Construction
Bid follow-up rep
Follows up on every bid that hasn't been signed and tells you which clients are ready to move ahead.
Common
For contractors and builders
RFI and submittal chaser
Chases RFIs and submittals in Procore that are past due and tells you what's holding up work.
- Procore
- 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 weekday at 7:00
- 1Pull open RFIs and submittals from ProcoreProcore
- 2Find the ones past due or due this week
- 3Draft a short nudge to the architect, engineer or sub
- 4Ask you first before sending the nudgesHe asks you first
- 5Send them through ProcoreProcore
- 6Text you what's still holding up work
- What you getOne daily list of what's late on every job, and a nudge out on each one you approved.
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
Construction
Homeowner update writer
Writes each client a Friday update on their job from your daily logs and site photos.
Construction
Late payment chaser
Finds overdue invoices in QuickBooks and sends a polite reminder for each once you say yes.
Construction
Change order clerk
Turns extra work your crew flags into a priced change order, gets it signed and bills it.