← use cases · construction
from the site visit to the schedule, case by case: what you deal with, what the agent does, what comes out.
a week as a roofer-carpenter, moment by moment. for each task: what you deal with, what the agent does, and what comes out.
it all starts with a job to find: a building permit filed nearby, a public tender, a prospect with a project.
Jobs found by word of mouth, and the area's permits that no one reads.
Every Monday, the building permits and works declarations filed in the department, with the project owner and the nature of the works.
Public works contracts in the department discovered too late.
Every morning, the roofing and carpentry contracts from the department and neighboring departments, lot by lot.
Hundreds of pages to go through to spot the items to price.
A pre-filled DPGF and the list of items to decide on.
job found, up on the roof: a few measurements, a chat with the client, some photos.
Twenty-five annotations on the 3D model for a simple roof.
A few measurements and a sentence; each quantity states whether it's derived.
The report written from memory in the evening, details mixed up.
One report per building, decisions and gaps for the quote included.
in the evening, the visit has to become a quote. that's where the hours go.
Hours spent picking work items and re-entering everything in the software.
A file ready to import, with the assumptions listed for review.
Checking line by line takes as long as redoing the quote.
A table of discrepancies with their cause, and a rule to fix.
quote signed, time to order: at the right price, in the right quantities, from the right supplier.
Re-entering quote quantities as orders, supplier by supplier.
Purchase orders ready, rounded up to the right pack sizes.
Rates change, the quoting software's catalog stays out of date.
Discrepancies flagged and an update file ready to import.
all that's left is fitting the job into the week, between crews, deliveries and the weather.
A whiteboard; a late delivery throws everything off without warning.
A schedule kept up to date, reassignments proposed, clients notified.
emails, follow-ups, reports, questions from the team: what every company deals with too, seen through the words of the trade.
A job whose history lives in the foreman's phone.
One page per job: visit report, survey, signed quote, progress photos, exchanges with the client.
The office interrupted all day for a price, a contact, a drawing.
"Which underlay do we use on this type of roof?": the answer, with the spec sheet and the house rule.
Progress payments paid months late.
The balance for a job delivered last month is chased automatically, with the handover report attached.
A site meeting where no one writes down the decisions.
After Monday's meeting: decisions by job, who orders what, who tells which client, filed in each folder.
Quote requests, supplier confirmations and client photos buried in the inbox.
A delivery confirmation filed under the right job, a quote request turned into a client file.
Job photos sit unused, the site still shows work from three years ago.
"Add the roof renovation finished yesterday, with these photos": the page goes live after your approval.
Deposits and material purchases that blur cash flow.
Before ordering materials for a big job, you ask whether cash flow allows it without waiting for the next deposit.
A profile under the old company name, and job reviews left unanswered.
A reply to every job review, citing the work done, and a profile with the right trades: roofing, carpentry, flashing.
A tradesperson or apprentice arrives, and the office explains everything.
For a new apprentice: paperwork, safety rules, equipment to provide, first job and team lead.
A client visit where you've forgotten the first conversation.
The day before a visit, a page with the original request, the photos sent, site access, and the questions to ask.
Quote requests that wait until the job's finished for a reply.
A roof repair request gets a reply within the hour asking for the address and photos, then a visit slot.
Job site photos sit unused on phones.
At the end of every job, a before-and-after and two sentences about the technique used, posted on Instagram and Facebook after approval.
Missing from searches for "roofer" plus your county name.
One page per trade and service area, with job photos, and tracking of "roofer" plus your county.
your case
we check together whether the data exists, try it on a real case from your week, you correct it, and the rule gets written down. if it doesn't work, we'll tell you.
