Industries

General Contractors

From bid to final invoice, we connect the software general contractors already use so estimates, schedules, and job costs stay in sync without manual re-entry.

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Trusted by businesses across North America

  • Rosette Forever Homes logo
  • C&S Lawn logo
  • Boulder Landscape logo
  • Nova Build Strategies logo
  • HUB Cycling logo
  • TDH logo
  • Wickenburg logo
  • Western Technical logo

Problems We Solve

Run every job without the busywork

From the winning bid to the final invoice, we connect the software general contractors already use so nothing has to be re-typed or chased down.

Bid-to-Job Handoff

When an estimate is won, job details, budgets, and schedules move into your project system automatically.

Real-Time Job Costing

Labor, materials, and change orders roll up automatically so you know your margin before it’s too late.

Change Orders That Don’t Get Lost

Change orders route for approval automatically and update budgets and client invoices as they go.

Subs & Crews Always in Sync

Scheduling changes reach subcontractors and field crews the moment they happen, not the next morning.

Faster Invoicing & Collections

Draws, invoices, and payment requests generate straight from job progress and go out on time.

Paperwork Off Your Plate

Permits, COIs, and compliance documents are tracked automatically, with flags before anything expires.

What We Automate

Built around how general contractors work

From the first estimate to the final draw, here’s what we typically automate for general contractors.

Bid to Invoice

One connected system covering every stage of a job, not just one piece of it.

Estimating & Bid Automation

We connect your estimating software so won bids flow directly into your project management and accounting tools.

Job Costing & Budget Tracking

We connect field, labor, and material costs to your budgets so job costing updates in real time.

Scheduling & Subcontractor Coordination

We automate schedule updates and notifications so subs and crews always have the latest plan.

Change Order Management

We build approval workflows that keep change orders, budgets, and client invoices in sync.

Invoicing & Payment Collection

We automate draw requests, invoices, and payment reminders straight from job progress.

Document & Permit Tracking

We track permits, COIs, and compliance documents and flag what’s expiring or missing.

Our Process

From scattered tools to one connected job

A clear four-step process that connects your bidding, project, and accounting tools without disrupting how your team already works.

Typically live within 2–4 weeks

01

Workflow Audit

We review how bids, schedules, budgets, and invoices move through your business today.

02

Automation Roadmap

We prioritize the workflows that will save your team the most time and reduce the most risk.

03

Build & Integrate

We connect your estimating, project management, and accounting tools and build the automations.

04

Launch & Support

Workflows go live with monitoring in place, and we refine them as your projects and tools change.

Tools We Connect

Works with the software you already run jobs on

If your bids, schedules, or job costs live in any of these kinds of tools, we can connect them.

Estimating & Bidding

PlanSwift, STACK, ProEst

Project Management

Procore, BuilderTrend, CoConstruct

Accounting & Job Costing

QuickBooks, Foundation, Sage 300

Scheduling & Field

Fieldwire, PlanGrid, Buildertrend

Documents & Permits

DocuSign, Procore Documents, PermitFlow

Ops & Automation

Zapier, Make, custom APIs

FAQ

General contractor FAQ

Answers to what general contractors ask us most before getting started.

Do you work with Procore or BuilderTrend?

Yes. We connect with Procore, BuilderTrend, CoConstruct, and most other project management platforms GCs use, plus custom APIs when needed.

Will this replace our project managers?

No. Automation handles the repetitive data entry and handoffs so your PMs can spend their time managing the job, not re-typing numbers.

How do you keep subs and crews in the loop?

Schedule and change-order updates push out automatically to the tools and notifications your subs and crews already check.

How fast can you start?

Most engagements kick off with a discovery call within a week, and the first automations typically go live in 2–4 weeks.

How do you handle security and access?

We follow least-privilege access and document every connection so your team always knows what’s connected and why.

Ready to keep every job on budget and on schedule?

Book a free discovery session and we’ll map out exactly where automation can save your team the most time.

Book a Free Discovery Session

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