Solutions

The job, not the software.

Every solution below is one part of one crew, working inside one project workspace. Pick the problem that hurts; the rest of the crew comes with it.

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Sample data

ADDENDUM 02 RECEIVED · TAYLOR READINGWorking

Rockland Mixed-Use · 38 Units

Public work · prevailing wage · bid due in 11 days

OverviewFilesEstimateSubcontractorsActivity

Addendum 02 — newTaylor: "Changed the electrical scope — reissuing as Rev 2."

Working

SubcontractorsEmma: 7 invited · 3 quotes in · 2 chasing · 1 COI outstanding

Verified

Approve bid invitation to 4 electrical subsSara: "Drafted. Nothing sends without you."

Needs you

Taylor · solution 1 of 4

Estimating & takeoff

Taylor takes the full bid package — drawings, specs, addenda, wage schedules, bid forms. She performs takeoffs, flags conflicts between sheets and specs, and prices labour, material and sub lines. Every line traces to a sheet or a spec section; missing information reads UNKNOWN, with the reason and who has it.

Output: an estimate with its logic attached.

Control: Taylor says UNKNOWN rather than guessing.

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Sample data

Estimate excerpt · division 26

Line item	Qty	Unit	Source	Basis
Branch wiring · floors 2–4	38,400	LF	E-402–E-405	Wage sched. line 16 × takeoff; waste 5%
Light fixtures Unknown	—	EA	Fixture schedule	Not in the set — request from architect

Total withheld until 2 UNKNOWN items resolved

Emma · solution 2 of 4

Subcontractor bidding & buyout

Emma builds the sub list to your niche, geography and job size. She sends bid invitations with the right files, follows up until a quote, a no-bid or a named reason comes back, and collects COIs, W-9s and compliance documents. Every scope is levelled line-by-line against Taylor's estimate.

Output: a levelled bid table per trade.

Control: nothing goes to a sub without your approval.

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Sample data

Electrical bids

Sub	Quote	COI	W-9	Scope	Emma's next action
Garnerville Line & Load	Received	✓	✓	Levelled	None — ready for your review
Hudson Feeder Co.	Not received	✓	✓	Gap — 2 items	Chasing — 2nd follow-up sent Tue
Spring Valley Power	Received	exp. Fri	✓	Levelled	Collecting COI renewal

Quote amounts are shown as received / not received. Figures live in the levelling sheet.

Sara · solution 3 of 4

Operations & approvals

Sara runs Today, the approvals queue and the Monday report. She watches Taylor and Emma, catches what falls between them, and marks every claim Verified or Reported — never blending the two. What reaches you is a short queue of real decisions.

Output: a Monday report and an approvals queue.

Control: she brings you only the decisions that need you. You sign. She doesn't.

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Sample data

Today

Needs you

Approve request to architect

Bid invitation · 4 subs

In progress

Estimate Rev 2

Working

Chasing 2 quotes

Chasing

Done

3 sub quotes logged

Reported

Wage schedule matched

Verified

Taylor + Emma · solution 4 of 4

Public work & prevailing wage

Wage schedules, addenda, bid forms and certified payroll documents handled by the book. Taylor matches the wage schedule to the county and prices to it line by line; Emma keeps sub compliance paperwork current. Anything the crew was told but hasn't confirmed stays marked Reported until it's checked against the document itself.

Output: bid forms and payroll docs that pass review.

Control: every claim is checked against the document itself.

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Sample data

Project files · public work

Prevailing wage schedule · Rockland Co.✓ read by Taylor

Addendum 02✓ read by Taylor

Bid form✓ read by Taylor

Cross-check result

Wage schedule matched to county

Checking

Addendum 03 per architect's office

Reported — not verified

One crew

One crew. Whichever door you came in.

Pick one solution and the other three come with it — same workspace, same rules, same approvals queue.

You — the owner

↑ approvals only

Estimating

Sara

Subcontractors

What we connect to

The systems the crew works inside.

Keep your tools. Nothing is moved or replaced — read access first, and you approve anything that leaves.

Connected todayNext Next — future tense only, nothing reads as liveIcons are each system's own mark, monochrome. Hover to pause.

Google DriveTaylor reads the drawing set, specs and addenda from your project folder. Read access first.

GmailEmma drafts bid invitations and follow-ups; nothing sends until you approve.

Google CalendarSara holds the bid due date, COI expiries and quote promises against the week.

Google WorkspaceThe estimate, scope document and Monday report land as files you own.

NotionProject notes and the sub network read and updated in place.

Procore NextEstimate lines will post to the job cost.

Buildertrend NextSchedules and daily logs will sync both ways.

QuickBooks NextApproved sub invoices will flow to the books.

Sage NextJob cost codes will map to estimate divisions.

Bluebeam NextMarkups will read into Taylor's takeoff.

PlanSwift / STACK NextExisting takeoff files will import as Taylor's starting point.

DocuSign NextApproved contracts will route for signature.

Microsoft 365 NextOutlook and OneDrive will work the way Gmail and Drive do today.

Dropbox NextProject folders will read in place.

Excel NextEstimates will export to your own sheets.

Google DriveTaylor reads the drawing set, specs and addenda from your project folder. Read access first.

GmailEmma drafts bid invitations and follow-ups; nothing sends until you approve.

Google CalendarSara holds the bid due date, COI expiries and quote promises against the week.

Google WorkspaceThe estimate, scope document and Monday report land as files you own.

NotionProject notes and the sub network read and updated in place.

Procore NextEstimate lines will post to the job cost.

Buildertrend NextSchedules and daily logs will sync both ways.

QuickBooks NextApproved sub invoices will flow to the books.

Sage NextJob cost codes will map to estimate divisions.

Bluebeam NextMarkups will read into Taylor's takeoff.

PlanSwift / STACK NextExisting takeoff files will import as Taylor's starting point.

DocuSign NextApproved contracts will route for signature.

Microsoft 365 NextOutlook and OneDrive will work the way Gmail and Drive do today.

Dropbox NextProject folders will read in place.

Excel NextEstimates will export to your own sheets.

Don't see yours? Bring it to the Project Review.

FAQ

Asked on every call.

What does it cost? +

Every engagement starts with a Project Review — a real call about one real project. We return scope and one set price, in writing, for that project. Price moves only if scope moves. After the first project the crew stays on under a separate monthly arrangement covering hosting, monitoring and new projects. There is no price list because there is no standard project.

Does the AI send anything without me? +

No. Emma drafts bid invitations and follow-ups; Taylor drafts requests to the architect; Sara drafts the Monday report. Every send sits in your approvals queue until you approve, edit or send it back. The crew drafts. You decide.

Who sees my drawings and my numbers? +

You, the people you name, and the crew working your project. Access is scoped per project — a company that engages us for one job does not open its whole Drive. We start with read access, and anything that leaves the workspace waits on your approval. Your files stay in your systems; nothing is moved or copied out to be trained on.

Do I have to move off Drive / Gmail / my folders? +

No. Keep your tools. The crew connects to Drive, Gmail, Calendar, Workspace and Notion with read access first, and works inside them. Nothing is migrated.

Start here

Book a project review.

Bring one project. We'll show you what the crew would do with it.

Book a project review ↗

Calendar embed — placeholder · Cal.com / Calendly · 30 min · "Project Review"
Until the calendar is live, the form on the book page reaches a real person the same day.