Electrical, plumbing, HVAC, mechanical.
10-50 employees, owner-operated, $2M-$20M revenue. Bidding 5-20 jobs/month. Principal spends nights and weekends on bid paperwork and AR chasing.
Where it breaks.
- The bid paperwork does not fit in the day. Vendor chasing, response collation and PDF assembly land on the one person who also has to make the margin call.
- The phone rings hardest when everyone is in the field. The calls that arrive during job hours are the ones nobody can answer.
- The receivables age while the work continues. Chasing them is nobody's job in particular, so it happens last.
A site whose forms reach the crew. Intake and quote requests routed to where the work actually happens — an inbox you check, the CRM the office runs, or a text to the phone in the truck. The failure we fix is the form that collects a lead into a database no one opens. What a build includes
Where the estimating spreadsheet and the accounting package hold overlapping truth, the fix is a bridge rather than a bigger spreadsheet — agree what wins when they disagree, and make the reconciliation a job that runs rather than an afternoon somebody loses. How we build applications
Start with Bid Coordinator — handles vendor chasing, response collation, and bid PDF assembly. The principal keeps scope interpretation, labor judgment, and the final margin call.
Add next: AR, to chase 60-day receivables on a steady cadence. Reception, to catch calls during job hours when nobody can answer. See the walkthrough
If the bid paperwork is the thing eating the evenings, start with the bot. If customers cannot find you or the site sends nothing anywhere, start with the free audit — it costs nothing and it answers that question in a minute.
We bid a trade the catalog doesn't name. Does that matter?
No. A Bid Coordinator works whether you bid HVAC or commercial signage or roofing — the workflow is the same.
Does the bot decide our margin?
No. It rolls up materials, labor and your configured markups and stops. If margin falls below your floor it does not submit — it messages you and waits for an override.
How much of our own system does this need?
The bot reads the bid mailbox and writes to your tenant schema. Where it needs a phone number or a mailbox, that account is yours, named and enabled during onboarding.