Full Feature List

Everything You Need to Command Your Business

One platform. Every tool a contractor needs to win work, run jobs, and grow.

Upload plans → priced, itemized takeoff

A real material takeoff, in minutes

CMDBLD reads your full plan set and returns every material to build the job — with computed quantities, the derivation behind each one, recommended source, lead time, and extended cost. No other platform does this.

Material Takeoff — ADU, Murrieta CA✓ quantities computed & reconciled to the priced estimate
ItemQtyUnitExt. costSourceLead
Footing concrete, 3000 psi
basis: 18 LF × 1.5′ × 1′ ÷ 27 = 1.0 CY … priced 14 CY
14CY$2,660Local redi-mixStock
Footing rebar #4/#5, Grade 60
basis: ≈ 620 LF × 0.668 lb/ft ÷ 2000
0.21TON$420Nucor (rec.)1–2 wk
Wall sheathing, 7/16″ OSB
basis: 1,760 wall SF ÷ 32 × 1.10 waste
61SHT$1,342Lumber supplyStock
2×6 studs, DF #2
basis: 148 LF wall × (12 ÷ 16″) + corners/openings
138EA$1,518Lumber supplyStock
Roof shingles, arch. 30-yr
basis: 1,240 roof SF ÷ 100 × 1.10
14SQ$1,890Roofing supply1 wk
R-21 batt insulation
basis: 1,760 cavity SF ÷ 88 SF/bag
20BAG$1,180Insulation supplyStock
📐

Derived, not guessed

Every quantity is computed from the priced scope and plan measurements using standard construction assemblies and waste factors — and each line shows its basis so you can check the math.

Human-verified before it ships

Anything the AI isn’t sure of is flagged for review. Your estimator edits quantities inline, and the takeoff reconciles to the priced estimate so nothing is missing or double-counted.

📈

It learns your numbers

Every correction teaches CMDBLD your real waste and coverage factors, so takeoffs get more accurate on every job — a per-company edge that compounds over time.

Illustrative output. AI-assisted, human-approved — CMDBLD supports your estimator’s judgment; it doesn’t replace it.

Win More Work

Tools to find opportunities, manage your pipeline, build winning bids, and market your business.

💼

Job Board

$249/mo add-on

Pull daily bid opportunities from top construction data sources and track every lead through your pipeline.

  • Pull daily bid opportunities from public and municipal bid portals — updated every day
  • Filter by location, trade category, CSI division, project value, and bid due date
  • Save leads and track through your full pipeline: Tracking → Estimating → Bid Submitted → Won/Lost
  • One-click convert any listing to an active CMDBLD project with details pre-filled
  • Daily morning email digest of new bids matched to your trade and location
👥

CMDBLD Community

Join thousands of contractors across the US in our private Facebook community. Network, share best practices, and grow.

  • Private Facebook Group exclusively for CMDBLD platform users — thousands of contractors nationwide
  • Network with peers in your trade, share referrals, and find trusted subcontractors in new markets
  • Learn real workflows from contractors using CMDBLD to win more bids and run tighter projects
  • Post opportunities, ask questions, and get advice from experienced contractors who’ve been there
  • Included with every CMDBLD plan — active, moderated, and growing every day
🎯

Built-In CRM

Never lose track of a lead. Manage your full sales pipeline from first contact to signed contract.

  • Kanban pipeline: New → Contacted → Estimate Sent → Won/Lost — never lose track of a lead
  • Full contact and company profiles with complete job history and communication log
  • Automated follow-up reminders and drip sequences so no lead goes cold
  • Two-way SMS and email directly from the CRM — no switching apps
  • Win rate, deal size, and revenue forecasting reports to know where your business is headed
📋

Estimating & Bidding

Build accurate, professional estimates faster — with AI-assisted plan analysis and built-in bid leveling.

  • Build estimates with CSI MasterFormat cost codes, labor assemblies, and material pricing
  • AI-powered plan analysis — upload blueprints and get a preliminary estimate in minutes
  • Bid leveling tools to compare subcontractor quotes side by side
  • Markup rules, overhead, and profit margin controls set once and applied automatically
  • Variance tracking: see actual vs. estimated cost as the job progresses
📢

Marketing Hub

Grow your brand, collect reviews, and generate leads without hiring a marketing agency.

