1 Overview

2 Active Jobs

3 Job Detail

4 Pipeline

5 Forecast

WIP Overview Planned

Total WIP value, job counts, avg completion, pipeline bar

9:41

WIP Report

$284,750

Total WIP Value

Active Jobs

Avg Days

87%

On Track

Revenue Pipeline

Scheduled$68,200

In Progress$142,300

Pending Completion$48,750

Invoiced$25,500

2 Jobs At Risk

Behind schedule — review needed

$41,200

WIP Best PracticeReview your WIP report weekly. Jobs exceeding estimated timelines erode margin by 3–5% per week of overrun.

Active Jobs List Planned

Job cards with avatar, progress bar, value, completion date

9:41

Active Jobs

Search jobs, customers...

All (12)

On Track (9)

At Risk (2)

Behind (1)

Kitchen Remodel

Jane Morrison • #WO-4821

On Track

Progress72%

Est. Apr 12 $34,500

Bathroom Renovation

Tom Patterson • #WO-4835

On Track

Progress45%

Est. Apr 28 $22,800

Deck & Patio Build

Rachel Huang • #WO-4798

At Risk

Progress38%

3 days behind $28,400

HVAC Installation

David Wilson • #WO-4856

On Track

Progress60%

Est. Apr 18 $18,200

Roof Replacement

Sarah Kim • #WO-4772

Behind

Progress25%

7 days behind $12,800

Job WIP Detail Planned

Timeline, cost tracking, photos, change orders

9:41

Kitchen Remodel

Jane Morrison

#WO-4821 • 1420 Elm St, Charlotte

$34,500

Contract Value

Job Timeline

Demolition Complete

Mar 10 — Done

Electrical & Plumbing Rough-In

Mar 18 — Done

Cabinetry Install

Mar 25 — In Progress

Countertops & Backsplash

Apr 2 — Scheduled

Final Inspection

Apr 12 — Target

Cost Tracking

Estimated$34,500

Actual to Date$24,180

Remaining Budget$10,320

Projected Margin22.4%

Progress Photos

Change Orders

Upgraded fixtures

Approved Mar 15

+$2,400

Under-cabinet lighting

Pending approval

+$850

Revenue Pipeline Planned

Funnel visualization, stage values, conversion

9:41

Revenue Pipeline

$284,750

Total Pipeline Value

Pipeline Funnel

Scheduled

$68,200

In Progress

$142,300

Pending

$48,750

Invoiced

$25,500

Stage Breakdown

Scheduled4 jobs

In Progress5 jobs

Pending Completion2 jobs

Invoiced1 job

Pipeline HealthA balanced pipeline has 40–50% of value in “In Progress.” Backlogged “Scheduled” work may indicate crew capacity constraints.

Forecast Report Planned

Projections, weekly revenue, at-risk flags

9:41

Forecast

Projected Revenue

This Week$18,200

Next Week$42,600

Week of Apr 7$56,300

Week of Apr 14$34,500

$151K

April

$98K

May

At-Risk Jobs

Deck & Patio Build

3 days behind • Material delay

$28,400

Roof Replacement

7 days behind • Weather + permit

$12,800

Forecast AccuracyAt-risk jobs can shift revenue 2–4 weeks. Factor in weather windows and material lead times when estimating completion dates.

1 Overview & Jobs

2 Job Detail & Costs

3 Pipeline & Forecast

4 Reports & Export

Overview & Jobs Planned

9:41

WIP Report

$284,750

Total WIP Value

Active

87%

On Track

2 At Risk

$41,200 exposed

Pipeline

Scheduled$68,200

In Progress$142,300

Pending$48,750

Invoiced$25,500

Active Jobs

Kitchen Remodel

Jane Morrison • 72%

$34,500 On Track

Bathroom Renovation

Tom Patterson • 45%

$22,800 On Track

Deck & Patio Build

Rachel Huang • 38% • 3d behind

$28,400 At Risk

HVAC Installation

David Wilson • 60%

$18,200 On Track

Roof Replacement

Sarah Kim • 25% • 7d behind

$12,800 Behind

Job Detail & Costs Planned

9:41

Kitchen Remodel

Jane Morrison

#WO-4821

Timeline

Demolition

Mar 10 — Done

Rough-In

Mar 18 — Done

Cabinetry

Mar 25 — In Progress

Countertops

Apr 2 — Scheduled

Final Inspection

Apr 12 — Target

$34,500

Contract

$24,180

Actual

Cost Breakdown

Materials$14,200

Labor$8,400

Subcontractors$1,580

Remaining$10,320

Change Orders

Upgraded fixtures+$2,400

Under-cabinet lighting+$850

Pipeline & Forecast Planned

9:41

Pipeline & Forecast

Revenue Funnel

Scheduled$68,200

In Progress$142,300

Pending$48,750

Invoiced$25,500

$151K

April Forecast

$98K

May Forecast

Weekly Projections

This Week$18,200

Next Week$42,600

Week of Apr 7$56,300

Week of Apr 14$34,500

At-Risk Jobs

Deck & Patio

3 days behind

$28,400

Roof Replacement

7 days behind

$12,800

Reports & Export Planned

9:41

Reports

WIP Summary

Total WIP$284,750

Active Jobs12

Avg Margin24.6%

Avg Days18

Export PDF

Export CSV

Email Report

Margin by Job

JobContractActualMargin

Kitchen Remodel$34,500$24,18022.4%

Bathroom Reno$22,800$10,26028.1%

Deck & Patio$28,400$19,88014.2%

HVAC Install$18,200$7,28031.5%

Roof Replacement$12,800$10,8808.3%

WIP Dashboard Planned

https://app.3bids.io/contractor/wip

WIP Dashboard

Work-in-progress overview — 12 active jobs, $284,750 total value

$284,750

Total WIP Value

Active Jobs

18 days

Avg Completion

At Risk

Active Jobs

Filter

Export

Job / Customer Progress Value Est. Complete Status

Kitchen Remodel

Jane Morrison • #WO-4821

72%

$34,500

Apr 12

On Track

Bathroom Renovation

Tom Patterson • #WO-4835

45%

$22,800

Apr 28

On Track

Deck & Patio Build

Rachel Huang • #WO-4798

38%

$28,400

Apr 22 (+3d)

