Good morning
Since yesterday
New leads, and leads ready to estimate. Click a name to open it.
Needs you today
Leads that are stuck or late, worst first.
Leads by source
Last 30 days.
Leads by rep
Last 30 days.
Firm roll-up 🔒 Owner only
A portfolio view across every job your team is tracking, rolled up from live AccuLynx output. Revenue and margin fill in once QuickBooks and Bill.com are wired.
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Jobs that need you
Jobs in progress or completed, under the margin floor or close to it, worst first.
Where the money went
Jobs in progress or completed: cost so far by category.
Profitability trend
Margin of the jobs finished each month: bids against every cost so far.
Margin by
Jobs with costs and a bid, margin so far.
Margins so far: invoices often arrive weeks after the work. Open Job Costs for every job.
Jobs with costs, by health
Bids, in progress and completed
Cost so far
Costs to confirm
Costs so far: invoices sent to invoices@ and matched to the job, plus crew pay from Workyard. Invoices often arrive weeks after the work, so an open job’s margin is the margin so far. Order confirmations aren’t counted; their invoices are.
My Agents
The three recommended starters, running now. Each reads and writes across your systems, and pauses to notify you instead of acting where a human call is needed.
Queued · Phase 2 and Phase 3
Turned on in later phases as the foundation proves out. The other two menu agents plus the automations that build on them.
Agent Actions 🔒 Owner only
Every write your agents can make, and exactly what stands between it and going live. Writes are off by default: each one is a dry run, logged but never fired, until you and Fluent turn it on together. Nothing here sends, creates or charges without that switch.
Reading the action gate
Jobs & Costing
Every job from AccuLynx with bid versus actual, projected margin, and under-bid jobs flagged on the row so nothing bleeds quietly.
Jobs
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Leads
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Inbox
The stream that forwards to info@. The agents read it upstream of you: bid invites logged with due dates on arrival, subcontractor invoice batches titled by job, order confirmations, meeting invites and leads, all filed as they land.
Incoming
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Documents
Supplier invoices, labor invoices, QuickMeasure reports, plan sets and warranties, filed by the agents and attached to the right AccuLynx job.
Filed documents
Each document is attached to its AccuLynx job automatically as it arrives.
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Finances 🔒 Owner only
Revenue, margin and AR pulled live from QuickBooks, Bill.com and AccuLynx. This tab is not visible to office staff.
Revenue by month
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Accounts receivable aging
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Ask FluentOS
One chat window across all your connected data. Every answer names its sources first, so you know exactly where the number came from.
ⓘ
What it can and can't do. Ask FluentOS can read, add and update operational data (create a lead, draft an invoice, log a note). It cannot change the system's structure, its connectors, its permissions or its agents. Those stay under Fluent's control.
Vendor List
Every vendor tagged in-house or third-party. That tag drives how the Job Profitability Tracker treats each cost, so labor from your own crews and subcontracted work land in the right bucket. You manage this list.
Vendors
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