Buyout Savings by DivisionAct. Revenue − Act. Cost = Savings
Code
Division
Act. Cost
Act. Revenue
Savings/(Loss)
Status
Spend by Vendor / Subcontractor
Vendor
Trade
Class
Total Paid
# Payments
Overall Billing Progress
Billing by Division
Division
Est. Revenue
Act. Revenue
Remaining
% Billed
How to read this view: "Remaining to Bill" is what hasn't been invoiced yet. "Remaining to Spend" is what hasn't been paid out. When Remaining to Spend exceeds Remaining to Bill, that's your exposure — costs will exceed billing unless buyouts come in under budget.
Remaining to Bill vs. Remaining to Spend
Division
Remaining to Bill
Remaining to Spend
Net Position
Health
Phase Progress
Overall Completion
0%
Current Phase
—
Phase Summary
Key Dates
Task Details
Edit Task
Assign To…
Add Dependency
Duplicate
Push to Google Calendar
Delete Task
Add Task
This item will be tagged to the project selected above.
Integration Settings
Google Calendar
Google Drive — APP Files
Normal use: Drive content is auto-loaded at page open via the static manifest. Use the Reload from Drive button on each project's Design tab if you just dropped a new file in Drive.
Admin only: the "Force live re-sync" button below hits the Google Drive API directly (requires GOOGLE_DRIVE_API_KEY in Netlify env). Use after adding new project folders or restructuring Drive — rare.
Walks every project folder via the Drive API. Slower than the manifest reload; only needed after adding new projects or restructuring Drive.
New Project Setup
1. Client
2. Team
3. Files
4. Calendar
Change Orders
#
Description
Amount
Requested
Date
Status
Internal Approval
Inspections Log
Type
Inspector
Scheduled
Status
Notes
0 flagged
Long-Lead Materials
Item
Vendor
Order Date
Lead Time
ETA
Status
Blocking?
SortCategory
Subcontractors
Company
Trade / Scope
Status
Contract $
Master Agreement
Lien Waiver
Ins. Exp.
Portal
Actions
Proposal & AgreementReview & sign
Documents & ContractsSingle source of truth
Job Site Photos
Live Camera Feed
Budget SummaryYour project
Pending Approvals0
Billing ScheduleMilestone draws · running tally
Schedule Summary
Weekly Updates
Materials Pipeline
Purchase Orders
Client Communications
Messages & Team Feedback
SortVendorRoomStatus
One live database of every furnishing, material, and finish across the company. CSI/QB-coded, linked to project + budget + schedule. Cards shows full product detail · Schedule shows per-project material schedule by room · Table is the dense view. Select items to bulk export or push to other parts of the app.
Add Product or Material
Welcome back
Master Subcontractor AgreementReview & sign
Materials you need on site
Your invoices
Lien waiversAction needed
Upcoming schedule
0 images
Showing images similar to:
Design Studio
NEW · INTEGRATEDThis is the new Design Studio — CAD floor plans, product specs, takeoffs, and renders all live here (open Floor Plan AI). The old standalone is only under Legacy Studio (old) and is being retired.
Pick a project above to open its studio.
Generate AI Render
Describe the room, materials, mood, and lighting you want to see. Optionally pick up to 3 reference images from your inspo library. Gemini 3.1 typically takes 15–40 seconds per render.
Attach references (optional, up to 3) — inspo library · client submissions · project files & plans
0 selected
Upload Document
Hidden from client
Only your team sees this. Click the eye to let the client see it in their portal.
Quick Field Log
Tap to record a voice note — any language. We’ll transcribe & translate to English.
Hidden from client
Save as Project Note
New Project
New Change Order
This item will be tagged to the project selected above.
Add Budget Line Item
This item will be tagged to the project selected above.
category description budget type (Fixed/Allowance) csi (optional)
Schedule Inspection
This item will be tagged to the project selected above.
Track Long-Lead Material
This item will be tagged to the project selected above.
Add Vendor
Add Subcontractor
This item will be tagged to the project selected above.
After adding, click the Edit details button on the row to add the full MSA-ready info (authorized rep, mailing address, email, fax). The MSA template pulls these fields automatically.
Edit Subcontractor — Full Details
These fields populate the Master Subcontractor Agreement party block automatically. Fill in once per sub and every future MSA + Project Order pre-fills cleanly. Required-for-MSA fields are marked with *.
Company
Mailing Address
Contact
Project + Scope (per-project)
Add Finish Schedule Item
This item will be tagged to the project selected above.
Lien Waiver — Digital Sign-off
CONDITIONAL WAIVER AND RELEASE ON PROGRESS PAYMENT
Upon receipt of the sum of $0, Subcontractor waives and releases any mechanic's lien, stop payment notice, or claim against the property below.
