Construction and tradesAutomation and custom software for contractors and trade businesses.
Contractors run estimating, field work, subcontractors and billing across tools that rarely share data. This kind of system puts all of it on a single identity and a single source of truth, then automates the handoffs between office and field. It is also the industry behind our case study, a platform live in production.
Where the work gets stuck
The usual friction.
Bills split across jobs
A single supplier invoice can touch several projects, and someone has to code each line by hand.
Subs on spreadsheets
Subcontractor paperwork, insurance and approvals live in a shared spreadsheet and an email chain.
Office and field apart
Crews work from paper notes and texts, so the office hears about changes after the fact.
Every function
Six functions, in your terms.
Finance, people, sales, operations, documents and IT run every business. Here is what each one looks like in construction and trades, and where AI fits in it.
Finance and accounting
- Supplier invoices coded to jobs and cost codes
- Subcontractor pay applications checked against contract values
- Job costing reports built from approved bills
Where AI fits: AI reads each bill and proposes the job; rules check totals and a person approves.
Running in production. An invoice bot reads every incoming invoice and bill and assigns it to the right project, with uncertain ones routed to a person.
Finance in every industryHR and onboarding
- Field and office hires onboarded from a single identity
- Safety certifications and license expirations tracked per worker
- Crew timesheets routed to payroll
Where AI fits: AI reads uploaded certifications into the record; access and pay changes follow rules.
Running in production. New-hire onboarding went from about two days of admin to minutes, driven by one identity.
HR and onboarding in every industrySales and client intake
- Estimates built from your takeoff and pricing rules
- Proposals generated and sent for e-signature
- Signed proposals opened as jobs with budgets
Where AI fits: AI can draft scope language from walkthrough notes; prices come from your rules.
Running in production. Estimating is built on the same platform and data as the rest of the operation.
Sales and intake in every industryOperations and scheduling
- Field inspections captured on site with photos
- Crew and subcontractor scheduling by project phase
- Project status shared between office and field
Where AI fits: AI summarizes inspection notes for the project manager; schedules and sign-offs stay rule-based.
Running in production. Field inspections and project management run on one source of truth.
Operations in every industryDocuments and compliance
- Subcontractor onboarding through a self-serve portal
- Subcontractor insurance certificates checked before work starts
- Lien waivers collected before subcontractor payments
Where AI fits: AI pulls fields from uploaded contracts and insurance documents for a person to confirm.
Running in production. Subcontractor onboarding moved from a shared spreadsheet and an email chain to one self-serve portal, with every approval timestamped and role-attributed.
Documents in every industryIT, identity and integration
- Access for office, field and subs from a single identity
- Legacy CRM records reconciled with accounting and ERP
- Offboarding that closes every account at once
Where AI fits: None in this layer. Provisioning and permissions run on rules alone.
Running in production. Everything runs on one identity, so hiring someone provisions their access everywhere and offboarding is one click.
IT and identity in every industryWhat you likely run
We start with the tools you have.
We connect what is already there into one source of truth before we build anything new, so nothing has to be thrown out on day one.
- an estimating spreadsheet or takeoff tool
- accounting software
- a construction project management tool
- a job costing spreadsheet
- an HR and payroll system
- shared drives full of plans and photos
In production
A client runs on this today.
A multi-decade South Florida construction, painting and impact-windows firm runs every day on a platform we built: one identity, one source of truth and one approval graph, with an AI bot reading every incoming invoice and bill.1 Read the case study.
Always-on agents
Hand the queue to something that keeps working after you log off.
An agent with its own login and a defined role works the construction and trades back office around the clock, writes down everything it does, and comes back to a person when something needs a decision.
Bring us the busiest queue.
In 45 to 60 minutes we map the systems you run and the handoffs that hurt, and tell you candidly whether we are the right fit.