Accounts receivable
$0.00
Overdue
$0.00
HST collected
$0.00
YTD subtotal collected
$0.00
Active jobs
0
Priority queue
Items requiring attention.
Quick actions
Customers
Shared contacts and billing details.
Quotes & contracts
Get written customer or builder approval before work begins.
A quote remains Draft · work not authorized until an authorized signer accepts the scope, price, payment terms, and electronic signature notice. Signed originals are locked; use “Create revision” for changes.
Invoices
HST, partial payments, balances, receipts, PDF, and email.
Jobs
Scope, address, status, and notes.
For quoted work, create the active job from a signed quote. Manual jobs can be saved as Quoted, Completed, or On hold; unsigned work cannot be marked Active.
Expenses
Materials, fuel, tools, and receipts.
Documents & signatures
Fill, sign, save, and print standardized MFCI forms.
Ontario-oriented working templates—not legal advice. A signature strengthens the project record but does not guarantee collection, a lawsuit, or a construction lien. Lien rights and strict deadlines come from Ontario law. Have an Ontario construction lawyer review these forms before relying on them.
Saved signed documents
Signed originals include the signer, role, and signing time.
MK Investments
Live portfolio tracking and AI analysis in one organized workspace.
Total value
$0.00
Total invested
$0.00
Overall gain / loss
$0.00
Weighted daily trend
No change
Add a symbol and shares/units to enable live portfolio pricing.
Symbol-based holdings refresh through the secure MFCI server. Prices may be delayed and values are converted to CAD when supported. MK Investments tracks a portfolio only; it does not place trades or connect to a brokerage.
Portfolio holdings
Review, edit, and refresh the positions available to the Copilot.
MK Investments AI Copilot
Ask questions while viewing the same live portfolio snapshot.
The Copilot can analyze the current MFCI workspace but cannot send emails, change records, or place investments. Always verify financial, tax, legal, and safety decisions.
I'm ready to analyze the current MFCI workspace and MK Investments portfolio. Choose a prompt or ask a question below.
Account and backup
Your approved owner account controls access.
This dashboard and the shared MFCI workspace are restricted to authenticated owners.
Signed-in owner
Backup
Export a full copy before changing devices.