Engineered Systems for Construction & Contracting
Agents and automations check orders and contracts against the price sheet, build progress-billing packets, file job documents and track insurance certificates for general contractors and specialty subcontractors.
Challenges for contractors
- 01
Contracts that differ from the price sheet
A purchase order arrives with prices or terms that do not match the price sheet, and someone finds the difference by hand.
- 02
Pay applications that take days
Progress billing means pulling the job list, the schedule of values and the backup paperwork into one packet every pay period.
- 03
Costs that show up too late
Labor and material costs sit in different places, so the margin on a job appears after the job closes.
- 04
Supplier invoices that drift
Prices creep up, credits go missing and duplicates slip through unless someone checks each invoice against supplier pricing.
- 05
Certificates that expire
Insurance certificates, licenses and W-9s expire without notice, and the gap surfaces when an owner or a lender asks.
- 06
Paper that never gets filed
Scans, email attachments and photos pile up, and finding one document for one job means searching several places.
Solutions for Construction & Contracting
These solutions check orders against the price sheet, build pay applications and keep job documents filed.
- 01
Purchase Order & Contract Check
Checks incoming orders and contracts against the price sheet and lists each mismatch.
- 02
Progress Billing & Pay Applications
Builds progress-billing and pay-application packets from a job list.
- 03
Accounting System Sync
Keeps the job system and the books in step, so nothing is entered twice.
- 04
Vendor Invoice Audit
Compares invoices with supplier pricing and credits, and flags price drift and duplicates.
- 05
Job Costing & Profitability Reporting
Labor, material and margin on each job, shown beside the cash position.
- 06
Email Attachment Filing
Takes paperwork off incoming email and files it to the right job or client.
- 07
Scanned Document Intake
Reads scanned paper, names it, files it to the right job or client and indexes it.
- 08
Compliance Document Tracking
Tracks insurance certificates, licenses and W-9s, with alerts before each one expires.
- 09
Field-to-Office Capture
Photos, notes and daily logs from the field posted to the job record.
- 10
Quote & Proposal Generation
Builds quotes and proposals from approved pricing and routes them for sign-off.
- 11
Accounts Receivable Follow-Up
Drafts payment reminders and an aging list, and a person approves each send.
- 12
Custom Business Operating System
One custom platform joining CRM, projects, billing, documents and client access.
- 13
Managed Automation Support
Monitoring, tuning, exception handling and a monthly report as an ongoing service.
How an engagement runs
- 01
Consultation
A working session at the office to see how orders, pay applications, job costs and paperwork move today.
- 02
Assessment
An in-depth review of one department, such as billing or document control, measured from the company's records, with a findings memo and a prioritized roadmap.
- 03
Build & Launch
One workflow at a time, such as pay applications or document filing, tested under supervision and live on sign-off.
- 04
Managed Support
Monitoring as jobs change, tuning and a monthly report, with the next workflow added when the client is ready.
Frequently asked questions
Can contracts be checked against the price sheet?
Yes, once the price sheet and the terms to check are in hand. The system lists each mismatch, and a person on the contractor's team decides what to do about it.
Does a pay application still need a signature?
Yes. The packet is built from the job list and the backup paperwork, and the contractor's team reviews and signs it. The system never signs or submits a pay application on its own.
How is paper from the field handled?
Each scan is read, multi-page scans are split into separate documents, duplicates are removed, and each document is named and filed to the right job. Anything the system cannot place goes to a person for review.