Back to portfolio Planned concept

Red River Restoration Operations Intelligence Platform

From first response to final payment, every project in one connected system. This planned portfolio build connects restoration project operations, claims, crews, equipment, financials, and executive dashboards.

Project summary

A connected platform for restoration work from intake to closeout.

Industry
Restoration contracting / field service
Architecture
PySide6 application -> SQLAlchemy -> PostgreSQL database -> Power BI dashboards
Primary tools
Python, PySide6, SQLAlchemy, PostgreSQL, Power BI, DAX
Deployment model
Planned multi-user staged portfolio build
Purpose
Project management, customers, claims, crews, equipment, work orders, financial tracking, and executive reporting
Application side

A multi-user operations system for active restoration jobs.

The planned application will centralize project intake, property records, damage assessment, scheduling, equipment, claims, daily work, and closeout activity in one PostgreSQL-backed operating system.

PySide6 Application

Desktop interface for office, management, and field coordination.

SQLAlchemy

Reusable application workflows and data access.

PostgreSQL Database

Centralized relational data model for multiple employees and computers.

Power BI Dashboards

Interactive performance reporting for leadership and operations.

01

Project & Job Management

Track each project from intake through completion with customer, property, service type, severity, status, priority, crew, dates, notes, and activity history.

02

Customer & Property Records

Maintain contact details, residential and commercial properties, insurance information, claim numbers, policy details, and prior restoration history.

03

Inspection & Damage Assessment

Document water, fire, smoke, mold, and storm classifications, affected areas, severity, readings, notes, recommended services, and estimated resources.

04

Scheduling & Crew Management

Coordinate schedules, crew assignments, employee availability, milestones, appointments, workload visibility, and scheduling conflict identification.

05

Equipment Tracking

Monitor air movers, dehumidifiers, air scrubbers, moisture meters, generators, specialty equipment, deployment dates, utilization, returns, and maintenance status.

06

Estimates, Costs & Financial Tracking

Connect estimates, labor, equipment charges, materials, subcontractors, insurance payments, customer payments, balances, revenue, and gross profit analysis.

07

Insurance & Claims Management

Track carriers, adjusters, claim numbers, claim status, estimated values, approvals, payments received, outstanding balances, and important deadlines.

08

Work Orders & Daily Activity

Record job notes, completed work, labor hours, installed or returned equipment, materials used, progress updates, and issues needing management attention.

Reporting side

Seven reporting views for restoration performance.

The BI plan turns operational data into management dashboards for current workload, profitability, claims, crews, equipment, customers, and service demand.

01

Executive Overview

Total revenue, gross profit, active projects, open estimates, completed projects, average project value, receivables, revenue trends, status distribution, and recent activity.

02

Project Performance

Projects by restoration type and status, duration, estimated versus actual completion, completion trends, backlog, attention flags, and on-time completion.

03

Financial Performance

Revenue over time, gross profit, gross margin %, estimated versus actual cost, revenue by service, project manager, insurance carrier, average value, and balances.

04

Claims & Insurance Analytics

Claims by carrier, approval rates, average claim value, outstanding insurance payments, payment turnaround, provider revenue, and delayed claims.

05

Crew & Operational Performance

Labor hours, crew utilization, employee workload, projects completed by crew, revenue supported by employee, completion time, overtime, and productivity.

06

Equipment Utilization

Equipment deployed, available equipment, utilization rate, equipment by project, average deployment duration, maintenance needs, and demand trends.

07

Customer & Market Insights

Residential versus commercial revenue, projects by service, repeat customers, customer locations, revenue by geographic area, seasonal trends, and average project value.

Dashboard preview

A darker field-operations look for high-pressure restoration work.

The teaser establishes a black, red, weathered-metal, and jobsite-gold palette with practical executive cards, project status, financial trend, and mobile visibility for active jobs.

Active Projects
12
Total Revenue
$482,650
Gross Profit
$126,430
Open Jobs
9
Project Focus
Water / Fire / Storm
Core Lens
Job Profitability
Case-study status

What is ready now, and what still needs evidence.

Status
Planned concept / staged portfolio preview.
Business type
Fictional restoration contractor.
Primary audience
Owners and managers who need connected project, claim, crew, equipment, financial, and reporting visibility.
Application stack
PySide6, Python, SQLAlchemy, and PostgreSQL.
Reporting scope
Executive, project, financial, claims, crew, equipment, and customer-market dashboards.
Planned evidence
Working screens, database model, reporting pages, validation notes, and implementation details.
Disclosure
No real customer, claim, employee, property, or financial data is represented on this staged preview page.
Technology

Technologies planned for this project.

  • Python
  • PySide6
  • SQLAlchemy
  • PostgreSQL
  • SQL
  • Power BI
  • DAX
  • Git
  • GitHub
  • HTML
  • CSS
  • JavaScript

Need operations visibility from the first call to the final payment?

OCBS builds practical systems that connect workflow, data, and decision reporting around how the business actually runs.