AI for construction contractor founders, connected to the tools you actually use.
Pull all active jobs from HubSpot, compare the budgeted cost versus actual spend in QuickBooks for each, calculate cost-to-complete, and flag any job where we're trending to finish more than 10% over budget — draft a change order proposal for each overage with supporting line items.
Find every subcontractor in Notion whose general liability or workers comp certificate expires in the next 30 days, draft an email to each requesting an updated COI, and flag any sub currently scheduled on an active job whose insurance has already lapsed.
Scan Gmail for every unsigned change order or contract amendment sent in the last 21 days — pull the amount and description from each, and draft a follow-up email to the owner or GC referencing the original send date and asking for a signature by end of week.
Run our weekly cash flow check — pull current Brex balance, outstanding AR from QuickBooks (with expected pay dates by client), and projected labor and material costs for the next 30 days from Notion, and flag any two-week window where cash dips below my operating reserve.
Build a bid pipeline update for this week — pull all open bids from HubSpot by status (submitted, follow-up needed, awarded, lost), calculate total pending contract value, and draft a follow-up email to every prospect who received a bid more than 10 days ago without a decision.
Find every lien waiver in DocuSign sent in the last 60 days that hasn't been returned — group by project and pay application amount, and draft a reminder email to the GC or owner for each outstanding waiver with the relevant pay app number and amount.
Search the web for any permit requirement updates or code changes in our primary work counties, compare against our standard scope-of-work templates in Notion, and flag any item that may require a process update — draft a one-paragraph ops note I can send to my project managers.
Pull QuickBooks invoices for all completed work in the last 30 days, check which ones have been paid, and draft a collections email for every invoice past 45 days — escalate language for anything past 60 days and flag for potential lien filing any that exceed $10,000.