Every workflow in the business

The trades, design and real estate, side by side.

Pick any line to see it today and with agents.

  1. Today: A homeowner sends a backyard photo, and the designer starts from scratch. With agents: Turns the photo into rough design pictures before the sales visit. The designer checks each.
  2. Today: Someone copies numbers from several spreadsheets into the quarterly letter. With agents: Pulls figures from the books into a draft letter. The manager checks every number first.
  3. Today: Someone reads every offering memo to see if it fits. With agents: Scores each offering memo against your buy box. You pick which deals get a look.
  4. Today: A homeowner texts twenty photos and a rambling wish list. With agents: Sorts the photos and notes into a room brief. The designer confirms every measurement.
  5. Today: A homeowner calls about a squeaky floor. Nobody remembers which sub. With agents: Finds which sub did the work and drafts the repair visit. You confirm the booking.
  6. Today: A sales rep drives out and sketches the yard on a notepad. With agents: Turns yard photos into a rough pool layout. The rep checks measurements before any quote.
  7. Today: Someone matches job cost reports to the budget by hand every month. With agents: Matches each invoice to its budget line and flags overruns before they grow.
  8. Today: Someone retypes the pay app from last month's version, line by line. With agents: Drafts the pay app from the schedule of values and work done. You sign before sending.
  9. Today: Someone digs out move-in photos and checks each room by hand. With agents: Compares move-out photos to move-in photos and drafts deposit deductions. The manager approves each one.
  10. Today: Someone chases lien waivers and invoices by email for every draw. With agents: Matches invoices and waivers to budget lines. A person checks before the lender sees it.
  11. Today: The owner squints at the county parcel map to guess the line. With agents: Marks the fence run on the county parcel map. A licensed survey settles the line.
  12. Today: Dispatch lives on a whiteboard, a group text and one phone. With agents: Sorts the day's calls by area and tech skill, and lists parts needed. The dispatcher confirms.
  13. Today: Someone reads every lease and amendment before a building is bought. With agents: Puts each lease's rent, term, options and odd clauses in one table. An analyst checks it.
  14. Today: Someone emails four vendors for the same tile quote, then waits. With agents: Collects vendor quotes into one sheet. Nothing gets ordered without the designer's approval.
  15. Today: The punch list lives on a clipboard and in three texts. With agents: Turns walkthrough photos into a punch list sorted by sub. You send it to the subs.
  16. Today: A sub emails a change, and someone retypes it into the log. With agents: Logs each change from sub emails and drafts the client price. You approve before it goes.
  17. Today: A tenant texts about a leaking water heater after midnight. With agents: Sorts tenant messages into emergency or routine and drafts replies. The on-call manager approves each.
  18. Today: The estimator drives out to pace off turf and bed lines. With agents: Measures turf, beds and paving from aerial maps. The estimator checks before any quote.
  19. Today: Someone rebuilds certified payroll from timesheets every Friday. With agents: Builds the weekly payroll report from crew hours and wage classes. The office signs off.
  20. Today: Someone types meeting minutes from scribbled notes after every site meeting. With agents: Turns the meeting recording into minutes and action items. The project lead checks before sending.
  21. Today: Someone reads the zoning code and calls the city about the lot. With agents: Pulls zoning, setbacks and permit history for the lot. A person confirms before any offer.
  22. Today: Someone checks the ledger and types the same late notice again. With agents: Tracks who owes rent and drafts each reminder. You approve every late notice before it goes.
  23. Today: Crew photos sit on three phones until someone files them. With agents: Sorts crew photos by address and date, and tags the room and stage of work.
  24. Today: Nobody tells the tile sub the framers are running late. With agents: Reads daily logs for slipped dates and drafts notes to affected subs. You approve each.
  25. Today: Someone hunts down cut sheets and finish specs for the binder. With agents: Collects cut sheets and finish specs into one book per room. The designer checks each.
  26. Today: The super's sticky notes get typed into the daily log at night. With agents: Turns the super's photos and voice notes into the daily log. The project manager checks it.
  27. Today: The foreman texts crew hours on Friday night in a messy list. With agents: Turns texted hours into timesheets by worker and job. The owner checks before payroll.
  28. Today: Someone retypes each item on the city's correction letter into a reply. With agents: Matches each city comment to its drawing sheet and drafts the reply. The expediter approves it.
  29. Today: Lease, loan and insurance dates live in five different inboxes. With agents: Puts every lease, loan and insurance date on one calendar and drafts reminders for approval.
  30. Today: The quote waits till Sunday because the phone rang mid-mow. With agents: Drafts a first reply to each web inquiry with walkthrough times. The office checks before sending.
