Scope, deadlines, and requirements are buried
Bids land as a pile of files
- An RFP arrives by email.
- Someone has to summarize it before estimating starts.
- Deadlines get missed when the packet is long.
Operational problems
The job starts in the office, not on the tools
RFIs, submittals, changes, daily reports
Project paper keeps moving
- Documents need a person to route them.
- The field system is not the inbox.
- Closeout waits on information that already exists.
ServiceTitan, Procore, ERP, or accounting
The back office retypes the job
- The field or accounting system stays the record.
- Records are updated after the email is read.
- A person can still approve the write.
Workflows
The office work surrounding the job
A checklist before anyone estimates
Bid and RFP intake
- An RFP arrives and the documents are read.
- Scope, deadlines, and requirements are extracted.
- A bid checklist is created for the team.
Plans and specifications, organized
Estimate preparation
- Relevant information is pulled from plans and specifications.
- Estimator inputs are organized.
- Historical projects can be compared.
RFIs, submittals, changes, daily reports
Project documentation
- Documents are organized and summarized.
- They are routed to the right employees.
- The project file stays easier to follow.
From the job to the package
Job closeout
- Technician and project information is gathered.
- Warranty documents, the customer report, and billing information are assembled.
- A closeout package is prepared for review.
Email into the systems you already pay for
Back office
- Email can update ServiceTitan, Procore, ERP, or accounting where we integrate.
- Records and tasks are prepared.
- A person approves before the write happens.
Frequently asked questions
HVAC, electrical, mechanical, plumbing, fire protection, roofing, and commercial service companies.
No. The work is bid intake, estimates, project documents, closeout, and back-office updates into the systems you already use.
We connect to ServiceTitan, Procore, ERP, and accounting where the workflow needs them.
Map one workflow that still moves by hand.
We'll walk through the email, documents, and ERP around that workflow, and recommend a pilot. The systems you already run stay in place.