AI agents for general contractors: turn a site walkthrough into a proposal ready for review

The bottleneck in your business

You just walked a kitchen remodel with a homeowner. You noted the cabinet run, the electrical rough-in, the tile change at the island. You told them you'd have a number by Friday. Now you're back at the truck, and the next walkthrough is in forty minutes.

The gap between "I saw the site" and "the proposal is in the client's inbox" is where GC pipelines stall. You pull up your cost codes, estimate labor, apply your markup, format the line items, hit send. Then the follow-up. Then the second follow-up. Then the scope change that means rebuilding half the document. Multiply that across five or six active jobs and the office work eats the hours you planned for estimating and site visits.

PLMBR's contractor workspace is built around closing that gap. Felicity, our AI office manager, drafts proposals from your own cost codes and markup, handles client follow-up in your voice, and keeps every job's finances visible in one place — all gated behind your approval before anything reaches a client PLMBR for contractors.

How PLMBR AI agents help with this workflow

Here is what the documented workflow looks like, step by step:

1. Proposal drafting from your cost codes. Felicity builds the proposal the way you would: your cost codes, your markup, your line items, learned from your own past jobs. The output is an exact-price proposal in your format, not a generic AI summary PLMBR for contractors.

2. Client follow-up in your voice. Connected to your Gmail, Felicity drafts and sends follow-ups and status updates the way you write them. She chases every open proposal and keeps the client posted on where the job stands.

3. Approval gate before anything sends. Every draft, follow-up, and invoice waits in your queue. You approve, edit, or reject before a word reaches the client. Nothing moves without your tap.

4. Job finances and QuickBooks sync. Every job, expense, and invoice flows into the QuickBooks you already run. You see live margin per job on a single canvas without touching a spreadsheet.

5. Project coordination. Schedules, milestones, change orders, budgets, and margins are tracked. Felicity coordinates subs, vendors, and office admins across the job.

You can talk to Felicity in plain language, in the app or over email, and she takes the action inside PLMBR.

The business inputs and existing tools to discuss during onboarding

Before Felicity can draft a proposal that looks like yours, we need to understand your estimating structure. During onboarding, plan to walk through:

• Cost codes and markup. Your line-item structure, labor rates, material markups, and how you organize a typical kitchen, bath, or whole-home remodel.
• Past jobs as reference. Felicity learns your format from your own completed proposals. The more representative your sample set, the closer the first drafts land.
• Gmail and Google Calendar. Your leads arrive through Gmail; Felicity connects there for follow-up and scheduling.
• QuickBooks. The books you already run. PLMBR syncs jobs, expenses, and invoices into it so your accounting stays current without a separate bookkeeping step.
• Pipeline stages. How you move a lead from walkthrough to signed proposal to active job. Your sales pipeline lives in the same workspace as job finances.

Bring a recent proposal you're proud of. It becomes the template Felicity mirrors.

Workflow at a glance

Owner review, exceptions, and human takeover

PLMBR is approval-gated by default. Felicity drafts and queues; nothing reaches a client and no invoice moves until you tap approve. You see the full email or document in your queue, and you can approve, edit, or reject before a word goes out.

This means:

• You stay in the loop on every client-facing send. No automated email goes out under your name without your explicit approval.
• You can edit before sending. If a line item needs a different description or a markup adjustment, you change it in the queue.
• You reject and redirect. If a draft doesn't match your intent, you reject it and ask Felicity to revise.
• You handle exceptions in plain language. Talk to Felicity by text or email. Ask for a revision, a different format, or a hold on a follow-up. She takes the action inside PLMBR.

Felicity also watches jobs for budget overruns, missed permits, and slipping schedules, and flags them before they compound. You decide whether to act, re-scope, or escalate to a sub.

An illustrative job: what to test in a demo

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

Customer inputs (you provide these in the demo):

• A 140-sq-ft kitchen remodel: 10 linear feet of base cabinets, 6 feet of uppers, quartz countertop, one new GFCI outlet, tile backsplash to 18 inches.
• Your cost codes for cabinetry, countertop, electrical, and tile.
• Your standard markup and a target margin.
• The client's name, email, and a note: "Wants a number by Thursday; will decide by end of month."

Questions to test:

• Can Felicity produce a line-item proposal using my cost codes and markup, formatted the way I build one?
• If I change the countertop from quartz to butcher block, does the proposal update the line item and the total?
• What does the follow-up email look like? Can I edit it before it sends?
• Where do I see this job's margin once it moves from proposal to active?
• If the client calls with a scope change (add a pantry), how does the change order appear in the job budget?

We will walk through these on real product screens during your demo. You will see the pipeline, the proposal draft, the approval queue, and the job finance view.

How to evaluate this workflow

Does PLMBR replace my current estimating spreadsheet?

PLMBR's contractor workspace brings together the sales pipeline, proposals, job finances, and Felicity in one system. It syncs to the QuickBooks you already run. Whether it fully replaces a spreadsheet you've used for years depends on your cost-code structure and how many line items you track. Bring your current template to the demo and ask us to map it.

Can I keep using Gmail and QuickBooks?

Yes. PLMBR connects to Gmail for leads and follow-up, and syncs every job, expense, and invoice into QuickBooks. Your books stay current without a separate bookkeeping step PLMBR for contractors.

What happens if I don't approve a draft?

The draft stays in your queue. You can edit it, reject it, or ask Felicity to revise it in plain language. Nothing sends until you tap approve. There is no automatic send.

How do I know the proposal matches my markup?

Felicity learns your cost codes, markup, and line-item format from your own past jobs. During the demo, we will load a sample of your proposals and show you a draft side by side with your manual version. You verify the numbers before anything goes to a client.

Next step and demo invitation

If your pipeline is full of walkthroughs that never become signed proposals, or your office is buried in follow-up emails and spreadsheet updates, this is the workflow to evaluate first.

Start by evaluating PLMBR when turning a site visit into an approved, client-ready proposal is your priority. We will show you Felicity running a job like yours on real product screens — your pipeline, the exact proposal she drafts from your cost codes, and live margin on every job.

• PLMBR for your business
• Product walkthrough
• Our blog

Book a 15-minute demo. Bring a recent proposal and your cost-code list. We'll show you what Felicity drafts from them, and you approve every step before it reaches a client.