NextDoer
Sample playbook

For construction & building firms

The job runs on email,
Excel, and a hundred phone calls.

General contractors coordinating subs, suppliers, engineers and inspectors, and materials and testing labs scheduling field techs and routing pass/fail results, all live in the coordination layer, and today that layer is email threads, spreadsheets and voicemails. NextDoer runs the chasing, scheduling, tracking and result-routing around every project, drafted, and gated by you. Every engineering, technical, pass/fail and construction decision stays with the professional, the engineer, the PM, the qualified technician.

6Agents we'd propose
AllChannels + schedules, one queue
YouApprove every send

Your week today

The coordination that eats the day.

Not the build, the endless back-and-forth around it. If this is your week, it is exactly the work NextDoer is built to carry.

01

The email and Excel overload

Every project runs on a tangle of email threads and spreadsheets that only you can read. Status lives in your head and your inbox, nothing is in one place, and the moment you step off site the coordination stops.

02

The subcontractor and supplier chase

Confirm the crew, confirm the delivery, get the quote back, get the missing spec, across a dozen trades and suppliers who each answer on their own schedule. Half your day is spent asking the same people the same question again.

03

The scheduling churn

Field techs, inspections and deliveries all need to line up, and when one slips the whole chain reshuffles. A missed inspection window or a no-show tech costs a day, and re-booking everyone is a round of calls nobody has time for.

04

The paperwork and status pile

RFIs waiting on an answer, submittals waiting on a review, test results waiting to be routed, and progress invoices and holdback waiting to be chased. The work is done, but the paperwork that closes it out is always a week behind.

One window

Every channel, every schedule, every result, in one place.

Phone and voicemail, email, web and project forms, SMS, documents and drawings, schedules and results. Each lands in a single queue with a drafted, on-brand message, approve it, reject it, or rewrite it. Technical decisions are never automated, and a result is never interpreted or signed off, only routed and chased for your team’s call.

Phone & voicemail
Email
Web & project forms
SMS
Documents & drawings
Schedules & results
NextDoerResults · routing
The 28-day concrete break results for the Maple St pour are back, and two cylinders are still pending from the lab. I’ve chased the lab for the outstanding set and routed the completed results to the engineer for review.
Drafted the note to the client and the engineer. I route and chase the results, I never interpret them or sign off pass/fail, that’s the engineer’s call.
ApproveRejectReply

The agent team we'd propose

Six agents, one for each grind.

Each is a named routine that runs a real construction coordination job end-to-end, reading the channel, drafting, chasing, scheduling, tracking. Each starts on Approve, nothing sends without a tap, and graduates to Auto only for the message types you decide to trust. Every engineering, technical and construction decision stays with the professional.

Subcontractor & Supplier Chaser

TriggerA crew needs confirming, a delivery is due, a quote is outstanding, or a spec or piece of missing info is holding up a trade.
Agent doesChases subs and suppliers for confirmations, availability, delivery dates, quotes and the missing information, across every trade at once, and follows up until each one answers, reporting back what is still outstanding.
You approveRoutine confirmations and reminders can graduate to Auto once you trust the pattern.
OutcomeThe chase that ate your day runs itself, and nobody gets asked twice.
ApproveAuto

It chases and collects, never commits scope or price. The PM decides who is engaged and on what terms.

Scheduling & Dispatch Coordinator

TriggerA field tech, crew or inspection needs booking, or something slips and the chain has to reshuffle.
Agent doesBooks and reschedules field techs, crews, inspections and deliveries, runs the multi-party scheduling churn, sends confirmations and reminders, and re-books everyone when a window moves.
You approveConfirmations and reminders can graduate to Auto; you keep the say on who and when.
OutcomeA missed window or no-show stops costing a day of phone calls to fix.
ApproveAuto

It schedules and reminds, never assigns technical work. The PM and qualified staff decide who does what.

