves a proposal online
Payment received
Alert when an invoice is paid via Stripe
Invoice overdue
Remind me when an AR invoice is past due date
Job marked complete
Summary notification when a crew member completes a job
πŸ”„ Weather Check Frequency
πŸ’¬ Default Reschedule SMS
Insert:
🧠 Smart Scheduling
Priority-based scheduling
High-priority jobs get placed first when auto-scheduling
Auto-fill open slots
When a slot opens, automatically pull the next queued job into it
Over-capacity warnings
Warn when a day exceeds your crew capacity
🚗
Drive buffer between jobs
Travel time buffer between same-day jobs
min
πŸ”— Integrations
β˜€ Job Forecast Β· Proposal
Job Estimate
β€”
πŸŽ‰
Proposal Accepted!
We'll be in touch to confirm your schedule.
Hi there,
We've prepared a proposal for your upcoming job. Please review the details below and accept or decline.
ServiceQtyPrice
πŸ”’ Secure Β· Powered by Job Forecast
β€”
πŸ“…
Schedule Job
Set date, time, and crew
Accepted Proposal
β€”
β€”
β›… Feb 23 Β· 🌀 12% rain Β· 65Β°F β€” looks good!
New Lead
β¬… Move to Lead
πŸ“„ Move to Estimate
πŸ”¨ Move to In Progress
πŸ’œ Move to AR
βœ… Move to Completed
✏️ Edit Card
πŸ—‘ Delete
Add Marketing Channel
πŸ“Š Cost per Lead, Cost per Acquisition, and ROMI will be calculated automatically from these numbers.
πŸ”” Notifications 0
Job Forecast
INVOICE
EST-001
Date: β€”
Due: Net 30
β€”
Description Qty Unit Price Total
Subtotal$0.00
Balance Due$0.00
πŸ’³
Click to pay securely via Stripe Β· Credit card, ACH, or bank transfer accepted
πŸ“ Send "On My Way" Text
To: β€”
β€”
β€”
β€”
⏱ ETA
Message Preview
β€”
1 Client Info
2 Build Proposal
Who is this proposal for?
Select a returning client or enter a new contact
πŸ“… Schedule Job
accepted this proposal. Assign a date and time to move it to In Progress.