Some of what we set up for builders and design firms
Bids to estimates
Bid requests are sorted and drafted into estimates for your estimator.
Change orders
Change orders are written up from site notes with costs from your estimate.
Client updates
Weekly client updates are drafted from your project data for a manager to send.
Documents on file
Subcontractor insurance and licenses are tracked, and you hear before any of them expire.
Supplier quotes
Supplier quotes are gathered and compared for your estimator.
Daily logs
Site notes and photos are filed to the right project each day.
Some of the software we connect for builders and design firms
All platforms
Questions builders and design firms ask us
Can AI draft estimates for us?
Yes. Estimates are drafted from your own pricing and a person approves every number.
Does this work with the tools we already use?
In most cases, yes, because we connect through each platform’s official API first, then scheduled reports or exports, then browser steps your team approves.
Who approves what goes to a client?
Your team, until you decide a step can run on its own.
How is project data protected?
Each workflow gets only the access it needs, your data stays out of model training, every action is written to an action log, and you own everything we build.
What happens if a draft is wrong?
Your team edits or rejects it from the approval email, and every action stays in the action log.
Will this replace anyone on our team?
The workflows take over the copying, chasing and retyping, and your team keeps every decision and every customer relationship.