Specialty Trades
Search bid packages, specs, drawings, addenda, submittals, material approvals, field changes, GC emails, and project folders faster, then track the items that affect scope, money, and schedule.
The scope source is hard to find, the photo is not tied to the issue, and evidence is rebuilt after the fact.
Link the scope source, addendum, field photo, approval, and cost note before the change is disputed.
The first win is proving what changed without digging through five places after the job is moving.
The pain
Trade contractors deal with massive drawing sets, spec books, addenda, submittals, vendor quotes, field changes, and contractor emails. The information is there, but finding it and tracking it takes too much time. That creates missed scope, slow bids, unclear approvals, undocumented field changes, and painful change-order conversations.
What we organize
Example Systems
Problem: Estimators dig through hundreds of pages of specs, drawings, addenda, and schedules to find what matters for their trade.
System: Bid package workflow that makes documents searchable and summarizes relevant requirements, sheets, spec sections, alternates, and exclusions.
Outputs: Trade-specific scope summary, spec references, sheet references, bid checklist, and RFI questions.
Problem: Addenda come in before bid deadline and estimators need to know what changed for their scope.
System: Addenda comparison workflow that identifies changes affecting the trade and links them to affected sheets/specs.
Outputs: Addenda impact list, changed requirements, affected scope, and estimator review queue.
Problem: Materials cannot be ordered because approvals are scattered between the GC, engineer, vendor, and internal PM.
System: Material approval tracker with item, vendor, submittal status, reviewer, decision, and purchase blocker.
Outputs: Open approvals, purchase blockers, responsible parties, and overdue reminders.
Problem: Field crews perform extra work or encounter changes but do not capture enough evidence to support a change order.
System: Field change app that captures photos, location, description, source request, labor/material impact, and authorization.
Outputs: Change evidence log, daily backup, cost impact notes, and change order packet.
Problem: Vendor quotes, lead times, alternates, and exclusions are scattered in inboxes and PDFs.
System: Vendor quote tracker that extracts quote details, compares options, tracks lead times, and flags missing info.
Outputs: Quote comparison table, vendor status, lead time risks, and follow-up list.
Problem: Closeout documents, warranty letters, manuals, testing forms, and final approvals are gathered manually at the end.
System: Closeout tracker by project, package, responsible person, status, due date, and document links.
Outputs: Missing closeout list, final package tracker, reminder emails, and turnover report.
The test
The engagement
We start with one painful trade project or workflow and build the first useful version of the system: bid search, scope tracking, approvals, field change evidence, or follow-ups.
Audit a Project System →Deliverables
Next step
Show us the bid, approval, field change, or closeout process that is wasting the most time. We'll map it and recommend the first project system to build.