Lowcountry Builders

Charleston · GC/Lic. SC-44219/Field OS v.06
Logged: D. Boudreaux · ops
Holy Automation Dispatch · Live
SITES OPEN7
HEADCOUNT34 · 4 subs
WX72° · clear · gusts 14 NE
OSHA183 days · clean
DISPATCH3 active threads
07:42 · TUE 02.11.25

SEVEN SITES.
FORTY-TWO CALL-BACKS
HANDLED BY 7AM.

Pulse fielded the overnight inbound — 14 estimate requests, 9 site-visit asks, 6 callbacks from yesterday's bids. Foreman packets dropped to crew phones at 6:15. Wando jobsite needs you on it; framing punch-out is on the wall.

Active backlog
$2.4M
▲ $340k vs Q4
Bids out
11
▲ 4 close-rate hot
Avg lead → quote
14m
▲ was 2.4 days
Project schedule · 8-week look-ahead

Jobsites · active

7 active 2 watch 3 ahead
FEB 03
FEB 10 ●
FEB 17
FEB 24
MAR 03
MAR 10
MAR 17
MAR 24
WANDO RIVER · KITCHEN
PM Reyes·$184k
DEMO ✓
MEP ROUGH
CABS · COUNTERS
FINAL · INSP
SULLIVAN'S · NEW BUILD
PM Hayes·$1.1M
FOUNDATION ✓
FRAMING
MEP ROUGH
DRYWALL +
MT.P · TWIN ADU
PM Reyes·$420k
FDN ✓
FRAMING ✓
MEP
FINISH
PUNCH
DOWNTOWN · RESTAURANT TI
PM Marin·$96k
DEMO · PERMIT HOLD
MEP ROUGH
FINAL
JI · BEACHFRONT REMODEL
PM Hayes·$612k
FDN REPAIR
FRAMING
MEP
FIN
FOLLY · DECK + DOCK
PM Marin·$78k
PILINGS
DECKING
RAILS · PUNCH
DANIEL ISL · WHOLE-HOME
PM Reyes·$840k
DESIGN
FDN
FRAMING
Foundation · ✓ done
Framing
MEP
Finish · planned
Delay
Pipeline · this week

Leads · pulse working

22 active $840k weighted
▶ Intake
7
McKendrick · whole-home
Daniel Island · 4500 sqft
Tear-down + new build · marsh-front · referred by Reyes
Intake · 32m ago~$1.2M
Patel · kitchen reno
Mt.P · 220 Coleman
Open wall · island · custom cabs · Wolf range
Intake · 1h~$140k
Whitlow · garage ADU
JI · 18 Cherry Pt.
600 sqft over garage · MIL suite
Intake · 3h~$180k
Beasley · patio + dock
Folly · creek-side
200ft dock + screened porch · permits open
Intake · 6h~$95k
▶ Estimating
6
Carter · master bath
Mt.P · Park West
Walk-in shower · double vanity · heated floor
Walk-thru Thu~$72k
Sloan · screened porch
West Ashley
280 sqft · TimberTech · Skeeter Beater
Bid Fri~$48k
St-Cyr · roof replace
Sullivan's
Asphalt → standing-seam · 38 sq
Bid Mon~$84k
▶ Bid Sent
5
Hartwell · in-law addition
Daniel Island
680 sqft · attached · breezeway
Sent 2.07 · ▲ replied$340k
Iyer · pool house
Mt.P
Cabana + bath + outdoor kitchen
Sent 2.05 · awaiting$210k
Devereaux · wholesale TI
Downtown
2nd floor office buildout
Sent 1.28 · cold$88k
▶ Won
4
Aldobrandi · whole-home
DI · marsh-front
Signed 2.10 · breaks 3.15
Contract$840k
Pemberton · ADU
JI
Signed 2.08 · permits filed
Permits$310k
Hayes · kitchen + bath
Mt.P
Signed 2.06 · breaks 2.24
Materials ord.$176k
This morning · 7:00 muster

