Projects & Change Orders
All active A&D projects — Cosco Fire Protection
| Project | Project ID | Type | Signals | Value | Health | Lifecycle | Field Stage | Start | Target | Sales | Super | Design |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Change Order | CO # / Parent | Type | Signals | Value | CO Status | Lifecycle | Field Stage | Start | Target | Sales | Super | Design |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Action Items
Open action items across all projects
| AI # | Priority | Status | Aging | Project | Description | Owner | Due | Actions |
|---|---|---|---|---|---|---|---|---|
Email Actions
Emails requiring response or follow-up
| From | Priority | Status | Aging | Due | Project | Subject | Owner | Actions |
|---|---|---|---|---|---|---|---|---|
Punch List
Open closeout items across all projects
| ⚠ | Project | Priority | Status | Due | Description | Owner | Actions |
|---|---|---|---|---|---|---|---|
Billing
AR Billing and CTC cost tracking — manual entry
What Cosco bills to the customer — Design, Material, Labor, Change Orders
Select a project above to view billing.
Enter CTC Hours and JTD Rate for labor lines. ProFlow calculates CTC and delta automatically.
Select a project above to view CTC.
Full financial picture — margins, delta, billing status.
Select a project above to view summary.
All active AD & AC projects — delta status, margins, revenue recognized.
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Timesheet
Daily time entry — current work week (Sat–Fri, due by Friday 8:00am MST)
Admin
System configuration — users, org structure, offices
| Name | Job Title | Division | Sub-group | Office | Role | Status | Actions |
|---|---|---|---|---|---|---|---|
Top-level business units — A&D, Sprinkler, Service, etc.
| Name | Code | Users | Status | Actions |
|---|---|---|---|---|
Specialties within each division — A&D Field, A&D Design, Service Inspection, etc.
| Division | Name | Users | Status | Actions |
|---|---|---|---|---|
Display titles for users — Alarm Superintendent, Field Technician, etc.
| Name | Users | Status | Actions |
|---|---|---|---|
Physical office locations — Denver, Colorado Springs, etc.
| Name | City | State | Location Code | Users | Status | Actions |
|---|---|---|---|---|---|---|
Labor cost codes used on timesheets. Optional default role auto-picks this code for new entries.
| Code | Label | Default For Role | Type | Used In | Status | Actions |
|---|---|---|---|---|---|---|
Top-level business lines for the parts catalog — Fire, Intrusion, Access Control, etc.
| Name | Parts | Status | Actions |
|---|---|---|---|
Brands across all verticals — Notifier, Honeywell, Bosch, etc.
| Name | Parts | Status | Actions |
|---|---|---|---|
Within a vertical — e.g. Fire → Addressable, Conventional.
| Vertical | Name | Parts | Status | Actions |
|---|---|---|---|---|
Within a vertical — e.g. Fire → Smoke Detector, Pull Station, Horn/Strobe.
| Vertical | Name | Parts | Status | Actions |
|---|---|---|---|---|
Within a device type — finer-grained classification.
| Device Type | Name | Parts | Status | Actions |
|---|---|---|---|---|
Taxonomy for the parts catalog. Each category is tagged with a vertical (Fire, Access Control, CCTV, etc.).
| Category Name | Vertical | Parts | Status | Actions |
|---|---|---|---|---|
IBEW Inside locals serving Cosco's Colorado & Wyoming territory. Click a row to view jurisdiction cities and edit details.
| Local # | Name | State | Region | Cities | Agreements | Status |
|---|---|---|---|---|---|---|
CBA agreements covering Cosco's Colorado & Wyoming territory. Click a row to view rate ladder and edit details.
| Local(s) | Name | Type | Current JW Rate | # Effective Dates | Status |
|---|---|---|---|---|---|
Cross-local classification equivalence — Local 68 (rows) mapped to comparable classifications across the other 5 locals (columns). Used by the territory floor / wage-floor enforcement engine. Click any cell to set or change a mapping; saves immediately.
Clients
Client directory — billing status · project history · contacts
| Company | Status | Pay Status | Billing Health | Phone | Location | Owner | Open | Complete | |
|---|---|---|---|---|---|---|---|---|---|
Attendance
Team attendance log — A&D Department
| Date | Person | Role | Type | Notes | |
|---|---|---|---|---|---|
Reports
Department reporting and exports
Reports — coming in a future build.
