The problem
Quotes, progress billing and subcontractor paperwork eat evenings and weekends. Slow quotes lose jobs, and missed holdbacks or expired coverage cost money.
What we build
- Drafts quotes from past jobs and price lists
- Progress billing with holdback tracking
- Subcontractor WCB and insurance expiry alerts
- Job-cost dashboard
Estimated impact
~6 → ~2 hrs
Target for quote preparation per bid — a planning estimate we confirm with your own jobs.
People stay in charge
You review and send every quote. Your pricing rules stay yours.
How we get you there
- Streamline the process before adding technology.
- Capture the right data in one trusted place.
- Simplify the tools so they share the same data.
- Automate with AI, with your approval on decisions that matter.
- Run self-sufficient — with a system you can run and improve.
Questions
Do I need new software?
Usually not. We start with the tools and spreadsheets you already use and simplify from there.
Will it price jobs for me?
It drafts from your past jobs and price lists. You set the final price.
Want your team to run it confidently? See AI fluency training or browse all use cases.