Valley Mountain Homes AI Operations

DEMO Sample operating snapshot · September 15, 2026. No live company systems are connected.

ACTIVE CONTRACT VALUE$2.84M

4 active projects · approved scope

FORECAST GROSS MARGIN18.6%

1.0 pts below target · review cost to complete

OVERDUE RECEIVABLES$78.5k

Across 3 projects · collection follow-up

PROJECTS NEEDING ATTENTION2 / 4

1 at risk · 1 on watch · see the reasons

$18.4k in unapproved changes2 blocked milestones5 open client decisionsExplore all metrics →

PORTFOLIO HEALTH

Active projects

Pine Ridge ResidenceFraming · 62% complete17.8% margin · 2 days behind

Cedar Lane RenovationRough-in · 44% complete16.0% margin · 7 days behind

Westbrook AdditionFoundation · 28% complete22.0% margin · On schedule

Summit View Custom HomeEnclosure · 45% complete19.1% margin · On schedule

Health combines margin, schedule, overdue payments and unresolved dependencies.

NEXT BEST ACTIONS

Protect the outcome

3

!Unblock Cedar Lane rough-in7 days behind · release electrical plan→$Collect the overdue progress draws$78.5k overdue · $42k over 30 days→↗Approve scope before orderingPine Ridge pantry · $3,950 pending→

YOUR DIGITAL TEAM

AI Coworkers

Explore sample responses for project estimates, schedules, scope and client updates.

5 DEMO ASSISTANTS

ESEstimation Assistant Demo assistant · Sample project context

TODAY

ES

Good morning, Dallas. I reviewed the Pine Ridge estimate against the latest supplier quotes. I found 3 items worth checking before the price is finalized.

8:42 AM