Property:528 Erskine Dr, Altadena CA Through Date:
Click or tap to sign electronically
Internal Approval — Change Order
INTERNAL CHANGE ORDER APPROVAL
This change order adjusts the internal budget allocation. It does not affect the client contract.
Description:— Budget Impact:$0
Click or tap to approve
Upload Job Photos
Drop photos here or click to browse
JPG, PNG, HEIC — up to 20MB each · Multiple files supported
Cash Flow — Portfolio & Project Financials
Portfolio-level overview at the top, drill into a single project below
Monthly Outflow Chart
Payment Schedule by Month
SortProjectType
Documents
Every contract, change order, invoice, field log, inspection, drawing, vendor record, and sub doc in one place. Click a tile to filter, or search across all types.
Audit Log
Every state change — who, what, when.
Roles & Permissions
Define what each role can see and edit across the platform. System roles can be edited but not deleted. Per-user overrides live on the user record.
Platform Users
MSA Master Template — Change Requests
Subs, supers, and predev can suggest edits to the Master Subcontractor Agreement. Decide each one below — Applied / Needs Revision / Reject.
Platform Integrations
Drive Folder Setup
Auto-link all to Drive matches each project's street address to a folder under the Heyman PROJECTS root. Then Pull all from Drive routes every file in Contracts / Financials / Drawings / Photos / Inspo / Permits subfolders into the matching app section.
Sync Studio from Drive is the newer, design-focused sweep: it recursively scans each started project's Drive folder and classifies everything into the 6 Studio stages (inspo → Files, plans/models → Floor Plan, renders → Generate, specs & schedules → Products, concept decks → Export, lot info → Brief), then locks it into each project so it only re-pulls on demand.
Platform Status
Mode: Live (IndexedDB-backed) Database: IndexedDB (browser) + optional remote sync Storage: Google Drive — read-only via API key Auth: Google Workspace — ready to connect
Set window.HEYMAN_REMOTE_STATE_URL to enable serverless state sync across devices.
Weekly Digest
Compile a portfolio snapshot for leadership — active projects, paid-to-date, pending approvals, materials at risk, and per-project status.
Backup & Restore
Your data lives in this browser's IndexedDB. Auto-saved every 30 seconds and on tab close. Export a JSON backup before clearing browser data — and import it on a new device to migrate.
Calendar Export
Download all events as an .ics file. Subscribe in Google Calendar or Apple Calendar to see Heyman events alongside your personal calendar.
Notification Settings
Feedback & Requests0 open
Every issue, feature request, and optimization the team submits through the chat bubble lands here. Check items off as they ship; replies go back to the submitter's dashboard.
Data Cleanup
If anywhere in the app still shows mock approvals, inspections, materials, notifications, or any other record you didn't add yourself — click below to purge. This wipes everything except your real projects, real budgets, real users, your tasks, and Drive-pulled files.
Project Recovery
Lost projects? This restores all 22 real Heyman projects from the code-level seed. Existing projects with matching IDs get overwritten with the seed version. Manually-added projects you've created (with new IDs) are preserved. A backup of your current state is saved to localStorage before the restore runs.
Emergency console fallback (works even if you can't reach Settings): paste _HEYMAN_EMERGENCY_RESTORE() into the browser console.
Edit Project
Project Team — who's on this project
Everyone on the roster is assigned by default — click a name's × to remove them from this project. Use the dropdowns to add people back or "✎ Write in a name…" for anyone outside the roster.
Architect of Record — Outside Firm (AIA A105 §1 + §9)
Client Contact
Edit Budget Line
⚡ Project Launchpad
Contract Builder
New Contract
How this is used: Pre-dev contract is signed before design + takeoff. Full Construction Contract pulls in the approved Proposal total (products + bids + design + GC). Both save into Documents under their type filter and surface for client signature in the Client Portal.
New Invoice
New Bid — Low / Med / High
3 Pricing Options — 3 tiers or 3 competing subs
Next step: save as Pending → review → mark Approved (selects which tier — Low/Med/High → adds to project proposal) or Denied.
Upload Document
Add Platform User
After adding, click Edit on the user row to fine-tune their permissions.
Edit User
Hold Cmd/Ctrl to select multiple projects when scoping by project.
Override individual module permissions just for this person — useful when someone needs slightly more or less access than their role grants.
Pin Image to Project(s)
Library image
Pinning copies a reference to the project's Design Boards → Pinned from Library. Adding a note + section here makes it more discoverable on the project pin board.
Projects · pick one or more
Add Role
Permission Matrix
Pick what this role can do in each area. None = hidden, View = read-only, Edit = full access.