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AI for construction and field services. The paperwork keeps up with the job.

Mid-market contractors and field service companies get change orders, vendor invoices, daily reports, and work orders in every format. Webaroo builds the agents that read them, check them against the job, and put one approval in front of the person who signs.

Ask Roo: Could AI read our change orders and pay applications?

Document IntakeDocument Intake, set up for construction and field services.
Invoice / Checked against the PO / Review queue / Posted
Products that fit first
Document Intake, Workflow Agent, Voice Agent
First step
A straight answer from Roo, or 15 minutes with Connor Murphy, our Founder and CEO.
First paid step
The 10-day AI readiness assessment, a fixed fee quoted on the call.
Your control
A person approves anything that moves money or access. Your team can cut off our access in one step.

Where it breaks. Three places the work piles up.

  1. 01/03

    Paper moves slower than the job

    Change orders, submittals, RFIs, and permit packets arrive as PDFs, photos, and email threads. Someone retypes them into accounting and the schedule, and the record falls behind the job.

  2. 02/03

    The field knows things the office finds out later

    Crews and technicians report progress, hours, and materials in texts, photos, and field reports. By the time those reach job costing and the schedule, the margin on the job has already moved.

  3. 03/03

    Every approval waits on one inbox

    Pay applications, lien waivers, vendor invoices, and contract signatures sit until a project manager or the controller gets to them. Subs and vendors call to ask where things stand, and AP answers the same question all day.

What fits. The products that take each problem off your desk.

  • Document Intake

    Project inbox / Jobs and cost codes / Filed to the job / Project manager

    Reads change orders, sub pay applications, vendor invoices, lien waivers, daily reports, and technician work orders as they arrive, pulls the line items, hours, quantities, and cost codes, and files each one against the right job and entity for review.

    See Document Intake
  • Steps run along one line. Approvals fork off to a person and come back.

    Budget and subcontract / Schedule / Three items flagged

    Workflow Agent

    Flags any line over the committed amount or missing its paperwork, then sends one approval packet to the person who signs. Nothing posts until they say yes.

    See Workflow Agent
  • A call arrives as a wave, passes your rulebook, the written rules your team approves, and settles into one booked slot. Some calls go to the front desk.

    Call from the sub / On hold, from the record / Controller / Transcript and summary

    Voice Agent

    Answers vendor, sub, and customer calls about payment, schedule, and job status from the record, and hands anything that needs a decision to a person with the transcript.

    See Voice Agent

Nine invoices and a change order, two overruns caught.

An afternoon of paperwork at a mid-market contractor with jobs in two entities, from the project inbox to the handoff.

Illustrative / Example data / No live actions

Request

A change order and nine invoices hit the project inbox

A change order for a plumbing reroute and nine vendor invoices land as PDFs and phone photos. Document Intake reads each one, pulls the line items, cost codes, and dates, and files it against the right job and entity.

Change order for the plumbing reroute, and nine vendor invoices.

Document Intake

Project inbox / Jobs and cost codes / Filed to the job / Project manager

Knowledge

Each item is checked against the job

The Workflow Agent compares every line to the budget, the subcontract, and the schedule. Two invoices run over the committed amount, and the change order has no matching RFI. It flags all three and builds one approval packet.

Sources

Job budget. Subcontract. Schedule.

Workflow Agent

Budget and subcontract / Schedule / Three items flagged

Action

One approval, three systems updated

The project manager approves seven invoices, holds the two overruns, and sends the change order back for an RFI. The accounting system, the schedule, and the job folder update together.

Waiting on approval

One packet: nine invoices and the change order, three items flagged

Workflow Agent

Approval packet / Committed amounts / Two overruns held / Seven invoices posted

Handoff

A vendor calls, a person decides

The plumbing sub calls to ask when the reroute invoice pays. The Voice Agent reads the record: the invoice is on hold until the reroute change order is approved. When the sub asks to change the retainage terms, the call goes to the controller with the transcript and a summary.

When does the reroute invoice pay?

Voice Agent

Call from the sub / On hold, from the record / Controller / Transcript and summary

The pattern.

Illustrative

A mid-market contractor with jobs in two entities, whose change orders, invoices and field reports arrive as PDFs and photos.

Where we start

In ten days, the assessment maps the top 3 workflows with today's numbers, such as change orders, vendor invoices, or field reports. A single build or an FDE Pod, a pod of forward-deployed engineers who work inside your business, then takes the first workflow to production on the ERP and schedule you already run, with no AI team to hire.

What stays with your team

Your people keep every decision. The agents read, check, and propose. Nothing reaches a system of record without a named approver's yes or a rule your team approved in writing, and the log shows which one it was.

What owners ask before the first call.

We recommend starting with Document Intake for change orders, vendor invoices, and field reports. Then add the Workflow Agent to route approvals and update accounting and the schedule together, and the Voice Agent so vendor, sub, and customer calls get answered from the record. An FDE Pod fits when several workflows are in scope. If bid work is the bottleneck, the assessment maps it.

No. Webaroo is your AI integrator and operator: we build and run AI inside mid-market companies. Ask Roo, Webaroo's AI, for a straight answer first, or book 15 minutes with Connor Murphy, our Founder and CEO. If there is a fit, the paid 10-day AI readiness assessment picks the top 3 workflows with today's numbers.

AI consultant vs AI integrator vs AI operator

Yes. Document Intake reads technician work orders and service reports into the job the same way it reads change orders, and the Workflow Agent checks hours, parts, and materials against the job. The Voice Agent answers customer status calls from the record and hands anything that needs a decision to a person with the transcript. Nothing posts to the job or the books without a named person's yes or a rule your team approved in writing.

They can, after a named approver says yes or inside a rule your team approved in writing. The Workflow Agent writes to the ERP and scheduling systems you already run, through the API where one exists. Your IT team grants each connection, and the connection method is confirmed in writing during the assessment. For an older on-premise ERP without one, an FDE Pod builds the bridge without replacing it.

AI integration with your ERP and CRM

Not unless you allow it. Every extracted record goes to a review queue with the source page, the fields, and a confidence score, and a named approver on your team confirms it before anything is written to a system of record. Records post on their own only if your team sets a confidence threshold in writing, and only above it. Every post is logged with the person or rule that approved it. Agents run on scoped credentials you can revoke. A document the agent cannot read goes to a person with the reason attached: low-confidence extractions, unknown document types, and items outside the rules you set are routed to your team instead of being guessed at.

The written plan from the 10-day assessment sets the timeline, and an FDE Pod's checkpoint is at day 90 for a small pod or day 120 for a large pod. Each build runs in steps: the document sample and the workflow map first, a shadow run where nothing posts, then confirmed writes, then the switch-over, with a runbook.

We deploy and operate directly within your existing security perimeter, implementing NIST AI RMF and SOC 2-aligned controls. Network security, IAM and endpoint security remain the exclusive responsibility of your team or your MSSP. An MSSP is a managed security service provider. We work only through access your team grants in your SSO and IAM, scoped per person and agent, and your team can cut off our access in one step. Every action an agent takes is logged where your team can read it.

How we handle your data

At Webaroo, a single-workflow build is a fixed fee for a defined scope, quoted on a call. An FDE Pod is a monthly fee on a 12-month term, with a production checkpoint at day 90 for a small pod or day 120 for a large pod. Half the assessment fee is credited, only toward a 12-month contract.

Pick the first workflow on the job. A straight answer first.

The first paid step is your AI strategy, a 10-day AI readiness assessment: AI inventory, risk tiers, the top 3 workflows with today's numbers and a 90-day plan.