The chase emails get written while your PM is out walking the job.
Nancy and Amy run on AI and work inside the tools your team already uses. They chase open RFIs and submittals, write the minutes and the change orders, and check the billing paper before it goes out. Your office runs more jobs on the same payroll.
Nancy
Nancy writes what your PM has been meaning to write since Tuesday.
She reads the live job record and drafts the chase email, the OAC minutes, the change order and the owner packet. Your PM reads it and sends it.
Your super stops writing minutes at 7 PM
Nancy turns the OAC meeting into minutes and the owner packet and files them where your team already keeps them. Whoever ran the meeting goes back to running the job.
Your PM stops chasing the sub by phone
Open RFIs and submittals get a written chase with the whole history attached. The change order that has to go out today gets drafted while your PM is still in the field.
You get a finished Word file, already filed
Word, Excel and PowerPoint files, written and saved into your company's own OneDrive or SharePoint. Nobody copies an answer out of a chat window.
She already knows the job
She reads your live contracts, RFIs, submittals and compliance records, and she works in the platform and in your own Microsoft Teams. Nobody has to open another app or paste in the background.
What comes off your desk
- The RFI chase, written
- The submittal chase, history attached
- The OAC packet, ready before the meeting
- Minutes from the meeting your super just ran
- The change order, drafted the day the change comes up instead of the month after
- The check that a sub is clear to bill: W-9, COI, SOV
- The COI that expires next month, flagged this month
- Sub pay apps, taken in and logged
- The lien waiver log, current on every job
- The transmittal log, kept up
- The closeout log, filled in as the job winds down
The money
The money you lose in the office leaks out quiet.
A pay app goes out short. A sub's COI expired in March and nobody caught it until the pay app was due. A change order got agreed to on the phone, never got written up, and never got billed.
No pay app goes out with a gap in it
Before the pay app goes out, Nancy checks the sub is clear to bill: W-9 on file, COI current, SOV complete.
The lapsed COI turns up before billing day
She watches every cert's expiration date and asks the sub for the renewal while there's still time to get it, instead of the morning the pay app is due.
The billing package is ready on cutoff day
She takes in sub pay apps, keeps the lien waiver log current and holds the transmittal and closeout logs. The office bills on time and the money comes in when you planned on it.
Capacity
Run more jobs with the office you've got.
The office is what caps how many jobs you can run at once, and you can't hire a PE right now anyway. Take the writing and the chasing off those desks and the same people carry more work.
- A PM runs more jobs because the desk work stops being the limit.
- The office bills on time, so the money shows up when you planned on it.
- Winning the next job stops meaning another salary in the office.
You're buying back the hours your people spend on paper, and the margin that leaks while they spend them.
Amy
Amy works inside Procore so your PM doesn't have to dig.
For teams whose whole day is already in Procore. Ask Amy and the answer comes back from the record without anybody clicking through six tools.
What she does for a PM
Amy reads your Procore project the way a good PE would: the drawing set, the RFI and submittal history, the change orders and the invoicing. Ask her what a sheet shows and she answers from the sheet.
How to get her
Every Procore setup is a little different, so we scope Amy to yours. Bring a live project to the walkthrough and we'll show you what she hands your PM back.
Scope Amy for your team →Side by side
Which one fits your outfit.
We build the assistant around how you already run the job. Most companies start with Nancy. Pick Amy if your PMs already live in Procore all day.
| Dimension | Nancy | Amy |
|---|---|---|
| Where she works | In the platform and in your own Microsoft Teams | Inside Procore, where your PMs already are |
| What she takes off your desk | Chase emails, minutes, change orders and the billing paper | The digging: drawing set, RFI and submittal history, and what's next |
| What changes on day one | The office stops carrying the writing and the chasing | Your PM stops hunting across six screens for one answer |
| Best fit | A contractor running the job on Microsoft 365 | A team whose whole day is already in Procore |
| Pick the other one if | Your PMs already live in Procore | You don't run your jobs in Procore |
Nancy
- Where she works
- In the platform and in your own Microsoft Teams
- What she takes off your desk
- Chase emails, minutes, change orders and the billing paper
- What changes on day one
- The office stops carrying the writing and the chasing
- Best fit
- A contractor running the job on Microsoft 365
- Pick the other one if
- Your PMs already live in Procore
Amy
- Where she works
- Inside Procore, where your PMs already are
- What she takes off your desk
- The digging: drawing set, RFI and submittal history, and what's next
- What changes on day one
- Your PM stops hunting across six screens for one answer
- Best fit
- A team whose whole day is already in Procore
- Pick the other one if
- You don't run your jobs in Procore
Security
What your IT person is going to ask.
The short version, for whoever checks us out before you sign.
- The work happens inside the Microsoft 365 tenant your company already controls. Everybody signs in as themselves and sees only what their role allows.
- Your company's data stays walled off from every other customer's. Your jobs, your costs and your documents never land in a shared pile.
- Nothing goes to an owner, an architect or a sub until a person approves it. The assistant writes it. A person reads it and sends it.
Your job cost and your margins are your edge. We treat them that way.
Next step
Find out which one fits.
Bring whoever runs your Microsoft account. We'll tell you which assistant fits and what it takes to stand her up.