The Bottleneck in Your Business

You just walked a kitchen remodel with the homeowner. You measured the cabinet run, noted the electrical rough-in, photographed the subfloor, and jotted the client's preference for quartz over granite. Now you're back in the truck, and the real work begins: translating those field notes into a line-item proposal with your cost codes, your markup, and your standard exclusions.

For a GC or remodeling firm, this translation step is where momentum stalls. Your estimator pulls a template, cross-references past jobs for pricing, builds the scope section, applies markup, and formats the document. Meanwhile the client is waiting and your crew is on the next site. The longer the gap between field notes and a review-ready proposal, the more likely the client's urgency cools or a competing number lands first.

PLMBR's contractor workspace is built around closing that gap. Felicity, our AI office manager, drafts proposals using your firm's cost codes and markup structure, learned from your past jobs, so the document that comes back to you mirrors the one you would build by hand. You review, approve, and it goes out. PLMBR for Contractors

How PLMBR AI Agents Help with This Workflow

Here is the documented flow from field notes to review-ready proposal:

Pipeline tracking. The sales pipeline in PLMBR tracks each lead through to a deal, keeping project context in one place as the opportunity moves forward. PLMBR for Contractors
Cost-coded draft. Felicity builds the proposal line by line using your cost codes, your markup, and your standard line-item structure. The source page describes this as the exact proposal you would build, with the same numbers and format. PLMBR for Contractors
Client-voice follow-up. Connected to your Gmail, Felicity drafts the cover message and any follow-up in your writing style, so the client hears your voice rather than a generic template. PLMBR for Contractors
Approval gate. Nothing reaches the client until you tap approve. You can approve, edit, or reject the proposal from your queue. The system is approval-gated by default. PLMBR for Contractors
Job finances sync. Once the proposal converts, the job's financials flow into QuickBooks automatically, keeping your books current without a separate bookkeeping step. PLMBR for Contractors

The public product walkthrough at PLMBR for Contractors shows real screens from the product, including your pipeline, the exact proposals Felicity drafts from your own cost codes, and live margin on every job. PLMBR for Contractors

The Business Inputs and Existing Tools to Discuss During Onboarding

Before Felicity can draft in your firm's voice and pricing structure, we need to understand your operating environment. During a demo or onboarding call, plan to walk through:

Your cost code structure. How you categorize labor, materials, equipment, and sub trades. The more granular your codes, the more precisely the draft mirrors your real proposals.
Markup and pricing rules. Your standard markup percentage or tier, any volume adjustments, and how you handle change orders.
Past proposals. A sample of recent proposals you consider "right" so the agent learns your format, exclusions, and scope language.
QuickBooks. PLMBR syncs job, expense, and invoice data into the QuickBooks you already run. PLMBR for Contractors
Gmail and Google Calendar. Client communication and scheduling tie into the tools your office already uses. PLMBR for Contractors

Bring a recent walkthrough note set and the proposal you ultimately sent. That gives us a concrete before-and-after to test against.

Workflow at a Glance

Task	Documented Agent Capability	Office Decision or Demo Question
Lead-to-deal tracking	Sales pipeline tracks each lead through to a deal, keeping project context in one place	How does your office currently move a walkthrough from field notes into an active opportunity?
Proposal drafting	Felicity builds the proposal using your cost codes, markup, and line-item format learned from past jobs	Can you show a draft generated from a sample scope and confirm the cost codes match your structure?
Client communication	Connected to Gmail; drafts follow-ups and updates in your writing voice	What does your current follow-up cadence look like? Can we see a draft in your tone?
Owner approval	Approval-gated by default; you approve, edit, or reject before anything sends	Walk us through your approval workflow. Where do you want the edit step to live?
Post-acceptance finances	Job, expense, and invoice data sync into QuickBooks automatically	What does your current close-out process look like? Can we confirm the sync covers your chart of accounts?

Scroll to see all columns →

Owner Review, Exceptions, and Human Takeover

PLMBR is built so that you remain the decision-maker. The source page is explicit: Felicity drafts and queues, and nothing reaches a client or moves an invoice until you tap approve. She never spends your money. PLMBR for Contractors

In practice, this means:

You see the full document before it goes out. The proposal, the cover email, and any follow-up sit in your queue with the complete text visible.
You can edit or reject the document. If the draft does not match your intent, you make the change or reject it before releasing. PLMBR for Contractors
The agent flags operational risks. Felicity watches every job for budget overruns, missed permits, and slipping schedules, and flags them before they cost you. PLMBR for Contractors
You decide what to do next. The flag is a signal, not an automatic action. You review, adjust scope, re-sequence the schedule, or escalate to a sub as your situation requires.

The approval gate is not a suggestion. It is the default operating mode for your business. PLMBR for Contractors

An Illustrative Job: What to Test in a Demo

The following is a demonstration scenario for evaluation purposes, not a customer case study.

Customer inputs (hypothetical):

A two-story addition on a 1990s colonial, roughly 800 sq ft.
Client wants an open-concept kitchen flowing into the new family room.
Existing electrical panel is 200-amp; client asks whether a sub-panel is needed.
Budget ceiling: $185,000 all-in.
Timeline: break ground within 60 days.

Questions to test in the demo:

Can Felicity draft a cost-coded proposal from this scope using my firm's codes and markup?
Does the draft include standard exclusions, such as "does not include landscaping restoration"?
Can I see the follow-up email in my voice, referencing the 60-day timeline?
If I change the budget ceiling to $170,000, does the draft adjust line items or flag the gap?
Where does the approval step appear, and can I edit the document before releasing?
After acceptance, does the job's financial structure appear in QuickBooks with the correct cost codes?

A seeded product demonstration of proposal follow-up, client replies, and drafts waiting for contractor approval is available through the public walkthrough at PLMBR for Contractors.

How to Evaluate This Workflow

Use the demo to confirm that the agent's output matches your firm's actual practice. Here are the questions we recommend asking:

Does the cost-code structure in the draft match mine exactly?

Ask to see a generated proposal side-by-side with a recent proposal you built by hand. Confirm the codes, the markup application, and the line-item order. The source page documents that proposals are built from your own cost codes and markup. PLMBR for Contractors If the structure differs, ask how the agent learns your format.

Can I edit or reject a draft before it reaches the client?

The documented behavior is approval-gated by default: you approve, edit, or reject from your queue. PLMBR for Contractors Verify in the demo that the edit step is available and that the full document text is visible before you release it.

How does the proposal convert into job finances?

Ask to see the handoff from accepted proposal to QuickBooks entry. The source page states that every job, expense, and invoice flows into QuickBooks automatically. PLMBR for Contractors Confirm the mapping covers your chart of accounts and that no manual re-keying is required.

What happens when a client requests a scope change after the proposal is sent?

The source page references change orders as part of the project management workflow. PLMBR for Contractors Ask the demo to show how a post-acceptance scope change is drafted, approved, and reflected in the job's financials.

Next Step

If your team spends significant time translating walkthrough notes into cost-coded proposals, and you want that translation handled in your firm's format with your approval as the gate, start by evaluating PLMBR when this is your priority.

We will walk you through the pipeline, show a proposal draft built on your cost codes, and let you test the approval queue with a real scope. Fifteen minutes is enough to see whether the workflow fits your office and your crew's rhythm.

Book a 15-minute demo to see Felicity run a job like yours. You can also explore the full PLMBR for your business page, watch the product walkthrough, or browse our blog for more contractor workflow guides.

AI Agents for General Contractors: Cost-Coded Proposals That Wait in Your Approval Queue