Change order processing
5-7 day approval cycles, manual Procore-to-QuickBooks sync — budget updates a week behind
Subcontractor compliance
Insurance, licenses, and certifications tracked on spreadsheets — one expired cert away from a job site shutdown
AIA billing
Manual SOV compilation from Procore, accounting, and field reports — each billing cycle takes a full week
Safety & daily reporting
Paper safety incident reports and daily logs that require manual digitization — compliance gaps accumulating
How It Works
Week 1
We Audit Your Workflows
We offer a free operations audit to map your workflows and identify automation opportunities that save PM hours. We provide a clear implementation plan without needing IT staff.
Week 2-3
We Build & Deploy
We implement tailored automations for your workflows, handling all setup and integration with Procore, QuickBooks, Sage 300, and DocuSign. Your team continues their work without needing to configure or install anything.
Week 4
We Manage & Optimize
We manage all updates and improvements monthly, adapting to new workflows and contract needs. Monthly reports detail processed change orders, hours saved, and compliance status.
Coverage
Change Order Automation
A change order submitted in Procore is automatically routed for approval, logged, synced to QuickBooks, and the budget updated — same day. No email chains. No manual entry. No week-long cycles.
CO cycle time: 6 days → same day.
Procore-QuickBooks Sync
Every change order, pay application, and budget update in Procore is automatically synced to QuickBooks. No dual entry. No reconciliation gaps. Project financials and accounting match — in real time.
Eliminates 8+ hours/week of manual dual entry across project accounting.
Subcontractor Compliance Tracking
Insurance certificates, contractor licenses, and safety certifications tracked automatically. Expiration alerts before they lapse. Compliance status per project. Sub onboarding automated — documents collected, reviewed, and filed without staff involvement.
Zero compliance gaps on active projects. Sub onboarding: 2 weeks → 3 days.
AIA Billing Automation
Schedule of Values pulled from Procore, matched to percentage complete, and compiled into AIA G702/G703 format. Billing submitted on time, every billing cycle. No pulling data from three systems by hand.
Billing cycle shortened from 8 days to 2 days.
RFI Tracking & Safety Documentation
RFIs logged, routed, and tracked automatically — response deadlines monitored, escalations triggered. Safety incident reports digitized on submission. Daily reports aggregated per project. Compliance documentation available on demand.
RFI response time cut 60%. Safety documentation always current.
Security & Compliance
SOC 2 Type II Ready
Independently audited annually. Security controls report available upon request.
Engagement-Specific NDAs
Signed before any data access begins — specific to your firm, your projects, and your subcontractor data. Not a generic vendor NDA.
US Data Residency
All client data processed and stored within US-based infrastructure. No exceptions.
Penetration Testing
Annual third-party penetration testing with remediation verification. Results available to your compliance team.
Data Encryption
TLS 1.3 in transit, AES-256 at rest. Client data encrypted end-to-end. Never used to train models.
Role-Based Access & Audit Trail
Only authorized personnel access client data. Full audit trail of every data access event.
Integration
Procore
Change orders, sub compliance tracking, AIA billing, project management
QuickBooks
Procore-QB sync, job costing, budget updates, AP/AR
Sage 300
Accounting, GL, project financials
PlanGrid
Drawings, field documentation, daily reports
DocuSign
Contracts, change orders, sub agreements
Microsoft 365 / Google Workspace
Document handling, email, field communication
Why Managed
“Construction is different. Standard automation tools don’t understand project workflows.”
We agree. Most automation tools are designed for linear business processes. Construction is non-linear — a change order affects the contract, the budget, the schedule, subcontractor scope, and the owner’s billing simultaneously. Our automations are built to handle that complexity. We mapped every major workflow type before we built anything.
“We use Procore. Will this work with our setup?”
Yes. Procore is our primary construction integration. We connect directly to Procore’s API — change orders, RFIs, subcontractor data, project financials. We also handle the Procore-to-QuickBooks sync that most construction firms are doing manually. If you use Sage 300 or Viewpoint, we connect to those too.
“We don’t have IT staff to set this up or manage it.”
That’s exactly why we exist. We handle everything — integration setup, configuration, testing, and ongoing maintenance. Your operations team does not configure anything, install anything, or maintain anything. The only thing you do is the initial 20-minute operations audit so we understand your workflows.
Pricing
One Monthly Fee. Everything Included.
Managed automation service starting at
$1,495/mo
Includes: operations audit, custom automation design and deployment, Procore/QuickBooks/Sage integration, ongoing monitoring and optimization, dedicated account manager, monthly performance reporting.
The math for a 20-PM construction firm:
240 hours/week recovered
At $150/hr equivalent PM value
$36,000/week in project work capacity
ROI: 28:1 at typical project billing rates
FAQ
We agree. Most automation tools are designed for linear business processes. Construction is non-linear — a change order affects the contract, the budget, the schedule, subcontractor scope, and the owner’s billing simultaneously. Our automations are built to handle that complexity. We mapped every major workflow type before we built anything.
Yes. Procore is our primary construction integration. We connect directly to Procore’s API — change orders, RFIs, subcontractor data, project financials. We also handle the Procore-to-QuickBooks sync that most construction firms are doing manually. If you use Sage 300 or Viewpoint, we connect to those too.
That’s exactly why we exist. We handle everything — integration setup, configuration, testing, and ongoing maintenance. Your operations team does not configure anything, install anything, or maintain anything. The only thing you do is the initial 20-minute operations audit so we understand your workflows.
They don’t have to. Subcontractors keep submitting documents however they currently do — email, portal, phone. Our system captures it on their end and processes it on yours. We’ve designed every workflow to require zero behavior change from subs. If anything, compliance rates go up because the follow-up reminders are automated and consistent.
RFI tracking is one of our most-used automations. RFIs logged in Procore are automatically routed to the right party, tracked against response deadlines, and escalated if overdue. For close-out, we automate the punchlist documentation, lien waiver collection, as-built compilation, and O&M manual assembly. Close-out packages that used to take weeks are assembled in days.
Yes. Sage 300 CRE is fully supported. We connect to project accounting, contract management, job costing, and subcontractor billing modules. If you’re running both Sage and Procore, we handle the sync between them so your data isn’t living in two separate systems with manual reconciliation in between.
For a 20-PM firm where each PM recovers 12 hours/week of admin time, that’s 240 hours/week back to project work. At $150/hr equivalent PM value, that’s $36,000/week in recovered capacity against a $375/week service cost — roughly 28:1 ROI. Our 55-person GC case study showed ROI of 28:1 in year one. We’ll calculate the specific numbers for your firm during the free operations audit.
Learn More About Our Approach.
Philippines
Unit 309, Peninsula Court, Paseo de Roxas cor. Makati Ave., Makati City, Philippines
South Africa
359 Rivonia Boulevard Edenburg, Sandton, 2191 Johannesburg, South Africa
Singapore
68 Circular Road #02-01 Singapore, 049422
Australia
Suit 2, Level 14 189 Kent Street, Sydney, NSW, 2000
