AI Agents for General Contractors: Build Cost-Coded Proposals and Keep Job Finances Synced to QuickBooks

The Bottleneck in Your Business

You walk a kitchen remodel site, note the scope with your crew, and head back to the office. By the time you sit down, three other proposals are waiting, a client is asking about a change order, and your bookkeeper is asking why last month's job expenses haven't been coded yet.

The core problem for a GC or remodeling firm is this: your proposals are built from cost codes and a markup structure that only you understand. Then the job starts, and those same cost codes need to track actuals—labor, materials, subs—against the budget. In many firms, the proposal lives in one tool, the project schedule in another, and the financials in QuickBooks. Reconciling the three takes hours every week, and the gap widens as jobs multiply.

You don't need another dashboard. You need the proposal, the project, and the books to speak the same language—your cost codes—without you manually copying line items between systems.

How PLMBR AI Agents Help With This Workflow

Felicity, PLMBR's AI office manager, is built around the workflow you already run. Here is what the product documentation shows:

• Cost-coded proposals. Felicity builds proposals using your cost codes, your markup, and your line items, learned from your own past jobs. The output matches the format and numbers you would produce by hand PLMBR for your business.
• Client conversations in your voice. Connected to your Gmail, she drafts follow-ups and status updates the way you write them, keeping every client posted on where their job stands PLMBR for your business.
• Project coordination. She tracks schedules, milestones, change orders, budgets, and margins, and coordinates your subs, vendors, and office admins across every job PLMBR for your business.
• QuickBooks sync. Every job, expense, and invoice flows into the QuickBooks you already run; the documentation states this requires no separate bookkeeping step PLMBR for your business.
• Approval gate. She drafts and queues; nothing reaches a client and no invoice moves until you tap approve. The product is described as approval-gated by default PLMBR for your business.

The contractor workspace brings together the sales pipeline, proposals, job finances, and Felicity in one view, with proposal drafts using your firm's cost codes and client follow-ups awaiting your review PLMBR for your business.

The Business Inputs and Existing Tools to Discuss During Onboarding

Before you book a demo, gather these so the conversation is specific to your business:

• Your cost code structure and markup rules. How you price labor, materials, equipment, and sub trades. This is what Felicity learns from your past jobs.
• Recent proposals (three to five). The documentation says she learns from your own past jobs, so having examples ready helps the team show you a relevant draft.
• QuickBooks. PLMBR syncs into the QuickBooks you already run; your books stay current without a separate bookkeeping step PLMBR for your business.
• Gmail and Google Calendar. Your leads still come from Gmail, and the product syncs with your existing calendar PLMBR for your business.
• Your open pipeline. How many proposals are out, which are stale, and which jobs are in active construction.

You do not need to restructure your cost codes or migrate data. The onboarding conversation should confirm that your existing structure is what Felicity will use.

Workflow at a Glance

Owner Review, Exceptions, and Human Takeover

The product is approval-gated by default. Felicity drafts and queues; nothing reaches a client and no invoice moves until you tap approve PLMBR for your business. In practice, that means:

• Every proposal, follow-up email, and invoice sits in your queue with the full text visible before it goes out.
• You can approve, edit, or reject before a word reaches a client.
• She never spends your money or moves your funds PLMBR for your business.

For exceptions—say a client requests a scope change that shifts a cost code, or a sub's invoice does not match the budget line—you step in. The documentation describes her flagging budget overruns, missed permits, and slipping schedules before they cost you PLMBR for your business. You make the call on how to adjust the scope or the budget.

If you prefer to handle a particular client conversation yourself, you can take over. The approval gate means you are always in the loop; the agent does not bypass you.

An Illustrative Job: What to Test in a Demo

This is a demonstration scenario, not a customer case study. Use it as a checklist when you sit down with our team.

Scenario: A 2,400-sq-ft whole-home remodel in a 1990s split-level. The client, "the Nguyens," has approved the scope. Your cost codes include:

• LC-101: General labor
• LC-201: Electrical rough-in
• MC-301: Tile and stone
• MC-401: Cabinetry
• ST-501: Plumbing sub
• ST-502: Electrical sub

Customer inputs to bring to the demo:

• A one-paragraph scope description (kitchen, two baths, living-room open-up).
• Your markup percentage for this job type.
• A sample change-order request: "The Nguyens want to add a butler's pantry; what is the impact on MC-401 and ST-502?"

Questions to test:

1. Can Felicity draft a proposal using LC-101, MC-301, and ST-501 with my markup, in the same format I use?
2. If the client replies with a scope question, does the draft response appear in my approval queue before it sends?
3. When the tile sub invoices $4,200 against MC-301, does that flow into QuickBooks under the correct cost code?
4. If the electrical sub's actuals exceed the budget line by 15 percent, does the system flag it to me?

These are questions to verify in a live walkthrough, not assertions about how the product will behave on your specific data.

How to Evaluate This Workflow

Use the product walkthrough to see the contractor workspace in action before you book a call. Then ask the following during your demo:

Does the proposal draft match my cost code structure and markup?

The documentation states Felicity builds proposals using your cost codes, markup, and line items learned from your own past jobs PLMBR for your business. In the demo, ask the team to show a draft using your actual codes. If your structure is unusual, confirm how the learning process handles it.

How does the QuickBooks sync handle multi-trade jobs?

The product syncs every job, expense, and invoice into QuickBooks PLMBR for your business. For a job with four or five subs, ask how each sub's invoice maps to the correct cost code and whether you can review the mapping before it posts.

What does the approval queue look like for a busy week?

The product is approval-gated by default PLMBR for your business. Ask to see the queue when you have five open proposals, two active change orders, and three client follow-ups pending. Confirm you can edit before approving.

How do I handle a client who expects instant replies?

The documentation is clear that nothing sends until you approve PLMBR for your business. If a client expects same-minute responses, ask how the team handles that expectation during onboarding.

Next Step and Demo Invitation

If your priority is keeping cost-coded proposals, project coordination, and QuickBooks finances in one workflow without manual reconciliation, start by evaluating PLMBR. The PLMBR for your business page shows the contractor workspace, and the product walkthrough gives you a public view of how Felicity handles proposals, follow-ups, and job finances.

We will show you Felicity running a job like yours—your cost codes, your markup, your QuickBooks structure. Bring a recent proposal and a sample change order so the conversation is specific to your business.

Book a 15-minute demo and we will walk through the workflow on your own numbers. You approve every step; nothing goes out under your name until you say so.

For more on how AI agents fit into a GC's daily operations, browse our blog.