My Profile
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ProFlow A&D Dashboard
| Project | Project ID | Type | Signals | Value | Health | Lifecycle | Field Stage | Start | Target | Sales | Super | Design |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AI # | Priority | Status | Aging | Project | Description | Owner | Due |
|---|---|---|---|---|---|---|---|
| From | Priority | Status | Aging | Due | Project | Subject | Owner |
|---|---|---|---|---|---|---|---|
| Project | Amount | Remaining | Vendor | Description |
|---|---|---|---|---|
| ⚠ | Project | Priority | Status | Due | Description | Owner |
|---|---|---|---|---|---|---|
Purchase Orders
Open purchase orders across all projects
| Project | Amount | Remaining | Vendor | Description | PO # | Status | Actions |
|---|---|---|---|---|---|---|---|
Pipeline
Sales opportunities and bid tracking — live view
| Bid # | Bid Name | Type | Signals | Client | Est Value | Margin | Prob | Status | Submitted | Decision Due | Sales | Super |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Estimator
Bid estimates — replaces the Notifier .xlsm workbook
| Estimate # | Customer | Project Name | Project Type | Project Class | Total Bid $ | Status | Aging | Bid Date | Follow-up | Created | Salesperson |
|---|---|---|---|---|---|---|---|---|---|---|---|
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Customer Outreach
Contact log and company directory — Sales team
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| Date | Salesperson | Company | Contact | Method | Purpose | Notes | Follow Up | Linked Project | Actions |
|---|---|---|---|---|---|---|---|---|---|
Logan Buffington
Design Coordinator — A&D Department
| Project | Project ID | Type | Signals | Value | Health | Lifecycle | Field Stage | Start | Target | Sales | Super | Design |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AI # | Priority | Status | Aging | Project | Description | Owner | Due |
|---|---|---|---|---|---|---|---|
| ⚠ | Project | Priority | Status | Due | Description | Owner |
|---|---|---|---|---|---|---|
| From | Priority | Status | Aging | Due | Project | Subject | Owner |
|---|---|---|---|---|---|---|---|
Cody Wood
Alarm Superintendent — A&D Department
| Project | POJ Date | Budget Hrs | Scheduled | Actual | Remaining | Progress | Status |
|---|---|---|---|---|---|---|---|
| Project | Project ID | Type | Signals | Value | Health | Lifecycle | Field Stage | Start | Target | Sales | Super | Design |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AI # | Priority | Status | Aging | Project | Description | Owner | Due |
|---|---|---|---|---|---|---|---|
| ⚠ | Project | Priority | Status | Due | Description | Owner |
|---|---|---|---|---|---|---|
| From | Priority | Status | Aging | Due | Project | Subject | Owner |
|---|---|---|---|---|---|---|---|
Robb Martinez
Sales / PM — A&D Department
| Bid # | Bid Name | Type | Value | Status | Decision Due | Signals |
|---|---|---|---|---|---|---|
| Project | Project ID | Type | Signals | Value | Health | Lifecycle | Field Stage | Start | Target | Sales | Super | Design |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AI # | Priority | Status | Aging | Project | Description | Owner | Due |
|---|---|---|---|---|---|---|---|
| ⚠ | Project | Priority | Status | Due | Description | Owner |
|---|---|---|---|---|---|---|
| From | Priority | Status | Aging | Due | Project | Subject | Owner |
|---|---|---|---|---|---|---|---|
| Project | POJ Date | Budget Hrs | Scheduled | Actual | Remaining | Progress | Status |
|---|---|---|---|---|---|---|---|
Contractors
Master directory — General · Electrical · Mechanical · Low Voltage · Other
| Company | Type | Trade | Phone | Location | License # | COI | COI Expires | W9 | Projects | |
|---|---|---|---|---|---|---|---|---|---|---|
Vendors
Master directory — parts vendors, distributors, manufacturers
| Vendor Name | Status | Catalog | Notes | |
|---|---|---|---|---|
Parts & Inventory
Master parts catalog — vendor price books, categories, stock (future)
| Part # | Description | Device Type | MFG | Vendor | Install Hrs | Cost | |
|---|---|---|---|---|---|---|---|
Inventory — Coming Soon
Stock by location · barcode scan-in · mobile app integration
Receiving — Coming Soon
Incoming POs · scan-in · receiving log · PO reconciliation
Issued / Checked Out — Coming Soon
Allocated to project · tech check-out · returns
Transfers — Coming Soon
Between locations · van stock · warehouse moves
Counts / Audits — Coming Soon
Cycle counts · physical inventory · variance reports
Field Tech
Field Technician — A&D Department
| Project | Project ID | Address | Phase | Field Stage | Super | Super Phone |
|---|---|---|---|---|---|---|
Estimates
Active estimates
| Estimate # | Project | Customer | Status | Sale Price | Created | Type |
|---|---|---|---|---|---|---|