The outcome
Estimates that took a working session now take minutes.
AI estimating, code research and SOPs for a builder
- Estimate turnaround:
- Minutes
- The KPI:
- Estimate turnaround time
A builder and contractor
01 · The problem
Two full-time jobs: the site and the desk
A builder and contractor splits the week between running work on site and running the business from the office: trades to balance, schedules to hold, materials to chase, and the back office waiting behind all of it.
The platform software that promised control asked for onboarding and setup first. It took the cycles it was supposed to give back, so the business kept living in one person's head and a spreadsheet.
Before: An estimate pulled a senior person off the floor for an afternoon per bid.
02 · The goal
What we set out to move
Get bids out without pulling a senior person off the floor.
03 · How it was achieved
Automation on the tools already in place
Estimating from construction data
An AI toolkit for construction, in beta here, builds estimates from factual construction data: codes, scopes and costs, following a construction roadmap. Material and labor come back as estimates, marked for a person to verify.
Code research with the citation
Code questions come back against the applicable references with the citation attached, so the answer can be checked before it is trusted.
SOPs that get written
How the company runs becomes written, repeatable procedure: drafted by the tool, finished and signed off by a person.
Voice-to-CRM intake on the main line
A conversational AI answers the main line, books the meeting and writes the details into the CRM, so the office keeps moving during site hours.
- Estimating
- Code research
- SOP docs
- Voice-to-CRM
04 · The solution
What works now
- Code research comes back with the citation attached.
- The SOPs exist on paper instead of in one person's head.
- The main line is answered while the crew is on site.
After: The estimate is drafted in minutes from real cost and code data, then checked by a person who adjusts the draft instead of starting from blank.
| KPI | Before | Now |
|---|---|---|
| Estimate turnaround time | An afternoon per bid | Minutes, then a person's check |
The five steps and the controls
Checked before it is trusted
Every code answer carries its citation, so it can be checked against the reference. Every SOP is drafted by the tool and finished and signed off by a person.
Every task goes through the same five steps: capture, prepare, draft, approve, record. The model does the first pass. Nothing runs on its own until a named person has approved it, and a job runs by itself only after it passes a pilot. See the five steps
Book your readiness check.
A few questions about how work moves through your business, and a plain write-up back from a person on our team. Included with every engagement, and free on its own.
Free, with no lock-in and no sales script.
What you get
- A read on how your tools and work run today
- The tier and connectors that fit
- Where AI would pay off first, and what to leave alone