  • Branded email campaigns with open and click tracking
  • Automated review requests sent after job completion to Google and Yelp
  • Social media scheduling for Facebook and Instagram from one dashboard
  • AI-generated ad copy and images for Facebook/Instagram — trade-specific templates included
  • Lead capture forms that feed directly into your CRM pipeline
📚

Smart Citations

AI-Powered

Instantly embed industry-standard citations into proposals, reports, and RFIs. OSHA regulations, AIA contract clauses, RSMeans cost data, CSI MasterFormat codes, IBC building codes, and EPA compliance requirements — all searchable and one-click insertable.

  • OSHA 29 CFR citations for safety compliance and corrective actions
  • AIA A201 clause references for contract disputes and payment apps
  • RSMeans 2024 cost data for accurate estimate justification
  • CSI MasterFormat division codes for scope documentation
  • IBC and EPA references auto-attached to inspection reports

Run Your Jobs

Everything your office and field team needs to execute jobs on time, on budget, and without chaos.

🏗

Project Management

One central hub for every project — budget, schedule, team, documents, and client communication.

  • Full project dashboard: budget, schedule, team, documents, and communications in one view
  • Active / Warranty / Archived status tracking with automated warranty alerts
  • Custom tags, bulk actions, and filters to manage large project portfolios
  • Client-facing milestones and progress updates via the white-label portal
  • Unlimited project storage — photos, documents, plans, and videos all in one place
📷

Field Operations

Give your field crews the tools to report, flag issues, and close out jobs from their phone.

  • Daily reports with role-specific prompts — crew, foreman, and PM views
  • RFI management: submit, track, and close requests with full audit trail
  • Punch list with photo documentation and assignee tracking
  • GPS clock-in/out and mobile-first design for field crews
  • Inspection checklists with pass/fail logging and automatic escalation
📅

Scheduling

Keep every job on track with drag-and-drop Gantt charts and automated schedule alerts.

  • Drag-and-drop Gantt chart for project schedules and milestones
  • Crew assignment and resource loading across multiple active jobs
  • Automated schedule alerts when tasks are overdue or at risk
  • Subcontractor schedule coordination with shared access
  • Schedule vs. actual variance reporting at project and portfolio level
📁

Document Management

Every drawing, permit, contract, and photo organized by project — always current, always accessible.

  • Organized folder structure by project phase: Plans, Permits, Contracts, Photos, Reports
  • Version control — always know which drawing or spec is current
  • One-tap document sharing with clients, subs, and inspectors via secure link
  • E-signature support for contracts, change orders, and lien waivers
  • Unlimited storage across all plans — no per-GB charges
🧷

Subcontractor Management

Build a reliable sub network, track compliance, and award bids from one place.

  • Central subcontractor database with trade classifications and coverage areas
  • Prequalification tracking: COI expiration alerts, license verification, safety records
  • Bid invitations sent directly from the estimating module
  • Performance scoring based on on-time delivery, quality, and cost variance
  • Integrated bid leveling to compare and award subcontractor quotes
🧰

Dispatch & Service

Schedule service calls, price them from your price book, and bill on-site — with photos.

  • Price book with a photo on every material — build your own or import from ServiceTitan / Housecall Pro
  • Fully editable price book, wired into both the estimator and dispatch billing
  • Editable pricing at the moment of billing — adjust on the job without leaving the field
  • Itemized customer invoices that show the material photos
  • Standalone, shareable service receipt with a Pay Now link
  • Service work flows into the same books as your projects — no re-keying

Get Paid Faster

Invoice professionally, track every dollar owed, and eliminate the billing paperwork that slows cash flow.

💵

Invoicing & Payments

Send milestone-based invoices and get paid online — ACH and credit card accepted.

  • Generate professional invoices tied directly to project milestones and change orders
  • Client online payment portal — ACH and credit card accepted
  • Automated payment reminders at 7, 14, and 30 days past due
  • Retainage tracking: automatically hold and release per contract terms
  • Real-time accounts receivable aging dashboard
📝

Change Orders

Create, send, and get e-signatures on change orders from the field in minutes.

  • Create, send, and get e-signatures on change orders from the field
  • Photo and document attachments to justify scope changes
  • Auto-generate invoice from approved change order — zero double entry
  • QuickBooks push: sync approved change orders directly to QBO
  • Change order log by project with pending/approved/rejected status
📄

AIA G702/G703 Billing

Pro+ feature

Generate AIA-standard payment applications with a schedule of values that calculates in real time.

  • Generate AIA-standard G702 Application for Payment and G703 Continuation Sheet
  • Schedule of values with inline editing — totals calculate in real time
  • G703 line items feed the G702 summary automatically — no manual entry
  • Submit, approve, and track draw applications by project
  • Export to PDF for architect/owner submission
🏭

Draw Schedule & Lien Waivers

Track construction loan draws and automate lien waiver generation tied to each payment.

