Portfolio · 15 agents

Agents that do the paperwork.

Every automation below targets a job contractors in the region are hiring people to do by hand right now: estimating admin, project controls, document control, dispatch, safety admin, and HR. Open any one to watch it work through a realistic example.

4
Bidding & Estimating: 5
Maintenance & Field Ops: 5
Finance & Compliance: 1
People & HR

Tender digest: Mon Sep 28

Board

7 of 38 matched · 2 need action this week

Community Hall Roof Replacement

Pursue

Roofing · ~2,400 m² mod-bit · 12 km away
Mandatory site meeting Oct 7 (added to calendar)
Closes Oct 21 · bid bond 10% (within capacity)

School Division: LED Lighting Retrofit (3 sites)

Pursue

Electrical · 3 schools · 8–15 km
No site meeting · closes Oct 30

Water Treatment Plant Mechanical Upgrade

Pass

Bond 50% of ~$6.8M exceeds $2M capacity
Needs B-pressure welders (0 on roster)

Output preview

01 · Bidding

Tender Scout

Every relevant tender in the region, scored against what your crew can actually do.

5 hrs → 15 min

weekly tender review

Scope sheet: Electrical (Div 26–28)

Table

Sample · 1 of 11 trade packages

Item	Spec ref	Notes
Interior lighting & controls	26 51 00	Revised by Addendum 2: new fixture schedule
Branch wiring & devices	26 27 26	Includes relocations per E-201
Fire alarm devices	28 31 00	Verification by ULC-listed contractor
Excluded: low-voltage data	27 10 00	Carried by owner's IT vendor

Output preview

02 · Bidding

Scope → RFQ

Drop in the spec book. Get trade scopes and ready-to-send RFQs to your subs.

2 days → 2 hrs

to get RFQs out

Flooring: levelled

Table

Plugs from your last 6 comparable jobs

Sub	Quoted	Plugs	Levelled	Risk
Tundra Tile & CarpetCarry	$153,400	+$4,150	$157,550	Low
Birch Interiors	$161,900	$0	$161,900	Low
Northgate FloorsNot priced to Addendum 2	$148,200	+$13,400	$161,600	High

Recommended carry$157,550: Tundra (confirm base scope by phone)

Output preview

03 · Bidding

Quote Leveler

Sub quotes in any format, levelled into one comparison with every gap flagged.

45 min → 3 min

per trade levelled

Your company logo

Quotation

TQ-2026-1047

Site Services Coordinator (sample)

Configuration: 4-wide office complex
Units: OT-112/115/118/121
Mob date: Oct 26, 2026
Term: 6 months

Description	Qty	Unit	Rate	Amount
Rental: 12×60 office modules (complex)	24	unit-mo	$2,950.00	$70,800.00
Refurbish OT-118: entry floor + 2 windows	1	lot	$6,400.00	$6,400.00
Transport to site, ~70 km, incl. pilot cars	4	load	$3,250.00	$13,000.00
Crane set, blocking, levelling, marriage-line seal	1	lot	$18,500.00	$18,500.00
Stairs + landings w/ handrails (site standard)	4	set	$1,850.00	$7,400.00
Skirting + tie-downs, −40 winter package	1	lot	$9,600.00	$9,600.00
Electrical hookup 600V/3ph (transformer, grounding)	1	lot	$14,200.00	$14,200.00
Water/sewer tanks + weekly haul	26	wk	$425.00	$11,050.00
Demob + return transport	4	load	$3,250.00	$13,000.00

Subtotal: $163,950.00
GST 5%: $8,197.50
Total: $172,147.50

Draft for review

Output preview

04 · Bidding

Site Office Trailer Estimator

From “we need an office complex at site by the 26th” to a priced rental, refurb, and setup quote the same day.

2 days → same day

office complex quote

05 · Field Ops

Work Order Intake

Every service request, from any channel, turned into a dispatched work order in seconds.

20 min → 30 sec

request to dispatched WO

06 · Field Ops

After-Hours Voice Dispatcher

A voice agent that answers your emergency line at 2 a.m., triages it against the contract, and gets the on-call tech moving.

24/7

emergency line answered on the first ring

Your company logo

LEM

INV-10592

Plant 2 Utilities (sample operator)

PO: 4500188231
Work order: 2210-44817
Cost code: 62-310
Ticket: #7734 · Sep 29

Description	Qty	Unit	Rate	Amount
Jman Pipefitter ST (×2)	16	hr	$118.50	$1,896.00
Jman Pipefitter OT (×2)	4	hr	$172.00	$688.00
Apprentice 3rd yr ST	8	hr	$86.00	$688.00
Apprentice 3rd yr OT: check gate log	2	hr	$125.00	$250.00
Welding rig W-12	8	hr	$42.00	$336.00
1-ton picker PK-4	4	hr	$95.00	$380.00
Materials: gaskets, studs (cost + 10%)	1	lot	$214.50	$214.50

Subtotal: $4,452.50
GST 5%: $222.63
Total: $4,675.13

1 flag to review

Output preview

07 · Field Ops

Field Ticket → Invoice

A photo of the daily ticket becomes a coded LEM and an invoice the client will actually approve.

25 min → 2 min

per ticket processed

Your company logo

Quotation

QT-2026-0544

Property Manager, Unit 4 (sample)

Site: Unit 4, main floor retail
Conditions: After-hours work (post 6 p.m.)

