The paperwork gets done.
You sign off.

Partner works alongside your QuickBooks, JobTread, email and calendar and handles the office work you're not getting to. Anything with a dollar sign on it waits for you. An email or a PDF is never permission.

Read-only. Nothing gets sent or changed.

This morning, 6:42 am

GOOD MORNING

Partner reviewed 23 active jobs overnight.

Done 11

4 AR reminders

3 schedule confirmations

2 document requests

2 customer follow-ups

Needs your sign-off 3

Johnson Remodel

Approve

Milestone complete · Invoice prepared $18,750

Miller Addition

Review

Change order prepared $3,420

Reyes Bath

Review

Draw request prepared $12,000

On hold 1

Smith Kitchen

Subcontractor invoice$7,850Contracted amount$7,200

⚠ $650 discrepancy

No payment prepared.

Click through the board yourself →

Read-only trialYou approve moneyYour numbers stay yours

Partner does.

Routine work happens within the authority you've delegated.

Partner asks.

Money, scope, commitments and exceptions stop for the people you've designated.

Partner proves.

Every action has a source, rule, approval and history.