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Albert summary
Nudges from the live register
Open client actions
Projects
Decisions
Every live decision across the portfolio.
Live registers
All decisions
Registers being built
All projects
Project
PH
Decisions
Overview
Schedule
Files
Activity
Money
Pipeline
Every job on the books, grouped by stage. Value is the live JobTread projected price.
Money
Top line only. The detailed numbers, cash position and finance teaching live in the separate Finance dashboard.
WHY THE NUMBERS LIVE ELSEWHERE
The Hub shows the live contract values pulled from JobTread so you always know what is on site. The cash position, VAT and CIS reserves, profit and loss and the weekly finance teaching are deliberately kept in the Finance dashboard, the single source of truth for money, so the two never drift apart. No cash figure is invented here.
Open the Finance dashboard
Done
Everything you have marked done or paid. The assistant leaves these alone. Tap Restore to put one back on the live list.