Dashboard & Reports

Your MEP Command Center.
Every Metric at a Glance.

Log in to a real-time dashboard showing your estimate pipeline, financial summaries, items needing attention, and cross-module activity. Generate project reports with one click.

Your MEP Command Center.<br><span class=Every Metric at a Glance." loading="lazy">
Dashboard with pipeline metrics, financial summary, and attention alerts
How It Works

Get started in 4 simple steps.

1

See Everything

Your dashboard loads with real-time metrics — pipeline value, outstanding invoices, pending submittals, and overdue items.

2

Spot Issues Fast

The "Needs Attention" panel highlights overdue submittals, pending reviews, expiring estimates, and unpaid invoices.

3

Drill Into Details

Click any metric to jump directly into that module. From dashboard to action in one click.

4

Generate Reports

One-click project reports with financial summaries, submittal status, change order history, and timeline overviews.

Key Features

Built for MEP professionals.

📊

Estimate Pipeline

Visual pipeline showing all bids — draft, sent, viewed, approved, converted. See total dollar value at each stage.

💰

Financial Summary

Revenue, outstanding invoices, collected payments, and pending change orders. Your financial health in one panel.

⚠️

Needs Attention

Automated alerts for overdue items, pending reviews, approaching deadlines, and expiring estimates. Nothing falls through cracks.

📈

Activity Feed

Cross-module activity stream — submittals sent, invoices paid, RFIs answered, estimates approved. See what happened while you were away.

📋

Project Reports

Generate per-project summaries with financials, submittal status, change order log, and document inventory.

📱

Mobile Dashboard

Full dashboard access from your phone. Check pipeline, review alerts, and approve items from the field.

Why MEPSub?

Before vs after.

😩 Without MEPSub

  • ❌ Checking 5 different spreadsheets to get the big picture
  • ❌ No visibility into total pipeline dollar value
  • ❌ Missing deadlines because nobody tracks overdue items
  • ❌ Manually compiling project reports for owners
  • ❌ Can't check status without being at your desk

🚀 With MEPSub

  • ✅ One dashboard for everything — pipeline to invoices
  • ✅ Real-time dollar totals across all estimate stages
  • ✅ Automated attention alerts catch problems early
  • ✅ One-click project reports with all modules included
  • ✅ Full mobile dashboard — manage from anywhere

Ready to try Dashboard?

Start your free trial — no credit card required.

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