Owner Control Center

Control the variables, policies, integrations, documents, and attendance rules that drive the Crown Ridge portal.

Monthly Revenue

$04.9%

Active Clients

02.4%

Jobs Completed MTD

06.3%

Outstanding Invoices

$07.4%

Revenue Trend

Paid invoices, grouped by month

$29,800

Jun to date

Monthly Recurring Revenue

July

$29,800

4.9% vs $28,408

119% of $25,000 target

Projected Month-End

$35,531

This Month's Margin

Revenue minus expenses

3.9pt

0.0%

Profit Margin

Revenue

$29,800

Expenses

$17,200

MTD Completion Rate

July 2026

0%Completion

✓ Complete 53

⏳ In Progress 9

✗ Not Started 5

14-day daily completion rate

Client Retention Map

12-month service activity

Jul

Aug

Sep

Oct

Nov

Dec

Jan

Feb

Mar

Apr

May

Jun

Mercer Tower$48,200

Bayside Medical$41,600

Northgate Plaza$38,900

Greenfield Schools$34,100

Harborview Hotel$31,800

Riverside Offices$28,500

Summit Logistics$24,700

Cedar Park Clinic$21,900

Westbrook Retail$19,400

Pinecrest HOA$16,800

Enabled modules

Owner can turn sections on/off by role

Live integrations

Calendar, billing, messaging, exports

Document automations

Proof packs, invoices, change orders

Attendance policies

Geofence, overtime, exceptions, shifts

Owner operator controls

Control how the portal works

Configure which variables show up, which integrations are active, how attendance is verified, and what documents are generated automatically.

Widget registry

Enable, reorder, and scope variables shown by role.

5 live widgets

Widget	Area	Refresh
Operations Overview	Executive	Live
SLA Breach Alerts	Compliance	Real-time
Attendance Exceptions	Labor	5 min
Revenue Mix	Finance	Daily
Proof Review Queue	QA	15 min
Customer Risk Watchlist	Retention	Hourly

Operational defaults

Default owner workspaceExecutive

Alert severity color systemActive

Customer-visible module setScoped

Variables under control

Work order counts, SLA timers, open invoices, crew attendance, proof queues
Thresholds, audiences, order, frequency, and route placement all editable here