BNBNEAL CONSTRUCTION · Business Planner

BNBNEALCONSTRUCTION

WORKSPACE

Local workspaceReady to connect

NWNealBusiness owner

BNBNEAL CONSTRUCTION

Workspace/Overview

AuthenticatorOpen vault ↗NW

QUICK CAPTURE

Add a task

Task name

Due dateTime

PriorityArea

RepeatRemind me 15 minutes before

CALENDAR

Add an event

Event name

DateTime

LengthNotes

EXPENSE TRACKING

Add an expense

Expense name

AmountDate

CategoryPayment

Receipt photo

DOCUMENT STORAGE

Save a document

Document name

TypeTag

Choose file

Files are stored locally in this milestone. Encrypted cloud upload is available after sync setup.

JOB CONTRACT BUILDER

Create a job contract

Contract name

Individual job / projectContract type

Client / counterpartyStatus

Project address / site

Proposal / email sourceProposal date

Contract value / budgetPayment terms

Start dateRenewal / completion date

Included scope and deliverablesExclusions, allowances, and client responsibilitiesAssumptions, dependencies, and schedule constraints

What helps this jobWhat could hinder this job

Other notes

ⓘUse the proposal source and exclusions fields to preserve commitments and spot risk before work starts.

AI CONTRACT BUILDER

Build from a proposal

Upload a proposal, scope document, or contract draft. Neal will extract job details into a draft contract for you to review before saving.

Proposal or contract file

No file selected

✦PDF and image analysis uses your configured ChatGPT server or private AI endpoint. Plain-text files can use local extraction when no endpoint is configured.

PRIVATE CLOUD

Encrypted cloud sync

Neal encrypts your workspace in this browser before sending anything to the sync server. The server receives only ciphertext.

Sync passphrase

DEVICE PAIRING CODENot configured

✓Keep this passphrase and pairing code private. Losing both means the encrypted cloud copy cannot be opened.

Restore on another device

Pairing code

INTEGRATION

Connect account

G

Secure OAuth connection will be enabled when provider credentials are configured for this workspace.

ⓘYour login is never stored in this app. The production connector will use encrypted server-side OAuth tokens.

AI DOCUMENT INTAKE

Review extracted data

No file selected

✦Local review mode is active. Use the closed-server AI button when your private endpoint is connected.

Record typeStatus

Title

DateVendor / issuer

Total amountTax / fees

CategoryCurrency

NotesQueue an encrypted copy for my closed sync server

PRIVATE CONNECTOR

Closed sync server

Store the private endpoint here so the app can be connected when you are ready. This milestone does not upload financial files automatically.

Server endpoint

✓Nothing is sent until you deliberately run AI extraction or queue a record for sync.