Industries
Different trades. The same eight steps.
If you quote work, win it, line up people and equipment, do the job, check it, and follow up, AI can take part of that off your team. What goes wrong at each step is different in every industry, so we write it that way.
- 1 Initial meeting
- 2 Spec out the work
- 3 Quote or proposal
- 4 Sell it
- 5 Line up the resources
- 6 Deliver and complete work
- 7 Quality assurance
- 8 Follow-up
Construction and home services
Construction
Field notes, change orders, subcontractor paperwork, and close-out for general and commercial contractors.
Read more →Remodeling
Kitchen, bath, and whole-home projects with heavy selections and change orders.
Read more →Roofing
Estimates, weather scheduling, crews, and insurance paperwork.
Read more →HVAC
Installs, seasonal peaks, equipment orders, and dispatch.
Read more →Plumbing
Project plumbing, permits, inspections, and scheduling.
Read more →Electrical
Bids, permits, inspections, and crew scheduling.
Read more →Solar and battery installers
Site surveys, permitting, interconnection, and install scheduling.
Read more →Landscaping and hardscaping
Design, quotes, material orders, crews, and seasonal workload.
Read more →Pool builders
Long builds with many trades, inspections, and customer updates.
Read more →Painting contractors
Estimates, color selections, crew scheduling, and punch lists.
Read more →Flooring
Measurements, material orders, install scheduling, and warranty follow-up.
Read more →Windows, doors and siding
Measurements, long lead times, material orders, installs, weather scheduling, and warranty claims.
Read more →Fencing and decking
Layouts, permits, material orders, and crew scheduling.
Read more →Concrete, excavation and paving
Bids, equipment scheduling, trucking, and weather delays.
Read more →Restoration (water, fire, mold)
Emergency response, insurance documentation, and drying logs.
Read more →Events and rental
Party, tent and staging rental
Site survey reports, tent permits, route suggestions, and delivery confirmations beside your rental software.
Read more →Tool and heavy equipment rental
Job intake, insurance checks, condition reports, delivery routing, and customer updates beside your rental software.
Read more →Event planning and wedding planners
Vendor coordination, timelines, client communication, and payments.
Read more →Catering
Headcounts, menus, prep schedules, staffing, and deliveries.
Read more →Event production (AV, lighting, staging)
Load-in, labor calls, equipment lists, and run-of-show.
Read more →Trade show exhibit builders
Custom builds, shipping, install and dismantle schedules.
Read more →Moving and logistics
Moving companies
Estimates, crew and truck scheduling, move day, and damage claims.
Read more →Junk removal and hauling
Quotes from photos, route scheduling, disposal, and reviews.
Read more →Local delivery and courier companies
Dispatch, routing, proof of delivery, and customer updates.
Read more →Freight brokers and small carriers
Quotes, load booking, dispatch, paperwork, and invoicing.
Read more →Furniture and appliance delivery and installation
Delivery windows, crews, installs, and returns.
Read more →Fabrication and install
Custom cabinetry and millwork
Measurements, drawings, approvals, production, and installs.
Read more →Custom metal and fabrication shops
Quotes, drawings, material orders, production, and delivery.
Read more →Sign and graphics shops
Proofs, approvals, production, permits, and installs.
Read more →Security, low-voltage and AV installers
Site surveys, quotes, install scheduling, and service plans.
Read more →Auto body and collision repair
Estimates, insurance, parts, repair status, and customer updates.
Read more →Professional project work
Architecture, engineering and surveying
Proposals, deliverables, reviews, revisions, and billing.
Read more →Interior designers
Selections, ordering, vendor tracking, and installs.
Read more →Web, marketing and creative agencies
Scoping, proposals, project tracking, and approvals.
Read more →Photo and video production
Bookings, shot lists, crews, delivery, and revisions.
Read more →Commercial cleaning and janitorial
Bids, crew scheduling, supplies, and quality checks.
Read more →Not on the list?
If your business follows the eight steps, the audit will show where AI fits. Tell us what you do and Benjamin will say honestly whether it is a fit.
Request an audit Find out where AI fits
in your project business.
A fixed-price audit gives you a written plan and a described operator role, whether or not you ever need an install.
See the audit packagesNo commitment. No pressure. Just an honest conversation.