How PLMBR's AI Agent Keeps Your Whole Job Visible and Moving While You're on Site

The Bottleneck in Your Business

You're on the job site at 7:45 a.m., walking the framing crew through the header layout on the second floor. Your phone buzzes: the Hendersons replied to the kitchen remodel proposal two days ago asking about a countertop swap, and you never got back to them. Meanwhile, the bathroom reno proposal you sent last week has gone quiet, and the estimator is still buried in a scope change for the office build-out.

The problem isn't that you don't want to follow up. It's that the physical reality of running a job site—managing crews, answering sub questions, dealing with a delayed material delivery—eats the hours where project coordination would normally happen. By the time you're back at the office, three proposals are aging, a milestone date has slipped, and the "quick check-in" email keeps getting pushed to tomorrow.

PLMBR's AI office manager, Felicity, is built for this gap. She drafts follow-ups in your voice, coordinates schedules and milestones, tracks budgets and margins across every job, and keeps the whole picture visible in one workspace while you're on site PLMBR for contractors. You approve what matters; she handles the drafting, tracking, and coordination in the background.

How PLMBR AI Agents Help With This Workflow

Felicity operates inside PLMBR's contractor workspace, which brings together your sales pipeline, proposals, job finances, and client conversations in one view PLMBR for contractors. Here's how the day-to-day loop works while you're on site:

• Drafting in your voice. Connected to your Gmail, Felicity drafts follow-ups and updates the way you write them, keeping each client posted on where their job stands PLMBR for contractors.
• Chasing open proposals and running outreach. She chases every open proposal and runs your outreach so deals don't sit unattended while you're managing a crew PLMBR for contractors.
• Running the whole project. Schedules, milestones, change orders, budgets, and margins—she coordinates your subs, vendors, and office admins and stays on top of every job PLMBR for contractors.
• Plain-language control. You can talk to Felicity in the app or over email. Ask for anything and she takes the action for you, right inside PLMBR PLMBR for contractors.
• Live visibility across the business. Every deal, job, and dollar appears as a live map in the workspace, so you can see at a glance which proposals are aging, which milestones are at risk, and which clients are mid-conversation PLMBR for contractors.
• Approval-gated by default. Every follow-up, update, or invoice waits in your queue with the full text visible. You approve, edit, or reject before a word reaches the client PLMBR for contractors.

The design principle: Felicity takes the drafting, tracking, and coordination action inside PLMBR, but you remain the gate. She drafts and queues; you decide what goes out under your name.

The Business Inputs and Existing Tools to Discuss During Onboarding

Before Felicity can draft a follow-up that sounds like you or track a job's margin accurately, she needs context. During onboarding, plan to walk through:

• Your cost codes and markup structure. Felicity builds proposals using your firm's cost codes and line-item format, learned from your own past jobs. Bring a recent proposal or two so the team can see your structure PLMBR for contractors.
• Your Gmail account. Follow-up drafting and sending run through your existing Gmail. You don't switch email providers PLMBR for contractors.
• Your QuickBooks file. PLMBR syncs every job, expense, and invoice into the QuickBooks you already run, so your books stay current without you touching a spreadsheet PLMBR for contractors. Confirm which edition you use and which jobs are active.
• Your supplier accounts. If you want Felicity to order materials while she builds an estimate, you'll connect your existing supplier accounts. She can do this on her own or with one-button approval from you PLMBR for contractors.
• Your Google Calendar. Google Calendar appears in the keep-and-sync list on the contractor page PLMBR for contractors. Confirm during onboarding how scheduling and milestone tracking integrate with your existing calendar.

You keep your books, your email, and your calendar. PLMBR handles the work between them for your business.

Workflow at a Glance

Owner Review, Exceptions, and Human Takeover

Felicity's default posture is to draft and queue, not to send. The approval gate is structural: nothing reaches a client and no invoice moves until you tap approve PLMBR for contractors.

