The Contractor's AI Roadmap

AI is either going to help your business or help your competitors. Your choice.

But here's what the tech bros won't tell you: Most AI tools are solutions looking for problems. Shiny toys that waste more time than they save.

This guide cuts through the hype.

No buzzwords. No complicated setups. Just practical automation that saves real contractors real time and real money.

What's Actually Useful vs. What's Hype

Actually useful (implement these):

• Automated follow-up sequences
• Estimate templates with smart calculations
• Invoice automation and payment reminders
• Scheduling and dispatch optimization
• Customer communication automation
• Basic CRM and lead tracking

Overhyped (wait on these):

• AI that "writes your estimates" (garbage in, garbage out)
• Chatbots that annoy customers
• Complex integrations that break constantly
• Expensive platforms that do what spreadsheets do

The test: Does it save more time than it takes to maintain? If not, skip it.

What's Inside

PART ONE: The Automation Mindset

• What automation actually does (and doesn't do)
• The 80/20 of contractor automation
• Build vs. buy decisions
• When manual is actually better

PART TWO: The Priority Stack

Priority 1: Communication Automation

• Automated appointment confirmations
• Project update sequences
• Payment reminder workflows
• Review request automation

Priority 2: Financial Automation

• Invoice generation and delivery
• Payment tracking
• Expense categorization
• Cash flow alerts

Priority 3: Operational Automation

• Scheduling and calendar management
• Document storage and retrieval
• Photo organization by project
• Warranty tracking

Priority 4: Marketing Automation

• Lead capture and follow-up
• Email sequences
• Social media scheduling
• Review monitoring

PART THREE: Technology Stack by Business Size

Solo Operator ($100K-$300K revenue):

• What you need: $50-$150/month total
• Specific tool recommendations
• Integration priorities
• What to skip

Small Crew ($300K-$1M revenue):

• What you need: $150-$400/month total
• Team collaboration tools
• Job management basics
• Scaling considerations

Mid-Size Firm ($1M-$5M revenue):

• What you need: $400-$1,000/month total
• Full CRM implementation
• Project management systems
• Reporting and analytics

PART FOUR: AI-Specific Applications

What's actually working for contractors right now:

• AI writing assistants (proposals, emails)
• Voice-to-text for job notes
• Photo documentation and organization
• Basic chatbots for website inquiries
• Scheduling optimization

What to wait on:

• Full estimate automation
• Complex project management AI
• Customer service replacement

PART FIVE: Implementation

• 30-60-90 day implementation roadmap
• Avoiding "shiny object" syndrome
• When to hire help vs. DIY
• Measuring automation ROI

The Automation Audit

Before adding ANY new tool, answer:

1. What manual task does this replace?
2. How many hours per week does that task take?
3. What does this tool cost per month?
4. How long to set up and learn?
5. What breaks if this tool fails?

The math must work. If a tool saves 2 hours/month but takes 4 hours to maintain, it's a net loss.

What This System Delivers

Within 30 Days:

• Automation audit complete
• Priority 1 tools implemented
• Time savings measurable

Within 90 Days:

• Full communication automation running
• Financial automation active
• 5-10 hours/week saved

Within 12 Months:

• Complete technology stack optimized
• Significant time recaptured
• Operations running smoother

Who This Is For

This guide is for contractors who:

• Know they should "do something with technology"
• Are overwhelmed by options
• Don't want to become IT managers
• Need practical, implementable advice

This is NOT for:

• Tech enthusiasts who enjoy complexity
• Anyone expecting AI to run their business
• Contractors looking for magic solutions

The Investment

$247(Value!) — Less than one month of a software subscription you're probably not using.

What you get:

• Complete AI and automation guide (PDF)
• Technology stack recommendations by business size
• Automation priority framework
• Tool comparison charts
• 90-day implementation roadmap
• ROI calculation templates
• "What to skip" warnings

Ready to Automate What Matters?