Project 9In progress
Office corridor door and trim repairs
Northstar Neighborhood Offices
Know what you can do before you sign up.
Follow the project from the first enquiry to the final invoice. These are the pages in your workspace, what you can do in each, and where West can help.
Know where the business stands.
Review active work and business totals, then open the project that needs your attention.
- Review your project pipeline
- See current financial totals
- Open a project from the board
On a contractor’s dayStart the morning by checking which projects are in progress and which are still unscheduled.
Call West“Which projects are in progress?”
Keep the project together, from scheduling to the punch list.
Bring the customer, scope, dates, status, and related work into a project record your team can return to.
Projects
Keep the work moving, from the first inquiry to the final payment.
- Active projects
- 12 Work in progress
- Inquiries to scope
- 1 Ready for an estimate
Active projects Customer · Schedule · Team
Project 7Scheduled
Courtyard deck-board renewal
Pecan Row Management
Project 4Quoted
Office interior repaint
Clearfork Workspace
Project 13Awaiting payment
Meeting-room partition and door repair
Elm Creek Property Group
- Create and update project records
- Follow work through its stages
- Review project details and related tasks
On a contractor’s dayKeep a kitchen remodel in one record instead of piecing it together from messages and notes.
Call West“Summarize the work on project 1042.”
Give the next step an owner.
Keep individual pieces of work visible with task details and progress, alongside the larger project.
- Create and update tasks
- Track incomplete work
- Review the tasks you can access
On a contractor’s dayTrack the site visit, materials check, and final inspection as separate pieces of work.
Call West“Show my incomplete tasks.”
Handle customer correspondence beside the work.
Connect Gmail to browse correspondence in West. Ask for a thread summary or a reply draft before sending.
- Find and read email threads
- Summarize a conversation
- Prepare and review reply drafts
On a contractor’s dayCatch up on a customer conversation before drafting a response about the installation.
Call West“Summarize this email thread.”
Requires a connected Gmail account. Drafting and sending require the relevant mailbox permissions.
See when the work is scheduled.
View scheduled projects and work with dates in the shared workspace, so the next site visit is easier to find.
- View scheduled work
- Review project start and end times
- Prepare a project schedule change
On a contractor’s dayCheck next week before agreeing on a start date for another project.
Call West“What projects are scheduled next week?”
Project scheduling is within West. It does not guarantee crew availability or external calendar synchronization.
Put project locations in context.
Explore mapped sites and project locations alongside their records, with geographic tools for looking at the area.
- Locate project sites
- Review mapped site information
- Move between a site and its project context
On a contractor’s dayLook at where the week’s projects are located before planning site visits.
Remember the customer and the property.
Keep contact information, properties, notes, and work history together for the next conversation or repeat project.
- Add customer contact details
- Keep property records and notes
- Review customer history and active work
On a contractor’s dayOpen the customer record before quoting the next phase of their renovation.
Call West“Find the Miller customer record.”
Turn the scope into a quote you can review.
Build quotes with line items and pricing, preview the document, and prepare delivery to the customer.
Quotes
Create, send, and track quotes from one place.
- Draft
- 2 Ready to review
- Accepted
- 10 Ready for the next step
Q-2026-0008Northstar Neighborhood OfficesDoor and trim repairs
$6,488.51Accepted
Q-2026-0004Barton Terrace Property CoCommon-area gutter replacement
$4,250.00Sent
Q-2026-0003Clearfork WorkspaceOffice interior repaint
$3,680.00Draft
- Create and revise quote line items
- Preview and download a quote PDF
- Send a quote for customer review
On a contractor’s dayPrepare a bathroom renovation quote, then check quantities, rates, and terms before sharing it.
Call West“Draft a quote for the Miller bathroom renovation.”
Provide the scope and prices you want to use. You remain responsible for checking the estimate.
Keep billing attached to the project.
Create invoices, review line items and balances, and keep recorded payment activity visible.
- Prepare and revise invoices
- Preview invoice documents
- Review balances and payment records
On a contractor’s dayPrepare the next project invoice and check what has already been recorded as paid.
Call West“Explain the balance on invoice 105.”
Keep team details within reach.
Maintain employee records and find the people involved in your business without searching a separate contact list.
- Create employee records
- Review employee details
- Keep team information up to date
On a contractor’s dayFind the contact details for the team member assigned to a project.
Call West“Find a team member named Alex.”
Record the costs behind the work.
Keep expense records and receipts organized so you can review what the business has spent.
- Add and review expenses
- Attach and view receipts
- Filter and inspect expense records
On a contractor’s dayRecord a materials receipt while the purchase is still fresh in your mind.
Call West“Prepare an expense for these materials.”
Keep purchases and recorded costs connected.
Review purchase records and convert an eligible purchase into an expense when you are ready to record the cost.
- Create and inspect purchases
- Review purchase details
- Convert a purchase to an expense
On a contractor’s dayFind the supplier purchase, check the amount, and record the expense without starting from a blank record.
Call West“Find my purchase records.”
See the current financial picture.
Review the financial information recorded in West, including invoice balances and expenses.
Finance
See what came in, what went out, and what needs attention next.
- Collected
- $16,581.41 6 paid invoices
- Outstanding
- $15,032.68 4 sent invoices
- Recorded costs
- $9,438.48 11 expenses
- Operating result
- $7,142.93 Collected less recorded costs
Financial position
- Collected revenue
- $16,581.41
- Recorded costs
- − $9,438.48
- Operating result
- $7,142.93
Needs attention
2 overdue invoicesReview outstanding balances and follow up from the invoice record.
$3,975.24Overdue balance
- Review current financial totals
- Check outstanding invoice balances
- Inspect the records behind the numbers
On a contractor’s dayCheck what is outstanding before deciding which customer accounts need attention.
Call West“Summarize the business finances.”
Figures reflect records in West. This is not a bank balance or a replacement for accounting advice.
Review a period, not just today.
Choose a reporting period to examine recorded financial activity and understand the numbers behind it.
- Choose a reporting period
- Review collections and expenses
- Ask West to summarize the period
On a contractor’s dayReview last month’s recorded collections and costs before your business check-in.
Call West“Summarize the financial report from September 1 to September 30, 2026.”
Find the file when you need it.
Keep business documents accessible in the workspace, then find or summarize supported content with West.
Documents
Keep project files and business records within reach.
Quote Q-2026-0008Northstar Neighborhood Offices
Corridor site photosProject 9 · Door and trim repairs
Invoice INV-2026-0005Northstar Neighborhood Offices
- Browse and open documents
- Find a document by its details
- Summarize supported document content
On a contractor’s dayFind the scope document before answering a question about what was agreed.
Call West“Find documents for the Miller project.”
Summaries depend on accessible, supported document content.
Reuse your items, prices, and stock records.
Maintain a catalog of items with pricing and inventory fields, so recurring work starts with information you already have.
- Search items by name, SKU, or category
- Maintain reusable item pricing
- Review inventory-tracked items
On a contractor’s dayLook up a regular material or service item before adding it to the next quote.
Call West“Find catalog items for painting.”
Connect and manage your workspace.
Manage the Google integration and your business subscription from one place.
- Connect Gmail with the permissions you choose
- Review integration settings
- Manage your plan and billing
On a contractor’s dayConnect the business mailbox when you are ready to handle correspondence in West.