Contractor & Tradesperson
Bid more jobs, miss fewer details
You're great at the work but the business side—estimates, scheduling, invoicing, follow-ups—eats your evenings and weekends. An AI assistant handles the paperwork so you can focus on the jobsite.
Estimate & Bid Builder
Generate professional estimates without the kitchen-table math.
How it works
After a site visit, you tell your assistant what's needed: "Bathroom remodel, gut to studs, 8x10, mid-range finishes"
It pulls from your cost database: materials, labor hours by trade, permit fees, and your markup
It generates a professional estimate with line items the client can understand
It includes your standard terms: payment schedule, change order process, warranty
You review on your phone, adjust if needed, and send—often before you leave the driveway
Result: Professional estimates in minutes, not hours. Win more bids.
Job Scheduling & Coordination
Keep crews, subs, and clients on the same page.
How it works
Your assistant maintains your job schedule: which crews are where, what subs are needed when
It tracks dependencies: "Can't start drywall until electrical inspection passes"
When delays happen (weather, material delays, failed inspections), it recalculates the schedule and notifies affected parties
It sends clients weekly updates: what happened this week, what's next, any schedule changes
It manages sub-contractor scheduling: sends reminders, confirms availability, tracks reliability
Result: Fewer scheduling conflicts, better client communication, less phone tag.
Material Ordering & Tracking
Get materials on-site when you need them, not before or after.
How it works
Based on your project schedule, your assistant generates material lists with quantities and timing
It checks pricing at your preferred suppliers and suggests the best option
It tracks orders: placed, shipped, delivered, and flags anything running late
It maintains a cost database that updates with current prices so future estimates are accurate
It catches discrepancies: "You ordered 200 sq ft of tile but the estimate was for 185—verify before delivery"
Result: Right materials, right time, no surprises on cost.
Invoice & Payment Collection
Get paid on time without chasing clients.
How it works
Your assistant generates invoices based on your payment schedule: deposit, progress payments, final
It sends invoices automatically at each milestone with a summary of completed work
Payment reminders go out at 3, 7, and 14 days past due
It tracks all payments against the contract total and alerts you to underpayments
It generates lien waiver requests and tracks receipt to protect your rights
Result: Consistent cash flow. Professional billing without the headache.
Warranty & Service Call Tracking
Handle warranty claims professionally and efficiently.
How it works
Your assistant maintains a record of all completed jobs with warranty terms and expiration dates
When a past client calls with an issue, it pulls the job details: what was done, when, materials used, warranty coverage
It helps triage: is this covered under warranty, a new issue, or normal wear and tear?
It schedules the service call and tracks resolution
It identifies patterns: "Third callback on that brand of faucet—consider switching vendors"
Result: Professional warranty handling that builds reputation and referrals.
Ready to set this up?
Every setup is custom-built around your workflow. We'll figure out which of these use cases matter most and have you running in days, not months.
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