  • Track draws by funding source: construction loan, equity, or owner pay
  • Automated lien waiver generation tied to each payment milestone
  • Conditional and unconditional waiver templates for subs and suppliers
  • Draw request package builder — attach all required documents in one click
  • Payment received confirmation workflow with automatic lien waiver release

Know Your Numbers

Real-time financials, job costing, and reporting so you always know exactly where your business stands.

📈

Built-In Accounting

A full construction accounting system built in — no QuickBooks required unless you want it.

  • Full general ledger, chart of accounts, and journal entries — no QuickBooks required
  • Accounts payable and receivable with aging reports and automated reminders
  • Bank reconciliation with automatic transaction matching
  • Financial statements: P&L, balance sheet, and cash flow — real time
  • 1099 contractor tracking and payroll processing built in
🔍

Job Costing

Track every dollar spent by job and know your true profitability before the final invoice goes out.

  • Real-time cost tracking: labor, materials, subcontractors, and equipment by job
  • Estimated vs. actual variance flagged automatically when over budget
  • Cost code breakdown using CSI MasterFormat divisions
  • Overhead allocation across projects for true job-level profitability
  • Weekly cost reports emailed to PMs and principals automatically
📊

Custom Reporting

Enterprise feature

Pre-built and drag-and-drop custom reports across every module in CMDBLD.

  • 12 pre-built reports: revenue by month, job profitability, AR aging, lead ROI, and more
  • Drag-and-drop report builder across Projects, Financials, CRM, and Crew data
  • Schedule reports to run and email automatically — daily, weekly, or monthly
  • Export to PDF or CSV with one click
  • Saved report library with sharing across your team
💹

Financial Health Dashboard

Live cash position, 90-day forecast, and profit margin tracking across every job and client.

  • Live overview: cash in, cash out, receivables, payables, and net position
  • 90-day cash flow forecast based on active projects and scheduled invoices
  • Overhead settings and break-even analysis by crew size
  • Profit margin tracking by job type, trade, and client
  • Alert thresholds for low cash, overdue invoices, and budget overruns
🎯

Company Goals & Scoreboard

New

Owner-set company targets the whole team can rally around — with a full-screen war-room scoreboard that keeps everyone working on the same team.

  • Owner sets annual targets across sales, production, operations, and people — editable only by ownership, visible to the whole crew
  • Auto-tracked goals pull live from your app data (revenue won, jobs completed, cash collected, backlog); add manual or fully custom goals
  • See pace at a glance — monthly, quarterly, and year-to-date, with on-pace status and a year-end projection
  • Full-screen TV / war-room mode: an auto-cycling scoreboard for the shop wall or Monday huddle, with progress rings, quarter breakdowns, and milestone celebrations
  • Goal pace lands on the dashboard and in the weekly owner digest so the team stays aligned all year

Permits & Approvals

The only construction platform with a built-in AI agent that monitors every active permit — checking building department portals daily and alerting your team before anything slips.

🏛

Automated Portal Monitoring

AI-Powered

The AI agent connects directly to building department portals and checks the status of every active permit daily at 4:00 PM — no manual lookups, no missed updates.

  • Direct connection to building department portals across all jurisdictions
  • Every active permit checked daily at 4:00 PM — automatically, without manual input
  • Detects status changes, new comments, holds, and inspection requirements
  • Works across all your projects simultaneously — one agent, every permit
  • No login required for your team — the agent handles it all
📊

Morning Permit Reports

A full permit status report for every active project is emailed to project managers and the owner before 7:00 AM — every single day.

  • Full permit status report delivered before 7:00 AM every morning
  • Covers every active permit across all projects in one digest
  • Highlights status changes, upcoming inspections, and expiring permits
  • Sent directly to project managers and the owner — no login required
  • Mobile-friendly format for quick review before the workday starts

Smart Permit Alerts

Get instant notifications the moment something changes — holds, comments, inspection requirements, status updates, or upcoming expiry.

  • Instant alert when a permit is placed On Hold or receives a comment from the department
  • Upcoming inspection alerts at 90, 60, and 30 days in advance
  • Permit expiration warnings — 90 days, 60 days, and 30 days out
  • Status change alerts — notified the moment a permit moves from Pending → Issued
  • Escalation to PM and owner if a permit remains On Hold for more than 48 hours
📋

Status History & Audit Log

Full timeline of every permit from Applied to Issued — every status change recorded with timestamps, inspector notes, and department contact info.

