Good morning, QuisCay
Here is your operations overview for today.
Active Jobs
8
2 this week
Revenue (MTD)
$142K
18% vs last month
Active Workers
23
3 new hires
Compliance Items
2
Expiring soon
Active Projects
Live job progress
Riverside Office Build
Active
Phase 3 Due Aug 15
72% complete
Maple St. Renovation
Pending
Phase 1 Due Sep 2
28% complete
Harbor View Condos
Active
Phase 2 Due Oct 30
45% complete
Monthly Finance
Income vs Expenses
Jan
Income$142K
Expenses$64K
Feb
Income$118K
Expenses$58K
Mar
Income$156K
Expenses$72K
Apr
Income$149K
Expenses$67K
May
Income$168K
Expenses$81K
Jun
Income$121K
Expenses$70K
Income
Expenses
Compliance Alerts
General Liability Ins.
Expires Jul 15, 2026
OSHA Safety Cert.
Expired Jun 1, 2026
Contractor License
Valid thru Dec 2026
Today's Schedule
8AM
Site Inspection Riverside
R. Bautista + Crew A
11AM
Client Meeting Harbor View
Zoom Contract review
3PM
Payroll Processing
Bi-weekly 23 employees
Recent Activity
9:14 AMR. BautistaApproved Contract #C-2041
8:52 AMM. TorresUploaded blueprint (Maple St.)
8:30 AMSystemPayroll report generated
7:55 AML. PerezClocked in Riverside site
7:01 AMSystemCompliance alert: OSHA expired
Jobs & Projects
Manage all active and upcoming construction projects
| Job # | Project Name | Client | Start | Deadline | Budget | Progress | Status |
|---|---|---|---|---|---|---|---|
| #J-1081 | Riverside Office Build | """"""""" | Mar 1 | Aug 15 | $280,000 | Active | |
| #J-1082 | Maple St. Renovation | """"""""" | Jun 10 | Sep 2 | $95,000 | In Planning | |
| #J-1083 | Harbor View Condos | """"""""" | Apr 5 | Oct 30 | $1,200,000 | Active | |
| #J-1084 | Greenway Warehouse | """"""""" | Jul 1 | Dec 20 | $540,000 | Pending Start | |
| #J-1079 | Central Library Ext. | """"""""" | Jan 15 | May 30 | $380,000 | Completed |
Contracts
Create, sign, and manage all project contracts
Contract List
| # | Project | Value | Signed | Status |
|---|---|---|---|---|
| C-2041 | Riverside Office | $280K | Mar 3 | Signed |
| C-2042 | Maple St. Reno | $95K | Pending | |
| C-2043 | Harbor View | $1.2M | Apr 7 | Signed |
| C-2044 | Greenway WH | $540K | Draft |
New Contract
Blueprints & Plans
Upload and view project blueprints and architectural drawings
Blueprint Viewer
Office
Meeting Room
Storage
Lobby
Open Work
Break
Bath
Mech
Floor-Plan-A.pdf
Riverside Office Build - v3.1
Scale: 1/8 in = 1 ft
Riverside Office Build - v3.1
Scale: 1/8 in = 1 ft
Uploaded Files
| File | Project | Version | Date | |
|---|---|---|---|---|
| Floor-Plan-A.pdf | Riverside | v3.1 | Jun 2 | |
| Electrical-Layout.pdf | Riverside | v1.0 | May 28 | |
| Site-Plan.pdf | Harbor View | v2.4 | Apr 15 | |
| Struct-Drawing.pdf | Maple St. | v1.1 | Jun 11 |
Calendar
Sync across Gmail, Outlook, iCloud, Yahoo, Hotmail, AOL & more
Calendar Sync
Connect your email calendars
June 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
3
4
5
6
7
8
Site Visit
9
10
Client Call
11
12
Payroll
13
14
15
Inspection
16
Site Inspect
Meeting
17
18
19
OSHA Review
20
21
22
23
24
25
Payroll
26
27
28
Milestone
29
30
Employees
Worker directory, roles, certifications, and assignments
| ID | Name | Role | Phone | Pay Method | Assigned Job | Cert. Status | Status | Actions |
|---|---|---|---|---|---|---|---|---|
| #E-101 | Luis P""""" | Foreman | """-"""-4521 | Direct deposit | Riverside | OSHA Cert | Active | |
| #E-102 | Maria T""""" | Project Manager | """-"""-8832 | Direct deposit | Harbor View | PMP | Active | |
| #E-103 | Carlos R""" | Electrician | """-"""-3310 | Check | Riverside | License Exp. | Active | |
| #E-104 | Ana G""""" | Safety Officer | """-"""-7741 | Direct deposit | All Sites | OSHA 30 | Active | |
| #E-105 | James W""" | Laborer | """-"""-6650 | Payroll card | Maple St. | Pending | On Leave |
PII is masked by default. Admins can reveal individual records via audit-logged access.
