Case Study 01

Cutting 30+ Hours of Monthly Admin on an $18.4M Medical Center

A mid-size GC was managing a complex medical center expansion with multiple subcontractors, active RFIs, and constant coordination issues. Their PM team was spending 30-45 minutes per issue just synthesizing scattered communications into formal documents.

30+
hrs/month saved
30s
avg review time

⚠️ The Challenge

A 2-inch clearance conflict between a structural beam and mechanical duct was discovered on-site. The information was scattered across four email threads, a sub's field report, coordination drawings, meeting minutes, and field photos.

The PM needed to synthesize all of this into a formal RFI with drawing references, spec sections, resolution options, and a schedule impact statement — within hours to keep the project on track.

This wasn't a one-time problem. The team was handling 10-15 issues like this every week, each requiring the same manual document assembly process.

⚙️ The Solution

ForgeLinks deployed a Project Admin agent that ingested all project communications — emails, field reports, photos, meeting notes, and coordination drawings.

The agent automatically classified each issue, drafted complete RFIs with proper drawing references (S-301, M-301) and spec sections (23 07 13), extracted action items with owners and deadlines, flagged schedule risks and verbal-only approvals, and created archival project log entries. Every output went through the PM's review before submission.

Before & After

Before ForgeLinks

  • 30-45 minutes per issue to assemble an RFI
  • Action items tracked in spreadsheets and sticky notes
  • Verbal approvals undocumented
  • Schedule impacts discovered too late
  • 10-15 issues per week, each fully manual

After ForgeLinks

  • 30-second review per document
  • Action items extracted with owners and due dates
  • Verbal approvals flagged automatically
  • Schedule risks surfaced before they escalate
  • Full audit trail for every issue

"We went from spending half the day on paperwork to spending 30 seconds reviewing what the agent drafted. The RFIs are better than what we were writing manually — more complete, better referenced, and nothing falls through the cracks."

— Project Manager, General Contractor
Case Study 02

Recovering $17K in Unbilled Change Orders and Cutting Collections Time by 60%

A small site work contractor was losing money on every job — not from bad work, but from change orders that never made it to the invoice, follow-ups that didn't happen, and an AR process that ran on memory and spreadsheets.

$17K
recovered
60%
faster collections

⚠️ The Challenge

Greenfield Development ordered Phase 4 site grading ($18,250 quoted). The field crew completed the work but installed 200 LF of extra silt fence on verbal approval and performed an additional county-mandated SWPPP inspection. The customer needed the invoice by their AP closing date.

Meanwhile, another customer's $8,450 invoice was 47 days overdue with no follow-up sent. The office manager was handling billing for 15+ active jobs manually.

Change orders were routinely missed, invoices went out late, and the owner had no clear picture of outstanding AR.

⚙️ The Solution

ForgeLinks deployed an Invoice-to-Cash agent that reconciled every quote against actual completed work, caught change orders (including verbal-only approvals), generated professional invoices with line items and payment terms, and drafted customer-specific send emails.

For overdue accounts, the agent produced three-tier payment reminders (friendly, firm, final notice) with late fee calculations. It also generated a live AR dashboard with aging buckets, customer risk scores, and a follow-up schedule — giving the owner a clear picture of cash flow for the first time.

Before & After

Before ForgeLinks

  • 1-2 hours per invoice cycle per job
  • Change orders lost between field and office
  • No systematic follow-up on overdue accounts
  • AR tracked in spreadsheets, always outdated
  • Verbal approvals never documented

After ForgeLinks

  • 30-second review per invoice package
  • Every change order caught and reconciled
  • Automated 3-tier payment reminders
  • Live AR dashboard with aging and risk scores
  • Verbal approvals flagged for written confirmation

"The agent caught two change orders on the first job we ran it on — $2,750 we would have eaten. Within the first month, it had paid for itself three times over just in recovered billing."

— Owner, Site Work Contractor

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