  31. Today: Someone pulls rent comps by hand from listing sites and tax records. With agents: Maps nearby rent and sale comps. The analyst checks the numbers before the memo goes out.
  32. Today: Someone retypes site notes into a quote, room by room. With agents: Turns site notes and photos into a line-item quote. You check the price before it goes.
  33. Today: Night calls go to voicemail, and the caller rings someone else. With agents: Answers night calls and texts real emergencies to the on-call plumber. You confirm every booking.
  34. Today: Someone rebuilds the crew route sheet by hand every Monday. With agents: Sorts the week's stops by location into draft crew routes. The office signs off.
  35. Today: A tech copies a dusty serial plate by hand, then calls around. With agents: Reads the serial plate from a photo and looks up warranty dates and matching parts.
  36. Today: Someone finds out a sub's insurance lapsed after the job started. With agents: Tracks every sub's insurance and license dates and drafts renewal requests. You approve each send.
  37. Today: Someone rebuilds the same fee spreadsheet for every new client. With agents: Drafts the fee from similar past projects, phase by phase. The principal checks every number first.
  38. Today: Someone writes each listing from scratch, again, for the same building. With agents: Drafts the listing from photos and unit facts. The broker signs off before posting.
  39. Today: Someone works out each investor's share of every capital call by hand. With agents: Works out each investor's share and drafts the call notice. The manager checks before sending.
  40. Today: Someone types roof measurements from an aerial report into the bid. With agents: Copies area, pitch and waste from the aerial report into the bid. The estimator checks it.
  41. Today: Someone counts outlets and measures walls off a paper plan set. With agents: Pulls counts and square footage off the drawings, with sheet numbers. The estimator checks it.
  42. Today: Review asks depend on who remembers after the invoice is paid. With agents: Drafts a thank-you text with a review link for each paid job. The office approves first.
  43. Today: The principal turns a month of hours into invoices by hand. With agents: Builds draft invoices from hours by project phase. The principal checks before clients see them.
  44. Today: The foreman spots a dead shrub and forgets to mention it. With agents: Turns crew notes and photos into a follow-up email for the client. You approve it first.
  45. Today: Someone keeps covenants, insurance and lease dates in a spreadsheet. With agents: Reads each building's loan, insurance and lease files into one brief of what changed.
  46. Today: Someone chases each submittal by email and types it into a log. With agents: Logs each RFI and submittal with due dates. The architect answers every one.
  47. Today: Someone checks the forecast each morning and calls crews one by one. With agents: Checks the forecast for each job and drafts crew and client texts. You send them.
  48. Today: Someone copies rent, repairs and bank lines into a statement every month. With agents: Builds each owner's monthly statement from the ledger and receipts. The manager reviews before sending.
  49. Today: Each lender wants the same numbers in its own template, typed again. With agents: Fills each lender's template from one set of books. The finance lead checks before submitting.
  50. Today: Someone chases every sub for lien waivers before paying. With agents: Drafts waiver requests to each sub and tracks what's missing. You approve sends and payments.
  51. Today: A homeowner texts a room photo, and someone guesses at colors. With agents: Recolors the room photo with the client's paint picks. You check it before sending.
  52. Today: The owner gets texts before dawn and guesses which lots need salt. With agents: Checks snowfall against each lot's contract and drafts the plow list. The owner sends call-outs.
  53. Today: Four electrical bids arrive as four different PDFs. With agents: Lines up every bid in one sheet and marks missing scope. You pick the sub.
  54. Today: Someone checks the city permit portal every morning. With agents: Watches permit and inspection dates and drafts crew alerts. You sign off before they go.
  55. Today: Someone digs through a filing cabinet for an old corner note. With agents: Files scanned plats and old surveys by parcel number. The surveyor checks every result.
  56. Today: Someone checks site photos against what the contractor billed. With agents: Matches site photos to each billed line and flags gaps. An inspector visits before payment.
  57. Today: Someone phones three plumbers before one answers. With agents: Drafts the repair request for your usual vendors and tracks replies. The manager approves each booking.
  58. Today: Techs scribble job sheets, and the office has to decode them. With agents: Reads photographed job sheets and drafts each invoice. The office checks it before sending.
  59. Today: A homeowner sends a kitchen photo, and the sales visit starts cold. With agents: Turns the photo into rough redesign pictures before the visit. You check them first.
  60. Today: Someone checks each fence and paint request against the rulebook. With agents: Checks each request against the guidelines and lists what's missing. The board decides.
  61. Today: The city rejects one error at a time, and the permit waits. With agents: Checks the permit packet against the city's checklist and lists gaps. The office files it.

