Sarah’s team used to spend 2-3 weeks putting together a proposal for a backyard home build. Now they turn one around in a day. Sarah's backyard home building company handles the front-end sales, design, and permitting. Projects ranging from $250K to $450K. That means a lot of site visits, a lot of client conversations, and a lot of details that need to land in a proposal: unit selections, hydro, water lines, site constraints, Matterport scans, floor plans, renderings. They were building all of that by hand. It took weeks. Now their sales reps record the on-site visit using an AI note taker, feed the transcript into Claude, and generate a full proposal from that conversation, with images, floor plans, and a site draft included. The AI doesn't replace the judgment call. It handles the build so the team can focus on the close. "We used to be doing these reports by hand and they would take like 2 or 3 weeks. And now we're able to turn around a pretty good proposal in like a day." Tool: Claude Try this: 1. At your next site visit, ask the client for permission to record: "It'll help me follow up faster and make sure I don't miss anything important to your project" 2. Upload the transcript to Claude and ask it to extract all specs, service needs, and client preferences 3. Ask Claude to generate a proposal draft from that output using your existing template 4. Drop your visuals in and send — same day What's a workflow in your business that still takes way longer than it should? Drop it in the comments.

Cory had 300 pages of engineering and a crew waiting on answers. He's a managing partner at Supreme Basement Solutions. A waterproofing and foundation repair company serving Windsor and London. Three months ago, he joined this community and started using Claude. Here's what happened. Supreme was working a complex of 20 units, all needing foundation wall repairs. The engineering package? 300 pages. Before AI, someone would have had to manually work through all of it, build scopes for each unit, and a project manager would need to be on site to bridge the gap between what the engineers drew and what the installation crew needed to actually do. With Claude, Corey fed in the drawings, summarized the engineering, and replicated scopes across every unit. Two hours per quote. Two minutes after. That's not a rounding error. That's the entire job changing. Project managers no longer need to be on site to create and adjust scopes. They can do it in real time, from anywhere, with more clarity and fewer mistakes. Hours freed up every day to quote new work instead of managing the one in front of them. Corey describes what AI has done for him in one sentence: "Before, I was an expert in basement waterproofing and foundation repair. Now I'm more expert." Tool: Claude Try this: 1. Pull your next engineering package or complex scope document and upload it to Claude 2. Ask it to summarize the key installation requirements in plain language, for your crew and your client 3. Ask it to create a scope template you can replicate across similar units or phases 4. Measure how long it took. Then compare that to before. What's the most time-consuming document in your workflow right now? Drop it in the comments.

Thank you to everyone who attended our 2nd in-person event yesterday! Photo Gallery of the Day Most contractors don't know their exact profit margin. This workshop shows you how to change that with a simple AI finance setup that tracks every dollar across your company and your projects. 🧠 What you'll learn: -How to set up two Claude projects that act as your full-time CFO — one for your company (overhead, cash flow, bank statements) and one for each active job (budget, draw schedule, labor hours, change orders) -A receipt-capture workflow that replaces hours of manual line-item sorting: snap a photo of up to six receipts, upload to Claude, and get every expense categorized and allocated to the right job instantly -How to calculate your real monthly overhead in minutes by uploading your bank and credit card statements and prompting Claude to flag every recurring charge — including subscriptions you forgot you were paying for -A progress billing method that makes it nearly impossible for a GC or client to dispute your invoice: feed Claude your scope, budget, and timestamped site photos and it generates a branded completion report with percentage breakdowns and photo proof attached -How to turn off AI training on your financial data in Claude's privacy settings (and why enterprise accounts have it off by default), so you can upload bank statements and credit card data without it being used to train the model Resources mentioned in this video: - Claude Projects: claude.ai - Claude Cowork (desktop app): claude.ai/download - Google NotebookLM (for learning): notebooklm.google.com - Perplexity AI (for research): perplexity.ai - Claude connectors: accessible via the + button in any Claude chat