Start anywhere in the 7-stage lifecycle — every tool wired together.
1. Size Up
5 workflowsWho's asking?
Who's asking? (Voice lead intake)
1 step
Why does it cost what it does?
Why does it cost what it does? (Plain-English budget breakdown)
1 step
Should you take this bid?
Should you bid this job? (Pre-bid risk score)
5 steps
Quick estimate
What might this cost to build? (Quick estimate)
5 steps
Who are you working for?
Who are you working for? (Client lookup)
5 steps
2. Lock
4 workflowsFind an architect of record
Need an architect of record? (Email us)
2 steps
Find a vetted GC
Find a vetted GC for your project. (GC matching concierge)
2 steps
Lock down the paperwork
Get paperwork ready. (Contract templates)
4 steps
Check the codes
Which codes apply here? (Code compliance)
7 steps
3. Plan
14 workflowsEquipment schedule (HVAC + plumbing)
How many tons and how many toilets? (Equipment schedule — ASHRAE / UPC 422.1)
2 steps
Electrical load calculator
Run the electrical load calc. (NEC 220 service-load math, no LLM)
2 steps
Panel schedule (NEC Article 220)
How big a service do you need? (Panel schedule — NEC Article 220)
3 steps
Sub-bid inbox (GC lane)
Bids your subs pushed. (GC-lane inbox — review, accept, reject, counter)
3 steps
Submit a bid (sub lane)
Push a bid to the GC. (Sub-lane bid form — scope, line items, CSLB, insurance)
5 steps
Vendor master
Who you pay. (Vendor master — CSLB#, W-9, insurance, terms)
2 steps
Sequence the trades
Who works when? (Sequence the trades)
5 steps
How many do you need?
How many crew do you need? (Crew sizing)
5 steps
Pull the permits
What permits do you need? (Permit checklist)
5 steps
Get sub quotes
Compare sub bids. (Bid analysis)
6 steps
Rent or buy gear
Rent or buy equipment? (Equipment costs)
5 steps
Order materials● broker-powered
Order the materials. (Supply ordering)
5 steps
Services & utilities
Schedule utilities and services. (Services to-do)
5 steps
Hire your crew
Find and hire crew. (Hiring)
6 steps
4. Build
8 workflowsRunning punch list
Field-grade punch list. Add items with photo + voice. Swipe to resolve. (Running punch list)
3 steps
Submit RFIs
Ask the design team a clarification question — with photos, voice, and a response timer. (Submit RFIs)
4 steps
Work around the weather
Plan around the weather. (Weather scheduling)
5 steps
Daily logbook
What happened today? (Daily log)
6 steps
Weekly toolbox talk
Safety topic for the week. (Toolbox talk)
5 steps
Expense report
Track spending on the job. (Expense report)
5 steps
Touch base with vendors
Reach out to vendors. (Vendor outreach)
5 steps
Compass check-in
Where are you now? (Project compass)
5 steps
5. Adapt
2 workflows6. Collect
5 workflowsAR / AP ledger
Money in, money out. (AR / AP ledger with payment history)
3 steps
Request payment draws
Request your payment draw. (Draw requests)
5 steps
Collect lien waivers
Collect lien waivers. (Lien waiver tracker)
6 steps
Payroll check
Are workers classified right? (Payroll check)
5 steps
Final walk-through (substantial completion)
Sign off at substantial completion. (Final walk-through — gates retainage release)
5 steps
7. Reflect
5 workflowsAudit trail
Every change, who and when. (Audit trail — bookkeeper trust)
1 step
QuickBooks export
Hand off to QuickBooks. (IIF / CSV export for month-end close)
2 steps
Collect retainage
Follow up on retainage. (Retainage tracker)
6 steps
Warranty handoff
Log warranties. (Warranty handoff)
6 steps
What we learned
What went well — and what didn't? (Project review)
6 steps