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Step 1 of 5 · Team Profile
Who's logging in?
Pegasus personalizes every AI response, email draft, and call script based on who's using it. Select your profile — you can switch anytime.
Step 2 of 5 · Company Info
Your company, your way.
This gets embedded into every AI email, call script, and quote blast so you never have to re-explain yourself.
Step 3 of 5 · Business Profile
What do you build & offer?
Pegasus AI uses this to write on-brand emails, draft contracts, and prepare call scripts that sound like you — not a template.
Step 4 of 5 · Current Focus
What are you working on right now?
This keeps Pegasus AI grounded in your actual goals — not generic advice. Be specific and honest.
Step 5 of 5 · AI Preferences
How should Pegasus AI talk to you?
These settings shape every response — from invoice summaries to email drafts.
Setting up your workspace…
Configuring Pegasus AI with your profile. This only takes a moment.
Saving team profiles & contact details
Configuring AI communication style
Loading Operation Summit Valley context
Calibrating email & call script engine
Pegasus is ready
Master Dashboard Pegasus · Powered by TexAcuna
Ask me anything. I'll draft it too.
Budgets · Invoices · Subcontractors · Projects · Cash flow
Contract emails · Quote requests · Professional correspondence
Project & Scope
Select Subcontractors 0 selected
No subcontractors in directory yet
Email Preview
Fill in the details and hit Generate
AI will draft a professional quote request for each selected sub
Project Forecasts
Forecast Detail
Select a project to see forecast
Portfolio Risk
Draw Schedule
Payment DrawsClick row to mark received
Draw Timeline
Punch List
No punch list items yet
Add tasks, deficiencies, or follow-up items per project
Total Spend · All Projects
$0
0 invoices
Materials
$0
all projects
Subcontractors
$0
all projects
Active Projects
0
in progress
Monthly Rental Revenue
$0
0 occupied units
Projects
Recent Transactions
No invoices yet
Upload your first invoice to begin
Spend Over Time
Spend by Category
No data yet
Category Split
Upload Invoice
—
—
Drop invoice or receipt here
JPG, PNG, PDF · Claude extracts all data automatically
No file?
Analyzing...
Reading with Claude AI
Couldn't read document automatically
Enter details manually below
Extracted DataHigh Confidence
Manual EntryManual
Type
Vendor
Slip Date
Paid Date
Work Date
Invoice #
Description
Category
Amount
Notes
Pay Status
What Claude Extracts
Vendor name
Date & Invoice #
Total amount to the penny
Auto-categorized
All fields editable before logging
TIP
Flat, well-lit photos give best results. PDFs from vendors extract with near-perfect accuracy.
All Invoices
#DateProjectVendorDescriptionCategoryInvoice #AmountStatusNotes
0 entries
$0.00
Project
Budget Warning — 75% Used
This project has used 75% or more of the build budget. Review spending carefully.
Critical — 90% of Budget Used
Immediate attention needed. This project is approaching or has exceeded the build budget.
Contract / Budget Value
Set, update, or clear the budget for this project at any time
$
Total Spent
$0
0 invoices
Budget
—
projected build cost
Remaining
—
Change Orders
0
$0 net impact
Budget Used —
Invoices
#DateVendorDescriptionCategoryInvoice #AmountStatusNotes
0 entries
$0.00
Category Breakdown
Notes
Change Orders
Cash Flow
Total Received
$0
0 payments
Total Spent
$0
all invoices logged
Net Cash Position
$0
received minus spent
Outstanding Balance
$0
budget remaining
Payments Received —
#DateTypeDescription AmountNotes
0 payments
$0.00
Expenses Logged
#DateVendorCategory Amount
0 expenses
$0.00
Flow Summary
Received vs Spent
Draw Schedule
Payments received will appear here as a draw schedule
Total Project Budgets
$0
all projects combined
Total Costs
$0
all logged expenses
Budget Remaining
$0
0% margin
Projects with Budget
0
of total projects
P&L by Project
Project Status Project Budget Total Costs Budget Remaining Budget Left % Budget Used Health
* Set a build budget in each project to enable full P&L tracking
Cost Breakdown — All Projects
CategoryAmount% of Total
Project Budget vs Spend
Top Subcontractor Spend
No subcontractor invoices yet
Property
Property Type
—
—
Total Income
$0
cash flow payments
Total Expenses
$0
invoices logged
Net Position
$0
income minus expenses
Appraised Value
—
not valued yet
Income / Payments Received
#DateTypeDescriptionAmountNotes
0 payments
$0.00
Expenses
#DateVendorCategoryAmount
0 expenses
$0.00
Notes
Rental Tracker
Monthly Revenue
$0
0 occupied units
Annual Revenue
$0
projected
Occupancy Rate
—
0 total units
Security Deposits
$0
held
Units
Rent Payment History
#DateUnitTenant MonthAmountStatusNotes
0 payments
$0.00
Quote Contacts
Subcontractor Directory
Live Intelligence
AI-powered briefing on Rio Grande Valley market conditions
The Bottom Line
EXECUTIVE SYNTHESIS — YOUR MOVES THIS WEEK
Generated automatically after intel loads
The Forecast
WHERE IT'S HEADED — 6–12 MONTHS
Filled by the daily 6 AM intel run
Acquisition Radar
PLAZAS · LAND · SUBDIVISIONS — RANKED TARGETS
Filled by the daily 6 AM intel run
Real Estate & Land
RGV MARKET TRENDS
Click Refresh Intel to load latest data
Business & Economy
LOCAL MARKET NEWS
Click Refresh Intel to load latest data
Rates & Capital
FED & LENDING TRENDS
Click Refresh Intel to load latest data
Construction & Materials
COSTS & SUPPLY CHAIN
Click Refresh Intel to load latest data
Permits, Zoning & Incentives
CITY HALL & EDC MOVES
Click Refresh Intel to load latest data
Deal Radar
OPPORTUNITIES & COMPETITORS
Click Refresh Intel to load latest data
Data sourced via Pegasus AI web search · For strategic reference only
Permit Tracker
Total Permits
0
all projects
Expiring Soon
0
within 30 days
Inspections Due
0
scheduled / pending
Expired
0
needs renewal
Permit
Type
Status
Issued
Expires
Inspection
No permits yet
Track building permits, electrical, plumbing, and other required permits per project
Done