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ORGANIZATIONAL AI FOR COMMERCIAL CONTRACTORS

Your best estimator retires in 18 months. His knowledge doesn’t have to.

The local rates, the subs who lowball, the jobs that went sideways and why — it lives in one person’s head and a decade of spreadsheets nobody can open. TrueClarity captures it into the company, where it stays when he doesn’t.

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The knowledge is real. The problem is it isn’t in the building.

Six pressures:

  • the knowledge cliff
  • the ramp cost
  • the 9-places problem
  • version chaos (“Rev D lands Monday; Rev C gets bid”)
  • closeout & warranty
  • retainage cash.

THE RETIREMENT LEDGER

What’s in his head What it costs when it leaves
20 years of local $/unit rates The new estimator re-learns them by losing bids — for years
Which subs lowball and which actually show up Award decisions made blind on the next three jobs
“Why we priced the 2019 school job that way” The same mistake gets priced again — at today’s dollars
The owner relationships, and the exceptions they’ll accept Months of re-learning, paid for at the customer’s expense

You can’t interview a retirement. You can only decide, before it happens, whether the knowledge stays in the building or leaves with the person.

Before → After

The same Friday. A different building.

BeforeRetirement knowledge leaves with the person
AfterRetirement knowledge is queryable

BeforeRev D and Rev C are easy to miss
AfterRev D vs. Rev C is caught at review

BeforeContract value requires a separate check
AfterContract value is live from your ERP

BeforeSub-quote coverage gaps stay hidden
AfterSub-quote coverage gaps are visible

BeforeCloseout drags and retainage waits
AfterCloseout in minutes; retainage moves faster

BeforePrequalification records require a scramble
AfterPrequalification audit on demand

BeforeA lost job becomes a story someone remembers
AfterEvery loss is documented and matchable

Four steps. Nothing gets torn out.

Connect · Index · Secure · Answer — with the superintendent-sees-jobsite-docs-not-margin framing.

Where it plugs in

Built for the stack a contractor already runs.

01
Project managementProcore
We index what it produces.

02
ERP / AccountingYour ERP
Connected through a configured connector.

03
Microsoft 365Included
Documents, SharePoint, Teams, and the work already stored there.

04
DocumentsYour files
The documents people need when the answer is not in a system record.

05
Plan rooms & bid docsBid information
The plans, addenda, specifications, and bid documents behind the estimate.

06
Estimating filesEstimate history
The workpapers and prior estimates that explain how a job was priced.

One important boundary
We don’t demo against your live systems before you’re engaged.

“We live in Procore.” Good.

Keep it. Then make it answer.

02

“Our estimators just know this stuff.”

Correct. And that’s the whole bet — every bid, every year. The rates, the sub instincts, the “why we bid it that way”: your biggest asset, sitting in one head with a retirement date on it.

TrueClarity moves it into the building — queryable, versioned, and waiting for whoever takes that desk next. You can’t interview a retirement. You can make it answer questions.

03

“We already have Copilot, so we’re covered.”

Keep that too. Copilot finds the PDF about the project. TrueClarity answers from your ERP, tells you which revision it used, and says “I can’t verify that” instead of guessing.

Copilot is the front door. This is the building. Run both.

04

“We’re not an IT company; we build buildings.”

Perfect — then don’t build this. Buy it, and make it prove itself. Four to six weeks. One department. One data source. One metric you pick.

If your people aren’t saving real hours on real questions, you walk away.

You already own the systems. This is the layer that makes them pay.

FAQ



Construction FAQ

Questions contractors ask before they start.

No. You do not need a data-cleanup project before you start. We begin with the sources and questions that matter, then improve coverage from there.

No. Access follows inherited permissions. A superintendent, project executive, accountant, and owner only see what they are already allowed to see in the connected systems.

Yes. Plan rooms, bid documents, email, shared drives, and other approved sources can be indexed alongside the systems your team already uses.

Most initial implementations take four to six weeks: one department, one data source, and one metric you choose.

Your data stays in your Azure and Microsoft 365 estate, tenant-isolated. It never trains a public model.

It says so. Instead of filling the gap with a guess, it identifies that it cannot verify the answer from the available approved sources.

The winning number is in a version you can’t find — until it isn’t.

Your best estimator retires in 18 months. The knowledge can stay

Take the 3-Minute Readiness Assessment
See it Work - Book a demo
Request a demo