Practical AI

AI For Contractors: Proposals, Follow-Ups, And Hiring.

The work is not what keeps most contractors at the office until nine. The paperwork about the work is. Here is what can genuinely be handed off, and what should never leave your desk.

Practical AI9 min readBy Chris Sund

Contractors are one of the best-fit audiences for this, and one of the last to be sold anything useful. The industry gets pitched project management platforms, estimating software, and field apps, most of which require a rollout, a data migration, and somebody to own it. Meanwhile the actual bottleneck in a lot of shops is one person writing proposals and follow-ups after everybody else has gone home.

Where the time actually goes

Ask an owner or an estimator where their week disappears and you will not hear anything about installing work. You will hear about the proposal that needs a scope narrative written out, the four bids that never got followed up, the job posting that has been half-written for a month, the daily reports, and the email explaining to a customer why the schedule moved.

All of that is text, all of it follows a pattern, and none of it requires your judgment to reach a first draft. That is exactly the profile of work worth handing off.

Nobody got into this trade because they enjoy writing. And yet writing is where a startling share of a contractor’s week goes, most of it after hours.

Six things that work

Every one of these is available to a shop with no IT department and no implementation project.

  • The written part of a proposal. Not the numbers. The scope narrative, the inclusions and exclusions written in plain language, the section explaining your approach. Give it your pricing decisions and your notes, get back a clean draft in your voice. The proposal that used to take ninety minutes takes twenty, and the ones that used to go out thin go out complete.
  • Bid follow-up. The highest-return item on this list, because most contractors simply do not do it. Every unanswered bid deserves two follow-ups and almost none get them. Drafting them takes minutes rather than the hour of dread that keeps it from happening.
  • Job postings that do not sound like everybody else’s. Most trade postings are interchangeable lists of requirements. Describe the actual crew, the actual work, what you pay, and what is good about working there, and you get a posting that reads like a specific company instead of a template. In a tight labor market that difference is the whole game.
  • Daily reports and change order narratives. Voice notes or rough field notes turned into clean, consistent documentation. This is documentation your team already owes somebody, produced faster and more consistently, which matters when a dispute arrives eight months later.
  • Customer communication when something changes. The schedule slipped, the material is delayed, the inspection failed. These emails are hard to write because they carry bad news, so they get postponed, which makes them worse. A first draft removes the reason to delay.
  • Turning your own knowledge into training material. The things a thirty-year foreman knows, captured once and turned into onboarding notes or a toolbox talk outline. The knowledge walks out at retirement otherwise.

What should never leave your desk

This part matters more than the list above, and any speaker who skips it is not being straight with you.

  • Pricing and estimating judgment. What a job should cost is the thing you are actually paid for. Use these tools to write around a number you decided. Never to decide the number.
  • Means, methods, and anything code-related. These tools produce confident, plausible, sometimes wrong output. That is a nuisance in an email and a serious liability in anything touching how the work gets done or what code requires.
  • Contract language. Terms, indemnity, retainage, lien rights. Your attorney wrote that language for reasons that are not always obvious, and generated contract text is a genuinely bad idea.
  • Technical safety content. Your safety professional owns the JHAs, the training, and the procedures. The leadership half of safety culture is a different conversation, covered in this article.
  • Anything confidential, pasted anywhere. Customer information, employee records, anything covered by an agreement. Set the rule out loud, because in the absence of one people assume it is fine.

Use it for the writing around the decision. Never for the decision. That line is easy to hold and it is where most of the risk lives.

How to start without a project

One person, one task, two weeks. That is the entire rollout. If you want a starting point, the prompts from my workshop are in the free AI prompt library, and the structure behind them is Tell AI Five Things.

Step 1

Pick the one that hurts most

For most shops it is proposals or bid follow-up. Pick whichever one is currently getting done at night, because that is where the relief will be obvious enough to sustain the habit.

Step 2

Feed it three of your own

Paste in three proposals or postings you have already sent that worked, and ask for the new one in that voice. This one move is the difference between output that sounds like your company and output that sounds like a brochure.