Employee Documents & Paperwork
View licenses, certificates, hiring paperwork, and forms by employee.
| Employee | Document | Type | Due / Expires | Status | Actions |
|---|---|---|---|---|---|
| Carlos R. | Electrician License | License | Jun 2026 | Renew soon | |
| Luis P. | OSHA 30-Hr Certificate | Certification | Aug 2027 | Valid | |
| James W. | I-9 Employment Eligibility | Hiring paperwork | Missing signature | Action needed | |
| Maria T. | W-4 Form | Tax/payroll form | Complete | Active |
No employee document action taken in this demo session yet.
Employee Reminders
Send task, license, certification, or renovation reminders by text, email, or app notice.
No reminders sent in this demo session yet.
Payroll
Process pay runs, view earnings, and manage deductions
Next Pay Date
Jun 25
Bi-weekly cycle
Gross Payroll
$38,400
23 employees
YTD Payroll
$224K
JanJun 2026
Current Pay Period Jun 12 to Jun 25
| Employee | Hours | Rate | Gross | Tax | Net Pay | Method |
|---|---|---|---|---|---|---|
| L. P""" | 80h | $32/h | $2,560 | $487 | $2,073 | Direct Dep. |
| M. T""" | 80h | $45/h | $3,600 | $684 | $2,916 | Direct Dep. |
| C. R""" | 76h | $38/h | $2,888 | $549 | $2,339 | Check |
| A. G""" | 80h | $40/h | $3,200 | $608 | $2,592 | Direct Dep. |
Additional Payroll Pay
Add one-time pay, reimbursement, overtime adjustment, bonus, commission, or a custom payroll payout.
| Employee | Pay Type | Amount | Method | Pay Date | Note | Actions |
|---|---|---|---|---|---|---|
| Carlos R. | Reimbursement | $84.50 | Check | Jun 25 | Permit parking receipt | |
| Ana G. | Bonus | $250.00 | Direct deposit | Jun 25 | Safety audit completion |
Additional pay items will be included in the payroll review before payroll is run.
Company Finance
P&L, invoices, expenses, and cash flow
P&L Summary
Invoices
Expenses
Cash Flow
Revenue (YTD)
$854K
22% YoY
Expenses (YTD)
$412K
8% YoY
Net Profit
$442K
52% margin
Accounts Recv.
$128K
3 open invoices
Recent Invoices
| Invoice # | Client | Project | Amount | Issued | Due | Status |
|---|---|---|---|---|---|---|
| INV-5501 | """"" | Riverside | $42,000 | Jun 1 | Jun 30 | Unpaid |
| INV-5502 | """"" | Harbor View | $85,000 | May 15 | Jun 15 | Paid |
| INV-5500 | """"" | Library Ext. | $38,000 | May 1 | May 31 | Paid |
| INV-5503 | """"" | Maple St. | $18,000 | Jun 10 | Jul 10 | Overdue |
Finance Approval & Signing Methods
Choose how invoices, lien waivers, change orders, and payment approvals get signed.
Current method: Typed e-signature.
Stripe Payments
Collect card, ACH, and invoice payments.
Backend needed for real OAuth, secret keys, checkout sessions, and webhooks.
Plaid Bank Feed
Connect bank accounts for balances, transactions, and reconciliation.
Backend needed for link tokens, access tokens, transaction sync, and webhooks.
QuickBooks Integration
Sync invoices, expenses, and payroll with QuickBooks Online
Connection Status
QuickBooks Online
Not connected - request setup from QuisCay support
What syncs automatically:
Invoices & payments
Employee payroll records
Expense categorization
Job cost tracking
P&L reports
Tax filing prep
Employee payroll records
Expense categorization
Job cost tracking
P&L reports
Tax filing prep
A QuisCay admin will configure the secure backend connection before live QuickBooks sync is enabled.
Manual Data Export
Compliance & Certifications
Licenses, insurance, OSHA certs, and legal documents
Renewal Reminder Center
Send renewal nudges for licenses, insurance, OSHA, and employee certifications.
Renewal reminders will appear here.
