Capability 10 · Knowledge

Your company's brain. Ask anything. Instant answer.

Your SOPs, warranty terms, pricing matrices, supplier details, training docs — turned into a private AI your team can ask anything, 24/7. New hires productive in days, not months.

One of the AI systems we build.

Why this matters

Every contracting business runs on tribal knowledge — pricing rules in the owner's head, warranty terms in a binder in the supply room, supplier contacts on the office manager's phone. Anyone who needs an answer either interrupts the owner or guesses. New hires take 90 days to ramp because everything they need to know is scattered across people, paper, and digital folders nobody can find. We turn all of it into a chat interface your team uses on their phone.

What the system does

Everything this capability ships with.

Ingests your existing knowledge

SOP documents, warranty PDFs, pricing sheets, supplier lists, training manuals, recorded sales calls — anything you upload becomes searchable.

Answers natural-language questions

"What's our warranty on TPO roofs?" or "Who do we use for crane rentals?" — typed or spoken, in the field, on a phone.

Cites sources

Every answer shows which document and section it came from. Anyone can verify before relying on it.

Updates as you upload

Drop new docs in a connected folder and they're indexed within an hour. Knowledge stays current automatically.

Mobile-first

Crew, reps, and office staff can ask from wherever they are. No more "call the office, wait, hope they pick up."

Tracks what's being asked

Dashboard shows the questions getting asked most often, so you know what's missing from your documentation.

A new hire's third day, no interruptions

Marcus started Monday. It's Wednesday. He's running his first solo estimate and has a question.

10:23 AM

Customer asks about the warranty on a standing seam metal roof. Marcus has no idea.

10:24 AM

He opens the Knowledge app on his phone: "What's our warranty on standing seam metal?"

10:24 AM

AI responds: "Standing seam metal roofs come with a 50-year manufacturer warranty on the panels (Source: Metal Roof Warranty Doc, p. 3) and our standard 10-year workmanship warranty (Source: Master Warranty PDF, Section 2.1)."

10:25 AM

Marcus confidently answers the homeowner. No call to the owner. No "I'll have to get back to you."

Same week

Marcus uses the assistant for pricing questions, supplier contacts, install procedures. By Friday he's running estimates as if he'd been there for months.

The owner saved an hour of interruptions on Marcus's first week. Marcus kept his confidence. The deal closed Wednesday afternoon.

Reads from wherever your documents already live

Connects to your existing storage. Your documents stay where they are — we index them, we don't move them.

Google DriveDropboxOneDriveNotionBoxSharepointRecorded sales calls (auto-ingested from Sales Call Coach)Your CRM (write-back of common questions for documentation gaps)

What you get with setup

    Document ingestion and indexing of your existing knowledge base
    Custom mobile app branded to your business
    Citation system on every answer
    Usage analytics and gap-detection dashboard
    Ongoing ingestion — drop a file in the connected folder, indexed within an hour
    30 days of tuning, role-based access controls

Questions

What contractors ask about this capability.

How do I know it's not making things up?

Every answer cites the specific document and section. If the AI doesn't have an answer in your library, it says so explicitly: "I don't have that documented — you'd want to ask [the owner / sales manager / etc.] directly." Honest about its limits.

Can I limit who sees what?

Yes. Multi-tier access: crew sees install procedures and warranty info but not pricing margins or supplier costs. Reps see customer-facing docs but not internal HR. You control it.

What if my documentation is a mess?

That's the common case. Setup includes a document audit — we identify what's missing, contradictory, or outdated. You don't have to clean it up first; we work with what you have and flag gaps as we find them.

Does this replace training?

No — it replaces interruptions. Your team still gets onboarded, shadowed, and coached. The assistant handles the "quick question" moments that used to interrupt everyone.

How is data kept private?

Your documents stay in your storage. We index them but don't copy them out. Access controls match your existing folder permissions. The AI runs on infrastructure that doesn't train on your data.

Let's talk.

30 minutes to walk through your operation and tell you honestly which capabilities would move the needle — and which wouldn't. Half end with us saying "not yet."

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