Overview
Total Jobs
—
saved in cloud
Total Bid Value
—
across all jobs
Jobs This Month
—
created in
Win Rate
—
jobs won vs. bid
Recent Jobs
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Recent Activity
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Jobs
Customers
| Name | # Jobs | Actions | ||||
|---|---|---|---|---|---|---|
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Reports
Segments Win rate slicing
Accuracy Bid-to-actual variance
Cash Flow Expected revenue forecast
Team
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Settings
👤 Account
🏢 Company Profile
No logo
PNG or SVG recommended. Used in proposals.
💳 Billing
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🔔 Notifications
Proposal viewed by client
Email when a recipient opens your proposal link
Proposal approved or rejected
Email when a client responds to your proposal
Weekly summary email
Bids sent, viewed, and won the past 7 days
💰 Cash Flow
How many crews can run jobs simultaneously. Used to calculate Cash Flow's Booked Backlog.
💲 My Price List
Set your default rates here. They'll show up every time you open the estimate — just check the ones that apply to the job.
📦 Data
Export or delete all your ConCal data. Exports include jobs, customers, and proposals in JSON format.