Construction

Connect your field. Control your margin.

ProcoreSage 300QuickBooks

Job cost, change orders, subcontractor compliance, and equipment — one margin picture from plain English prompts.

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Sound familiar?

Job costing is weeks behind — you find out a job is over budget when it’s too late to negotiate.
Sub COIs expire quietly — risk shows up after an incident, not before.
Equipment sits idle on one site while another rents the same class of machine.
Bid pipeline is one estimator’s spreadsheet — win rate by GC or region is a guess.

Interactive demo

Generated from

“Show project profitability by job and which are over budget right now.”

Active projects
14
+2 vs last mo
Over budget
3
21% of active
Budget exposure
$184K
Across 3 jobs
  • One job at 94% budget, 78% complete — projected margin collapsed.
  • Eight change orders pending approval — cash flow exposure.
AI-generated report (sample)

Portfolio margin up slightly; one job needs immediate CO / owner conversation. Sub compliance clean except two expirations within 30 days.

Generated from

“Equipment utilization across active job sites this week.”

Active projects
14
+2 vs last mo
Over budget
3
21% of active
Budget exposure
$184K
Across 3 jobs
  • One job at 94% budget, 78% complete — projected margin collapsed.
  • Eight change orders pending approval — cash flow exposure.
AI-generated report (sample)

Portfolio margin up slightly; one job needs immediate CO / owner conversation. Sub compliance clean except two expirations within 30 days.

Generated from

“Which subcontractors have expiring insurance or missing compliance documents?”

Active projects
14
+2 vs last mo
Over budget
3
21% of active
Budget exposure
$184K
Across 3 jobs
  • One job at 94% budget, 78% complete — projected margin collapsed.
  • Eight change orders pending approval — cash flow exposure.
AI-generated report (sample)

Portfolio margin up slightly; one job needs immediate CO / owner conversation. Sub compliance clean except two expirations within 30 days.

Generated from

“Daily field reports — which crews logged time and any safety incidents?”

Active projects
14
+2 vs last mo
Over budget
3
21% of active
Budget exposure
$184K
Across 3 jobs
  • One job at 94% budget, 78% complete — projected margin collapsed.
  • Eight change orders pending approval — cash flow exposure.
AI-generated report (sample)

Portfolio margin up slightly; one job needs immediate CO / owner conversation. Sub compliance clean except two expirations within 30 days.

Generated from

“Bid pipeline and win rate by project type.”

Active projects
14
+2 vs last mo
Over budget
3
21% of active
Budget exposure
$184K
Across 3 jobs
  • One job at 94% budget, 78% complete — projected margin collapsed.
  • Eight change orders pending approval — cash flow exposure.
AI-generated report (sample)

Portfolio margin up slightly; one job needs immediate CO / owner conversation. Sub compliance clean except two expirations within 30 days.

How we connect your systems

SystemWhat we pullConnection path
ProcoreFinancials, commitments, daily logs, drawings metadataOfficial REST APIs — project-scoped sync.
Sage 300 ConstructionJob cost, AP, subcontractor commitmentsVendor integration / REST where enabled — into your private store.
QuickBooksAP/AR, job costing summaries (as mapped)Intuit APIs with controlled tokens.

What you can build

Job cost

  • Budget vs actual
  • CO pipeline

Subs

  • COI expirations
  • Compliance %

Equipment

  • Utilization
  • Idle vs rented

Bids

  • Win rate
  • Pipeline value

Built for real job sites

Project financial and safety-related data belongs in a controlled store. For federal work, ask about CMMC-ready handling. Details on Security & compliance.

Schedule a demo