ClearGuide helps sitework, excavation, grading, paving, utility, and heavy-civil contractors clean up the office-cycle work around project systems, PDFs, portals, owner forms, emails, and follow-up.
Crews may be productive, but the office cycle can still drag: daily reports, quantities, SOVs, pay apps, retainage, lien waivers, certified payroll, RFIs, submittals, addenda, change-order backup, and AP exceptions all require repeated review.
Requests arrive through email, forms, portals, PDFs, spreadsheets, and notes that need structure before review.
Missing details, stale files, inconsistent fields, and unclear owners slow the work before someone can make a decision.
The goal is not autonomous decisioning. It is cleaner information and better handoffs for the people responsible.
The best first automation is narrow enough to trust, visible enough to measure, and useful enough that the team wants to keep using it.
Gather SOVs, daily reports, quantities, lien waivers, certified payroll, retainage notes, change support, owner forms, and approval emails.
Summarize RFIs, field notes, photos, quantities, cost notes, force-account details, marked-up drawings, and approval history for review.
Organize ITBs, bid emails, due dates, plans/specs, addenda, scope notes, portal requirements, required forms, and go/no-go notes for estimating.
Track open RFIs, submittals, drawings, logs, due dates, overdue replies, and PM/project-engineer follow-up notes from project emails and exports.
Match vendor invoices, POs, delivery tickets, waivers, job numbers, cost codes, and missing backup before accounting review.
Schedules of values, daily reports, quantities, lien waivers, certified payroll, retainage notes, change support, owner forms, and approval emails often live in separate project files.
Project managers and accounting staff manually gather backup from field, project, and finance systems.
The system prepares a period-specific packet and shows what is incomplete or inconsistent.
Percent complete, contract interpretation, change entitlement, certification, and billing approval remain human decisions.
Project accounting receives a traceable packet with visible exceptions and a clear submission path.
Field and office files split • missing waivers • manual quantity chase • slow billing cycle
Period-specific packet • visible exceptions • reviewed billing summary • submission-ready handoff
ClearGuide is not trying to replace the operational system of record. We map the workflow around it, reduce manual prep, and keep review points clear.
Examples of systems we design around. ClearGuide is vendor-agnostic and is not claiming a formal partnership with these providers.
ClearGuide keeps final decisions, approvals, professional judgment, and sensitive exceptions in the hands of the responsible team.
Kept as a human-owned review point, approval, or responsibility.
Kept as a human-owned review point, approval, or responsibility.
Kept as a human-owned review point, approval, or responsibility.
Kept as a human-owned review point, approval, or responsibility.
Kept as a human-owned review point, approval, or responsibility.
Use these answers to see where AI can help, what should stay human, and how a focused first workflow could be scoped.
No. Estimating and contract decisions should stay with qualified people. ClearGuide helps prepare and route supporting information.
Pay-app backup, change-order support, bid intake, AP exceptions, compliance document chase, and RFI/submittal follow-up are strong candidates.
Yes, the workflow can be designed around the existing project and document systems.
Office-cycle speed affects billing, change support, rework, and PM/admin time.
ClearGuide can help you map one practical workflow, define the review points, and decide whether a focused AI build is worth it.
No obligation. Just clarity.