  • Complete status history from Applied through Issued and beyond
  • Timestamped log of every status change and agent check
  • Inspector notes and department contact info attached to each permit
  • Exportable permit reports for GC submittals, owner updates, and AHJ records
  • Integrated directly into the project record — one place for all permit data

Compliance & Add-Ons

Purpose-built compliance tools and powerful integrations that plug into your existing workflow.

📋

Certified Payroll / Davis-Bacon

$149/mo add-on

Stay compliant on prevailing wage projects with automated WH-347 reports and rate lookups.

  • Generate WH-347 Certified Payroll Reports for federally-funded prevailing wage projects
  • Prevailing wage rate lookup by county and trade classification
  • Compliance check: automatically compare employee pay rates to required prevailing rates
  • Statement of compliance signature workflow built into weekly report submission
  • Employee records with SSN masking, trade classification, and fringe benefit tracking
🏷

White-Label Client Portal

Your brand, your domain — clients see a polished portal under your company name, not CMDBLD.

  • Your logo, brand colors, and welcome message replace CMDBLD throughout the client portal
  • Custom domain: clients visit portal.yourbusiness.com — CMDBLD never appears in the URL
  • Branded login screen, email notifications, and document sharing under your name
  • Remove “Powered by CMDBLD” footer on Enterprise — clients see only your brand
  • Looks like proprietary software you built — increases perceived value and trust
🏠

Matterport 360° Integration

$49/mo add-on

Link immersive virtual site scans to projects and share with owners without a site visit.

  • Link immersive 360° virtual site scans to any project in CMDBLD
  • Share scan links with owners and architects — no site visit required
  • Organized scan library with date, project, and notes for each capture
  • Embed your existing Matterport account — just connect your API credentials
  • Document site conditions before, during, and after construction for dispute protection
📈

QuickBooks Online Sync

Two-way sync with QuickBooks Online — or skip it entirely and use CMDBLD accounting.

  • Sync customers, invoices, payments, and chart of accounts with QuickBooks Online
  • Real-time or scheduled sync — your choice of frequency
  • Data mapping: CMDBLD cost categories map directly to your QBO chart of accounts
  • Full sync history log with record counts and error reporting
  • Available on all plans — or skip it entirely and use CMDBLD’s built-in accounting
🎨

Branding & White-Label Settings

Upload your logo, set brand colors, and send all client communications under your company name.

  • Upload your logo and set brand colors — applied across the client portal and emails
  • Branded email campaigns and notifications sent under your company name
  • Custom portal domain setup with CNAME instructions
  • Welcome message and portal title customized for your business
  • Available on all plans with progressively more customization at higher tiers
📋

Onboarding Packet Agent

Auto-generate state-specific onboarding packets — I-9, W-4, and state tax forms delivered on day one.

  • State-specific I-9, W-4, and tax forms — always the current version
  • Auto-send on hire date with e-signature collection built in
  • Subcontractor agreement templates tailored by trade and state
  • Automatic follow-up reminders until every document is complete
  • Stored permanently in the worker or subcontractor record

E-Signature for Compliance Docs

Collect legally binding signatures on lien waivers, safety acknowledgments, and policy forms from the field.

  • Send, sign, and store any compliance document in seconds
  • Real-time signature tracking with automatic reminders
  • Permanent audit trail — timestamp, IP address, and signer identity
  • Supports change orders, closeout docs, and subcontractor agreements
  • Works on mobile — sign from any device on the jobsite
📅

Deadline & Renewal Tracker

Track contractor licenses, COIs, OSHA certifications, and permits across your entire workforce.

  • Automatic alerts 30, 60, and 90 days before any expiration
  • Block expired-credential subs from being assigned to active jobs
  • One-click renewal workflow with document re-upload prompt
  • Coverage across all 50 states — requirements built in
  • Compliance calendar view for your entire team and sub roster
🔍

Compliance Gap Scanner

AI-powered scan of your entire workforce to surface missing documents and compliance gaps.

  • Instant scan for missing forms, expired credentials, and open gaps
  • State-by-state breakdown: what's required vs. what's on file
  • Prioritized action list — highest-risk gaps surfaced first
  • One-click remediation: send missing forms or request updated documents
  • Monthly compliance health report delivered automatically

AI Agents

Autonomous AI agents that work in the background — monitoring, analyzing, and delivering insights so your team can focus on building.

