General Contractor Automation

General contractor automation: quote faster, communicate automatically, get paid on time.

Between chasing estimates, answering client update calls, and juggling subs, the office runs you. We automate the busywork so you can focus on the build and the sale.

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We build done-for-you automation for general contractors: same-day estimate and contract dispatch, automatic milestone client communications, subcontractor scheduling, and invoicing follow-up — on top of the software you already run, with a human approving anything that touches money or a customer.

Sound familiar?

  • Estimates going cold before they're followed up
  • Clients calling for updates you don't have time to give
  • Subcontractor scheduling chaos and no-shows
  • Invoices and change orders slipping through the cracks
  • Leads lost because nobody responded fast enough

What we can automate for you

  • Quote & e-sign dispatch. Estimates and contracts out the same day, tracked to signature.
  • Milestone client communications. Clients updated automatically at every project stage — exactly once, no duplicate messages.
  • Subcontractor scheduling. Confirmations and reminders that keep crews and subs on the same page.
  • Invoicing & collection follow-up. Nothing slips — and a human approves anything touching money.
  • Instant lead response. Every inbound lead gets a reply in under 60 seconds, with a human handoff.
  • Review & referral engine. The ask goes out at the right moment on every completed job.

We're not another platform to buy. We automate around the tools you already use — Buildertrend, Jobber, or your CRM, PandaDoc / DocuSign, and QuickBooks — so they work as one connected system that runs itself. Keep what works; we rebuild only what's broken.

We took a 4-person roofing contractor from an Excel “CRM” to a seven-agent AI operations platform — storm-to-doorstep lead response in under a day, sub-60-second first contact, and zero duplicate client communications. Read the full case study →

Common questions

Do I have to move off Buildertrend or my current CRM?

No. We automate around the tools you already run and only rebuild what's actually broken.

Will automated messages feel impersonal to my clients?

They're written in your voice and gated — you approve anything customer-facing before it sends. Clients just feel more informed.

How fast can something be live?

Most single automations are built, tested, and deployed in 2–4 weeks after a $750 audit maps the highest-ROI wins.

See what we'd automate first for your business.

A free 20-minute audit maps your highest-ROI automations — you keep the list whether or not we work together.

Book a Free Audit