Each tool
- When to use it
- The point in a job where it comes in.
- How to use it
- Filling it out, step by step.
- With AI
- How AI drafts it, checks it or keeps it current.
- The file
- An editable PDF to make your own.
Construction and remodeling
The tools I ran my remodeling company on, ready for yours.
The documents and systems from my own company, with when to use each one, how to use it, and how AI fits in.
The toolbox
Everything I used, with how and when to use it.
Each tool is an editable PDF you can make your own, with a short guide beside it.
Coming soon: the tools from my remodeling company, each with its PDF and guide.
Running the company
Advice on running a small construction company.
What running a remodeling company taught me about the business side.
Coming soon: advice on the money that passes through every job, the team, keeping clients informed, and keeping the books straight across accounts and cards.
AI in your company
Bring AI into a new or existing construction company.
Starting out or already running jobs, I set up systems around the way your company works, with Moonshot Integration.
Job costing
Every job tracked on its own in QuickBooks, with costs coded, so you can see what each job made.
Time by job
Crew hours tracked by job and task, so labor lands on the right job.
Booking and intake
Estimate requests come in through a booking page and a short form, with the details you need.
Client records
Each client's jobs, notes and files in one place.
Website and marketing
A site that shows your work and lets people book, and a weekly routine for drafting posts.