How we work
Find it. Build it. Make it stick.
Four steps, run around your bids and your jobs. We learn how your company works today, then build the system your whole team can run on.
01
Assess
We sit with the people who bid, run jobs and handle the office. We look at how a bid moves from invite to submitted number, how change orders and submittals get tracked, and where the owner is still the bottleneck.
What you get
- A short written summary of how you run today
- The fixes ranked by payoff and effort
- A clear scope and price for the first build
02
Design
We lay out the system before we build it: wall and ceiling types, naming, assemblies, price database structure, bid form, trackers and who touches what. You approve it before any build work starts.
What you get
- A simple map of how work will flow
- Standard names and templates your team agrees on
- Decisions on which tools hold what
03
Implement
We build it in the software you already run wherever practical: your takeoff and estimating tools, spreadsheets, shared drives and email. Automation and AI-assisted steps go in only where they save real time.
What you get
- Working templates, databases and trackers
- Automations tested on your real bids and jobs
- Everything set up in your accounts, owned by you
04
Train & improve
We run live bids and real paperwork on the new setup with your team, fix what doesn't fit, and write it down so the next hire learns it fast. Monthly upkeep keeps prices and templates current.
What you get
- Hands-on sessions with your estimators and PMs
- Short SOPs your team will actually read
- Optional monthly upkeep
What we need from you
Less of your time than you think.
We capture how things work in short sessions, then do the building ourselves. You review and approve.
01
A few focused working sessions with the people who do the work
02
Access to the files and software involved
03
Real bids and jobs to test on
04
One person on your side who can make decisions
Ground rules
How every engagement runs.
No forced software
We build around what you already run. New tools only when they clearly earn their place.
People commit, AI assembles
AI drafts, checks and organizes. Your team reviews and approves every number that goes out.
Small first step
Start with one assessment and one build. Expand only when the first piece is working.
Yours to keep
Templates, databases and automations live in your accounts and stay with your company.
Start with an assessment
Let's look at how you run today.
Tell us where the friction is. We'll set up a conversation and see if AIQ is the right fit.