Every open job — where it stands, what the carrier owes, what we still bill
Revenue and collections by month with month-end cash
Open jobs by stage — value still to bill
Open AR + retention held by job
Who we are waiting on — approval turnaround, open AR and how fast they pay
Large-loss files and program accounts in play
Job schedules × avg crew size vs field headcount
Backlog burn-off + weighted pipeline vs trailing actuals
Choose which systems the agent can query. One accounting system at a time; the others toggle freely.