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.

Positioning

Built for searchers who already have the problem.

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. You end up re-keying totals, pulling month-end manually, or making margin calls on a project you haven't reconciled in two weeks. Missed cost entries and stale pipeline numbers are how profitable-looking jobs turn into thin ones at closeout.

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
Owner decisions on pricing and scheduling get made without a complete picture

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. You approve a cost-code adjustment or a pipeline-stage move; TeamShift does not make those changes autonomously. Sensitive decisions—pricing, dispatch, payment terms, scheduling conflicts, warranty claims—are always held at a human approval gate. The dashboard is read-first; writes happen only on your say-so.

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
All write-backs to source systems queued and owner-approved before execution

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. Fewer delayed answers means fewer subs padding their next bid to cover uncertainty.

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
Change-order decisions backed by live margin data, not last week's memory

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. One-dashboard visibility is not a nice-to-have for a GC—it's the difference between managing margin actively and finding out you lost money at final invoice. TeamShift is built around that reality, not a generic field-service model.

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
Review gate on every financial write-back protects source-of-truth data integrity

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.