Job data in three places
Every "where is this job" question meant a hunt.
Our work · Case study
A regional construction company rebuilding homes through a state disaster recovery program. Here is what we found, what we built, and where it honestly stands.
The situation
Every decision waited on one division manager, from change orders to payments to permits, and that manager was close to burning out.
Every "where is this job" question meant a hunt.
Dozens of them, and a stack of permits had not been applied for.
The state portal never emailed when work was returned.
What we did
Read only discovery across mailboxes, shared files, project software, and the job tracker. Every Operator was tested on a safe account first, then installed by the person it serves.
Sorts the inbox, drafts a reply for every decision, and watches the monthly payment approval so it lands before the bank cutoff.
Test mode
Pulls the facts for each change order into one draft for the manager to review.
Test mode
Prepares estimate drafts from the job files for a person to check.
Test mode
Builds a cited takeoff and a purchase order draft, then stops before Release.
Test mode
Maps which jobs need permits and which offices handle them, and preps the packets.
Test mode
Helps with relocation cases, weekly notes, photo PDFs, and bond forms, and checks that names, IDs, and amounts match.
Test mode
Checks the state portal every day for returned work, because the portal never emails when it happens.
Live
A QR sheet for every job so the crew can open the right folder on site.
Live
What we found
Sheets of roof sheathing on a lumber list reused from the last house, where the plans called for 73.
Rafters on that same reused list, where 105 were needed.
Portal alert emails reviewed. None of them announced a return, which proved the gap.
A monthly payment approval was missed once because it landed after the bank cutoff.
A reference check of one material list: 18 the same, 14 similar, 15 different.
Needed permits, spread across 26 permit offices, all mapped in one place.
Where it stands
The daily return watcher, the job site QR folders (46 QR sheets sent to superintendents), and a monthly insurer report.
The manager inbox, change order, estimates, takeoff, permits, and office manager Operators. Results get added only after they are measured.
The design estimate for the office manager assistant, plus bond prep estimated to drop from about 90 minutes to about 15. These are estimates from the setup, not measurements.
Honest gaps
We would rather show you test mode than a made up number.
Find your bottleneck →Book a free fit call (opens in a new tab)