Crews in the field

All checked in
JR
Crew Reyes · framing
5 carps · 1 LBR · cert ✓
Sullivan's · New BuildWall lifts · north elev.
★ on site · 7:02
03pings · 0 issues
TH
Crew Hayes · MEP
3 plumb · 2 elec · sub
Wando · KitchenRough-in · gas line
★ on site · 7:14
05pings · 0 issues
DM
Crew Marin · finish
4 carps · 1 paint
Mt.P ADUTrim + cabs · day 4 of 7
⚠ delayed 22m · traffic
02pings · 1 ETA
SB
Sub · Boudreaux Roofing
6 hands · cert ✓ · ins. ✓
JI · BeachfrontStanding seam · day 1 of 6
★ on site · 6:58
01ping · COI sent
MV
Crew Vasquez · concrete
4 finishers · pump truck
Daniel Island · Whole-HomeFootings pour · 9am
▶ staged · prepour
04pings · concrete ETA
PS
Sub · Pelican Pilings
3 hands · barge
Folly · Deck + DockPilings · day 2 of 4
⚠ tide window 10:30
02pings · 1 wx
RM
Crew Marin · demo
3 hands · permit hold
Downtown · Restaurant TIPermit revision filed 2.10
✕ on hold · permit
00pings · agent chasing
Dispatch agent · Pulse

Inbound · qualifying

Live
RM
Ryan M.CALL · TXT06:48
Hey — got your number from Hayes. Got a master bath we want done. House is in Park West. How fast can someone come look?
P
Pulse · dispatchSMS06:48
Morning Ryan — happy to help. What's the scope, roughly? Walk-in shower, tub-to-shower, full gut? And square footage if you know it. I can get a PM on-site Wed or Thu — what works? — autoreply · 8 sec · MATCHED REFERRAL · HAYES
RM
Ryan M.SMS06:51
Full gut. Maybe 90 sqft. Walk-in shower, double vanity, want heated floors. Wednesday afternoon would be perfect.
P
Pulse · dispatchSMS06:51
Locked in — PM Reyes, Wed 2.12 at 2:00 PM. Sending a 60-sec scope form so we come ready: tile prefs, vanity style, schedule. Ballpark for that scope is $58–82k — Reyes will tighten it on-site. — calendar held · scope form sent · D. Boudreaux notified
Drafting reply · McKendrick whole-home 42 today · 0 esc.
This week · vs prior 4-wk

By the numbers

Leads captured
22
▲ +9 · 0 missed
Site visits booked
14
▲ all confirmed
Bids out
$840k
▲ avg cycle 14 min
PM hours saved
38h
▲ Reyes · Hayes · Marin
7-day · field conditions

Weather window

NOAA · KCHS
TUE
72°
54°
0%
WED
68°
52°
10%
THU
62°
48°
80%
FRI
58°
44°
90%
SAT
64°
46°
20%
SUN
71°
52°
0%
MON
74°
55°
0%
Thu–Fri rain. Pulse re-sequenced Folly dock pilings to today; pulled DI footings pour from Thu to Wed AM. Crew Reyes confirmed.
Permits · inspections

The paper

2 watch
Sullivan's · Framing INSP
CITY OF MT.P · scheduled FRI 11AM
★ READY
Wando · MEP rough INSP
CHARLESTON CO · WED 9AM
⚠ Pulse confirming
Downtown TI · permit revision
FILED 2.10 · 5-DAY REVIEW
✕ HOLD
Folly · dock OCRM · DHEC
APPROVED 2.09 · GOOD FOR PILINGS
▶ ACTIVE
QuickBooks · Buildertrend · live sync

The books · this week

QB ✓ Buildertrend ✓ 23 unaccepted txns
Outstanding receivables
$127.8k
$43.2k past due · $18.7k unsent
Cash on hand
$84.6k
Chk $61.3k · Sav $23.3k
Invoiced YTD
$489.2k
73.9% collected · $361.3k recv'd
Owed to subs
$96.4k
4 pay apps · 2 retainage holds
Avg job margin
20.4%
Target 22% · 1 job < 10%
CC balances
$14.4k
Lowe's $8.2k · Amex $6.1k
SBA 7(a) balance
$67.2k
$1,840/mo · paid thru Feb
BT adoption score
54%
3 jobs missing PM · 3 no budget
Active jobs · WIP P&L

Job ledger

5 active 1 not started
Job Location Invoiced Collected Outstanding Bills owed Margin % Done
Sullivan's Kitchen & Bath Sullivan's Island $69,420 $61,900 $7,520 UNSENT $12,300 24.1% ★ 78%
Meeting St · Office TI Downtown $70,200 $54,000 $16,200 12d PAST DUE $28,400 18.3% ⚠ 45%
Folly Beach Duplex Folly Beach $140,400 $97,200 $43,200 29d PAST DUE $38,750 22.6% ⚠ 60%
King St · Restaurant Upper King $100,800 $89,600 $11,200 UNSENT $8,400 9.2% ★ 90%
Daniel Isl · Pool House Daniel Island $16,750 $16,750 — $8,600 26.8% ★ 25%
Mt Pleasant · ADU Mt Pleasant — — — — — ⏸ NOT STARTED
▶ TOTALS $397,570 $319,450 $78,120 $96,450 20.4%
Today · sorted by urgency

