The method · The As-Built
Before you renovate a building, you do an "as-built" survey — you draw what's actually there, not what the original plans called for. The As-Built does the same thing with your company. You confirm, we set it up.
The principle
Ask an owner to describe his whole bidding process and he'll forget half of it — not because he doesn't know his business, but because nobody can recite from memory something he's been doing on instinct for twenty years.
Hand him a written description of his process instead and he'll correct you in three seconds: "no, that's Isabelle's job, and we don't do it that way for a long-time client." That's where the information that matters is. Recognition digs out what recall leaves buried.
The path
Phases 0 through 4 happen during setup, starting with Day Zero. The rest unfolds during adoption follow-up.
No agenda, no form. We talk about your company, how you got here, and what's driving you nuts the most.
"Walk me through your last job, from the first phone call to getting paid." One full story beats fifty questions.
Your last bid, your crew texts, your cost spreadsheet, your leases. The real documents, not a description.
Where your hours go, and above all: what interrupts you. The waste hides in the interruptions.
We hand you the map of your company. The moment of truth: "that's exactly it." If not, we correct it until it's right.
We fix the headache that's costing you the most first. Your crew sees a result before they see a change.
We open the doors one at a time, at the pace trust builds. Adoption follow-up at 30, 60 and 90 days.
The framework
Whatever the sector, an established company runs on the same six systems. What changes is how YOU run them. That's what we survey.
Where your requests come from, how you qualify, how you price.
The follow-ups, the negotiation, the moment it becomes a real job.
Resources, schedules, purchasing, subs, permits.
What happens in the field, and how it makes its way back to the office.
Progress billing, holdbacks, follow-ups, collection.
The calls, the emergencies, the "got two minutes?" The invisible system that eats your days.
The trust model
We automate nothing before you're comfortable. Every task has a level, and the level goes up when you decide it goes up.
The AI gets it ready, you approve before it goes out. For anything that commits your company: prices, contracts, job-site decisions, sensitive communications.
The AI does the work, it goes out, and we check a sample. The middle level, where trust gets built on evidence.
It runs on its own. Everything is logged — you can always go back and see what happened and why.
"We flag, we don't guess." When the AI isn't sure, it raises a flag instead of inventing an answer. "We throw nothing out." Your history is archived in full, even the parts we're not using yet.
What you walk away with
Your steps, your vocabulary, your unwritten rules, your workarounds. A document you could hand a new employee.
Not an empty shell: your real jobs, your real clients, your real prices in there from day one.
The 12 AI capabilities, where you stand today, and where we're aiming in 12 months.
Sessions on your real jobs, not a PDF and a link to a video.
You could walk out tomorrow morning with your plans. The survey belongs to you — no lock-in, open format, databases hosted in Canada (Montreal).
The guarantees
In production on the promised date, or we credit you months of Boddy Operated. Your last 10 bids redone with the estimating engine, recalibrated at no charge until your estimator approves them (Medium and Large). And a complete export of your data, on request and at no charge.
The details and your commitments: construction guarantees. Rental management: the same method, in six steps, on the Portfolio on Autopilot page, and its guarantees.
Thirty minutes. You walk us through your last job, we tell you what we see. No software demo, no slide deck.