🧠

AI SWOT Analysis Agent

AI-Powered

Strategic clarity on every project — and every company decision.

  • At project creation, the AI agent interviews the owner with 20+ tailored questions across strengths, weaknesses, opportunities, and threats
  • AI synthesizes answers into a full executive SWOT report — narrative, four quadrants, key insights, and construction-specific action recommendations
  • Owner distributes the branded PDF report to selected team members by email
  • Also supports idea SWOTs for new service lines, hiring decisions, equipment investment, and geographic expansion
💵

Cash Flow Forecast Agent

AI-Powered

Weekly cash flow projections delivered every Monday morning before the work week starts.

  • Analyzes open invoices, scheduled payments, and job-level costs automatically
  • Delivers a Monday morning cash position report with 30/60/90-day outlook
  • Flags upcoming cash shortfalls before they become project-stopping crises
  • Runs automatically every Monday at 6:00 AM
📊

Client Progress Report Agent

AI-Powered

Professional weekly client updates generated and delivered automatically every Friday.

  • Pulls completed tasks, uploaded photos, open RFIs, and schedule milestones
  • Generates a polished client-facing progress report with no manual writing
  • Emails the branded report directly to the client every Friday at 5:00 PM
  • Keeps clients informed and reduces unnecessary status call interruptions
🎯

Bid Intelligence Agent

AI-Powered

AI-powered bid analysis that surfaces patterns to help you win more work.

  • Reviews historical bid data to identify win/loss patterns by project type
  • Benchmarks your pricing against market rates for each trade category
  • Highlights your highest-margin project types and strongest competitive edges
  • Runs every Tuesday at 8:00 AM with actionable bidding recommendations
🛡

Sub Compliance Agent

AI-Powered

Automated subcontractor compliance monitoring so expired COIs never slip through.

  • Checks all active subcontractor COIs, licenses, and W-9s on a weekly basis
  • Sends automated renewal reminders to subs with expiring documents
  • Flags non-compliant subs so you can pause work before liability exposure
  • Runs every Monday at 7:00 AM across all active subcontractors

Warranty & Punchout Agent

AI-Powered

Tracks open warranty items and punch list tasks so nothing falls through the cracks at closeout.

  • Monitors all open punch list and warranty items across active and closed jobs
  • Sends weekly status digests to PMs with aging items and owner contact history
  • Escalates overdue warranty items automatically to the project owner
  • Runs every Wednesday at 9:00 AM — keeping closeout momentum strong

AI Agents

Specialized agents monitor your jobs and draft the work — you approve. Coverage across field, billing, subs, client, and operations.

🌧

Weather Delay Agent

Field

Nightly weather monitor for every active jobsite — auto-logs delays and notifies the schedule.

  • Checks forecast for every active project each night at 10 PM
  • Auto-generates delay documentation compliant with contract terms
  • Notifies PM and client with projected schedule impact
  • Saves 3+ hrs/week in delay admin across your portfolio

Timesheet Anomaly Agent

Field

Catches clock-in errors, buddy punching, and overtime issues before payroll runs.

  • Flags crew members clocked in at sites they were not assigned to
  • Alerts when daily hours exceed configured overtime thresholds
  • Catches duplicate clock-ins across multiple projects
  • Daily digest of anomalies for PM to approve or dismiss

Safety Incident Agent

Field

When an incident is logged, immediately routes OSHA paperwork and notifies the right people.

  • Auto-generates OSHA 300/301 forms on incident submission
  • Notifies safety officer, PM, and insurance contact simultaneously
  • Escalates to owner if the incident crosses severity thresholds
  • Creates a timestamped record for insurance and legal protection
🛠

Labor Productivity Agent

Field

Compares daily labor hours to estimated hours per cost code and flags underperforming crews early.

  • Calculates productivity ratio per cost code daily
  • Alerts PM when a crew falls below 80% productivity on a critical path item
  • Surfaces root-cause data: weather, material shortages, or crew issues
  • Weekly crew performance summary for superintendent review
💵

Draw Request Agent

Billing

Automatically assembles AIA G702/G703 draw packages at each billing cycle with all supporting docs.

  • Pulls completed work percentages from the schedule of values automatically
  • Attaches lien waivers, inspection reports, and photos to each draw
  • Flags incomplete documentation before submission to the owner
  • Tracks draw approval status and follows up after 48 hours
📅

Collections Agent

Billing

Monitors every approved invoice and escalates automatically when payment is overdue.

