For contractors, design firms, and property managers across the Central Coast. We connect the field, the office, and your customers, so progress reports, job costs, and invoices stop getting typed in twice.
The first call is free. Every build is a fixed price against a written scope.
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Where the hours go, job after job.
Daily reports typed up at night
Material and job costs in spreadsheets
Customers asking how the job is going
Time-and-materials invoices built by hand
RFIs and change orders to log
Meeting notes that never become tasks
Bid invites and plan sets to sort
Work orders routed by hand
Most of it is copying information from one place to another. The judgment calls, like pricing a change or approving a submittal, stay with your team.
A 60-second call. The report is done.
Your foremen don’t need to spend 15 minutes typing into a form at the end of the day. They call in from the truck and talk through the day for a minute. By the time they’ve pulled out of the lot, the progress report and labor breakdown are ready for review.
Nothing reaches payroll, the job file, or the customer until your superintendent or project manager signs off.
A 60-second call from the site“Framing’s done on the east side. Five of us till 3:30, Mike left at noon. Still waiting on the windows.”
Your automation
Transcribe the call and match it to the job
Write the daily report: work done, crew, deliveries, delays
Break out hours by worker and cost code
Ready for youProgress report and labor breakdown. Review, approve, file.
Where we’d start.
Each is a focused first project: one workflow, tested on your real jobs, with a person approving anything that changes a record, reaches a customer, or bills money.
Example workflows to show the shape of the work. They aren’t client results.
Progress reports from a phone call
Today
Foremen spend 15 minutes at the end of every day typing into a form, or the report doesn’t get done and the office finds out what happened a week later.
With the automation
The foreman calls a number and talks for about a minute. The call becomes a daily report with work completed, crew and hours, deliveries, and delays, plus a labor breakdown by worker and cost code.
Where a person decides
Your superintendent or project manager reviews the report and the hours before anything goes to payroll, the job file, or the customer.
A phone, your project management system, your timekeeping or payroll
Job costs, as they happen
Today
Receipts, delivery tickets, and supplier invoices pile up in trucks and inboxes. Someone codes them to jobs at month end, and overruns show up after it’s too late to fix them.
With the automation
Receipts and invoices are read as they arrive, matched to the job and cost code, and logged against the budget. Labor from the daily reports is added, and anything over budget or missing a job is flagged.
Where a person decides
Your project manager confirms the coding, and your accounting team approves what’s posted.
Email, photos of receipts, your accounting or job costing system
Customer progress updates
Today
Owners and homeowners call to ask how the job is going. Updates get written when someone finds the time, and the customer who calls most gets the most attention.
With the automation
A weekly update is drafted for each customer from the daily reports and site photos: what got done, what’s next, and anything that needs their decision.
Where a person decides
The project manager edits and approves every update before it goes out.
Daily reports, site photos, email or your customer portal
Time-and-materials billing
Today
A T&M invoice means pulling hours from timesheets and materials from receipts, applying your rates and markup, and attaching the backup the customer will ask for. It takes days, so billing runs late.
With the automation
Hours from the daily reports and materials from the job cost log are priced at your contract rates and markups into a draft invoice, with the backup attached and anything unusual flagged.
Where a person decides
Your project manager and accounting review every invoice before it’s sent. Nothing is billed automatically.
Daily reports, job costs, your accounting or invoicing system
Meeting notes to an action register
Today
Someone rewrites the OAC or site meeting notes into a task list, chases owners for dates, and half the items get lost by next week.
With the automation
Notes or a transcript become draft action items with an owner, a due date, and the line they came from. Duplicates from last week are merged, and items missing an owner are flagged.
Where a person decides
The project manager reviews the register before anything is written to the project system.
Meeting notes or recordings, email, your project management system
Work-order routing
Today
Maintenance requests come in by email, text, and portal. Someone reads each one, works out the trade and urgency, and calls the right vendor.
With the automation
Requests are sorted by property, trade, and urgency. The resident or tenant gets an acknowledgment, the work order is drafted for the right vendor, and anything urgent goes straight to a person.
Where a person decides
Your property team approves dispatch, and emergencies always reach a person first.
Email, your resident or tenant portal, your property management system
Before we build.
The questions we answer before we quote, so the price is one we can keep.
Can we reach your systems?
Procore, Buildertrend, QuickBooks, AppFolio, Yardi, and the rest each allow different things. We confirm what your account lets us read and write before we promise anything.
Who signs off?
Project managers, estimators, and accounting keep their approvals. Nothing reaches a customer, changes a contract value, or goes out as an invoice without a person’s sign-off.
Is there enough volume?
A workflow is worth automating when it repeats every week across projects. If yours doesn’t yet, we’ll tell you, and point you to what your software already does.
What a first project looks like.
Fixed prices against a written scope. Every pilot is scoped so at least one workflow pays for itself within six months.
Pilot · 3–6 weeks
Progress reports from a phone call
$5,000–$15,000
Call-in daily reports and labor breakdowns for your foremen, connected to your project management or payroll system, with 30 days of fixes and adjustments after launch.
Operations build · 6–20 weeks
From the field call to the invoice
$15,000–$60,000
Daily reports, job costs, customer updates, and time-and-materials invoices, built in phases and sharing one set of job data.
