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Nextgen Electric NJ
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TradeView · Nextgen Electric NJ
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🟢 Field view — financial info hidden
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Project Pipeline
Drag active projects through construction phases
Archive
Closed bids and completed projects
Transaction History
Who did what, and when

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🏗 Active projects snapshot
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Active bids
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Total bid value
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Submitted
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In development
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Awarded this year
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Active projects
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Contract value
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My open tasks
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Open RFIs
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Pending material reqs
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Bid Pipeline
Drag bids between stages
Bids by Stage
Value by Stage
My tasks
All open items assigned to you across every project
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Accounts Receivable
Outstanding invoices across all active projects, aged by invoice date
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📊 Analytics
Business insights from your bids, projects, and operational data
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🎯 Bidding
Win rate
Bids by stage (current)
Win rate by GC (top 10 by bid volume)
Win rate by sales rep (top 10 by bid volume)
💰 Financial
A/R aging snapshot
Active backlog by stage
Revenue / awarded value by GC (top 10)
⚙ Operational turnaround times
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Avg RFI response (days)
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Avg submittal turnaround (days)
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Avg punch close (days)
RFI response time by GC (avg days)
🏗 Project performance
Active project stage mix
CO impact
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Total approved CO value
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CO % of original contract
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Approved COs
Change order frequency by project (top 10)
Data sourced live from Firestore. Sparse data is normal — metrics gain accuracy as project history grows.
Library
Vendors, materials, tasks, tools
Vendors
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GCs
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Tasks
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Tools
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Warehouse
Stock management, company-wide inventory, and transaction log
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Total items
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In stock
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Zero quantity
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Categories
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Shows all material across the company — warehouse stock plus every active job site. Quantities reflect what's physically remaining on site (delivered minus installed).
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Ranks your materials by what you actually order (purchase orders + warehouse picks) so you can see what to keep in stock — and what's overstock you could wholesale off. Item names are grouped loosely; picking from the warehouse list keeps them consistent.
Open this tab to analyze material usage.
Admin
User management, approvals, invites

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All approved users

User Role Tier Actions
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Active invite codes

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Team contacts

People you assign work to but who don't have a login — estimators, bookkeepers, vendors, etc. They appear in assignee dropdowns alongside your real users.

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Automatic email follow-up schedule

Enter days as comma-separated numbers. These apply company-wide to every project and vendor. Changes take effect on the next daily run (8:00 AM ET).