RFI & Submittal Runner

TriggerAn RFI is raised or a submittal is issued and needs a response by a due date.
Agent doesLogs every RFI and submittal, chases the responsible party, the engineer, architect or sub, for a response by the due date, tracks status open-to-closed, and surfaces what is overdue.
You approveYou review the drafted chase; the technical answer always comes from the responsible party.
OutcomeRFIs and submittals stop stalling in someone’s inbox with no one chasing.
Approve

It logs, chases and tracks, never answers the technical question. The engineer or designer of record responds.

Testing & Inspection Results Relay

TriggerField or lab results come in, concrete breaks, soil or materials tests, an inspection report, or a result is still outstanding.
Agent doesMatches each result to the right project and pour or location, routes it to the client and engineer, and chases the lab or inspector for any results still outstanding.
You approveYou review the routing note; interpretation and sign-off always stay with the engineer.
OutcomeResults reach the right people fast, and nothing sits un-routed on a tech’s desk.
Approve

It matches, routes and chases, never interprets or signs a result. Pass/fail is the qualified professional’s call.

Deadline & Milestone Sentinel

TriggerA project milestone, inspection window, or permit or deadline date approaches.
Agent doesHolds every milestone, inspection window and permit or deadline date, sends cushion-day pre-alerts, and escalates the reminder until a human acknowledges it, so a date the team set never dies unactioned.
You approveYou confirm the date and own the action; the agent keeps the clock and the escalation.
OutcomeA missed inspection window or lapsed permit stops being possible by accident.
Approve

It tracks and escalates the dates you set. The PM and engineer decide what the milestones and windows are.

Invoicing, Change-Order & Holdback Runner

TriggerA change order needs sign-off, a progress invoice is due, or holdback and receivables are outstanding.
Agent doesChases change-order sign-off, assembles and sends progress invoices on schedule, and runs the follow-up on holdback release and aging receivables with an escalating-but-polite cadence.
You approveYou set scope and price and approve every invoice and change order; the agent drafts and chases.
OutcomeInvoices go out on time and the holdback and AR chase stops slipping a week behind.
Approve

It drafts and chases, never sets scope or price. The PM approves every change order and invoice.

How trust is earned

Every agent climbs the same ladder.

Nothing skips a rung, and you hold the dial the whole way, any message type can be pulled back to Approve at any time.

Rung 1

Build

We teach the agent to read and reply on that channel. Nothing is live.

Rung 2

Shadow

The agent writes real replies and sends none. You just read the drafts.

Rung 3

Approve

Every reply waits for your tap. Rewrite any of it in your own words.

Decision

You pick

Which message types you trust to go on their own, and which stay on Approve.

Rung 5

Auto

Trusted types send themselves. Everything else still waits for you.

Unsure? It hands off.If an agent is uncertain about anything, a spec, a result, a scope question, it hands the matter to the PM or engineer instead of guessing.
You reply directly? It steps back.If someone answers a sub or client directly in the firm’s own email or project system, the agent notices and pauses that thread for a human.
Every issue is tracked.Anything you flag becomes a ticket with status: received → in progress → live.

A starting playbook we'd propose

The playbook, at a glance.

A first draft of what your agent team would run, and where each task would sit on the trust ladder. We tune it with you during the process review.

Agent / taskTriggerTypical mode
Subcontractor & supplier chaseConfirmation / delivery / quote outstandingApprove
Subcontractor reminderBooked crew / delivery approachingAuto
Scheduling & dispatchTech / crew / inspection to book or moveApprove
RFI & submittal chaseResponse due from responsible partyApprove
Testing & inspection results relayResult in / result outstandingApprove
Milestone & permit deadline escalationDate the team set nearsApprove
Change-order, invoice & holdback follow-upSign-off due / invoice or holdback outstandingApprove
Document & records trackingDrawings, submittals, results filingApprove

Your business next

Your projects, your calls.

The process review maps your coordination channels, your subcontractor and supplier list, your scheduling and inspection flow, your RFI and submittal pipeline, your results routing, and your invoicing and holdback cadence, then shows you the first agent we would put to work. Client and project data stays governed by PIPEDA and its provincial equivalents, and every technical, pass/fail and engineering decision stays with the qualified professional.