Job Assignment Claim the right work quickly with clear scopes, media, and site logistics.
Screen new opportunities Filter the job board by trade, location, and margin expectations so estimators focus on the highest-fit work.
Bookmark recurring clients and buildings to receive priority alerts. Review annotated plans, photos, and compliance requirements before bidding. Forecast crew capacity with integrated labor calendars before accepting work.
Submit winning responses Deliver accurate quotes and availability without spreadsheet gymnastics.
Leverage pre-built pricing assemblies for common scopes. Attach clarifying RFIs or alternate options directly in the quote thread. Route internal approvals to finance or operations before publishing bids.
Kick off confidently Once awarded, auto-generate project workspaces with stakeholder context to avoid day-one chaos.
Sync crew leads, safety managers, and subcontractor partners with a single invite. Copy accepted pricing into cost control so field teams see the latest budgets. Schedule mobilization tasks and material orders directly from the timeline view.
Checklist Capacity, risk, and margin reviews completed before accepting work. Internal approvals documented in the quote activity log. Kickoff packet delivered to crews at least 48 hours before mobilization.
Progress Reporting Keep clients informed with evidence-backed updates that clear approvals fast.
Field updates without friction Capture notes, annotated media, and production quantities on site so office teams never chase status.
Use smart prompts to highlight blockers, dependencies, and material needs. Tag milestones so updates flow directly into client dashboards. Sync weather and delay reasons automatically for scheduling analytics.
Close out approvals Submit change orders and pay applications with supporting documentation to speed up client decisions.
Attach side-by-side photos and foreman notes showing completed work. Reference impacted schedule segments to justify time extensions. Auto-calculate retainage, stored materials, and tax for each invoice submission.
Capture learnings Flag lessons learned during post-mortems so estimators and field teams iterate on future bids.
Record productivity metrics and labor variance explanations for benchmarks. Identify subcontractor performance trends that impact future awards. Document warranty commitments and follow-up actions before archiving projects.
Checklist Daily field logs submitted with photos and confirmed location metadata. Change orders approved or escalated within SLA windows. Closeout packages include inspection sign-off and warranty files.
Issue Resolution Remove blockers faster with transparent escalation paths and shared accountability.
Triage site blockers Classify material shortages, access constraints, and RFIs with structured tags so teams swarm the right problems.
Link blockers to schedule activities to quantify impact. Assign temporary workarounds and capture client sign-off. Push high-severity issues to client stakeholders with recommended actions.
Collaborate in real time Use shared timelines, drawings, and chat to align client, GC, and subcontractor teams.
Mention stakeholders to request decisions with full context. Attach photo, video, or document evidence with timestamped notes. Escalate unresolved items to ContractShield success managers.
Document and prevent repeats Feed resolved issues into analytics so future projects avoid the same pitfalls.
Tag root cause (design, weather, procurement) for reporting. Generate post-resolution summaries for client distribution. Update template scopes and checklists when process gaps emerge.
Checklist Every blocker tracked with severity, owner, and resolution ETA. Client notified within agreed SLA for high-impact issues. Retro summary stored in the knowledge base for future crews.
Pricing Templates & Quote Generation Build accurate quotes faster with AI-powered template matching and automated pricing.
Set up your pricing library Create templates for common work types with your standard rates, labor hours, and markup percentages.
Categorize by trade (plumbing, electrical, flooring, roofing, HVAC) Include material costs, labor rates, and profit margins Set up recurring templates for frequently quoted items
Generate quotes automatically Let AI match work order descriptions to your templates for instant quote creation.
Review AI-generated line items before submitting Adjust quantities, add custom items, or modify pricing as needed Save time on routine quotes while maintaining accuracy
Manage quote approvals Track quote status from submission through client approval to contract creation.
Receive notifications when quotes are approved Automatically generated contracts link to active projects Maintain quote history for future reference and analytics
Checklist Pricing templates updated quarterly to reflect current rates AI-generated quotes reviewed for accuracy before submission Quote approval workflow monitored for timely client responses