Description	Qty	Unit	Rate	Amount
Remove & dispose glue-down carpet	1,100	sf	$1.40	$1,540.00
Floor levelling at rear entry	80	sf	$6.50	$520.00
Supply & install LVT (grey oak), 8% waste	1,188	sf	$7.25	$8,613.00
Add duplex receptacles, north wall	6	ea	$245.00	$1,470.00
Replace troffers with 2×4 LED panels	14	ea	$210.00	$2,940.00
After-hours labour premium (1.25×)	1	lot	$1,386.00	$1,386.00

Subtotal: $16,469.00
GST 5%: $823.45
Total: $17,292.45

Ready to send

Output preview

08 · Field Ops

Site-Walk Quote

Walk the site, talk into your phone, and have a professional quote in your inbox before you're back in the truck.

3 days → 3 hrs

walk to quote sent

Service Report: RTU-2

Report

Quarterly PM · Sep 29, 2026 · Carrier 48TC 7.5T

Work completed

✓Replaced 4 filters (20×25×2 MERV 8)
✓Lubricated blower bearings

Readings

!Supply 13°C / Return 22°C: ΔT 9°Cdown from 11°C
✓Suction 118 psig / Head 285 psig

Deficiencies: quoted

✕Economizer actuator sticking$662 · priority
!Blower belt cracked$98
!Evaporator coil cleaning recommended$285

Output preview

09 · Field Ops

Mechanical Service Report

The tech talks through the call. The agent writes the report, lists the deficiencies, quotes the repair, and books the next PM.

+1 quote

on average per 4 service calls

Action list: this week

Table

Illustrative. Confirm timelines against your contracts and legal advice.

Item	Amount	Status	Drafted action
Holdback: Job 2215	$27,900	Releasable	Release request
INV-10431	$18,420	18 days late	Firm reminder #2
INV-10466	$9,860	3 days late	Friendly reminder
INV-10502	$42,300	Due Oct 1	None yet

Collectable now$56,180

Output preview

10 · Finance & Compliance

AR & Holdback Tracker

Know exactly what you're owed, when it's legally due, and let the agent do the chasing.

$38k

typical overdue AR surfaced in week 1 (illustrative)

Potential extras: Area 3, week 39

Table

Priced from Rate sheet Rev 3 · PM to review

Item	Basis	Evidence	Value
Reroute CW around cable tray24 J-hrs + $640 material	Clash by others	RFI-022, 4 photos	$3,484.00
2 additional isolation valves8 J-hrs + 2 valves	Client-directed	Email Thu 10:12	$3,248.00
Standby: hot work permit3.5 hrs × crew $323	Delay by others (5.2)	Ticket 7742	$1,130.50
Re-hydro spool 3	Own rework	Ticket 7744	Not billable

Claimable this week$7,862.50 → CO-014 drafted

Output preview

11 · Finance & Compliance

Extra-Work Catcher

Finds the work your crews did that isn't in the contract, and drafts the change order before it's forgotten.

$7,862

found in one sample week

12 · Finance & Compliance

Portal Runner

An agent that logs into your clients' supplier portals and does the typing: invoices, prequal uploads, PO pickups, and payment checks.

12 min → 90 sec

per portal invoice

Prequal pack: Maintenance Services

Report

Ready to upload · 2 follow-ups

Corporate

✓WCB clearance letterSep 15
!CGL certificate ($5M)expires Oct 18, renewal requested
✓Automobile certificate
✓COR letter of good standing

Performance & training

✓Safety stats 2023–2025 (TRIF / LTI)
!H2S Alive: 40 / 42 current2 booked Oct 6
✕Fall protection: 38 / 42 current4 lapsed, removed from scope roster

Output preview

13 · Finance & Compliance

Safety & Prequal Pack

Your COR evidence, prequal documents, and hazard assessments organised, current, and audit-ready.

3 weeks → 3 days

COR audit prep

Turnover dossier: completion by system

Table

System	Required	Complete	Gaps
CW: Cooling water	62	62	None
SW: Service water	48	46	2 hydro tests unsigned
FG: Fuel gas	44	38	6 MTRs missing (heat 7740-series)
IA: Instrument air	34	33	1 ITP unsigned

Overall179 / 188 (95%): 9 actions assigned

Output preview

14 · Finance & Compliance

Turnover Dossier Builder

Thousands of closeout documents sorted into the client's turnover format, with a gap report on day one.

−60%

document control hours at closeout (target)

Shortlist (top 5 of 18)

Table

Ranked. HR reviews and makes every hiring decision.

Candidate	Trade	Tickets	Site exp.	Fit
Candidate 014	J. Pipefitter	All valid	3 shutdowns	96
Candidate 087	J. Pipefitter	All valid	2 shutdowns	93
Candidate 142Renewal needed before start	J. Pipefitter	H2S exp. Oct 30	4 shutdowns	88
Candidate 031	Apprentice 3rd	All valid	1 shutdown	85
Candidate 205	Apprentice 2nd	All valid	None	79

Output preview

15 · HR

Crew Readiness

Screen applicants, track every ticket, build rotations, and report Indigenous participation without the spreadsheet.

220 → 18

applicants to a qualified shortlist

Don't see your workflow?

These are the most common. Most of our builds are tailored: if your team retypes it, chases it, or copies it between systems, we can probably automate it.

Book a workflow audit See all agents