How Contractor AI Agents Keep Proposal Follow-Up Moving While You Run the Job Site
You walk the job site at 7 a.m., confirm the framing crew is on schedule, sign off on the rough-in, and text the client a photo of the drywall going up. By…
The Bottleneck in Your Business
You walk the job site at 7 a.m., confirm the framing crew is on schedule, sign off on the rough-in, and text the client a photo of the drywall going up. By 11, you are on a call with a sub about a change order. By 2, you are back on site for a permit inspection.
Meanwhile, three proposals you sent last week are sitting in your inbox. A client replied to a follow-up email at 9:47 a.m. and is still waiting. A new lead from a referral called twice. You meant to get to all of it "after the inspection."
If your business runs on a mix of a CRM, a project-management tool, a spreadsheet, and your personal Gmail, the gap between "proposal sent" and "client signed" is where deals stall. PLMBR's contractor workspace is built to close that gap: it brings your sales pipeline, proposals, job finances, and an AI office manager named Felicity into one system so follow-up keeps moving while you are on site PLMBR for contractors.
How PLMBR AI Agents Help with This Workflow
Felicity is the AI office manager inside PLMBR's contractor workspace. Here is what the product documentation describes her doing in the proposal follow-up loop:
- Drafts proposals in your format. She builds the exact proposal you would write—your cost codes, your markup, your line items—learned from your own past jobs PLMBR for contractors.
- Talks to clients in your voice. Connected to your Gmail, she drafts and sends follow-ups and status updates the way you write them, keeping every client posted on where their job stands PLMBR for contractors.
- Chases open proposals. She tracks every outstanding proposal and runs follow-up outreach so a sent quote does not go silent PLMBR for contractors.
- Queues every send for your approval. Nothing reaches a client and no invoice moves until you tap approve. You approve, edit, or reject before a word goes out PLMBR for contractors.
- Syncs the money. Every job, expense, and invoice flows into the QuickBooks you already run, so your books stay current without a separate bookkeeping step PLMBR for contractors.
The workflow is: you approve the proposal, Felicity sends it, the client replies, Felicity drafts your response, you approve the response, and the loop continues until the job is signed or the lead is closed. You stay on site; the follow-up does not stop.
The Business Inputs and Existing Tools to Discuss During Onboarding
Before Felicity can draft in your voice and use your numbers, you will want to walk through:
- Cost codes and markup structure. The specific line-item codes and margin logic you use on every proposal.
- Past proposals. A sample set so the system learns your format, scope language, and tone.
- Gmail. Felicity connects to your existing Gmail for client conversations; your leads still come from the inbox you already use PLMBR for contractors.
- QuickBooks. PLMBR syncs job finances, expenses, and invoices into the QuickBooks account your business already runs PLMBR for contractors.
- Google Calendar. Scheduling and milestones tie into the calendar your office already uses PLMBR for contractors.
Bring these to your demo conversation so the team can show you how each input maps to a live workflow.
Workflow at a Glance
| Task | Documented agent capability | Office decision or demo question |
|---|---|---|
| Draft a proposal from a site walkthrough | Builds the proposal using your cost codes, markup, and line items learned from past jobs PLMBR for contractors | "Show me a draft using our actual cost codes and a real scope." |
| Send a follow-up to a client who has not signed | Drafts and queues the follow-up in your voice via Gmail; waits for your approval before sending PLMBR for contractors | "What does the approval queue look like when three follow-ups are pending?" |
| Respond to a client question about scope | Drafts a reply in your voice; you approve, edit, or reject before it sends PLMBR for contractors | "If the client asks about a change order, how does the draft reflect that?" |
| Track an open proposal across multiple touchpoints | Chases every open proposal and runs outreach so quotes do not go silent PLMBR for contractors | "How do I see which proposals are still open and what the next touchpoint is?" |
| Record the signed job into finances | Syncs the job, expenses, and invoice into QuickBooks automatically PLMBR for contractors | "Walk me through what lands in QuickBooks once I approve the final invoice." |
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Owner Review, Exceptions, and Human Takeover
PLMBR's contractor workspace is approval-gated by default. Felicity drafts and queues; nothing goes out under your name until you tap approve. You can approve, edit, or reject any draft before a word reaches a client PLMBR for contractors.
For exceptions—say a client asks for a price adjustment, a scope change, or a question you want to answer personally—you step in. You edit the draft, add your own note, or reject it and handle the conversation directly in Gmail. Felicity does not spend your money or move your funds; she sends the proposals and invoices that get you paid PLMBR for contractors.
The practical rhythm: you review the queue at a set time each day, or whenever you are off site, approve the routine follow-ups, and flag anything that needs your judgment. The rest of the day, the pipeline keeps moving while your crew keeps building.
An Illustrative Job: What to Bring to a Demo
This is a demonstration scenario, not a customer case study. Use it to structure your 15-minute walkthrough.
Customer inputs to prepare:
- A one-paragraph description of a kitchen remodel: 12 × 14 ft, new cabinets, quartz counters, two new outlets, paint, and a small plumbing tie-in.
- Your standard cost codes for cabinetry, countertops, electrical, plumbing, and paint.
- Your typical markup percentage for a remodel of this size.
- A sample follow-up email you have sent before, so the team can compare tone.
Questions to test in the demo:
- "Can Felicity draft this proposal using my cost codes and markup, and show me the line items before I approve?"
- "If the client replies asking whether the plumbing tie-in includes a new shut-off valve, how does the drafted response handle that?"
- "Show me the approval queue with this proposal and a follow-up both waiting. What do I see before I tap approve?"
- "Once I approve the signed proposal, what appears in the job finances view and what syncs to QuickBooks?"
You are not asking the team to promise a specific outcome. You are asking them to show you the workflow on your own numbers.
How to Evaluate This Workflow
Use the product walkthrough to see the pipeline, proposal drafts, and follow-up queue before you book a live demo. Then bring the illustrative job above and watch the team run it on your inputs.
Does PLMBR replace my current CRM and project tool?
PLMBR positions itself as a combined sales CRM and construction-management workspace, so you would be consolidating rather than adding another tool PLMBR for contractors. In your demo, ask the team to show where your pipeline, proposals, and job finances live in one view.
Will Felicity send anything to a client without my approval?
No. The product is approval-gated by default: Felicity drafts and queues, and nothing reaches a client until you tap approve PLMBR for contractors. Confirm in the demo that the queue shows the full email text before you approve, edit, or reject.
How does my QuickBooks stay in sync?
PLMBR syncs every job, expense, and invoice into the QuickBooks account you already run PLMBR for contractors. In the demo, ask the team to show the sync path from an approved invoice to the QuickBooks entry.
What happens when a client asks for a scope change mid-conversation?
The product documentation describes Felicity handling change orders as part of running the whole project PLMBR for contractors. In the demo, ask the team to walk through how a scope-change request appears in the queue and how you approve or edit the revised proposal.
Next Step and Demo Invitation
Start by evaluating PLMBR when proposal follow-up and job-site management are the two workflows that keep you from closing deals. The PLMBR contractor workspace brings your pipeline, proposals, job finances, and Felicity into one system, and the product walkthrough lets you see the screens before you talk to anyone.
When you are ready to see it on your own numbers, book a 15-minute demo. Bring your cost codes, a sample proposal, and the illustrative job above. We will show you Felicity running the follow-up loop on your inputs, and you will see exactly what lands in your approval queue before anything goes to a client.
For more workflow breakdowns for contracting firms, browse our blog.