Everything your business needs to see. Nothing it doesn't.

You log in to a dashboard showing real cash position, upcoming draws, margin trends, and proposal pipeline — all drawn from the accounting work we're doing on their behalf.

Backoffice2 · Pool Builder Dashboard
Sample Pool Co.  ·  May 2026
Current Cash
$4,425
As of today
Minimum Reserve
$89,731
Target floor
Over / (Under)
($85,306)
vs. reserve target
Weeks to Recovery
13 wks
At current draw pace
Contract Profit Margin Trend
Latest bid margin 36.8%
Latest realized margin 24.2%
Field variance 12.6 pts
Breakeven margin 22.0%
← 12.6 pt gap
Bid margin
Realized
Breakeven
Field variance of 12.6 pts indicates significant cost overruns vs. estimates.
Upcoming Draws
This Week
Johnson — Vinyl Liner Pool
Final Draw (40%) · Day 45 · Est. May 7
$20,800
Week total: $20,800
Week 2
Martinez — Fiberglass Pool
Shell Delivery (60%) · Day 2 · Est. May 17
$22,800
Week total: $22,800
Dates from draw schedule. Overdue draws shown in current week.
12-Week Cash Forecast
W1
W2
W3
W4
W5
W6
W7
W8
W9
W10
W11
W12
Based on active contracts and scheduled draws. Updated weekly.
Proposal Pipeline
This Year
$58,000
1 active proposal
Last Year
$46,500
1 proposal

Built for how pool builders actually work.

Every feature was designed around the specific operational and financial patterns of pool construction — not adapted from software built for a different industry.

📋

Contract Management

Manage every active contract in one place — milestone dates, draw schedules, budget entries, and current status. The contract is the center of the system, not an afterthought.

📄

Proposals & Contracts as PDFs

Generate professional, branded proposals and contracts directly from the system using templates built to your specifications. No separate proposal software needed.

💧

Cash Flow Dashboard

Current cash, minimum reserve, weeks to recovery, and a 12-week forecast — all built from your actual contract pipeline, not generic projections.

📈

Margin Trend Tracking

See the gap between what you bid and what you actually made — by job, over time. That field variance number is the single most useful input for improving future estimates.

Payment Approval Workflow

Every payment is routed to you for approval before it goes out. You stay in control of what's paid and when — we handle the preparation and execution after your sign-off.

📊

Financial Statements

Standard P&L, balance sheet, and cash flow statement available at any time — in the format your banker, bonding company, or CPA expects to see.

You run the business. We run the books.
The software connects both.

The system is not something you have to manage — it's something you check. We keep it current. You make decisions from it.

1

You sign a contract

Enter it into the system with milestone dates, draw schedule, and budget. Generates your proposal and contract PDF automatically.

2

We post the accounting

Every invoice, payment, and cost gets recorded and coded to the right contract. Your books stay current without you touching them.

3

You approve payments

ACH payments are prepared and routed to you for approval. Nothing goes out without your sign-off — you stay in control of cash out.

4

Your dashboard stays current

Log in any time to see real cash position, upcoming draws, margin trends, and where every active job stands financially.

The software is included. No separate license fee.

When you engage Backoffice² for accounting services, the full software platform comes with it — customized to your business from day one.

Full web-based platform — access from any device
Custom templates for your proposals and contracts
Dashboard configured to your business metrics
QuickBooks history import for clean onboarding
Payment approval workflow set up from day one
Ongoing customization as your needs evolve
Schedule a Free 30-Minute Call

We'll walk you through the system live using sample data during your call.