Priority actions

3 urgent 3 high 2 med
Send retainage invoice — Darling Oyster Bar
Inv #1055 — $11,200 final retainage for King Street. 90% complete · punch walkthrough Feb 18.
URGENT
Collect on Folly Beach Draw 3 — $28,400
Hendricks Family Trust · Inv #1047 · 29 days past due. Two follow-ups sent. SC lien deadline 90d from last work — escalate to attorney by Feb 20.
URGENT
Get updated GL cert — Coastal Concrete
Insurance expired Feb 1. Pouring 2nd-floor deck on Folly Beach next week. Cannot allow on-site without current cert. Jamie · (843) 555-0192.
URGENT
Submit Change Order #3 — Meeting St TI
Server-room 200A panel + dedicated circuits · $8,400 adder. CO drafted in BT, awaiting signature. Margin tight at 18.3% — do not proceed without signed CO.
HIGH
Lien waivers — King St subs
Conditional waivers needed: Tidewater Electric ($18,200), Lowcountry Plumbing ($12,800), ACE Fire ($6,400). SC §29-5-20.
HIGH
Schedule framing inspection — Daniel Isl
Framing complete Feb 11. Charleston Co · (843) 202-6940 · 3-5d lead. Coordinate w/ rough-in plumbing sign-off same day if possible.
HIGH
Review & accept 23 QB transactions
12 older than 7 days. Mostly Lowe's Pro & sub payments. Misallocated lumber may be split between Folly & Daniel Island.
MED
Finalize Mt Pleasant ADU permit drawings
90% CDs in Feb 7. Mt.P needs separate ADU app (Ord. §156.155). Zoning review 4-6wk — submit ASAP to hold spring start.
MED
Outstanding receivables

The collection

$43.2k past due
Folly Beach Duplex · $43.2k
Inv #1047 · Draw 3 · $28,400 — 29d PAST DUE
Inv #1052 · Draw 4 · $14,800 due Feb 20
Meeting St TI · $16.2k
Inv #1049 · Progress #2 · 12d PAST DUE · Palmetto Properties
King St Restaurant · $11.2k
Inv #1055 · retainage release · UNSENT · Darling Oyster Bar
Sullivan's K&B · $7.5k
Inv #1054 · Progress #4 · UNSENT · Whelan
Pulse · last 24h

Agent activity

Live
Synced 23 QB txns · flagged 3 miscategorized Folly lumber charges 11 min
Auto-drafted Draw 4 invoice · Folly Beach · $14,800 (BT % complete) 2 hrs
Detected expired insurance · Coastal Concrete · paused payment 3 hrs
Sent 2nd reminder · Hendricks Trust · Inv #1047 · $28,400 · 29d past due YESTERDAY
Reconciled Jan job costing · re-allocated $2,340 in Lowe's charges YESTERDAY
Updated BT schedule · Daniel Isl insulation pushed post-framing-insp YESTERDAY
AI bid agent · this month

Bids generated

67% win rate 4.6m avg
Project · Client
Amount
Gen
Status
Sullivan's Pool House
Henderson Family
$87,400
4 min
WON
JI · Garage Conversion
Patel Residence
$124,600
6 min
SENT
W. Ashley Kitchen
Drayton Holdings
$52,800
3 min
DRAFT
Mt.P ADU · Phase 2
Carmichael Trust
$198,200
8 min
WON
Daniel Isl · Bath Reno
Brooks Residence
$38,500
2 min
LOST
Pipeline
$501.5k
Bids /mo
5
Win rate
67% vs 45% pre
Buildertrend adoption

System health

54% score
Contract prices set4 / 6
Budgets activated3 / 6
Schedules published4 / 6
PMs assigned3 / 6
Owner portals enabled2 / 6
Daily logs active4 / 5
Change orders digital5 / 5
Sub pay apps in BT1 / 4
2026 targets · YTD

The year

Revenue · $1.2M41%
Avg margin · 22%+20.4%
AR days < 3034d
BT adoption · 90%54%
Jobs done · 121 / 12