You're holding every job together — across tools that don't talk to each other.
I spent years in residential and light-commercial construction — running jobs, preconstruction, and the messy middle between the estimate and closeout. So I know how much of it ends up living in your head, your inbox, and a pile of spreadsheets. I help builders get the handoffs — estimating, selections, field changes, client updates, closeout — out of memory and into something the whole crew can run.
Most builders I talk to don't have a software problem first. They have a coordination problem.
Figuring out where information gets dropped between people — and making it stop — is the part I actually enjoy. So we start with how your jobs really run, not with a platform I'm trying to sell you.
- Estimating and takeoff live in one place; the bid package and PM handoff live somewhere else.
- Scope gaps and change orders surface in email — late, disputed, or never tied back to the budget.
- RFIs and sub questions lack a single status view the client and field can trust.
- Owners and architects get updates from memory, not from a system everyone shares.
- PMs, supers, and office staff use Buildertrend, CoConstruct, Smartsheet, ClickUp, or spreadsheets — but you are still the connector.
- Closeout, warranty, and punch items depend on who remembers what was promised.
- Project lifecycle handoffs — lead → estimate → contract → build → closeout
- Who owns each step and what they need from the prior step
- Tools in use and where data is re-keyed or lost
- RFI and change-order workflow (intake, approval, client visibility)
- Client communication rhythm and documentation gaps
- Reporting the owner or PM actually needs weekly
Only after the map — existing tools often stay; the gap is usually workflow, connection, and documentation.
- Estimating boards and bid / RFP tracking
- Documented change-order and RFI workflows
- Portfolio and job dashboards
- Buildertrend, CoConstruct, or Smartsheet cleanup and connections
- Client update views or lightweight portals
- Field-to-office handoffs and notification rules
- Automations for duplicate entry and status sync
- Focused desktop or custom tools where SaaS stops short
I am not here to rip out CoConstruct or Buildertrend on day one. Most wins are workflow design, integrations, dashboards, and SOPs your PMs and supers will actually use — with Loom training, not a deck nobody opens.
No custom software prescription before diagnosis. If off-the-shelf fits, we use it. If something focused needs to be built, we scope it against the real handoff.
Which handoff is costing you the most right now?
Tell me job size, current stack, and where coordination breaks down. I'll reply with a short ops review slot — no pitch deck.