Trades & Home Services
Construction & Contractor Suite
Quote faster, keep every site moving, and never let a change order eat your margin.
A full operating system for a general contractor or building and remodel firm. It covers the entire project lifecycle: from the moment an enquiry lands, through estimation and quoting, crew scheduling, live client communication, and change-order capture, to final punch-list sign-off and review collection. Most contractors lose margin in the same places: slow quotes that let a competitor in, undocumented change orders that erode profit, and clients kept in the dark until they get anxious and start calling. This suite makes all of that automatic, so principals can stay on the tools and in front of clients rather than buried in admin.
A starting configuration to test against the business's actual evidence and operator constraints.
Illustrative failure hypotheses
Questions for the audit to verify
Slow estimates and quotes that let faster competitors win the job before a price is even sent
Zero follow-up after a quote is sent: most won jobs need two or three nudges that never happen
Scheduling and dispatch handled by phone and WhatsApp, leading to missed crew assignments and idle days on site
Clients left in the dark on progress, triggering anxious calls and eroding trust
Change orders agreed verbally and never documented: margin lost with no paper trail
Subcontractors showing up late or to the wrong site because coordination happens manually
Punch-list items dragged out at the end because no one owns the sign-off process
Weak or absent review presence on Google, despite high client satisfaction on completed jobs
Proposed starting point
A pilot hypothesis to review
Designed role · approval required
Quote Builder
Assembles a detailed, branded quote from an enquiry or site-visit notes, ready for review and send.
Contractors lose jobs every week to faster competitors. An agent that assembles a detailed, branded quote within hours of an enquiry lands the first visible win before anything else is deployed.
Designed playbook
Proposed work streams and roles
These are configuration ideas to test during an audit. They are not autonomous workers or evidence of a live deployment.
Forma Core
Runs under every suite. The shared operating spine: front desk, follow-up, reputation, owner reporting, cash, and content.
Designed role descriptions ↓Close ↑
Front Desk
Captures and triages every inbound (email, web form, missed call, DM), then replies, classifies, and routes it to the right place.
Follow-Up Engine
Runs persistent, polite multi-touch follow-up on every quote, no-show, and stalled enquiry until it converts or is cleanly closed.
Reputation Engine
Asks happy customers for reviews at the right moment, drafts replies to every review, and routes negative feedback to a human first.
Owner's Digest
Compiles the weekly (and on-demand) operating picture into a plain-English brief: what happened, what's at risk, what needs a decision.
Money Flow
Issues and chases invoices, tracks AR aging, and reconciles payments so nothing slips and cash comes in faster.
Content Engine
Turns the brand kit into a steady cadence of social, email, and blog content, ready for one-click approval.
Estimating & Quoting
Turn enquiries into detailed, professional quotes fast, then follow up until the job is won or lost.
Designed role descriptions ↓Close ↑
Quote Builder
Assembles a detailed, branded quote from an enquiry or site-visit notes, ready for review and send.
Quote Follow-Up
Sends timed, personalised nudges after a quote is delivered until the client responds or the opportunity is closed.
Scheduling & Dispatch
Assign crews, confirm subcontractors, and keep every site staffed and on schedule.
Designed role descriptions ↓Close ↑
Crew Scheduler
Assigns the right crew to each site each day, confirms attendance, and surfaces conflicts before they become delays.
Subcontractor Coordinator
Coordinates subcontractor bookings, confirmations, and briefings so trades arrive on time with the right information.
Project Delivery & Client Comms
Keep clients informed with photo updates and progress summaries throughout the build.
Designed role descriptions ↓Close ↑
Site Progress Updater
Sends clients branded photo-and-text progress updates at configured intervals, keeping them informed without requiring calls.
Permit & Compliance Tracker
Monitors permit applications, inspection bookings, and compliance requirements so no phase starts without the right approvals.
Change Orders & Documentation
Capture every scope change in writing the moment it is agreed, protecting margin and avoiding disputes.
Designed role descriptions ↓Close ↑
Change-Order Documenter
Converts a verbal or message-based scope change into a signed, priced change order before work begins.
Project Close-Out & Growth
Drive every job to a clean, signed close, then convert satisfied clients into reviews and referrals.
Designed role descriptions ↓Close ↑
Punch-List Closer
Generates and tracks the final punch list, chases outstanding items, and drives every job to a clean, signed client sign-off.
Review & Referral Requester
Requests a Google review and a referral introduction from every satisfied client at the ideal moment after job sign-off.
Measurement design
Candidate measures to baseline
These labels do not claim a result. The audit must define the source, window, method, baseline, and owner before a metric can support a pilot decision.
Quote turnaround time
Hours from enquiry receipt to quote sent, the single biggest factor in winning competitive bids.
Quote-to-job conversion rate
% of quotes that become signed contracts, lifted by faster quotes and structured follow-up.
Gross margin per project
Revenue minus direct costs, protected by documented change orders and accurate estimating.
Crew utilisation rate
% of available crew hours spent on billable site work, reduced by scheduling gaps and idle days.
Days from completion to sign-off
How quickly each job closes cleanly, which drives cash flow and retention release.
Google review volume
New reviews per month, the primary driver of inbound enquiry quality for contractors.
Connector boundary
Availability is scoped per controlled pilot
Connector names in the internal playbook are planning inputs, not a public integration promise. Current code-live readers are bounded and require account-specific verification before use.
See the commerce pilot boundaries →Audit first
Validate the playbook against your operation.
Pricing, scope, data access, review boundaries, and success measures are agreed in writing before any paid work.
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