One follow-up email to GCs you've bid, that many days after you submit (only while the bid is still open).
One reminder to vendors whose quote is still outstanding, that many days before the due date.
Emails the GC Project Manager about open RFIs, that many days after submission.
Emails the GC PM about submittals still awaiting his return.
Emails the GC PM about pending change orders awaiting approval.
Emails the project's PM on these calendar days to submit that month's billing — only for active projects not yet billed this month. Blank = off.
My profile
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New order
Line items
Description Qty Unit Unit cost
Total: $0.00
Pick from Warehouse
For each item, enter how many you want to pick from warehouse stock. The remainder will be ordered from the vendor.
ItemOrderedIn stockPick qtyStatus
Log delivery
Vendor: Date: Expected:
Items — check off what arrived
ItemOrderedQty recv'dStatusNotes
Select an order above to load its line items.
Import requisition from CSV
Required CSV format
description, qty, unit, notes
"1/2" EMT Conduit", "500", "FT", "3rd floor"
"20A Circuit Breaker", "12", "EA", ""
"4" Square Box", "48", "EA", "with KO"
Each row becomes one line item on the requisition.
description is required — rows without it are skipped.
qty should be a number. unit and notes are optional.
New material requisition
Materials requested
Description QTY Unit
📦 Add from Warehouse
Search by any keyword — name, category, SKU, or description. Check items to add to the req.
🔍
Log delivery
Items received
Add inventory item
📥 Receive stock
Search by any keyword — name, category, SKU. Click an item to select it.
🔍
Current qty:  |  SKU:
⚖ Weight stored: g per unit
⚖ Calculate qty from weight
⚖ Adjust stock
Correct an existing count. For miscounted bins, returns, damage, or any other +/- adjustment.
Current count:  |  SKU:
📤 Ship material to job site
Search by any keyword — name, category, SKU. Click an item to select it.
🔍
Available:  |  SKU:
📋 A pending receipt will be created on the project. The foreman must confirm receipt on site to add it to project inventory.
⚖ Weight calculator
Search an item to load its stored weight, then enter the total weight to calculate quantity.
Search item (optional — loads stored weight)
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Calculated quantity:
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📦 Stock operations
Pick an item, then choose any operation. Stay on the same item to perform multiple actions.
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SKU: — · Category: — ·
Current qty: 0
⚖ Calculate qty from weight (optional, faster than counting)
⚠ No unit weight stored — click "Set/edit unit weight" above to enable weight-based receiving.
⚖ Calculate qty from weight (optional, faster than counting)
A matching inventory entry will be created on the destination project.
Edit item
⚖ Once saved, this weight will be used to auto-calculate quantity from total weight when receiving.
Import CSV
Import warehouse CSV
Required CSV format
name, category, unit, qty, sku, cost, weightG, notes
"1/2 EMT CONDUIT", "Conduit", "EA", "150", "1234", "", "336.0", "SKU: 1234"
"20A BREAKER 1P", "Switchgear", "EA", "24", "5678", "12.50", "", ""
name is required — rows without it are skipped.
weightG = grams per unit. Once stored, weighing auto-calculates count.
qty must be a whole number. cost is optional unit cost.
Matching: existing items are detected by SKU first, then by name+unit.
Replace: CSV qty becomes the new on-hand qty for matched items.
Add: CSV qty is added to existing qty (like a bulk receive).
Add GC
Add vendor
Add task
Add tool
New change order
📋 T&M change order — Foremen log daily field activity under this CO (crew, materials, trucks, equipment, tools, subs, mobilization). The office uses those logs to set rates and generate the invoice.
T&M Log Detail
Log T&M Day
👷 Labor
Name / Role Hours
📦 Materials delivered / used
Description Qty Unit
🚚 Trucks on site
Description / Truck ID Hours on site
🏗 Equipment rental on site
Equipment description Hours / Days
🔧 Small tools & wear
Description Qty
🤝 Subcontractors
Company Description of work
🚐 Mobilization
📷 Progress photos
Paste a shareable link from Google Drive, Google Photos, Dropbox, iCloud, or any photo URL. Anyone with the link can view & download.
T&M Billing
$0.00
Edit project budget
Enter your estimated cost for each cost code. Actuals are calculated automatically from POs and T&M logs.
Schedule of Values
Define the line items you bill against. Mobilization, demo, rough-in, finishes, closeout, etc.
# Description Value
SOV total: $0.00
(can be overridden per pay app)
New pay application
# Description SOV value Previous This period Stored Total % Balance Retainage
Previous billed
$0.00
This period
$0.00
Stored on site
$0.00
Total completed
$0.00
Balance to finish
$0.00
Retainage held
$0.00
Amount due this application
$0.00
Generate lien waiver
Job
Parties
Payment received (for unconditional waivers)
Required for unconditional waivers — proves the payment was actually received.
⚠ Generic format. Some states (CA, TX, FL, etc.) require specific statutory wording on lien waivers. This generic version works in most cases but for state-specific compliance, consult counsel.
Used in Punch Report PDF
New punch item
📍 Location
👤 Assignment
💡 Tip: After saving, expand the item to attach photos showing the issue and the fix.
Upload drawing
💡 Tip: If you upload a new revision (e.g. Rev B) of an existing sheet number, both revisions will appear in the drawings list — pins from the old revision stay there. Click a card to open the latest revision; click "revs" badge to access older ones.
Drawing
Tool:
Markup:
Highlight:
Width:
Arrow:
Opacity:
Dot:
Units:
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⚡ Annotation selected ·
Ready ⌨ Click annotation to select · Del to remove · Arrows pan · +/- zoom · Esc
Pin details
📊 Friday Project Report —
Summary preview
Sections to include
Email draft (optional)
💡 Note: Browsers can't auto-attach files to emails. Workflow: click "Download PDF" first (review it), then click "Open email draft" — your email client opens with the message pre-written. Drag the PDF in as an attachment, then send.
New submittal
Review (fill in when received)
New meeting minutes
Optional — send agenda to attendees before the meeting using the button below.
New tool order
Tools ordered
Tool / Description Tag/Serial Qty
Log tool delivery
From: Date: Expected:
Tools — check off what arrived
ToolTag/SerialQty orderedStatus
Select an order above to load its tools.
Check out tools
Showing available tools only. Select the tools to check out to this project.
0 selected
New tool requisition
Tools requested
Tool / Description Tag / Serial Qty
Select from tool library
Add document
Add proposal
New RFI
Response (fill in when received)
New daily log
📷 Progress photos
Paste a shareable link from Google Drive, Google Photos, Dropbox, iCloud, etc.
Import field tasks
Accepted formats
Columns: name, category, notes
Export from any project to save as a reusable template
Add task
Add from task library
Add milestone
Import milestones
Accepted formats
Columns: name, notes
Export from any project to save as a reusable template
Import bid checklist
Accepted formats
Columns: label, category
Export from any project to save as a reusable template
Add vendor quote
Add from vendor library
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Add GC bidder
Add from GC library
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Add checklist item
New project
Project schedule & crew
NJ Compliance flags
Generate invite
Add team contact
Change role

Why was this bid lost?

This helps track patterns and improve future bids.

🔗 Link Document
Paste a Google Drive, Dropbox, or any document link. The link will open the file in a new tab.