Company Documents
General Contractor License
State of CT Expires Dec 31, 2026
General Liability Insurance
Expires Jul 15, 2026 Renew soon
OSHA Safety Certificate
Expired Jun 1, 2026 Action required
Workers' Compensation
Active Renewal Jan 2027
Business Registration
CT LLC Active
Employee Certifications
| Employee | Certificate | Expires | Status |
|---|---|---|---|
| L. P""" | OSHA 30-Hr | Aug 2027 | Valid |
| M. T""" | PMP | Sep 2026 | Valid |
| C. R""" | Electrician Lic. | Jun 2026 | Expired |
| A. G""" | First Aid/CPR | Mar 2027 | Valid |
| J. W""" | OSHA 10-Hr | Pending |
Company Setup
Branding, owner details, document defaults, and communication settings
Logo & Company Information
Used on contracts, invoices, reports, texts, and emails.
Document & Communication Defaults
Brand how generated documents and outgoing messages look.
QuisCay Business Operations
R. Bautista - 450 Commerce Drive, Bridgeport, CT
Sample Client Notice
Your document is ready for review and signature. Questions? Reply to this message and the office will receive it.
Users & Admins
Invite users, assign roles, require 2FA, and control access permissions
Add Admin or User
Set account type and permissions before sending an invite.
Role Permissions
Quick view of what each user type can access.
| Role | Projects | Finance | Admin | PII |
|---|---|---|---|---|
| Owner / Admin | Full | Full | Full | Full |
| Project Manager | Full | View | No | Job Only |
| Employee | Assigned | No | No | No |
| Accountant | View | Full | No | No |
Current Users
Demo user directory with invite status and security controls.
| Name | Phone | Role | Access | 2FA | Status | Last Activity | Actions | |
|---|---|---|---|---|---|---|---|---|
| R. Bautista | owner@quiscay.example | 203-555-0101 | Owner / Admin | Full Admin | Required | Active | Today 9:14 AM | Owner |
| M. Torres | manager@quiscay.example | 203-555-0188 | Project Manager | Operations + Projects | Required | Active | Today 8:52 AM | Demo |
| Accounting Desk | accounting@quiscay.example | 203-555-0133 | Accountant | Finance Only | Required | Invited | Invite sent | Demo |
All user invites and permission changes are audit-logged.
Data Import
Bring in old employees, users, projects, contracts, finance, and compliance records from CSV or Excel-compatible files
Import CSV / Excel Data
Upload CSV files from Excel, Google Sheets, QuickBooks exports, payroll systems, or old spreadsheets.
Excel users can upload CSV exported from Excel now. Direct XLS/XLSX parsing should run through the connected backend.
Manual Transfer / Paste Rows
Copy rows from an old spreadsheet and paste them here when you do not have a clean file.
Recommended columns: name, email, phone, role, status, project, amount, due_date, notes.
Import Preview
No rows loaded yet.
| Column 1 | Column 2 | Column 3 | Column 4 | Status |
|---|---|---|---|---|
| Upload a CSV file or paste rows to preview imported data. | ||||
Rows Ready
0
Validated before import
Import Type
People
Mapped to portal records
Last Import
0
Demo records added
Import Activity
ReadySystemWaiting for CSV, Excel-compatible file, or pasted rows.
Reports
Generate operational, financial, and compliance reports
Financial Report
P&L, invoices, payroll, expenses
Workforce Report
Headcount, hours, certs, assignments
Project Status Report
Progress, milestones, delays
Compliance Report
License, certs, expirations
Payroll Summary
Pay runs, deductions, YTD
Audit & Privacy Log
Access logs, PII views, changes
Custom Report Builder
Data Privacy & Security
Role-based access, PII masking, audit logs, and session control
Active Sessions
3
All verified
PII Access Today
7
All audit-logged
Security Score
100/100
Complete
Role-Based Access Control
| Role | PII Access | Finance | Admin |
|---|---|---|---|
| Owner / Admin | Full | Full | Full |
| Project Manager | Job Only | View Only | None |
| Foreman | None | None | None |
| Accountant | None | Full | None |
Privacy Settings
Mask PII by default
Names, phones, SSNs hidden until unlocked
Audit log all PII views
Record every time a masked field is revealed
Auto session timeout
Lock after 15 min of inactivity
Two-factor authentication
Required for Admin accounts
Security checklist
PII masking, audit logs, 2FA, timeout, role access, and signed-document certificates are enabled
Audit Log
All sensitive data access is recorded
9:14 AMR. BautistaViewed PII for Employee #E-103 (Carlos R.)
8:52 AMM. TorresExported payroll data 23 records
8:30 AMSystemSession timeout L. Perez auto-locked
8:01 AMR. BautistaLogin via 2FA IP 192.168.1."""
7:45 AMM. TorresViewed contract INV-5501 client details