At Risk

HVAC Installation

David Wilson • #WO-4856

60%

$18,200

Apr 18

On Track

Roof Replacement

Sarah Kim • #WO-4772

25%

$12,800

Apr 25 (+7d)

Behind

Job Detail Planned

https://app.3bids.io/contractor/wip/WO-4821

Kitchen Remodel — Jane Morrison

#WO-4821 • 1420 Elm St, Charlotte NC • Contract: $34,500

Job Timeline

Demolition Complete

Mar 10 — Completed on schedule

Electrical & Plumbing Rough-In

Mar 18 — Passed inspection

Cabinetry Install

Mar 25 — In progress, 60% complete

Countertops & Backsplash

Apr 2 — Quartz on order

Final Inspection & Punch List

Apr 12 — Target completion

Progress Photos

Cost Tracking

$34,500

CONTRACT

$24,180

ACTUAL TO DATE

Materials$14,200

Labor$8,400

Subcontractors$1,580

Remaining Budget$10,320

Projected Margin22.4%

Change Orders

Upgraded fixtures — Delta Brizo

Approved Mar 15 by Jane Morrison

Approved +$2,400

Under-cabinet LED lighting

Submitted Mar 22 — awaiting signature

Pending +$850

Revenue Pipeline Planned

https://app.3bids.io/contractor/wip/pipeline

Revenue Pipeline

$284,750 across 4 stages — funnel health and stage breakdown

Pipeline Funnel

Scheduled$68,200

4 jobs • 24% of pipeline

In Progress$142,300

5 jobs • 50% of pipeline

Pending Completion$48,750

2 jobs • 17% of pipeline

Invoiced$25,500

1 job • 9% of pipeline

Stage Breakdown

JobStageValue

Kitchen RemodelIn Progress$34,500

Bathroom RenoIn Progress$22,800

Deck & PatioAt Risk$28,400

HVAC InstallScheduled$18,200

Roof ReplacementBehind$12,800

Whole-Home PaintInvoiced$25,500

Forecast Center Planned

https://app.3bids.io/contractor/wip/forecast

Forecast Center

Revenue projections, completion estimates, and at-risk job tracking

$151K

April Forecast

$98K

May Forecast

24.6%

Avg Margin

$41.2K

At-Risk Value

Weekly Projections

Mar 24 – Mar 30$18,200

Mar 31 – Apr 6$42,600

Apr 7 – Apr 13$56,300

Apr 14 – Apr 20$34,500

Apr 21 – Apr 30$28,400

At-Risk Jobs

Deck & Patio Build

3 days behind • Material delivery delayed

$28,400

Roof Replacement

7 days behind • Weather + permit delay

$12,800

Export PDF

Export CSV

Data Architecture

WIP report module — active job tracking, cost analysis, revenue pipeline, and completion forecasting.

Source Files

app/(contractor)/wip/index.tsx

WIP dashboard with hero stats, pipeline overview, job list

Component

app/(contractor)/wip/[jobId].tsx

Job WIP detail — timeline, cost tracking, change orders, photos

Component

app/(contractor)/wip/pipeline.tsx

Revenue pipeline funnel with stage breakdown and conversion

Component

app/(contractor)/wip/forecast.tsx

Completion forecasting with weekly projections and at-risk flags

Component

Convex Queries

jobs.activeWIP

Active jobs with progress %, estimated vs actual costs, timeline milestones

Query

jobs.wipSummary

Aggregate stats: total WIP value, job counts by status, avg completion days

Query

jobs.revenuePipeline

Jobs grouped by pipeline stage with aggregated values per stage

Query

jobs.forecast

Projected completion dates and revenue by week/month, at-risk flags

Query

Convex Mutations

jobs.updateProgress

Update job completion %, milestone status, actual cost entries

Mutation

jobs.createChangeOrder

Add change order with description, amount, approval status

Mutation

jobs.flagAtRisk

Flag job as at-risk with reason code (weather, materials, permit, labor)

Mutation

WIP Status Flow

Scheduled

In Progress

Pending Completion

Invoiced

Paid

Key Design Decisions

Contractor Palette

Terracotta accent throughout. Hero stat values use --terracotta. Summary cards use border-top accent pattern with semantic colors per metric.

At-Risk Visual Language

Amber (--warning) for at-risk jobs, red (--error) for behind schedule. Row backgrounds tint to match. Left-border accent on alert cards.

Timeline Dot States

Green dot = completed milestone, terracotta = current/active, cream outline = future/scheduled. Connecting lines match completed state.

Pipeline Funnel Pattern

Horizontal bars sized proportionally to max stage value. Info blue for scheduled, terracotta for active, warning for pending, success for invoiced.