Private product demo · Synthetic records only
Castle & Co./Today

Good afternoon, Christian.

Here’s what needs your attention across the business.

Priority queue

Needs attention

Today

Field schedule

Sales

Pipeline health

Live feed

Recent activity

Sales command

Pipeline

Move qualified homeowners from inquiry to signed agreement.

Relationships

Clients

Every homeowner, conversation, project, and dollar in one place.

Delivery

Active projects

Budget, phase, schedule, risk, and client experience at a glance.

September 14–20

Schedule

Team, trade partners, inspections, and client milestones.

September 2026

Cash & contracts

Financials

Estimates, contract value, approved changes, billing, and collections.

Accounts receivable

Invoices

Forecast

Cash outlook

Preconstruction

Estimates & proposals

Project files

Documents

Proposals, contracts, selections, permits, photos, and closeout files.

Aftercare

Warranty & care

Own the client relationship long after the final walkthrough.

Create record

New opportunity

Demo access

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