Heuristics AI
From site visit to signed-off proposal, with a worker beside every person.
A slow estimate-to-proposal process becomes a chain of drafts that people approve. Follow one job through Hale Stoneworks, a fictional hardscaping contractor, and see exactly where a person stays in charge.
Hale Stoneworks is fictional. The work it does is not.
- Business
- Hale Stoneworks
- Owner
- Jordan Hale
- People
- Owner, Drafter, Estimator
- Workers
- Takeoff Reader, Estimator, Proposal Writer
Five handoffs, each waiting on the last.
This is how a job moves today at Hale Stoneworks. Every step is a person, and the slowest ones are copying and measuring by hand.
- 01Owner
Site visit and paper notes
Half a day on site
- 02Drafter
Draws the plan in CAD
1 to 2 days in the queue
- 03Estimator
Measures every area by hand
Up to 7 hours
- 04Estimator
Prices from a 100+ page supplier list
2 to 3 hours
- 05Owner
Copies an old proposal and edits it
About 1 hour
Example times for a mid-sized residential job. Nothing here is a benchmark.
The same job, with a worker beside each person.
Workers draft. People approve. Press play, or step through the six moments with the numbers.
Takeoff Reader drafts quantities
A new drawing is saved to your file storage. Takeoff Reader drafts quantities by area from your CAD drawings.
The same six steps, as a list
- New drawing saved; Takeoff Reader drafts quantities. A new drawing is saved to your file storage and the Takeoff Reader drafts quantities by area from your CAD drawings.
- The estimator confirms the quantities. A person checks the draft and approves it before anything moves on.
- The estimator worker prices the job and flags what looks off. It prices from your rates and your supplier price list, and flags: banding looks low versus 5 similar past jobs.
- The owner approves the markup. Always a person.
- Proposal Writer drafts the proposal. It uses your proposal template and similar past jobs; the owner dictates the job notes.
- The owner approves; the proposal is saved as a PDF. It is saved to your file storage. Nothing is sent to the customer without the owner.
Decide how much the workers do on their own.
The same process can run at three settings. Change it and watch which steps need a person. Two steps never change.
ApproveWorkers do the work and a person approves at the main handoffs: confirming quantities and reviewing the proposal draft. Pricing flows straight to the markup step.
- 01Drafts quantities by areaWorker proceeds
- 02Confirms quantitiesNeeds a person
- 03Prices and flagsWorker proceeds
- 04Approves markupAlways a person
- 05Drafts the proposalNeeds a person
- 06Approves and savesAlways a person
What a person always does here.
Sets the markup
The worker prices the job. The margin is the owner’s call.
Approves anything sent to a customer
The proposal is saved, never sent, until the owner says so.
Dictates job-specific notes
Access, site conditions, what the customer asked for. Only the person who walked the site knows.
Three workers, each beside one person.
- WorkerPilot
Proposal Writer
Drafts the proposal in your proposal template from similar past jobs and the owner’s dictated notes.
Beside Owner - WorkerOn request
Takeoff Reader
Reads your CAD drawings and drafts quantities by area for a person to confirm.
Beside Drafter - WorkerOn request
Estimator
Prices confirmed quantities from your estimating spreadsheet and supplier price list, and flags anything that looks off against past jobs.
Beside Estimator
Your process looks different? See the starting roles or all samples.
Want this on your process?
No sales script. You leave with your process mapped, whatever you decide. After a discovery call we can build you a private demo.
Sample shown with a fictional business and example data. No customer data.
Sample · fictional business