Every sub, every quote, every document — named.
Emma builds the sub list to your niche, geography and job size, sends invitations with the right files, follows up until a quote or a named reason comes back, collects COIs, W-9s and compliance documents, and levels every scope against Taylor's estimate.
| 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 |
What changes on day one.
Seven invited, three quotes in, and nobody knows who's blocking
Emma's Waiting-on panel names the sub, the document and the contact. A dependency with an owner, never a shrug.
A quote comes in short two items
Scope is levelled line by line against Taylor's estimate. GAP — 2 ITEMS is marked before the number is compared.
The COI expires Friday
Sara brings you the decision — keep and chase again, or replace with a sub whose paperwork is clean. She recommends nothing; the call is yours.
Scoped and priced in writing before we start.
Every engagement starts with a Project Review about one real project. We return scope and one set price, in writing. Price moves only if scope moves. After the first project the crew stays on under a separate monthly arrangement — hosting, monitoring, new projects, a Monday report.
Asked on every call.
Does the AI send anything without me? +
Who sees my drawings and my numbers? +
What if I already tried AI or software and it didn't stick? +
Book a project review.
Bring one project. We'll show you what the crew would do with it.
Until the calendar is live, the form on the book page reaches a real person the same day.