Lowcountry Builders — AI Command Center

Active Jobs

1 pending start · 6 total in pipeline

Outstanding Receivables

$43,200 past due · $18,720 unsent

Cash on Hand

Checking: $61,340 · Savings: $23,280

Total Invoiced (2026)

73.9% collected — $361,360 received

Owed to Subs

4 pending pay apps · 2 retainage holds

Credit Card Balances

Lowe's Pro: $8,240 · Amex: $6,140

SBA Loan Balance

$1,840/mo · Paid through Feb 2026

QB Unaccepted Txns

12 older than 7 days · Review needed

Job Overview

📋 Active Jobs — Financial Summary

Job	Location	Invoiced	Collected	Outstanding	Bills Owed	Margin	Status
Sullivan's Island Kitchen & Bath	Sullivan's Island	$69,420	$61,900	$7,520	$12,300	24.1%	78%
Meeting Street Office TI	Downtown Charleston	$70,200	$54,000	$16,200	$28,400	18.3%	45%
Folly Beach Duplex	Folly Beach	$140,400	$97,200	$43,200	$38,750	22.6%	60%
King Street Restaurant Buildout	Upper King St	$100,800	$89,600	$11,200	$8,400	9.2%	90%
Daniel Island Pool House	Daniel Island	$16,750	$16,750	$0	$8,600	26.8%	25%
Mt Pleasant ADU	Mt Pleasant	$0	$0	$0	$0	—	Not Started
TOTALS		$397,570	$319,450	$78,120	$96,450	20.4%

Financials & Receivables

💰 Outstanding Receivables — Breakdown

🔴 Folly Beach Duplex — $43,200 Outstanding

Inv #1047 — Draw 3 (framing + rough-in) · Due Jan 15 · Hendricks Family Trust

$28,400 — 29 DAYS PAST DUE

Inv #1052 — Draw 4 (MEP rough) · Due Feb 20 · Hendricks Family Trust

$14,800

🟡 Meeting Street Office TI — $16,200 Outstanding

Inv #1049 — Progress billing #2 · Due Feb 1 · Palmetto Properties LLC

$16,200 — 12 DAYS PAST DUE

🟠 King Street Restaurant — $11,200 Outstanding

Inv #1055 — Retainage release (UNSENT) · Draft Jan 28 · The Darling Oyster Bar LLC

$11,200 — UNSENT

🟢 Sullivan's Island Kitchen & Bath — $7,520 Outstanding

Inv #1054 — Progress billing #4 (UNSENT) · Draft Feb 5 · Margaret & Tom Whelan

$7,520 — UNSENT

📊 QuickBooks Snapshot

Operations

🎯 Priority Action Items

Send retainage invoice to The Darling Oyster Bar LLC

Inv #1055 — $11,200 final retainage for King Street Restaurant. Job 90% complete, punch list walkthrough Feb 18. Send now so payment aligns with final completion.

Urgent

Collect on Folly Beach Draw 3 — $28,400 past due 29 days

Hendricks Family Trust — Inv #1047. Due Jan 15. Two follow-ups sent. Consider lien notice — SC deadline is 90 days from last work. Escalate to attorney if no response by Feb 20.

Urgent

Get updated GL cert from Coastal Concrete

Insurance expired Feb 1. Pouring second-floor deck on Folly Beach next week. Cannot allow on-site without current cert. Contact Jamie — (843) 555-0192.

Urgent

Submit Change Order #3 — Meeting Street Office TI

Owner-requested electrical upgrade for server room — additional 200A panel + dedicated circuits. $8,400 adder. CO drafted in Buildertrend, awaiting signature. Margin already tight at 18.3% — do not proceed without signed CO.

High

Schedule framing inspection — Daniel Island Pool House

Framing complete Feb 11. Charleston County inspection required before insulation. Call (843) 202-6940, 3-5 day lead. Coordinate with rough-in plumbing sign-off — same day if possible.

High

Collect lien waivers from subs — King Street Restaurant

Final payment approaching. Need conditional waivers from: Tidewater Electric ($18,200), Lowcountry Plumbing ($12,800), ACE Fire Protection ($6,400). Cannot release retainage without these. SC §29-5-20.

High

Review and accept 23 QB transactions

12 transactions older than 7 days. Mostly Lowe's Pro and sub payments. Misallocated expenses distort job costing — lumber charges may be split between Folly Beach and Daniel Island.

Medium

Finalize Mt Pleasant ADU permit drawings

Architect submitted 90% CDs Feb 7. Mt Pleasant requires separate ADU application (Ord. §156.155). Zoning review 4-6 weeks. Submit ASAP to hold spring start date.

