If your team is retyping info, chasing updates, and running jobs off spreadsheets, you don’t have an “AI problem.” You have a workflow problem—and it’s stealing time, margin, and jobs that should’ve moved.

An AI Roadmap for Builders is a practical plan to:

• map how work actually moves today (from lead → job → closeout)
• identify where it breaks (handoffs, missing info, delays)
• prioritize fixes in the right order: repair → standardize → automate → add AI only where it makes sense and pays off. 

What you get: a documented workflow map, a prioritized action plan you can implement in phases, and measurable targets (cycle time, admin hours, error rate) so you can prove it worked

We don’t build until we know what’s broken, what it costs, and what needs to change first. If you try to “automate” chaos, you just get faster chaos.

Phase 1: AUDIT (Deliverable: Roadmap)

This is where we figure out what’s happening today and what’s breaking (and how much it’s costing you).

You receive a roadmap that spells out:

• What to fix first (highest-leverage workflow repairs)
• What to automate (rules-based steps)
• Where AI fits (triage, drafting, routing, follow-ups—only if it reduces cycle time or errors)

Deliverable: you can implement the roadmap in stages. You don’t need to do everything at once to get results.

Phase 2: IMPLEMENTATION

We build what the roadmap proved is worth building.

Usually, everything works fine until the busy season hits. This is when you see things go sideways:

• The same job/customer info is entered in multiple places
• Leads/jobs fall through the cracks after the first call
• PMs spend too much time on admin + status updates
• Office and field are out of sync

Common systems we work around:

• CRM, Job/Project management, Estimating, Scheduling
• Forms + docs, Email/SMS communication

What changes when it’s fixed: faster intake → faster scheduling → faster invoicing, with fewer “where is this at?” messages and fewer missed steps.

If you want cleaner handoffs and fewer dropped balls, and you’re willing to standardize the way work moves, you’re in the right place.

Best fit:

• construction + restoration businesses with recurring admin bottlenecks (intake, scheduling, updates, docs)
• teams that want consistent execution across office and field
• owners/ops managers/PM leads who can enforce a process once it’s defined

Not a fit if:

• you want a generic “AI package”
• you can’t commit time for discovery, decisions, and approvals
• you want us to guess what should be automated (we don’t)

Rule: we diagnose first. No AUDIT, no build.

Minimum requirements:

• clear steps (who does what, when)
• consistent inputs (same fields, same definitions)
• one source of truth for jobs/contacts/status

Examples that “count”:

• a basic intake form or call script
• standard job stages/statuses
• simple SOPs for office → PM → field handoffs
• one home for job data (not five spreadsheets)

If you’re mostly paper-based, phase one is usually digitize + standardize before anything “AI” happens.

Usually, no. Ripping out tools is expensive and risky. We’d rather make your existing stack actually work the way your business runs.

What it depends on:

• whether your tools support integrations (APIs, webhooks, exports)
• how clean/consistent your data is
• permission/security constraints

The boundary we set upfront: what connects directly vs. what stays manual to protect data and control risk.

If you can’t see the scope, you can’t price it honestly. That’s why AUDIT is separate.

AUDIT: fixed-price, non-refundable. You get the roadmap, priorities, what’s optional, and estimates.

IMPLEMENTATION: priced from the roadmap based on:

• number of workflows
• systems involved
• integration complexity (permissions/security)
• data cleanup + documentation needs

You pay to get certainty first, then you choose what to build and how fast.