Specialty contractors send change orders, daily logs, and material receipts from the field. The office reviews one record. Cleanup and answers from your files are scoped with the engagement.
Three typical service areas
Make it as easy as texting for your crew.
Photos and voice notes become records the office can review. No new app to download.
Examples
Change orders, material receipts, daily logs, timecards.
Usually the first thing that goes live on seats after a pilot.
See how change orders workYears of half-kept files become structure the office can trust.
We sort, validate, and hand off into systems you already use.
Examples
Specs and bid packets, past job costs, scattered PDFs and exports.
Scoped with consulting, not a seat you add tomorrow.
How cleanup worksAsk the company’s own material and get answers you can check against the source.
Answers point back so the office can verify.
Examples
Specs and exclusions, past job costs, submittals, what you agreed on a job.
Only when the files are trustworthy. Quoted with the engagement.
How answers workCase study · Change orders
Original request
WhatsApp VoiceHey, this is Joe. We need to move the main lobby entrance wall about two feet to line up with the revised storefront opening. Jordan asked for the change this morning… View full transcript
CO-024 · Oak Street Development
Submitted by Joe Doe · Aug 19, 2026
Step 2 of 5 · Estimate
Requested change summary
Move the main lobby entrance wall approximately two feet to align with the revised storefront opening. Photos and a markup were provided.
Supporting evidence
lobby_entrance_current.jpg
JPG · 920 KB · Submitted by J. Doe
Estimate Summary
+2 working daysTotal estimate
$6,860
Includes 15% standard markup
Current responsibility: Estimating Team
Change orders leak money and time when the field note never becomes a costed, agreed record the office can act on. The work gets done; the extra gets argued about later.
Status and handoffs, so everyone can see who owes the next step and the change doesn’t die in an email thread. When it helps, the record pulls in prior context from the job, so “what did we already agree?” has an answer.
The same approach fits other field-to-office work.
Material receipts
A photo at purchase, tagged to the right job.
Daily logs
A voice note or text becomes the day’s job record.
Timecards
Hours in once, tied to the job, when you’re ready.
Cleanup and answers
Scoped with the engagement, not sold as a seat.
When this is the move
History is the bottleneck: duplicates, silos, and nothing the office trusts.
What you get
How you buy it. A scoped engagement, usually after the working session. Not a seat you add tomorrow.
When this is the move
Your files are trustworthy enough that questions should hit your material, not a generic chatbot.
What you get
How you buy it. Quoted with the engagement, once there’s trust in the files.
How we build it
How it fits with your software
Keep the software you already use. We fill the gaps between field and office to keep the cost of change low.
QuickBooks, email, spreadsheets, and job files stay put.
Not a whole new platform with all of the change-management headaches that come with it.
You connect your own accounts. Access follows your people.
Examples we connect today
Plus other systems your shop already runs — we scope those with you.
How engagement works
We don’t lead with a subscription. We start with your jobs, then seats keep the live system on.
Bring a real job. We look at the field-to-office gap on your work.
Fixed scope in writing: cleanup where needed, configuration, and a pilot workflow.
Once it’s running, office seats keep the hosted system going.
Setup
Usually part of the consulting engagement, or a simple setup fee. Scoped in your proposal.
Included
Setup turns the lights on once. Seats keep them on.
Affordable seats for the live system
Office seats, quoted in your proposal.
What’s in a seat
Paid seats are for people who review, manage, or move workflows forward. Field users who only submit are included.
Predictable on purpose
Your monthly seat bill doesn’t jump with how many change orders, receipts, or logs you process. Busy months cost the same as quiet ones. Not billed per document or per AI call.
Your seat plan stays the same
Additional ready-made workflows have a one-time setup fee. Custom workflows are scoped separately.
Cleanup and answers from your own files are quoted with the engagement, not sold as a seat add-on.
Bring the work that’s stuck. We’ll follow up to set a time. Consulting scopes live in a written proposal. Nothing goes live until that’s agreed.