In the story: ten up close

Pick your role to see the work that lands on your desk.

Typical hands-on time, illustrative. Not a measured client result.

Developers

  • Zoning preflight

    Today Before you buy, you pay a zoning lawyer to learn what you can build.

    Worker agents go through the zoning by-law and the public record for that lot: one reads use, one height and setbacks, one lot coverage. Your Chief Agent Officer checks each answer against the rule it cites before you see it.

    4 hours by handDone in minutes

    See it in the story: Zoning preflight
  • Deal screening

    Today Brokers email deals all week. Someone opens and skims every one.

    Every broker email is read as it lands. Worker agents pull the price, size, location and income from each package, and your Chief Agent Officer scores the deal against your buy box and tells you why it passed or died.

    8 hours by handDone in minutes

    See it in the story: Deal screening
  • Bid leveling

    Today No two bids match. Someone retypes every line into one spreadsheet.

    Worker agents read every bid. Your Chief Agent Officer lines them up on one sheet and flags what each bidder left out.

    6 hours by handDone in minutes

    See it in the story: Bid leveling
  • Draw reconciliation

    Today Each month someone checks every pay request line against the budget.

    Your Chief Agent Officer splits the pay request across worker agents. Each checks its lines against the budget, the contract, change orders and last month's draw. It holds every line that does not tie out and shows you why.

    5 hours by handDone in minutes

    See it in the story: Draw reconciliation
  • Schedule variance

    Today Someone lays two schedules side by side and hunts for what slipped.

    Worker agents compare the original schedule and this month's, task by task. Your Chief Agent Officer reports what slipped, by how many days, what is driving it, and what it pushes back down the line.

    8 hours by handDone in minutes

    See it in the story: Schedule variance
  • Lease and document review

    Today Someone reads the lease, amendments and loan papers to see which wins.

    Ask your Chief Agent Officer a question. Worker agents read the lease, every amendment and the loan papers in full. It brings back one answer with the page and clause it came from, and flags where two documents disagree.

    4 hours by handDone in minutes

    See it in the story: Lease and document review

Builders

  • Bid leveling

    Today No two bids match. Someone retypes every line into one spreadsheet.

    Worker agents read every bid. Your Chief Agent Officer lines them up on one sheet and flags what each bidder left out.

    6 hours by handDone in minutes

    See it in the story: Bid leveling
  • Draw reconciliation

    Today Each month someone checks every pay request line against the budget.

    Your Chief Agent Officer splits the pay request across worker agents. Each checks its lines against the budget, the contract, change orders and last month's draw. It holds every line that does not tie out and shows you why.

    5 hours by handDone in minutes

    See it in the story: Draw reconciliation
  • Quoting

    Today Someone prices it from the job file, then retypes it into a proposal.

    Text the job to your Chief Agent Officer. It sends worker agents to pull the scope, quantities and your rates from the job file, checks their numbers, then writes the quote, the proposal and the client email. You check it and send.

    2 hours by handDone in minutes

    See it in the story: Quoting
  • Schedule variance

    Today Someone lays two schedules side by side and hunts for what slipped.

    Worker agents compare the original schedule and this month's, task by task. Your Chief Agent Officer reports what slipped, by how many days, what is driving it, and what it pushes back down the line.

    8 hours by handDone in minutes

    See it in the story: Schedule variance

Property operators

  • Due-date calendar

    Today Someone reads every lease, loan and policy to fill in a calendar.

    A worker agent goes through every lease, loan and insurance policy, page by page. Your Chief Agent Officer gathers each deadline into one calendar, links it to the clause it came from, and marks the ones you cannot miss.

    40 hours by handDone in minutes

    See it in the story: Due-date calendar
  • Lease and document review

    Today Someone reads the lease, amendments and loan papers to see which wins.

    Ask your Chief Agent Officer a question. Worker agents read the lease, every amendment and the loan papers in full. It brings back one answer with the page and clause it came from, and flags where two documents disagree.

    4 hours by handDone in minutes

    See it in the story: Lease and document review
  • Tenant AR

    Today Someone reads who owes rent, then writes each late tenant a reminder.

    Each late account on the aging report goes to a worker agent, which checks the balance and the lease terms and drafts the reminder. Your Chief Agent Officer holds every one until you approve it.

    8 hours by handDone in minutes

    See it in the story: Tenant AR
  • Portfolio brief

    Today Someone keeps covenants, insurance and lease dates in a spreadsheet.

    Every Monday a worker agent goes through each building's loan, insurance and lease files. Your Chief Agent Officer turns their findings into one brief: what changed, what is due, what is missing, each with its source.

    16 hours by handDone in minutes

    See it in the story: Portfolio brief