Mockup with sample data
View as:
AdminField Tech
Demo of role permissions
Contracts › C-2041

C-2041 · Repipe Bldg B

View customer copy+ Draft Invoice

Condo On The Bay

✔ E-signed Oct 28 · Board President
Job addressCondo On The Bay, Bldg B
Sarasota, FL
Contract amount$50,000
StatusUnpaid balance
Collected$25,000 of $50,000

Payment schedule

Deposit 30%$15,000 · Paid
Rough-in draw 20%$10,000 · Paid
Trim-out 25%$12,500 · Due
Final 25%$12,500
🔒 Amounts and payment schedule hidden for your role (Field Tech)

🔒 Internal – Staff only

🔒 Staff onlyShare with customer
🔒 Customers never see this section. Blueprints, files and notes here are visible only to County Plumbing employees and office staff.

Blueprints & Files

⬆
Drag & drop blueprints, plans or photos
or browse files · PDF, DWG, JPG, PNG
PDF
Bldg-B-plumbing-riser.pdfJustin B. · Oct 27, 2026 · 4.2 MB
⬇🗑
DWG
Floor-2-layout.dwgOffice · Oct 28, 2026 · 1.8 MB
⬇🗑
JPG
site-photo-mech-room.jpgMike R. (Lead Tech) · Oct 30, 2026 · 2.6 MB
⬇🗑
XLS
Bldg-B-materials-takeoff.xlsxOffice · Oct 30, 2026 · 88 KB
⬇🗑

Job Notes

🔒 Visible to staff onlyAdd note
Mike R.Lead TechOct 30, 2026 · 3:42 PMMech room shutoff is behind the electrical panel. Need building manager to unlock Mon AM.
OfficeOffice StaffOct 29, 2026 · 10:15 AMResidents notified of water shutoff Nov 3, 8 AM–2 PM. Permit submitted to county.
Justin B.OwnerOct 28, 2026 · 4:05 PMContract signed. Use PEX-A per riser drawing; floor 2 layout is the latest revision.
🔒 Payment Log, balances and draws are hidden for your role (Field Tech)

🔒 Payment Log – Staff only

Condo On The Bay · Repipe Bldg B
Job total$50,000Signed contract C-2041
Payments received
Remaining balance
DateTypeRefAmount

💳 Credit card payments made online through the customer portal post here automatically, labeled Auto-posted from online payment.