All industries

AI Operations · Construction Services

Run a tighter shop from bid invite to close-out.

Plan sets, takeoffs, proposals, subs, field updates, compliance docs — we build the connective tissue that keeps all of it moving without the owner becoming the bottleneck.

What's broken

The friction we hear about most.

Bids take a week and still go out last

Plan review, takeoff, pricing, drafting — every step is manual. By the time the proposal is ready, the relationship is already cooling.

Bids and change orders live in email

Revisions get missed, the wrong version goes to the client, and nobody can find the one PDF that actually matters.

Subs tracked across four apps

Texts, PMs, spreadsheets, and the office whiteboard — none of them talking to each other.

Compliance docs scattered

W-9s, COIs, and lien waivers sit in inboxes. When a GC asks, it's a scramble.

Field updates don't make it back to the office

The job site knows what changed. The office finds out at invoicing.

Case Study

Who we've built this for.

Closet Systems Supply

Client

Closet Systems SupplyVisit site

Our sister construction services operation — where we built and proved the bid-to-close AI workflow before packaging it for clients. Plan-set parsing, takeoff, spec search, and proposal generation all run inside the same system the estimators already used.

Weekly hours on bid workflow

25 hrs → 5–10 hrs

Proposals out per week

Same volume, fewer hands

Time to first-draft proposal

Days → hours

Tools we integrate

Your stack. Not ours.

We meet your team in the software they already use. These are the platforms we most commonly connect, automate, and layer AI on top of in this industry.

QuickBooksHubSpotProcoreDocuSignBuildOpsBluebeamTwilio

Workflows we build

Concrete systems, delivered.

  • Bid-invite intake & triage

    Inbound invites from GCs classified, scoped, and routed — with a first-pass go/no-go flag before anyone reads the PDF cover-to-cover.

  • Plan-set parsing & spec search

    Feed the plan set in; get back a structured brief — scope by division, relevant specs pulled, ambiguities flagged. No more reading 400 pages to find the 40 that matter.

  • Takeoff & estimate automation

    AI-assisted takeoff and estimate drafting against your historical pricing and labor rates, so the estimator reviews a first pass instead of building from zero.

  • End-to-end proposal generation

    From bid invite to sent proposal — parse, take off, price, draft, review, submit. The same workflow that took 25 hours a week in our own business now runs in 5–10.

  • Bid-to-close pipeline

    A deal pipeline that moves from qualified lead through bid, award, and close — with docs attached at every stage.

  • COI & W-9 tracking

    Automated collection, expiration alerts, and one-click retrieval when a GC asks for proof.

  • Subcontractor onboarding

    A single intake that collects docs, W-9s, COIs, and capabilities in one flow — no more email chasing.

  • Change-order document flow

    Change orders drafted, signed, and logged without ever leaving the thread.

  • Field-to-office sync

    Field updates, RFIs, and as-builts make it back to the office automatically — not at invoicing.

What we do about it

Concrete deliverables, not generic frameworks.

AI-assisted bid & proposal engine

Plan-set parsing, takeoff drafting, proposal generation — built to mirror how your estimators actually work, on your templates, with your historical pricing. This is the workflow we built for our own construction services business before we built it for clients.

CRM and pipeline that fits construction

A deal pipeline built around the way you actually sell — qualified, estimated, bid, awarded, in-progress, closed — with the document trail attached at each stage.

Lead capture tied into your pipeline

A website and intake form that drops every new inquiry directly into your CRM, pre-tagged and ready to assign — no re-keying.

Document automation

COI tracking, W-9 collection, subcontractor onboarding, lien waiver flows — automated so you can pull any doc in seconds.

Field-to-office coordination

RFIs, change orders, daily logs, and as-builts routed automatically between the crew, the PM, and the office — so the invoicing conversation isn't the first time anyone hears about a scope change.

How We Work

Survey → Blueprint → Build → Maintain.

Every engagement follows the same four stages. Here's how each one looks inside construction services.

01

Survey

A 30-minute walk through how bids come in, who touches them, and where the week is going. If the math doesn't work, we tell you.

02

Blueprint

We interview the estimator, the PM, and the owner. Every step from bid invite to submitted proposal gets mapped and scored. You get a developer-ready plan — even if you never build with us.

03

Build

We build the bid and proposal engine first — it's the highest-leverage workflow in almost every shop. CRM, document, and field-to-office flows follow based on what the blueprint prioritizes.

04

Maintain

Optional monthly retainer to tune pricing inputs, extend to new divisions, and swap in better models as they ship.

Two Ways to Work

Build it yourself, or hand it to us.

Strategy & Coaching

For the technical operator who wants to build it themselves.

You're already fluent with AI tools. You need a partner who'll diagnose where the leverage is, hand you a blueprint, and coach your team through the build. We scope, we advise, we review. You execute.

Done-For-You Operations

For the operator who wants it handled.

You don't want to touch the tools. You want someone to audit the back-office, build the workflows, integrate the systems, and keep it all running. We run the build; you run the business.

Common Questions

Before you book the call.

Get Started

Let's talk about your shop.

A 30-minute call to walk through your bid-invite-to-invoice flow and identify where the week is leaking.