TrueNorth Job Flow | Interactive Demos

Lead Capture & Sales Follow-Up

Problem: Missed calls are missed revenue. This system automatically intakes leads from calls/web and manages the follow-up pipeline.

Active Pipeline

New / Uncontacted (Auto-Responder Sent)

Smith Remodel Inquiry

2 hrs ago • Missed Call

$15,000 est.

Johnson Commercial Fix

5 hrs ago • Web Form

$8,500 est.

Quote Booked

Davis HVAC Install

Tomorrow @ 10:00 AM

$12,000 est.

Follow-up Sequence Active

Williams Concrete Pour

Quote Sent 3 days ago

$22,000 est.

Estimating Workflow System

Problem: Estimators are bottlenecked. This system queues requests, tracks status, and automates proposal generation.

Estimate Request Queue

Project Alpha
Due: Tomorrow

Scope Review

$45,000

Downtown Office Fitout
Due: in 3 days

Drafting

$120,000

Residential Complex HVAC
Due: Last Week

Sent

$85,000

Extracting Scope & Generating Checklist...

Bid Intelligence System

Problem: Missing compliance requirements or addenda can ruin margins. This system highlights risks automatically.

Project Name	Deadline	Priority Score	Risk Flags
City Center Plaza Renovation	Oct 15	94/100	2 Critical
Westside Hospital Wing C	Oct 22	88/100	1 Warning
County School District HVAC Upgrade	Nov 05	72/100	All Clear

Bid Insights

Critical Flags Discovered

Addendum #3 released today changes flooring spec completely.
Insurance requirement exceeds current policy limits (Needs $5M umbrella).

Compliance Checklist

Bid Bond Included
W9 & Tax Forms
Subcontractor List (Missing 2)

Cash Flow / Collections System

Problem: Late payments choke cash flow. This system automates reminders and tracks aging receivables.

Total Receivables

$142,500

1-30 Days

$58,300

31-60 Days Overdue

$64,200

90+ Days Overdue

$20,000

Overdue Invoices

Client	Invoice #	Amount	Status
Apex Properties	INV-2045	$42,000	45 Days Late
Horizon Retail Group	INV-2018	$22,200	32 Days Late
Main Street Corp	INV-1950	$20,000	95 Days Late

Vendor / Team Coordination System

Problem: Chasing subcontractors and vendors for updates wastes hours. This system manages requests automatically.

Subcontractor Tracking Board

EB

Elite Electric Bros
Project: City Center Plaza

✓ Proposal

✓ Insurance Cert

✓ Contract Signed

Ready to Start

PL

Premier Plumbing Co.
Project: City Center Plaza

✓ Proposal

⚠ Insurance Cert (Missing)

⚠ Contract Pending

Waiting on Docs

SF

Solid Foundations Inc
Project: Westside Hospital

✓ Proposal

✓ Insurance Cert

⚠ Contract Review

Reviewing

Executive Dashboard / Ops Control Center

Problem: Operating blind leads to bad decisions. This dashboard provides real-time visibility into the entire operation.

Monthly Pipeline (Gross)

$1.2M

Active Projects

14

Win Rate (30d)

34%

System Bottleneck

Estimating Queue

6-Month Revenue Pipeline Projection

Jun

Jul

Aug

Sep

Oct

Nov

* Data aggregated in real-time from sub-systems.