Pool construction
Umberfield Grove Pools & Spas · Pool construction · Tucson, AZ
Jules Oakhurst is the project manager at Umberfield Grove Pools & Spas, a custom pool builder near Tucson, and uses this to bill every build at each construction milestone and chase whatever is still unpaid.
Construction and tradesBillingDrill-down4 tables · 5 views · 1 form · 2 dimension sets · 1 dashboard · 1 drill-down · 1 document · 1 notification · 1 agent
Use this templateInvoice board
InvoicesINV-26-302
INV-26-304
INV-26-307
INV-26-315
INV-26-328
INV-26-301
INV-26-303
INV-26-306
INV-26-309
INV-26-322
INV-26-305
INV-26-308
INV-26-310
INV-26-312
INV-26-313
INV-26-311
INV-26-318
INV-26-321
INV-26-333
Tables
Invoices
50 sample rows · 11 columnsWhat Umberfield Grove has billed at each stage of a pool build, and what has come in.
| Invoice no. | Pool build | Milestone | Issued | Payment due | Amount | Invoice status |
|---|---|---|---|---|---|---|
| INV-26-345 | Bellweather backyard gunite pool and spa | Apr 24, 2026 | May 8, 2026 | $12,600 | ||
| INV-26-339 | Stavropoulos backyard gunite pool | May 9, 2026 | May 23, 2026 | $12,900 | ||
| INV-26-346 | Bellweather backyard gunite pool and spa | May 15, 2026 | May 29, 2026 | $16,800 | ||
| INV-26-340 | Stavropoulos backyard gunite pool | May 30, 2026 | Jun 13, 2026 | $17,200 | ||
| INV-26-347 | Bellweather backyard gunite pool and spa | Jun 8, 2026 | Jun 22, 2026 | $21,000 | ||
| INV-26-334 | Rosenthal backyard plunge pool | Jun 10, 2026 | Jun 24, 2026 | $7,000 | ||
| INV-26-329 | Holloway backyard gunite pool | Jun 18, 2026 | Jul 2, 2026 | $10,650 | ||
| INV-26-341 | Stavropoulos backyard gunite pool | Jun 23, 2026 | Jul 7, 2026 | $21,500 | ||
| INV-26-323 | Tarkington backyard gunite pool and spa | Jun 26, 2026 | Jul 10, 2026 | $15,600 | ||
| INV-26-335 | Rosenthal backyard plunge pool | Jul 1, 2026 | Jul 15, 2026 | $9,300 | ||
| INV-26-348 | Bellweather backyard gunite pool and spa | Jul 3, 2026 | Jul 17, 2026 | $12,600 | ||
| INV-26-330 | Holloway backyard gunite pool | Jul 9, 2026 | Jul 23, 2026 | $14,200 |
Pool builds
13 sample rows · 15 columnsEach pool under contract: what it is, where it stands, what it costs and who runs it.
| Build | Build no. | Homeowner | Kind of pool | Build stage | Contract price | Contract signed |
|---|---|---|---|---|---|---|
| Galloway backyard gunite pool | BLD-26-101 | Dagny Galloway | $64,500 | Sep 30, 2026 | ||
| Yoshida backyard gunite pool and spa | BLD-26-102 | Calliope Yoshida | $93,500 | Sep 25, 2026 | ||
| Zeller backyard gunite pool | BLD-26-103 | Sunniva Zeller | $78,500 | Sep 6, 2026 | ||
| Merriweather backyard plunge pool | BLD-26-104 | Daria Merriweather | $41,000 | Sep 3, 2026 | ||
| Quigley backyard spa only | BLD-26-105 | Lorcan Quigley | $31,000 | Aug 29, 2026 | ||
| Strobridge backyard gunite pool and spa | BLD-26-106 | Joaquim Strobridge | $104,000 | Aug 7, 2026 | ||
| Okonkwo backyard gunite pool | BLD-26-107 | Zephyr Okonkwo | $78,500 | Aug 1, 2026 | ||
| Wolcott backyard resurface and tile | BLD-26-108 | Hester Wolcott | $18,500 | Jul 26, 2026 | ||
| Tarkington backyard gunite pool and spa | BLD-26-109 | Pavel Tarkington | $104,000 | Jun 26, 2026 | ||
| Holloway backyard gunite pool | BLD-26-110 | Gwendolyn Holloway | $71,000 | Jun 18, 2026 | ||
| Rosenthal backyard plunge pool | BLD-26-111 | Ansel Rosenthal | $46,500 | Jun 10, 2026 | ||
| Stavropoulos backyard gunite pool | BLD-26-112 | Viggo Stavropoulos | $86,000 | May 9, 2026 |
Homeowners
13 sample rows · 6 columnsThe families who hired Umberfield Grove, with where the pool is going.
| Homeowner | Phone | Pool site address | City | How they found us | |
|---|---|---|---|---|---|
| Ansel Rosenthal | (520) 555-0150 | ansel.rosenthal@rosenthalmail.com | 2470 Agave Bluff Way | ||
| Calliope Yoshida | (520) 555-0141 | calliope.yoshida@yoshidamail.com | 2137 Paloverde Wash Rd | ||
| Dagny Galloway | (520) 555-0140 | dagny.galloway@gallowaymail.com | 2100 Cholla Spur Ln | ||
| Daria Merriweather | (520) 555-0143 | daria.merriweather@merriweathermail.com | 2211 Ironwood Tank Rd | ||
| Gwendolyn Holloway | (520) 555-0149 | gwendolyn.holloway@hollowaymail.com | 2433 Ironwood Tank Rd | ||
| Hamish Bellweather | (520) 555-0152 | hamish.bellweather@bellweathermail.com | 2544 Cholla Spur Ln | ||
| Hester Wolcott | (520) 555-0147 | hester.wolcott@wolcottmail.com | 2359 Paloverde Wash Rd | ||
| Joaquim Strobridge | (520) 555-0145 | joaquim.strobridge@strobridgemail.com | 2285 Brittlebush Trail | ||
| Lorcan Quigley | (520) 555-0144 | lorcan.quigley@quigleymail.com | 2248 Agave Bluff Way | ||
| Pavel Tarkington | (520) 555-0148 | pavel.tarkington@tarkingtonmail.com | 2396 Mesquite Hollow Ct | ||
| Sunniva Zeller | (520) 555-0142 | sunniva.zeller@zellermail.com | 2174 Mesquite Hollow Ct | ||
| Viggo Stavropoulos | (520) 555-0151 | viggo.stavropoulos@stavropoulosmail.com | 2507 Brittlebush Trail |
Also included
- Billing by milestone and status
- Invoice goes lateAlerts the bookkeeper as soon as a stage invoice slips past its due day.
- Payment reminderThe courteous letter sent to a homeowner when a stage payment is late.
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