Your job-cost, pipeline, and cash figures in one place—every write-back reviewed by you before it touches the source system.

A general contractor's real numbers are split across the CRM, the accounting software, and a stack of job folders. TeamShift pulls live job-cost, open pipeline, and cash position into one reviewed dashboard so you see the full picture without logging into three tools. Nothing writes back to QuickBooks, your CRM, or your project files until you approve it. You stay in control of the data; TeamShift keeps it organized and visible.

Direct answer

Direct answers about one dashboard for general contractors

What is TeamShift's one dashboard for general contractors service?

What does the customer receive?

The customer receives one dashboard, every system plus a clear handoff of completed work, blockers, and decisions that still need review.

What stays human-approved?

Pricing, customer commitments, dispatch decisions, accounting writebacks, refunds, policy exceptions, and unclear edge cases stay with the approved reviewer.

Can this start from a template?

Yes. The related TeamShift marketplace outcome acts as the starting template, then TeamShift adjusts the workflow around the customer source systems, approval rules, and business context.

Positioning

Built for searchers who already have the problem.

The handoff is intentionally plain. TeamShift scopes the one dashboard for general contractors workflow, maps it to One dashboard, every system, and shows you what will be gathered, drafted, sent, or held. Routine work can move quickly once the rules are approved. Pricing, scheduling promises, payments, account changes, and anything unclear come back to a person before it leaves the system.

Early-stage note: TeamShift is not using invented customer logos or made-up case studies. Named results will be published only after live customer work is complete and the customer approves the reference. Until then, these pages describe the operating workflow, the review gate, and the exact handoff you should expect.

The problem

Your numbers exist—they're just in three different places

Most GCs run a CRM for leads and proposals, accounting software for job cost and invoicing, and either a project-management tool or physical folders for change orders and schedules. None of those systems talk to each other automatically.

Job-cost entries live in QuickBooks while the bid and change-order trail lives in the CRM or a folder
Pipeline value is estimated from memory or a spreadsheet that's always one deal behind
Cash position requires opening three tabs and doing mental math

Workflow

TeamShift reads your systems and surfaces a single reviewed view

TeamShift connects to your existing tools—QuickBooks or similar for job cost, your CRM for pipeline, your project software for schedules—and assembles one dashboard showing live figures. Any correction, update, or write-back to a source system is flagged for your review before it executes.

Live job-cost vs. budget pulled from accounting, updated on your schedule
Open pipeline value and stage age pulled from the CRM, no manual sync
Flagged variances—jobs trending over budget, stale leads—surfaced for your review

Conversion

What GCs typically see in the first 30 days

General contractors who consolidate visibility into one reviewed dashboard typically catch one or two cost-code gaps per active job that weren't visible before, identify pipeline deals that have gone cold without a follow-up, and stop spending 90 minutes on Monday-morning reconciliation. The compounding value is decision speed: when a sub asks for a change order, you can answer with actual margin data in the room instead of promising to check later.

Cost-code gaps on active jobs caught before closeout, not after
Cold pipeline deals surfaced with days-since-contact so follow-up is systematic
Monday reconciliation time cut because figures are already assembled

Proof

The specifics that make this real for GCs, not every trade

General contracting has a margin problem that's unique in trades: you're managing multiple subs, multiple cost codes, and a project timeline that spans months, not days. A plumber closes a job in a day; a GC carries 6–12 jobs simultaneously, each with its own budget variance curve.

Multi-job cost tracking across 6–12 simultaneous projects with individual budget lines
Sub-cost and change-order trail linked to job records, not floating in email
Cash-flow visibility tied to draw schedules and invoice aging, not just revenue

Questions

Before you request it

Will TeamShift automatically update my QuickBooks or CRM records?

No. TeamShift reads your existing systems to build the dashboard view, but any write-back—cost-code corrections, pipeline stage updates, invoice changes—is queued for your approval before it executes. Nothing touches your source systems without your explicit sign-off. You control what gets written and when.

What tools does TeamShift connect to for a general contractor?

TeamShift connects to QuickBooks (Online or Desktop), common GC project-management platforms like Buildertrend or CoConstruct, and CRMs like HubSpot or Jobber. The specific integration list depends on your stack. During scoping, you describe your tools and we confirm compatibility before any connection is built.

How is this different from a dashboard inside QuickBooks or my CRM?

QuickBooks shows accounting data; your CRM shows pipeline data; neither shows both together with job-cost variance in context. TeamShift pulls those separate systems into one reviewed view built around how a GC actually tracks a job—bid, cost codes, subs, draw schedule, and close—not how an accountant or a salesperson tracks it.