Rodriguez Construction Group
CRM Platform

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Dashboard Overview
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Active Projects
0
Total Contract Value
$0
Billed to Date
$0
Remaining to Bill
$0
Active Projects
ProjectClientValueTimelineStatus
Recent Activity
Superintendent Assignments
SuperintendentProjectRate/DayDays LeftStatus
Invoice Pipeline
Invoice #ClientAmountStatus
ProjectClientLocationContract ValueBilledRemainingTimelineStatus
Paid
$0
Sent
$0
Overdue
$0
Draft
$0
Invoice #ProjectClientIssuedDueAmountStatusNotes
Pipeline
$0
Active
0
Weighted
$0
Win Rate
0%
Import Projects
Upload an Excel (.xlsx) or CSV file. Column headers are matched automatically.
Expected Columns
📂
Drop file here or click to browse
.xlsx or .csv
Connected Platforms
🏗️
Procore — Project Management
Sync projects, RFIs and schedules.
Configure
💼
Sage 300 — Financial
Pull AP/AR and job cost codes.
Configure
📧
Email / Outlook Sync
Log correspondence against contacts.
Not Connected
Quick Add
Add Client
Company Info
Primary Contact
Add Subcontractor
Company Info
Contact
New Project
Project Details
Financials
Timeline
Add Superintendent
Personal Info
Assignment
New Invoice
New Opportunity
Detail
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