A custom agent for RFI tracking, daily-report summaries, and subcontractor document chasing, built on Procore, Buildertrend, or the project systems you already run. Built once for your workflows, then operated on a monthly retainer.
Concrete examples, not a feature list. Each build starts from one workflow like these, scoped against the systems you already run.
Watches open RFIs and submittals in Procore or Buildertrend, chases the ball-in-court party before deadlines slip, and summarizes status by project. Nothing stalls silently in an inbox for two weeks.
Collects field daily reports and turns them into a morning digest per project: crew counts, weather, delays, and safety notes, with anything unusual flagged. PMs read five minutes instead of forty attachments.
Tracks expiring COIs, missing lien waivers, and unsigned change orders, and follows up with subs by email or SMS until documents land. Your office manager sees one exception list instead of running the spreadsheet by hand.
Takes incoming bid documents and plan sets from Bluebeam sessions or plan rooms and produces a structured summary: scope, alternates, key dates, and flagged gaps. Estimators start from a brief, not a 400-page PDF.
Point tools for a single task — an AI phone line or a COI tracker — run roughly $50-500/month; the retainer is for contractors who want RFIs, dailies, and document chasing working together on top of Procore or Buildertrend, owned by the company.
Setup is fixed-scope and quoted after discovery. Retainers start at $3,000/month depending on workflow complexity and support level.
We map your operations and pick the one workflow where an agent saves the most hours or revenue. You leave with a written scope, a timeline, and a fixed setup quote.
We build the agent on your tools, your data, and your compliance requirements — not a template. You review it against real cases before it goes live.
We host, monitor, and keep improving the agent: hosting and model costs, uptime monitoring, a monthly iteration cycle, and support with a response-time SLA.
They do not have to learn anything new. The agent works over the channels crews already use — email, SMS, and the Procore or Buildertrend entries they file anyway. The office side gets the digests and exception lists; the field side just answers messages.
You do. Project documents stay in your Procore, Buildertrend, or file storage; the agent reads with scoped access and writes summaries back into your systems. We do not train models on your data or reuse it for other contractors.
That is the normal case, and it is why email and PDF handling matter more than any single integration. The agent parses what arrives by email — transmittals, COIs, change orders — and files it against your system of record, whichever side sent it.
Book a discovery call. We will scope one workflow, quote a fixed setup, and tell you honestly if an agent is not the right fix.
See the full Custom Company Agents offeringOther ways to put agents to work — managed plans, internal assistants, and full custom development.
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