In practice, your review loop looks like this:

• Routine follow-ups. A client hasn't responded to a proposal in several days. Felicity drafts a short nudge in your voice. You review it in the approval queue, tap approve, and it sends from your Gmail.
• Scope or pricing questions. A client replies asking about a revised line item. Felicity drafts a response using your cost codes and markup. You review the numbers, adjust the tone if needed, and approve.
• Exceptions you handle yourself. A high-value client, a sensitive conversation, or a dispute. You tell Felicity in plain language to hold that thread, and you step in directly.
• Material orders. If Felicity is building an estimate and needs to order lumber or fixtures, she can do so from your supplier accounts on her own or with one-button approval PLMBR for contractors. Ask in the demo how you configure which order types route through your approval queue versus proceeding on her own.

The approval gate is the boundary. Felicity works within it, and you decide what goes out under your name.

Illustrative Job: A Kitchen Remodel Follow-Up (Demo Scenario)

This is a demonstration scenario to test in a PLMBR walkthrough, not a customer case study.

Customer inputs to load or describe:

• A kitchen remodel proposal sent six days ago, cost-coded with your firm's line items (cabinetry, countertop, electrical rough-in, appliance package).
• The client replied once, asking whether the quartz countertop option could be swapped for butcher block.
• No response since that reply.
• The job is in your pipeline, not yet a signed contract.

Questions to test in the demo:

1. Can Felicity draft a follow-up in my voice that addresses the countertop question, using my cost codes for that line item?
2. Does the draft appear in my approval queue with the full email text before it sends?
3. If I edit the draft to add a personal line about the crew's schedule, does the edit persist?
4. Once the client signs, do the proposal's cost-coded line items flow into the job finances and QuickBooks?
5. Can I ask Felicity, by text or email, to "check on the Hendersons" and get a status summary of where the proposal stands?

These questions map to documented capabilities on the product walkthrough. Bring your own cost-code structure to the session so the demo reflects your actual proposal format.

How to Evaluate This Workflow

Use the demo to confirm the workflow fits your office before committing. Here are the questions that matter most:

Does the follow-up and project-coordination process match how I actually run jobs?

Felicity chases every open proposal, runs your outreach, and coordinates schedules, milestones, and budgets across every job PLMBR for contractors. In the demo, ask to see the follow-up sequence for a proposal at different stages and the live map for three concurrent jobs. Confirm the tone matches your voice and ask how you adjust the follow-up interval per client.

Can I review and approve from the field while I'm on the job site?

The approval gate means nothing sends until you tap approve PLMBR for contractors. Verify in the demo that the approval queue is accessible on a mobile device and that you can approve, edit, or reject from there. If mobile access isn't part of the current workflow, ask what the on-site review path looks like.

Will my cost codes and QuickBooks sync work with my current setup?

PLMBR syncs every job, expense, and invoice into QuickBooks automatically PLMBR for contractors. Bring your QuickBooks file details to the demo and ask the team to walk through the sync path for a signed proposal. Confirm your cost-code structure carries through from proposal to job finances.

What happens when a client's question falls outside the proposal scope?

Felicity handles client conversations and project coordination PLMBR for contractors. Ask how she flags a question that requires your direct input, and whether the thread pauses in your queue until you respond.

Next Step

If keeping every job visible and moving is the workflow that's eating your afternoons while you're on site, start by evaluating PLMBR when this is your priority. The PLMBR contractor workspace shows the pipeline, cost-coded proposals, live job map, and approval queue in one view. You can watch a product walkthrough to see Felicity draft a follow-up, coordinate a milestone, and wait in the approval queue before anything sends.

Book a 15-minute demo and bring a recent proposal with your cost codes. We'll load it into the workspace, let Felicity draft a follow-up in your voice, and walk you through the approval flow. You'll see exactly what your office looks like when the coordination work runs in the background and you stay on the job site.

For more on how AI agents fit into a general contractor's daily workflow, browse our blog.