Construction
Late payment chaser
Finds overdue invoices in QuickBooks and sends a polite reminder for each once you say yes.
Rare
For contractors and builders
Homeowner update writer
Writes each client a Friday update on their job from your daily logs and site photos.
- Buildertrend
- CompanyCam
- Gmail
A replay with a made-up business and made-up data, so you can see each step.
How he does it
6 steps, the same way every time, and one place where he asks you first.
- StartsEvery Friday at 10:00
- 1Read the week's daily logs for each jobBuildertrend
- 2Pick the clearest photos from CompanyCamCompanyCam
- 3Write what got done, what's next and open selections
- 4Ask you first before sending the updatesHe asks you first
- 5Email each client their update with photosGmail
- 6Text you any client question that needs you
- What you getEvery client gets a plain weekly update with photos, written from what your crew logged.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for contractors and builders
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Change order clerk
Turns extra work your crew flags into a priced change order, gets it signed and bills it.
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Review manager
Asks every client for a Google review when a job closes out and answers each review in your voice.
Construction
Sub schedule confirmer
Sends each sub their dates for next week from your schedule and tells you who hasn't confirmed.