Your best foreman is the training manual. That's the problem.
Electrical, mechanical, fire protection and commercial trade contractors run on knowledge that lives in a few people's heads and a shelf of SOP binders. Add bid deadlines, submittals and COI requests, and the office is always behind. My AI agents take the paperwork and turn what your people know into training new hires can actually use.
Starting at $499 a month, flat. No setup fee, no task cap.
Where the hours go in a specialty contracting company
The field work pays the bills. This is the work that keeps the office late:
- Reading bid invitations and RFQs to decide which are worth pricing, then rebuilding the same qualifications and exclusions list every time.
- Assembling submittal packages: cut sheets, product data, transmittals, then resubmittals after the engineer's comments.
- Answering COI requests from GCs and property managers, sometimes for the same certificate holder three times a year.
- Chasing daily reports, job photos and signed tickets from the field so billing can go out.
- Tracking certifications, license renewals and inspection reports in a spreadsheet one person understands.
- Onboarding a new tech with a stack of forms and whoever has time to explain things.
- Keeping the SOP binder current, which in practice means nobody does.
What my AI agents take off your plate
A training platform built from your SOPs
Your binders become an internal hub: onboarding tracks by department, short modules with quizzes and video walkthroughs, so a new tech learns your way of doing things on day one.
AI SOPs and training →Bid and RFQ response
Agents summarize each invitation (scope, due date, bonding and insurance requirements), draft your standard qualifications, and follow up with the GC after you submit.
AI lead follow-up →Submittals and COI requests
Product data and cut sheets get assembled into a package in your format and tracked until approved. COI requests get logged, routed to your insurance agent and confirmed when sent.
Business process automation →Job documentation
Field notes, photos and tickets get compiled into a daily log and a weekly status page per job, so the office isn't calling the foreman for it.
AI reporting and dashboards →A compliance tracker you own
Certifications, license renewals and inspection dates in one place, with reminders well before anything expires.
Custom tools and SaaS replacement →A clean list of GCs and contacts
One record per general contractor, owner and property manager, with bid history, so you can see who invites you and who actually awards you work.
CRM cleanup and automation →Who does what
In construction, the line between paperwork and judgment matters. Here's where it sits.
| Task | What the agent does | What stays with your team |
|---|---|---|
| Bid invitation | Summarizes scope, dates and requirements; drafts qualifications and exclusions | Go or no-go, the takeoff and the price |
| Submittal | Assembles product data into the package and tracks its status | Product selection, technical review and sign-off |
| COI request | Logs it, sends what's on file or requests it from your agent | Any change to coverage or limits |
| Daily report | Compiles field notes and photos into the log | What happened on site and what to tell the GC |
| Training module | Turns an SOP into a module and quiz | Confirming the procedure is correct and safe |
| Certifications | Sends reminders before expiration dates | Who is qualified to do the work |
Replace the software you've outgrown
Contractors tend to collect subscriptions one problem at a time: a learning management system priced per user, an e-signature service, a document storage tool, a compliance tracker, and the construction management platform on top. Some of those earn their keep. Some are paying per seat for a feature you could own outright.
When a tool exists mainly to hold your documents, track dates or collect signatures, I can often build a version that fits how your company works, in accounts you own, so the monthly bill goes away. That's custom tools and SaaS replacement. The SaaS cut sheet is a good first pass at what's worth keeping.
A specialty contractor's binders, turned into a training hub
A specialty trade contractor with more than one office started where most established contractors start: SOP binders and a pile of training documents. We turned them into an internal training hub:
- Role-based access for staff, managers and admins, so each person sees what applies to them.
- Onboarding tracks by department, so a new office hire and a new field tech start in different places.
- Dozens of training modules with quizzes, built from the existing SOPs.
- Screen-recorded walkthroughs of how to set up a job in their systems.
- An in-app document signing area, in place of a separate e-signature subscription.
- An AI workflow their own team uses to turn a new document into a training module, so the hub stays current without me in the loop for every update.
That last piece matters most. A training platform that only the consultant can update goes stale the day the consultant leaves.
What stays with licensed people
- Licensed work stays licensed. Design, installation and inspections need qualified, certified people. Agents don't stamp drawings, sign off on inspections or answer code questions.
- Safety content gets a human review. AI can turn an SOP into a module. Someone qualified at your company confirms it's right before anyone learns from it. A wrong step in a lockout procedure is not a typo.
- Bid numbers are yours. Agents don't do takeoffs or set prices.
- Contracts go to people. Anything binding goes to you or your attorney. This page isn't legal advice.
- Field adoption is the real test. If techs won't open it, it failed. We build for phones and keep modules short.
Questions from contractors
Can you build a training platform from our existing SOPs?
Yes. That's one of the most useful things I do for contractors. We start with the documents you have, however messy, organize them into tracks by role, and build modules and quizzes from them. Your people review the content before it goes live.
Will it work with our construction management or estimating software?
Agents work in the software your office already runs wherever they can. Where a platform offers an integration or export, agents can pull from it. Where it doesn't, we decide together whether a workaround or a replacement makes more sense.
Who owns the training platform and the content?
You do. It's built in accounts you own, and the documents, modules and data stay yours if we ever stop working together.
What does it cost?
Starting at $499 a month, flat, month to month, with no task cap. Training platforms, bid prep and paperwork automation are all included. Your own software subscriptions and anything requiring a licensed sign-off are not.
Keep exploring
Get what your best people know out of their heads.
Book 30 minutes. Bring a binder, a bid invitation or a COI request that ate your afternoon, and I'll show you what my agents would do with it.