➔ All Features
PROJECT PIPELINE
Project Pipeline & Stats
The Projects page brings together action items, pipeline stats, recent quotes, documents, takeoffs, and project status so estimators know what needs attention.
BuildVision AI
Portfolio overview
Live data
4 notifications need action
Portfolio view folded into Projects
Open pipeline
$612K
12 projects
Quotes sent
$184K
5 pending
Takeoffs complete
31
this month
Avg margin
28.4%
+4.2%
Projects by status
Healthcare clinic
Takeoff review
$312K
Active
Retail fitout
Quote opened
$89K
Planning
Warehouse lighting
Documents ready
$147K
Active
School renovation
Awaiting revision
$64K
On hold
Recent quotes
Collapsed pipeline panel
Q-2026-014opened
Retail fitout lighting
$89,000
Q-2026-013sent
Clinic power scope
$142,400
Q-2026-012draft
Warehouse devices
$47,200
Stats are project-level signals, not a separate analytics module.
Features
Needs-Action Feed
See quotes, completed jobs, uploads, and project deadlines that need follow-up.
Pipeline Snapshot
Track open pipeline, recent quotes, margins, and takeoff activity from Projects.
Project Status
Review project status, value, related documents, takeoffs, and quotes in one place.
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