For owners of HVAC, plumbing, electrical, roofing, and general contracting companies who keep hearing about AI and want a straight answer about what it does on a real job.
AI in a construction business is not a robot on site. It is a phone that always gets answered, a job margin you see this week instead of next month, a contract clause found in ten seconds, and a report that builds itself. This page walks through each one by trade and by the software you already run.
Written by Zulfiya Forsythe, CPA. Boston, Massachusetts. No software to buy before the first conversation.
A construction company uses AI best by putting it on the work that already eats the office's time: answering the phone, finding the number, finding the document, and rebuilding the same report every week. In practice that means four things. An AI receptionist such as Vickie answers every call 24/7 in English and Spanish, books the service visit, and texts the confirmation. A job profitability dashboard reads Sage, BuildOps, Procore, or QuickBooks and shows margin by job and cost code weekly instead of 30 days after close. A knowledge-base agent such as Farmon answers questions from subcontracts, SOPs, and submittals in plain English. A hands-on lab teaches the owner and office to run Claude or ChatGPT as a teammate for quotes, follow-ups, and SOPs. Omadli Group in Boston, Massachusetts builds all four for general contractors and specialty contractors, starting with a $5,000 Automation Blueprint or a $499 training lab.
| Answer the phone | Vickie, AI receptionist. Every call answered 24/7, English and Spanish, books and texts. 22-day setup. Live demo: (978) 717-0012. |
|---|---|
| See job margins weekly | Job profitability dashboard on Sage, BuildOps, Procore, Aspire, or QuickBooks. Live in about 18 days. |
| Find the document | Farmon reads subcontracts, SOPs, submittals, and policies from Drive, SharePoint, or Laserfiche and answers in plain English. |
| Stop rebuilding reports | WIP, job cost, AR aging, and service billing produced on a schedule. About 92% of the manual work gone. |
| Learn it yourself | Claude Training Labs in Watertown, MA: 90 minutes for $499 or 3 hours for $949, 10 seats, money-back guarantee. |
| Who this is for | General contractors and specialty contractors (HVAC, plumbing, electrical, mechanical, roofing) from about $1M in revenue up. |
| Where to start | A 30-minute call. Then a Blueprint (from $5,000) or a lab seat ($499). |
The tools are the same. The leak they fix is different for each trade.
Service calls after hours go to voicemail, and the tech on the roof cannot pick up. Vickie answers, qualifies the caller, books the visit into the calendar, and texts the confirmation. Service agreement profitability shows which of the recurring visits lose money against your blended margin; on one client 67 of 353 visits did.
Completed work sits unbilled while the paper catches up. A weekly job dashboard flags finished scope that has not been invoiced ($124,096 across 12 of 121 jobs on one client) and labor running over plan while the job is still open.
Certifications expire, crews get double-booked, and inspections need a phone answered. License and certification expiry alerts, crew matching by certification and location, and an AI receptionist that routes emergencies to the on-call tech. FireGuard, the live demo agent, is a fire alarm service receptionist.
Change orders move faster than the paperwork. A job-level view of estimate versus actual, unsigned change orders, and cash position keeps the owner out of the spreadsheet somebody rebuilds every month.
Accounting, field, estimating, and scheduling live in separate tools and Excel is the glue. Connect Sage or Sage Intacct, Procore, BuildOps, and Salesforce into one job P&L with WIP and over/under billing, then put an agent on it that names who should act this week.
Yes. Nothing gets replaced. This is what we connect to and what comes out of it.
| Software you run | What AI does on top of it |
|---|---|
| Sage 100 Contractor, Sage 300 CRE, Sage Intacct | Job cost, WIP, and cash dashboards; scheduled exports today, read-only. |
| Procore | Job, RFI, change order, and budget data joined to accounting for one job P&L. |
| BuildOps | Service agreements, dispatch, and job costs for HVAC, plumbing, and electrical service companies. |
| Aspire, JobTread, Trimble, Autodesk | Connected the way each platform allows; freshness of the data is recorded and shown. |
| QuickBooks, Salesforce, HubSpot, Microsoft 365 | Accounting, CRM, and documents joined to the job data. QuickBooks Online accepts write-back. |
| ServiceTitan, Housecall Pro, Jobber, GoHighLevel | Where Vickie books appointments and syncs calls, leads, and payments. |
90 minutes for $499 or 3 hours for $949, on your own laptop, in Watertown, MA. You leave with working helpers for quotes, follow-ups, and SOPs. See the labs.
An AI receptionist on your number in 22 days. If your answered-call rate does not go up in 60 days, we work for free. Call the demo.
From $5,000. We connect your systems read-only, trace the money through your last closed jobs, and hand you a ranked plan with prices. How the dashboard works.
Yes if the phone is ringing more than the office can answer, or someone spends a day a week rebuilding reports. Those two problems pay for AI fastest. Companies from about $1M in revenue up see a return; a one-person shop usually does not have enough volume yet. Start with a $499 lab seat or a 30-minute call, not a software purchase.
No. Everything Omadli builds sits on top of the software you already run and connects read-only. Sage, Sage Intacct, Procore, BuildOps, Aspire, QuickBooks, Salesforce, ServiceTitan, Housecall Pro, and Jobber all stay.
A 90-minute Quick Wins Lab for $499 per seat in Watertown, MA. You set up Claude on your own laptop and build two helpers for your own work, for example a quote drafter and an SOP writer. If you do not save two hours in 30 days, you get a refund.
Yes. Vickie is an AI receptionist that answers every call 24/7 in English and Spanish, qualifies the caller, books the appointment into your calendar, sends the text confirmation, and routes emergencies to the on-call tech. It goes live on your number in 22 days. You can call the live demo at (978) 717-0012 right now.
Yes, while the job is still open. A job profitability dashboard on Sage, BuildOps, or Procore shows margin by job and cost code weekly, flags labor over plan and completed work not billed, and an agent names the person who should act. On one client the first pass found $1,055,524 of spending with no budget line behind it.
A tool is generic. Omadli builds on your job structure, your cost codes, your crews, and your systems, then stays on to keep it running. It is led by Zulfiya Forsythe, a Massachusetts CPA with an accounting career behind 11+ years in data and business intelligence, and the company is based in Boston with 32 five-star Google reviews.
Yes. Omadli Group is based in Boston and meets Greater Boston contractors in person. Builds and agents are delivered remotely for general contractors and specialty contractors across the United States.
A 30-minute call with Zulfiya. You leave knowing whether AI fits your company and which piece to start with.