Medium

🔧 Buildertrend Health

Contract Prices Set4 / 6

Budgets Activated3 / 6

Schedules Published4 / 6

PMs Assigned3 / 6

Daily Logs Active4 / 5

Owner Portals Enabled2 / 6

Change Orders Digital5 / 5

Sub Pay Apps in System1 / 4

⚠️ ADOPTION SCORE: 54% — Mt Pleasant ADU and Meeting Street missing budgets. No PM assigned to 3 jobs. Sub pay apps should route through Buildertrend, not email.

📊 Job Margin Breakdown

Daniel Island Pool House26.8%

Sullivan's Island K&B24.1%

Folly Beach Duplex22.6%

Meeting Street Office TI18.3%

King Street Restaurant9.2%

Avg Margin: 20.4% Target: 22%+

AI Bid Generation

📋 Active Bids

Project	Client	Bid Amount	Generated	Status
Sullivan's Island Pool House	Henderson Family	$87,400	4 min	Won
James Island Garage Conversion	Patel Residence	$124,600	6 min	Sent — Awaiting
West Ashley Kitchen Remodel	Drayton Holdings	$52,800	3 min	Draft
Mt Pleasant ADU — Phase 2	Carmichael Trust	$198,200	8 min	Won
Daniel Island Bathroom Reno	Brooks Residence	$38,500	2 min	Lost

Bids This Month

$501,500

Total Pipeline

23 min

Total Gen Time

🧠 Bid Intelligence

Win Rate 67%

Up from 45% pre-automation · Industry avg: 25-35%

Avg Generation Time 4.6 min

vs 3-5 hours manual · 98% time savings

⚡ AI Price Alerts

🔺 Lumber up 12% this month

2 active bids may need repricing — James Island Garage & West Ashley Kitchen use heavy framing. Estimated impact: +$4,200 combined.

🔽 Concrete down 6% from Q4

Good time to bid foundation-heavy projects. Mt Pleasant ADU margin improved 1.8% from original estimate.

⚠️ Electrical sub rates increasing

Tidewater Electric raised rates 8% effective March 1. Agent auto-updated bid templates with new pricing. 3 future estimates affected.

🤖 How It Works

1. Inquiry comes in → Agent pulls job specs & scope

2. Cross-references historical costs from past jobs

3. Pulls current material pricing & sub rates

4. Generates line-item estimate with markup

5. Creates branded PDF proposal → ready to send

6. Tracks bid status, follow-ups, win/loss analytics

Performance

🎯 2026 Goals

Revenue — $1.2M41%

Avg Margin — 22%+20.4%

AR Days < 3034 Days

BT Adoption — 90%54%

Jobs Completed — 121 Done

🤖 AI Agent Activity

Synced 23 new QB transactions, flagged 3 potential miscategorizations on Folly Beach lumber charges

11 min ago

Auto-generated Draw 4 invoice for Folly Beach Duplex ($14,800) based on Buildertrend % complete

2 hrs ago

⚠️ Detected expired insurance cert for Coastal Concrete — flagged alert, paused their next payment

3 hrs ago

Sent 2nd payment reminder to Hendricks Family Trust — Inv #1047 ($28,400 — 29 days past due)

Yesterday

Reconciled Jan job costing — identified $2,340 in Lowe's charges allocated to wrong job code

Yesterday

Updated BT schedule for Daniel Island — shifted insulation to post-framing-inspection

2 days ago

Processed sub pay app from Tidewater Electric — $4,200 for King Street rough-in, matched to PO #KS-E-003

2 days ago

Growth

📣 Marketing Automation

You don't have time for marketing. Your AI agent keeps your pipeline full while you're on the jobsite.

📍

Google Business Profile

Auto-optimized weekly — photos, services, hours. Project updates keep your listing active.

Active

⭐

Review Response

Every review gets a personalized response within 1 hour. Negatives flagged instantly.

Active

📸

Project Photo Posting

Jobsite photos auto-posted to Facebook, Instagram, and Google from daily logs.

Active

📧

Email Newsletters

Monthly to past clients — highlights, seasonal tips, referral asks.

Monthly

🔍

Local SEO

Ranking page 1 for 8 of 14 high-intent keywords like "general contractor Charleston SC."

Active

🏆

Reputation Monitoring

Tracks Houzz, Nextdoor, Yelp, BBB. Alerts on new reviews or complaints.

Active

👥 Key Contacts

Jake Caldwell

Owner / Principal · (843) 555-0147

Marcus Rivera

Field Superintendent · (843) 555-0238

Diane Prioleau, CPA

Accountant — Prioleau & Assoc. · (843) 555-0314

Karen Whelan

Client — Sullivan's Island · (843) 555-0421

Robert Hendricks

Client — Folly Beach Duplex · (843) 555-0509