Five agents inside a 25-year general contractor
Direct Builders, Inc.
Twenty-five years of reputation kept the phone ringing — and every ring depended on the owner. Leads arrived by phone, website, email, and referral, then slipped through the cracks of busy weeks. Estimates and change orders moved at the speed of the few people who could produce them. Invoice matching and credit-card statement reconciliation were manual. Subcontractor compliance — W-9s, certificates of insurance, license checks — lived in folders that only bit back when something expired.
We deployed a five-agent suite around the operation. A lead-management agent captures every inquiry, scores it, logs it to the CRM, opens the project folder, and runs follow-up sequences. An estimating agent drafts proposals from job parameters and historical data, requests subcontractor pricing, and computes cost and schedule impact for change orders. A financial-operations agent works QuickBooks — deposit invoices, progress billing, final invoicing, invoice-to-project matching, and credit-card statement reconciliation from PDF uploads, with overdue alerts. An operations agent tracks jobs, crews, and milestones, and automates subcontractor compliance: W-9 and COI collection, expiration alerts, license verification, punch lists. A content agent turns build documentation into before/after showcases and project highlights.
The suite shipped with a new lead-capturing website, local-first hardware on premises, training, and twelve months of care.
- →Lead management agent — capture, scoring, CRM logging, follow-up sequences
- →Estimating & proposals agent — historical-data estimates, sub pricing requests, change orders
- →Financial operations agent — QuickBooks billing, invoice matching, CC statement reconciliation
- →Operations & compliance agent — job tracking, W-9/COI collection, license verification
- →Content agent — build documentation and project showcases
- →New responsive website with lead capture, plus local-first hardware
“Twenty-five years in, every lead, every estimate, and every insurance certificate still crossed my desk — I was the system. Concierge Studio put five agents on the parts of that desk I hated most: follow-ups go out on time, invoices get matched in QuickBooks, and the COIs chase themselves before they expire instead of after. It's the first thing I've bought in years that gave me hours back instead of taking them.”