The Playbook

How to run a job
from your phone.

Easy enough that a kid could use it. Fast enough that an adult will love it. Every section below has the exact words to say into the mic and what the app fills in.

10s to log a lead
30s to file a daily report
$30โ€“80K buyout savings per $1M job
0 forms to fill out
Read this first

The 30-second tour.

Most contractor software was built for the office staff who run around behind you. MAGE ID is built for the person doing the work โ€” you, in the truck, on a roof, talking to a homeowner in their kitchen. It does six things, all of them from your phone, all of them by voice.

1. Capture leads

Voice-dictate a homeowner inquiry in 10 seconds. AI scores fit, tracks first-response time, converts to project on win.

2. Plan jobs

AI builds a schedule from a sentence. Phase-based Gantt, critical path, weather alerts on outdoor tasks.

3. Run the field

Daily reports, RFIs, change orders, punch lists, photos โ€” all dictated. The day's paperwork takes a minute.

4. Show the homeowner

A live portal at mageid.app/portal/<code>. Photos, schedule, budget, decisions to sign โ€” no app to install.

5. Get paid

Invoices and AIA G702/G703 pay apps. Stripe Connect lets the homeowner pay online; you skip the bank trip.

6. Close out clean

Punch list, lien waivers, warranties, closeout binder โ€” all exportable. The handoff is a single tap.

The Trick

The mic is your office.

Anywhere you see a black floating mic button at the bottom of the screen, you can talk to MAGE ID. The AI figures out what you meant โ€” RFI, change order, punch item, new lead, new project, invoice โ€” and routes it to the right form with the fields filled in. You review, tap Create, done.

What you can say

Start with the action word, then describe like you're texting a friend:

"Submit an RFI to the architect about the LVL beam size for the kitchen island, urgent, need it by Friday."
Routes to RFI form. Fills subject ("LVL beam size for kitchen island"), question, priority (urgent), assigned to (Architect), required date (this Friday). You tap Create.
"Owner wants the heat pump upgrade โ€” change order for forty-five hundred."
Routes to Change Order form with description, reason ("Owner direction"), and a $4,500 line item.
"Punch list: master bath, light fixture loose."
Saves a punch item with description ("Light fixture loose"), location ("Master Bath"), trade ("Electrical"), priority ("medium"). You walk to the next one.
Pro tip: The mic button has rotating example phrases right above it โ€” read whichever one shows up and adapt it to your situation. By the third try you won't need them.
1 The first 10 seconds

A homeowner just called you. Now what?

Forget calling them back from the office to "log it." