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From the estimate to the final draw, without the owner as the paperwork

A contractor's day is the job. The evening is the paperwork: estimates, change orders, progress invoices, permit dates, photos that need filing, subcontractor paperwork. The owner does it because nobody else knows how, and the business is capped at what one person can type after dark.

Send me the situationHow it works

Read and answered by me, usually within the day. If a spreadsheet and a checklist would do, that is the answer you get.

  • For builders, roofers, pool and seawall crews, remodelers and the specialty trades.
  • An operator who has automated this trade from the inside
  • The workflows that sector actually runs on
  • Scoped in writing, priced before work starts

Twelve

companies operated, six of them his own, on automations he built

15,868

records synced between two systems every run, zero failures

3,984

recorded calls transcribed and graded by an agent, not a person

1,350

pages produced by one 24-agent workflow, every one reviewed

What gets automated in construction

Estimates built from the site visit

Measurements and photos from the phone become a draft estimate in your template with your price book applied. The owner reviews and sends from the truck instead of rebuilding it at the kitchen table.

Change orders that follow the job

A change captured on site produces the change order, links it to the original estimate, and adjusts the schedule of values. The final invoice is right because the middle was tracked.

Progress billing on stage, not on memory

When a job hits the agreed milestone, the draw request or progress invoice is raised and sent, with the lien waiver and the photos attached. Cash arrives on the schedule you agreed, because the request went out on it.

Permits, inspections and subs on one record

Permit numbers, inspection dates, subcontractor insurance expiries and job photos filed to the job automatically, with reminders before anything lapses.

What construction owners ask

Do you know construction?
Operating a Florida construction group, and building an escrow platform for contractors, is where the billing and change-order workflows on this page came from.
Our crews will not fill in forms.
They will not have to. The crew side is a photo and a text. The system does the filing. Anything that requires a foreman to log in is a design mistake and I do not make it.
Does it work with our accounting?
QuickBooks, Xero and the construction-specific tools connect. The progress billing runs through whichever you use. The data read confirms the connection before scoping.

Where to start

Workflow automationThe map of how work flows, then the automation that runs it. On n8n, Zapier, Make or code.Quote and invoice automationQuotes generated from a form, invoices raised on a stage change, reminders on a schedule.Reporting automationThe numbers you actually run the business on, built and sent every Monday without anyone opening a spreadsheet.AI agent developmentA custom agent with one defined job, a defined place a person checks, and a log of everything it did.

Other industries

Precious metalsBullion dealers, coin shops, refiners, gold buyers and private vaults.Luxury retailFine jewelers, watch dealers, art galleries and luxury boutiques.Legal servicesSolo practitioners, small firms, practice groups and legal referral networks.Real estateBrokerages, agent teams, apartment locators and property managers.

Tell me what is in the way.

One form, read by the person who would build it. If the honest answer is a checklist and no software, that is what you will hear.

Send me the situationEmail instead