AI Agents for General Contractors: Keep Every Job's Margin and Schedule on One Canvas
You're running four jobs at once. The kitchen remodel on Maple Street is two weeks behind because the cabinet sub missed a delivery. The bathroom reno on Elm…
The bottleneck in your business.
You're running four jobs at once. The kitchen remodel on Maple Street is two weeks behind because the cabinet sub missed a delivery. The bathroom reno on Elm has a change order the client approved verbally but never signed. The new-build on Oak is burning through its electrical budget, and you don't know the exact number until you open three different spreadsheets at 9 p.m.
Your crew is on site. Your estimator is quoting a new lead. Your phone is buzzing with a vendor asking for a PO. And the one thing you need—a clear, current picture of where every job stands on budget, schedule, and margin—is scattered across a project tool, a CRM, a spreadsheet, and your memory.
PLMBR's contractor workspace puts every deal, job, and dollar on a single live canvas. Felicity, the AI office manager for contracting firms, coordinates schedules, milestones, change orders, budgets, and margins across your projects, and flags problems before they cost you PLMBR for your business.
How PLMBR AI agents help with this workflow.
Here is the documented flow, from multi-job coordination to problem flagging:
- Whole-project coordination. Felicity tracks schedules, milestones, change orders, budgets, and margins, and coordinates your subs, vendors, and office admins across every job PLMBR for your business.
- Problem flagging. She watches every job for budget overruns, missed permits, and slipping schedules, and flags them before they escalate PLMBR for your business.
- One-canvas visibility. Every deal, job, and dollar appears as a live map. You can watch what Felicity is doing across your company—everything, all at once PLMBR for your business.
- Job finances and QuickBooks sync. Every job, expense, and invoice flows into the QuickBooks you already run, so your books stay current without a separate bookkeeping step PLMBR for your business.
- Plain-language input. You can talk to Felicity by text or email, in the app or over email, and she takes the action for you inside PLMBR PLMBR for your business.
You can watch real product screens—your pipeline, the exact proposals Felicity drafts from your own cost codes, and live margin on every job—at the product walkthrough.
The business inputs and existing tools to discuss during onboarding.
Before Felicity can coordinate your projects and flag issues accurately, the onboarding conversation should cover:
- Cost codes and markup structure. Your line-item coding system and the markup you apply to each category. Felicity learns these from your own past jobs so the output matches your numbers PLMBR for your business.
- QuickBooks. Every job, expense, and invoice syncs into the QuickBooks account you already run PLMBR for your business.
- Gmail. Your leads and client conversations still come through Gmail. Felicity connects to it for drafting and sending follow-ups in your voice PLMBR for your business.
- Google Calendar. Listed as a tool PLMBR keeps and syncs with alongside QuickBooks and Gmail PLMBR for your business.
- Past job data. Completed proposals and job records give Felicity the format and pricing logic to replicate across new projects.
Bring a current project list with budget, schedule, and margin targets to the onboarding call. That gives the team a concrete reference for how you track jobs today.
Workflow at a glance
| Task | Documented agent capability | Office decision or demo question |
|---|---|---|
| Multi-job schedule and budget tracking | Felicity tracks schedules, milestones, change orders, budgets, and margins across every job PLMBR for your business | Ask the demo to show three concurrent jobs on the canvas; confirm where a schedule slip surfaces |
| Budget-overrun and permit flagging | Felicity watches jobs for budget overruns, missed permits, and slipping schedules, and flags them PLMBR for your business | Ask what a flag looks like in your queue and how you acknowledge or escalate it |
| Change-order coordination | Change orders are tracked on the project canvas alongside budgets and margins PLMBR for your business | Ask how a verbal change order becomes a tracked line item and whether it triggers a client approval step |
| Job finance sync to QuickBooks | Every job, expense, and invoice flows into QuickBooks automatically PLMBR for your business | Confirm which QuickBooks fields map to your chart of accounts during onboarding |
| Cross-job visibility | One live map shows every deal, job, and dollar across the company PLMBR for your business | Ask to view the canvas with four active jobs and identify where a margin alert would appear |
Scroll to see all columns →
Owner review, exceptions, and human takeover.
