Analyze & Plan
Carry your deal assumptions into scope, budget, and timeline.
The product, at a glance
Plan the work, coordinate the next step, and understand the financial result.
Sample project. Explore an illustrative project with sample numbers.
Carry your deal assumptions into scope, budget, and timeline.
Keep scheduled work and outstanding actions in view.
Keep expected costs, invoices, payments, and balances clear.
See how reviewed changes affect projected profit.
Track Projected Profit
Compare the expected cost and profit with reviewed changes. The approved starting plan remains preserved.
A schedule edit does not automatically change a financial assumption.
Original Plan preserved · projected profit change −$1,300. A schedule edit does not automatically change financial assumptions.
Coordinate the work
Review dated work beside the sign-off needed before framing can continue.
| Work / trade | Oct 7 | Oct 8–9 | Oct 12–16 |
|---|---|---|---|
| Rough-in inspection | Passed | ||
| Kitchen framing | Framing | ||
| Drywall + paint | Scheduled |
The inspection passed October 7. Attach the sign-off before kitchen framing planned for October 8–9.
Example next action
Attach the signed October 7 rough-in inspection report to the inspection record before kitchen framing.
Track costs
Keep completed work, the unpaid invoice, recorded payments, and the remaining forecast in separate lines.
These amounts reconcile to the Willow Creek sample’s $72,850 estimated final rehab.
Work complete · no payment recorded against this invoice.
Analyze & plan
Carry saved deal assumptions into a scope, budget, and timeline, then review the Original Plan.
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