  • Sends polite day-7 reminder automatically on unpaid invoices
  • Escalates to formal notice at day-14 with attorney-ready language
  • Logs all collection activity for lien filing documentation
  • Notifies owner and PM when an account exceeds 30 days past due

Lien Deadline Agent

Billing

Tracks every state-specific lien filing deadline across your active projects so nothing slips.

  • Auto-calculates preliminary notice and lien deadlines by state and contract type
  • Sends 14-day, 7-day, and 24-hour countdown alerts to PM and legal
  • Logs all notices sent for audit trail and legal protection
  • Covers all 50 states with jurisdiction-specific rules
💰

Retainage Release Agent

Billing

Monitors project completion milestones and automatically requests retainage release when eligible.

  • Triggers release request when substantial completion is achieved
  • Bundles final lien waivers, punch list sign-offs, and warranty docs
  • Follows up with owner every 7 days until retainage is released
  • Average retainage released 3 weeks faster with automated follow-up
🎯

Bid Leveling Agent

Subs

When bids come in, automatically normalizes inclusions and exclusions for an apples-to-apples comparison.

  • Parses each sub bid for scope inclusions and exclusions automatically
  • Produces a side-by-side comparison matrix highlighting gaps
  • Recommends best value — not just the lowest number
  • Saves 3+ hrs per bid package in leveling admin

Sub Performance Scorecard

Subs

After every project closeout, auto-scores subs on schedule adherence, punch list volume, and quality ratings.

  • Scores subs on schedule adherence, RFI response time, and PM ratings
  • Surfaces top performers when awarding future work automatically
  • Flags chronic underperformers before you award them another job
  • Builds your own proprietary sub scorecard database over time
🔍

Scope Gap Detector

Subs

After all bids come in, compares collective sub coverage against the project spec to catch uncovered scope.

  • Cross-references all sub bids against the full project specification
  • Flags any spec section with no sub responsible for it
  • Average $12,000 in avoided change orders per project
  • Runs automatically when bid leveling completes
🚨

PO Over-Budget Alert

Subs

Watches each cost code against its PO — fires an alert when committed spend crosses 85% of budget.

  • Monitors committed spend per cost code in real time via QuickBooks sync
  • Auto-generates a change order draft when overrun ties to a field directive
  • Notifies PM and project owner before the budget is fully exhausted
  • Prevents cost code blowouts from going unnoticed until month-end
📧

Weekly Project Update Agent

Client

Every Friday, drafts a professional client update email from that week's daily reports and schedule movement.

  • Aggregates daily reports, schedule changes, and open RFIs into one email
  • PM reviews the draft and hits send in under 2 minutes
  • Keeps clients informed without any additional PM effort
  • Saves 1 hr per project per week across your portfolio
📝

Change Order Trigger Agent

Client

When an RFI or field directive is logged, immediately notifies the PM with a preliminary CO estimate.

  • Fires a preliminary CO estimate from your rate card the moment work is flagged
  • Starts the client conversation before out-of-scope work is done for free
  • Logs every potential CO trigger for month-end billing reconciliation
  • Every unbilled CO recaptured means direct margin protection
👥

Client Inactivity Agent

Client

If a client has not responded to a CO or approved a draw in a configurable number of days, it alerts your PM.

  • Configurable threshold — default 3 days for COs, 5 days for draws
  • Sends PM a targeted follow-up prompt with client contact details
  • Prevents silent delays from stalling active jobs
  • Eliminates approval bottlenecks as a source of schedule slippage

RFI Aging Agent

Operations

Tracks every open RFI by age and escalates automatically when the architect or owner is unresponsive.

  • Monitors every open RFI across all active projects daily
  • Escalates to the next contact when threshold is exceeded with no response
  • Especially critical for RFIs on the critical path
  • Average 5-day reduction in RFI cycle time
📈

Schedule Risk Agent

Operations

Uses earned value logic to compare planned vs. actual progress and forecast late completions early.

  • Calculates schedule performance index (SPI) daily per project
  • Alerts PM with the projected slip and which activities are driving it
  • Catches delays 2-3 weeks before they become visible to the client
  • Runs daily after progress updates are posted to the schedule
📉

Material Price Watch Agent

Operations

Monitors commodity indices against your active bid assumptions and alerts when margins are at risk.

  • Tracks lumber, copper, steel, and concrete indices weekly
  • Alerts when a price move materially changes your margin on an unsigned contract
  • Gives you time to re-price or add escalation clauses before signing
  • Protects bid margins from inflation automatically

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