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Less paperwork between you and the job site.

Construction runs on paperwork: bids, plans, RFIs, change orders, lien waivers, certificates of insurance, daily logs and pay applications. Most of it gets done late at night or by one overloaded office manager. AI can take on a large share of that admin so estimators bid more work, project managers stay on top of documents, and the owner can see job costs before a job goes sideways.

Sound familiar?

What we fix first

Faster bid prep and bid follow-up

The problem: Estimators spend hours pulling scope from plan sets and specs, and nobody follows up on bids after they're submitted.

The fix: AI reads bid documents, pulls the scope and key requirements into a summary and checklist, drafts the proposal from your past pricing and templates, and follows up with the GC or owner on a schedule.

What changes: Estimators spend less time on reading and formatting and more on pricing, and fewer submitted bids are left without a follow-up.

Document Intake & Data Extraction · Quote & Estimate Generator · CRM Autopilot

Subcontractor and insurance compliance on autopilot

The problem: Certificates of insurance, licenses, W-9s and lien waivers live in email threads and spreadsheets, and lapses get caught late.

The fix: A compliance register tracks every sub's documents and expiration dates, requests renewals automatically, and blocks a payment checklist until required waivers are in.

What changes: Fewer surprises at audit or payment time and much less chasing by the office.

Compliance & Deadline Tracking · Document Intake & Data Extraction

Capture every change order

The problem: Extra work gets approved verbally on site, and by the time billing happens nobody remembers the details.

The fix: Field staff log changes by text or voice note. AI turns them into a written change order with photos for the customer to sign, and adds approved changes to the next invoice or pay application.

What changes: Approved extra work is far more likely to make it onto an invoice, with a paper trail if it's ever disputed.

Document Intake & Data Extraction · Invoicing & Accounts-Receivable Follow-Up

Job-cost visibility while the job is still running

The problem: Owners learn whether a job made money weeks after closeout, when it's too late to fix.

The fix: Dashboards pull budget, committed costs, labor hours and billing together by job, with a weekly plain-English summary that flags jobs trending over budget.

What changes: Problems surface while there's still time to adjust scope, crews or billing.

Reporting & KPI Dashboards · Bookkeeping & Reconciliation Assistant

Give PMs their afternoons back

The problem: Project managers drown in email, RFIs, submittals and the same questions from the field.

The fix: Inbox triage sorts and drafts replies, and a project assistant answers field questions from the plans, specs and your company procedures.

What changes: PMs typically recover hours each week for site visits and customer communication instead of inbox work.

Inbox Triage & Drafting · Staff Knowledge Base & SOP Assistant

Do this week

  1. Make a single spreadsheet of every subcontractor with their insurance expiration date, and set calendar reminders 30 days ahead of each one.
  2. Create a one-page change-order template your foremen can fill out from a phone, and require a photo and a customer signature on every one.
  3. List every bid submitted in the last 90 days and send a short follow-up on each one you haven't heard back on.
  4. Pick one recently closed job and compare estimated vs. actual labor hours. That gap is where your first dashboard should focus.
  5. Record a five-minute voice memo walking through how you set up a new job, then have a free transcription tool turn it into a written checklist.

Numbers to watch

  • Bids submitted per estimator and bid hit rate
  • Change orders captured and billed per job
  • Gross margin by job, estimated vs. actual
  • Days from pay application to payment received
  • Subcontractor documents current vs. expired

By team size

Just you
As an owner-operator, you're estimating, building and billing yourself. Start with quoting and invoicing follow-up, plus an AI receptionist so leads don't go cold while you're on site.
2–10 people
With a small crew, the owner is usually also the estimator and PM. Bid prep and change-order capture tend to pay off first.
11–50 people
With an office manager and a few PMs, focus on document control: subcontractor compliance, change orders and inbox triage, then job-cost dashboards.
51–250 people
At this size you have estimators, PMs and accounting. AI goes after throughput and visibility: more bids per estimator, consistent documentation and live job-cost reporting.
250+ people
With multiple divisions or regions, standardize the document flow and reporting first so every job is measured the same way, then roll out bid and PM assistants by team.

Questions owners ask

Can AI actually do takeoffs?

AI can read plan sets and specs to pull scope, quantities that are written out, and requirements into a summary, which speeds up estimating. Final quantities and pricing should still be checked by your estimator. We set it up to assist your estimator, not replace their judgment.

Does this work with the construction software we already use?

We check your project management, estimating and accounting tools during scoping. Many can be connected directly. When one can't, we use exports, shared folders or email so the workflow still runs.

Who owns the documents and data?

You do. Your plans, bids, pricing and project records stay your property, and we set things up in accounts your company controls wherever possible.

Will my field crews actually use it?

Only if it's easier than what they do now. That's why field input is designed around text messages, photos and voice notes rather than another app to log into.

Guides