Step 3

Push back twice

The first draft is a starting point. Tell it what is wrong. Too formal, too long, we do not talk like that, add the part about our schedule. Version three is usually the one you send.

Step 4

Count the hours after two weeks

If it has not saved at least an hour a week, drop it and try a different task. If it has, add one more workflow and tell one more person. That is how this spreads in a company that actually uses it.

The recruiting angle is bigger than the paperwork one

Worth separating out, because it is where the largest opportunity sits for most contractors right now.

The trades have one of the best career stories in the country: a real skill, real money without student debt, and something standing at the end of the day you can drive your kids past. Almost nobody tells it well. Job postings read like requirement lists, and the story gets left to guidance counselors who have never been on a jobsite.

A contractor who can articulate that clearly, in every posting and every conversation with a school, recruits better than one who cannot. The tool does not create the story. It makes writing it down fast enough that it actually gets written down and used in twelve places instead of one.

Where the hours should go

An hour a week back is not the point on its own. If it goes into more email, nothing has changed.

In this industry the highest-value use of recovered time is almost always the same: time with your foremen. The frontline leader on every crew is the person who decides whether your apprentices become your journeymen and whether good hands stay. That is covered in this article on people promoted off the tools, and it is the conversation that produces more return than any software.

Related trades and operations

Same paperwork, different scope of work.

General Contractors

Proposals, subcontractor communication, and hiring across every trade on the job.

Specialty Trades

Electrical, mechanical, plumbing, HVAC, sheet metal, insulation, roofing, and concrete.

Utility Contractors

Line construction and utility work with heavy documentation requirements.

Manufacturing

Quoting, work instructions, and hiring for shift-based operations.

Trucking & Logistics

Driver recruiting posts, customer communication, and dispatch documentation.

Agriculture

Lender communication, recordkeeping, and the winter paperwork season.

Recruiting

For anybody whose real bottleneck is finding people rather than doing the work.

Small Business

The same problems in every trade and service business under fifty people.

The Full Session

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Questions

Questions contractors ask.

What should a contractor use AI for first?
Proposals or bid follow-up, whichever one is currently getting done at night. Those two carry the most relief and the most upside, and bid follow-up in particular is the highest-return item because most contractors simply do not do it. Every unanswered bid deserves two follow-ups and almost none get them.
Should AI touch pricing or estimating?
No. What a job should cost is the thing you are actually paid for. Use these tools to write around a number you decided, never to decide the number. The same applies to means and methods, anything code-related, and contract language.
Can it help with hiring in the trades?
This is the largest opportunity most contractors are missing. The trades have one of the best career stories in the country and almost nobody writes it down well. Describe the actual crew, the actual work, what you pay, and what is good about working there, and you get a posting that reads like a specific company instead of a template.
Do we need a software project to start?
No, and that distinction matters. Most contractor technology gets pitched as a platform requiring a rollout, a data migration, and somebody to own it. This is one person, one task, two weeks. If it has not saved an hour a week after two weeks, drop it and try a different task.
How do we keep the output sounding like our company?
Paste in three proposals or postings you have already sent that worked and ask for the new one in that voice. That single move is the difference between output that sounds like your company and output that sounds like a brochure.
What about safety documentation?
Your safety professional owns the JHAs, the training, and the procedures. The leadership half of safety culture is a separate conversation, covered in this article.
Use it for the writing around the decision. Never for the decision.
Chris Sund holding a copy of You Are Capable of More
Go Deeper

What the hours are actually for.

You Are Capable of More opens on ownership and time. The free discussion guide sizes each chapter to a toolbox talk, which is how it gets used on a jobsite.

Volume pricing at any quantity, signed and pre-signed copies available. A common kickoff giveaway and a common sponsor-underwritten item at association meetings.

Chris Sund

Chris Sund

President and COO of Uniti Med, GQR Healthcare and Nebula, an AI-powered talent sourcing platform. He closes the Midwest Insulation Contractors Association Fall Business Meetings in Omaha with a live working session on this material. No affiliate arrangements, no software sold. Based in Fremont, Nebraska.

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