PLMBR is approval-gated by default. Felicity drafts and queues; nothing goes out under your name until you tap approve. The full email or proposal sits in your queue, and you can approve, edit, or reject before a word reaches a client PLMBR for your business.
A few practical points for your office and your crew:
- You control every send. No follow-up, proposal, or invoice leaves your business without your explicit approval.
- Felicity never spends money or moves funds. She sends the proposals and invoices that get you paid; she does not initiate payments PLMBR for your business.
- Problem flags land in your queue. When Felicity detects a budget overrun, missed permit, or schedule slip, the flag appears for your decision. You remain the final authority on how to respond PLMBR for your business.
- Plain-language input. You can talk to Felicity by text or email, in the app or over email, and she takes the action inside PLMBR PLMBR for your business.
If a change order pushes a job past its budget, or a sub misses a critical milestone, the flag lands in your queue. You decide whether to re-scope, re-budget, or escalate to the client. Your crew keeps working; you make the call.
Illustrative job: a four-project portfolio in a mid-size remodel firm
This is a demo evaluation exercise, not a customer case study. The inputs below are invented to give you a concrete scenario to test in a walkthrough.
Customer inputs (invented):
- Four active jobs: a kitchen-and-bath remodel (on schedule, 4% under budget), a bathroom reno (two weeks behind, change order pending), a new-build (electrical budget at 108%), and a deck-and-patio project (on schedule, on budget).
- The new-build's electrician reports a panel upgrade is needed that was not in the original scope.
- The bathroom reno client approved a tile upgrade verbally on a Friday call but has not signed the change order.
- Your cost codes: ELEC-PNL, TILE-FLR, PLMB-ROUGH, FRM-DECK.
- Markup: 22% on materials, 18% on labor.
Questions to test in the demo:
- Can Felicity show all four jobs on the canvas with live margin per job?
- How does the panel-upgrade change order appear in the queue, and does it trigger a client approval step?
- What does the budget-overrun flag look like for the new-build's electrical line at 108%?
- If the bathroom reno's verbal change order is unconfirmed, how does Felicity track it until the client signs?
These are questions to put to the PLMBR team during your walkthrough, not assertions about how the product will behave on your specific data.
How to evaluate this workflow.
Does the one-canvas view actually show live margin per job?
The product page states that every deal, job, and dollar appears as a live map, with live margin per job visible on the canvas PLMBR for your business. In your demo, ask to view the canvas with three or four concurrent projects and confirm where the margin figure updates.
What does a problem flag look like, and how do I respond?
Felicity watches every job for budget overruns, missed permits, and slipping schedules, and flags them before they escalate PLMBR for your business. In the demo, ask to see a flag in the queue and walk through how you acknowledge, edit, or escalate it.
How does QuickBooks sync handle my specific chart of accounts?
PLMBR syncs every job, expense, and invoice into the QuickBooks you already run PLMBR for your business. Ask the onboarding team to confirm which fields map to your chart of accounts and whether any manual reconciliation is needed on your end.
Can I coordinate subs and vendors from the same canvas?
Felicity coordinates subs, vendors, and office admins across every job PLMBR for your business. In the demo, ask how a sub scheduling conflict or a vendor PO request appears and how you respond from the queue.
Next step and demo invitation.
If juggling schedules, budgets, and margins across multiple jobs is eating your evenings, start by evaluating PLMBR when this is your priority. The product walkthrough shows real product screens of your pipeline, the exact proposals Felicity drafts from your own cost codes, and live margin on every job. You can also explore PLMBR for your business to see the full contractor workspace, or browse our blog for more GC workflow breakdowns.
Book a 15-minute demo and bring a current project list with budget and schedule targets. We will show you Felicity running a job like yours, from the first milestone to the margin number you need to see.