Service 01

Project Administration

Construction project managers spend hours every day on documentation — chasing RFIs, assembling daily logs, writing meeting minutes, tracking submittals, and backing up change orders. Our agent handles the document-heavy admin so PMs can manage the actual project.

  • Ingest emails, field reports, photos, meeting notes, and coordination drawings
  • Classify and route items — RFI, submittal, change order, daily log, site issue
  • Draft the next artifact with proper references and formatting
  • Extract deadlines, action items, and dependencies automatically
  • Maintain a live project action register and clean audit trail
  • Flag missing documentation, verbal approvals, and schedule risks
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Service 02

Billing & Cash Flow Operations

Over half of small businesses are owed money from unpaid invoices — averaging $17.5K each. Our agent handles the entire invoice-to-cash pipeline: reconciling quotes against completed work, generating invoices, following up on overdue balances, and keeping your AR visible.

  • Reconcile original quotes against actual work and change orders
  • Generate accurate invoices with line items, adjustments, and payment terms
  • Draft customer-specific send emails with invoice details
  • Produce tiered payment reminders based on days overdue
  • Flag risky accounts, verbal-only approvals, and missing documentation
  • Build AR dashboards with aging buckets and collection priorities
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Service 03

Compliance & Records Management

51% of small businesses say licensing and permit requirements hinder growth. Between insurance certificates, contractor licenses, safety documentation, and renewal deadlines — keeping records current is a full-time job that nobody has time for.

  • Monitor inboxes and folders for expiring licenses, insurance, and permits
  • Extract dates, requirements, and renewal conditions automatically
  • Build and maintain a master deadline calendar across all projects
  • Draft renewal packets, email requests, and documentation checklists
  • Track safety paperwork, payroll records, and tax documents
  • Maintain a clean audit trail with missing-item alerts
Service 04

Field-to-Office Coordination

Critical jobsite information arrives as text messages, emailed photos, voicemails, and handwritten notes. By the time it reaches the office, details are scattered and context is lost. Our agent bridges the gap — turning raw field communications into structured, actionable reports.

  • Ingest field texts, photos, voice memos, and email updates
  • Consolidate scattered communications by project and topic
  • Assemble daily field reports from raw inputs
  • Extract issues, decisions, and site conditions with timestamps
  • Route urgent items to the right person with full context
  • Create a searchable record of field communications
Service 05

Schedule & Deadline Operations

Action items from meetings, submittal due dates, inspection schedules, and owner response deadlines — most of it is tracked in spreadsheets, email threads, or someone's memory. Our agent extracts, tracks, and follows up so nothing slips through.

  • Extract deadlines from emails, meeting notes, and contracts
  • Track dependencies between action items across parties
  • Generate daily priority dashboards for PMs and superintendents
  • Automate follow-up reminders with escalation tiers
  • Flag likely schedule slips before they become critical
  • Produce weekly status summaries for owner and team
Service 06

Travel Assistance

Construction teams travel constantly — site visits, inspections, vendor meetings, conferences — across multiple projects in different locations. Our agent monitors project deadlines and travel demands, automatically updates schedules, and books flights and hotels so your team stays focused on the work, not the logistics.

  • Monitor project milestones and inspection dates that require on-site presence
  • Automatically detect travel needs from schedules, emails, and calendar events
  • Book flights, hotels, and rental cars based on team preferences and budgets
  • Sync travel plans with project calendars and notify affected team members
  • Handle itinerary changes when project timelines shift
  • Produce travel expense summaries by project for billing and reimbursement

See It Handle Your Workflow

Bring your own emails, reports, and invoices. We'll process them live.

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