AI Operations · Construction Services
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
Plan review, takeoff, pricing, drafting — every step is manual. By the time the proposal is ready, the relationship is already cooling.
Revisions get missed, the wrong version goes to the client, and nobody can find the one PDF that actually matters.
Texts, PMs, spreadsheets, and the office whiteboard — none of them talking to each other.
W-9s, COIs, and lien waivers sit in inboxes. When a GC asks, it's a scramble.
The job site knows what changed. The office finds out at invoicing.
Case Study
Client
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
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.
Workflows we build
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
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.
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.
A website and intake form that drops every new inquiry directly into your CRM, pre-tagged and ready to assign — no re-keying.
COI tracking, W-9 collection, subcontractor onboarding, lien waiver flows — automated so you can pull any doc in seconds.
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
Every engagement follows the same four stages. Here's how each one looks inside construction services.
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.
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.
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.
Optional monthly retainer to tune pricing inputs, extend to new divisions, and swap in better models as they ship.
Two Ways to Work
Strategy & Coaching
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
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
Specialty cleaning — canopies, solar, high-reach, post-construction — has specialty pricing. We wire up the quote-to-cash stack so the margin doesn't disappear between the crew and the invoice.
Answer every lead. Close more of them. Keep customers coming back — without adding headcount or hiring a dispatcher.
Get Started
A 30-minute call to walk through your bid-invite-to-invoice flow and identify where the week is leaking.