For contractors and home services
Keep your business moving while you're on the job.
We diagnose before we build, the same way you'd look before quoting a repair. We find where time and money slip in your jobs, set up the fix, and keep it running. Leads, quotes, job updates and invoices. You decide what needs your OK before it goes out.
How the Scorecard works
30 minutes on the phone. Your scorecard within 24 hours of our call.
- Received
A new inquiry comes in
“Can you quote our patio project?” A customer inquiry becomes a clear next step.
01
- Rules applied
Your business rules take over
Your service area. Your voice. Your follow-up timing.
02
- Waiting for your OK
The next move is ready
Review it. Then it goes out. Your approval settings decide what happens next.
03
Your business, moving. Your own workspace. Illustrative workflow, not a live product session.
The work that slips, handled
Less chasing. More work moving.
For contractors and home-service owners doing the work and running the business. Start with what takes the most pressure off your day.
Keep up with new leads.
01
Respond to inquiries and see who needs a follow-up.
Keep quotes moving.
02
Draft proposals and follow up on the schedule you choose.
Keep customers informed.
03
Prepare job updates and reminders without writing each one.
Keep payments in view.
04
Track outstanding invoices and prepare the next reminder.
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Contractors
Change orders drafted from the job site
Photos and a note from the field become a clean change order. You set the price and send it.
Deck rebuild, change order
Add a 12 ft railing on the north side
Customer asked on site · 3 photos attached · Thu 10/29 2:14 PM
You enter the price. Example format: $2,480.00
Prepared from field notes · Owner initials MP
We bring the system. You bring the rules.
Workflows made to work your way.
You're not starting a custom software project. We configure workflows around your tools, your processes and your business know-how.
Your context
Your customers, services, terminology and company knowledge. Connected to the tools you already use.
Your rules
When to follow up, who gets notified, what needs attention and what happens next.
Your control
Human approval at every stage, selected approval points, or fully autonomous workflows. You choose.
Your team
We walk your people through what they'll see and adjust it until it fits how they work.
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Your own workspace. Even if it's just you. Your own workspace, separate from every other client. Need more? Custom workflows and integrations are available when your needs go beyond the catalog.
Free. Personal. Yours to keep.
30 minutes to talk. A plan within 24 hours of our call.
Find what's slowing your business down, and what to fix first. We check your existing tools before recommending anything new. If something you already pay for does the job, we'll say so.
Your operational gaps. Your next three moves. Recommended starting workflows and a proposed 90-day roadmap.
Prepared by a senior SierraWorks operator with 20+ years in software and operations. No obligation to work with us.
Quotes are the gap.
Written quotes take days. Follow-ups lag. Customers ask where things stand.
The next three moves
Example assessment, not achieved results. Recommendations depend on the business.
How we partner
We look first, build it with you, and run it.
1 · Scorecard
A free first look.
Diagnose first. A free 30-minute call, the way you'd check a job before quoting it. You get your biggest leak and your next three moves.
2 · Diagnostic
We find the leaks and write your plan.
Straight answers. If something you already pay for does the job, we say so. Same if the fix needs no software.
3 · Build
We build it with you.
Built with your team. We set it up on your accounts, test it with you, and walk your people through it.
4 · Run
We run it.
We run it. We keep it running, tell you what isn't working, and plan the next step with you.
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You'll get the costs in writing, in order, before you commit to anything.
More for contractors and remodelers.
Recognize your week?Your clients aren't frustrated by the build. They're frustrated by the silence.
No news feels like bad news
01 · The problem
When clients don't hear from you, they assume something is wrong. They call. They text. They show up on site. A proactive update every few days costs nothing and saves hours of interruption.
Unsigned change orders are unpaid work
02 · The problem
You did the work. The client agreed verbally. The paperwork never got signed. Chasing approvals after the fact is awkward, slow, and sometimes expensive when scopes get disputed.
Subs who don't confirm cost you days
03 · The problem
A subcontractor who doesn't confirm their schedule, doesn't show, or shows up to a site that isn't ready cascades across every trade behind them. Manual coordination at scale doesn't work.
What we'd buildSix systems every contractor needs running.
Client Communication
01
Automated project updates on a set cadence: weekly summaries, milestone alerts, schedule changes. Clients who know what's happening don't call to find out.
Change Order Workflow
02
Change orders drafted, sent for digital signature, and tracked automatically. No more chasing approvals. The system follows up until it's signed.
Subcontractor Coordination
03
Automated schedule confirmations, reminders, and site-readiness checks. Subs confirm before showing up. No-shows trigger an alert before they cascade.
Draw & Invoice Collection
04
Draw requests sent at project milestones, with automated follow-up until paid. Invoices go out on completion, not when someone remembers to send them.
Lead & Estimate Follow-Up
05
Automated follow-up after every estimate: day 1, day 3, day 7. Keeps your pipeline warm without your project manager managing it manually.
Project Ops Dashboard
06
A live view of every active project: open change orders, outstanding draws, pending sub confirmations, and client communication history.
How it worksYour own AIOS, set up for your business.
We map your project flow, find where time and money leak, and build AI automations that run in the background, built around the tools your team already uses, with a walkthrough of what they will see.
Your Scorecard
01 · FREE SCORECARD CALL
On a free 30-minute call, we map your project operations (client communication, change orders, sub coordination, invoicing) and send a scorecard within 24 hours of our call showing exactly where you're losing time and money.
Set up with your team
02 · BUILD IT WITH YOU
We build your communication and operations systems, connect them to your existing tools (project management, scheduling, accounting) and test everything before go-live. Your first workflows go live at setup, and the rest switch on over your first 90 days.
We keep it working
03 · RUN
Your AI systems run daily: updating clients, routing change orders for signature, confirming subs, chasing draws. We monitor and keep improving what's working.
Contractors and remodelersQuestions, answered.
What AI systems do you build for general contractors?
We build client communication automation, change order workflows with digital signatures, subcontractor confirmation systems, draw and milestone invoicing, lead and estimate follow-up, and a live project ops dashboard.
How do you handle change orders with AI?
We build a workflow that captures every scope change, sends it to the client for digital signature, tracks approval status, and follows up automatically until it's signed. No more verbal agreements that become billing disputes.
What is the free AI strategy call for contractors?
It's a free 30-minute call where we map your project operations, identify where time and money leak, and send you a custom AI Scorecard within 24 hours of our call, no pitch, no prep needed.
Start here
Find what's slowing you down, and what to fix first.
A free 30-minute conversation. A personalized written scorecard within 24 hours after the call. Yours to keep, whether or not we work together.
Start free today→Free · No obligation