ES-COBAR Construction-Remodeling LLC

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ES-COBAR Construction-Remodeling LLC
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New Leads
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Waiting for the next sales step
Proposals
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Contracts
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Won
Pipeline
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Opportunity value

Sales Pipeline

Upcoming Follow-ups

SALES

Recent Estimates

OPERATIONS

Projects Overview

Company Summary

General ES-COBAR overview combining accepted projects, customer payments, real job costs and company operating expenses.

6-Month Cash Flow

Payments received versus total cash out for the last six months. Net cash is shown below each month.

This Month Cash Flow

Cash actually received this month minus real project expenses and company-level operating expenses recorded this month.

Project Overview

Accepted projects only. Click any project row to open its Job Management record.

Leads

New Leads are customers still in the LEAD stage. Once they advance, they move to their new sales stage.
CustomerAddressProjectLead SourceValueStageFollow-upActions

Pipeline

Estimates

Create, save, reopen and edit customer estimates connected to your Leads / Customers database.

Saved Estimates

Estimate History

Contracts

Contract status, signatures, payment schedules and project dates.

Saved Contracts

Open a Contract to edit project dates, payment schedule or send it for signature.

Sales Tax Rates

Company setting used by Leads and Estimates. Save the sales tax rate for each city; selecting that city on a Lead automatically applies the saved rate to its Estimate.

Tools & Settings

Site Note Templates

Edit the measurement and note fields used during site visits for each type of work.

Available Site Note Templates

Bathroom — Dimensions, vanity, shower/tub, niche, glass, toilet, floor/wall tile, electrical, plumbing, demolition, accessories
Kitchen — Dimensions, cabinets, island, countertop, backsplash, sink, appliances, electrical, plumbing/gas, floor, walls, demolition
Deck / Patio — Width, length, height, square feet, decking, board layout, joists, framing, posts, railing, stairs, ledger, demolition, access
Floor Installation — Rooms, measurements, square feet, new/existing floor, demolition, subfloor, leveling, underlayment, baseboards, transitions, stairs
Interior Painting — Areas, wall measurements, ceiling height, paint area, walls, ceilings, trim, doors/windows, repairs, coats, furniture
Exterior Painting — Elevations, measurements, stories, siding, trim, doors/windows, prep/repairs, pressure washing, coats, access, colors
General Contract — Areas, dimensions, demolition, framing, drywall, flooring, electrical, plumbing, HVAC, doors/windows, painting, permits, access
General Remodeling — Areas, dimensions, existing condition, demolition, framing, drywall, flooring, electrical, plumbing, doors/windows, cabinets, painting
Fence — Length, height, type, posts, gates, terrain, removal, access
Water Heater — Type, capacity, location, existing unit, venting, gas/electrical, water lines, drain pan, access
Sliding Door — Opening, wall type, concrete cut, door size, framing/header, electrical, drywall, trim, exterior finish

Templates

Manage the reusable ES-COBAR scope library. Items saved here become available in Estimates and Job Calculations.

Add New Item to Template

1 = first item in that section, 2 = second, etc.

Material Library

Product photos load online automatically from each material name. Use Photo to replace any image with your own.

ES-COBAR master material catalog. Filter by category, update prices, and add a product photo for fast identification.

Labor Calculate

Internal ES-COBAR labor calculator. Choose a crew preset or edit the number of Helpers, Masters, rates, hours and days.

Crew Presets

Company Overhead & Supervision
60%
Fixed ES-COBAR labor rule

Send Labor to Job Calculation

Choose the job category that should receive this labor total. Materials, indirect costs, waste and markup will remain unchanged.

Worker Time Clock & Weekly Payroll

Track employee clock-in/out, weekly hours and estimated pay. Helpers default to $25/hr and Masters to $40/hr.

Workers
0
Week Hours
0.00
Weekly Payroll
$0.00
Currently Clocked In
0
Paid This Week
0
Unpaid Payroll
$0.00

Temporary / Manual Jobs

Owner-only jobs for short or temporary work. Active jobs can be assigned to workers and are added to Job Management.

Time Entries

You can manually add, edit or delete a time entry.

Payroll Payment History

Review paid weeks and monthly totals for all workers.

Job Calculations

Saved internal job calculations by Lead / Customer and Estimate.

Equipment & Services Library

Create reusable equipment-rental and service/fee items. These items can be selected inside any Job Calculation just like materials.

Equipment Rental Library

Examples: concrete saw, excavator, lift, compactor, trailer or other rented equipment.

Services / Fees Library

Examples: dump fee, garbage disposal, hauling, delivery, permit or disposal service.

Subcontractor Directory

Manage subcontractors, contact information and specialties in one place. Active subcontractors are available in Job Calculation and Job Management.

Job Management

Track real project expenses after the job starts: actual labor, materials, other job costs and actual profit.

Project Calendar

General schedule for accepted projects based on their Start Date and End Date.

Company Expenses

Company operating costs not assigned to one specific job, such as tools, fuel and maintenance.

Marketing Center

Plan and track ES-COBAR content for Facebook, Instagram and Nextdoor in one place.

Marketing Calendar

Click any scheduled post to open it.

Saved Posts

Social Lead Snapshot

Lead counts use the Lead Source already saved in your CRM.

Follow-ups

🤖 ES-COBAR AI Assistant

Ask about your leads, pipeline, and estimates. The app sends CRM data to the server so OpenAI can analyze it.