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Contracting

The job is sold.
The file is still a thread.

Estimating, production, subs, and billing do not share a picture. We connect agents to the job file, email, and accounting so aged bids, missing change orders, and closeout paperwork get watched.

The operating reality

The superintendent knows. The office finds out when the customer calls.

Does this sound familiar?

The stalls we hear in this trade every week.

Bids age without a next step

Follow-up is a personality trait.

Change orders are verbal

Yes on site. Missing from the contract.

Subs are managed by phone

Who is late, who owes a waiver. A conversation.

Closeout is a scavenger hunt

Punch, warranties, final invoice. Cash waits.

The customer has an old date

Weather moved the week. Nobody sent the update.

What agents can watch

Examples. Your list comes from the audit, not a template.

Bid follow-up

Agents age estimates and draft the next touch.

  • Aging bids
  • Won/lost reasons
  • Rep queue

Job-file gaps

Missing selections, unsigned extras, stale dates.

  • Doc checklist
  • Change-order flags
  • Customer update drafts

Closeout watch

Punch, waivers, final bill.

  • Open punch
  • Missing waivers
  • Unbilled extras

Owner briefing

Pipeline, jobs at risk, cash stuck in paperwork.

  • At-risk jobs
  • Aging AR
  • Daily exceptions

Built to work with the software your industry already uses.

Examples of systems we commonly evaluate for integration. GCs and remodelers already live in a project platform plus accounting. Photos, takeoffs, and the CRM are extra. We do not replace Buildertrend or Procore. We work with them.

Project management

BuildertrendCoConstructProcoreJobNimbus

Estimating and photos

STACKCompanyCam

Accounting

SageQuickBooks

CRM and demand

GoHighLevelGoogle AdsGoogle My BusinessMeta

Named tools are examples we see in this trade, not a certified integration list. What we can connect depends on APIs, vendor access, and the audit. We do not replace these systems.

How we install it

Audit. Design. Build. Deploy. Manage. Your existing software stays in place.

01 / AUDIT

Understand the operation

Software stack, repetitive paths, follow-up that depends on memory.

02 / DESIGN

Design the system

Which agents, which systems, what they may do, and what requires a person.

03 / BUILD

Connect and build

Agents around those paths, connected to the tools you already use.

04 / DEPLOY

Test with your team

Permissions, approvals, testing.

05 / MANAGE

Keep it reliable

Monitoring, connectors, improvements.

Other industries we serve

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