Site-visit recap
Eight prompts that turn rough notes into open questions, customer updates, and usable job records.
For remodelers, roofers, builders, installers, and small GCs
The Contractor Job-Flow Playbook
Turn site-visit notes into clearer scopes, change records, customer updates, and progress-billing support.
Protect customer information. Use de-identified examples by default. Do not enter names, addresses, access codes, payment details, health or waiver content, or other confidential information unless the specific tool, account, and workflow are approved for that data.
Inside the guide
From site visit to progress bill
Use the guide to tighten the field-to-office handoff without changing how the crew gets the work done.
Scope and change structure
A repeatable way to record assumptions, selections, approvals, and change notes.
Job-file blueprint
A clear home for photos, documents, billing notes, and homeowner communication.
Five-day cleanup plan
A short office reset for active jobs and paperwork before you add another tool.
Best fit
For remodelers and small GCs
Best for owner-led contractors whose field work is solid but whose paperwork is split across phones, inboxes, folders, and paper.
Core flow: site visit, scope, change notes, progress billing, and closeout.
Sample prompts
See the prompts in context
Each example is tied to a point in the job instead of a generic AI task.
After a site visit
Turn these site-visit notes into a clean recap, open questions, and a homeowner update...
Before work begins
Rewrite this rough scope into customer-facing language with assumptions and flags...
At progress billing
Turn these work logs into a progress-invoice summary a homeowner can understand...
Typical install ranges
Need help setting up the workflow?
L&M can build the job records, branded paperwork, billing flow, and follow-up structure around the way your company already works.
Foundation
$2,500
Site-visit-to-invoice workflow, clean job files, and branded documents for a small contractor.
Core Install
$3,500
Scopes, change notes, progress billing, and follow-up structure tailored to your operation.
Ops + AI
$5,000–$7,500
AI-assisted job summaries, reminders, and document checks for owner review, plus field-to-office workflow support.
Optional support starts at $149/month. Included work and response times are confirmed in writing.
Bring the current paperwork flow to a short conversation and we will recommend which records and handoffs to organize first.
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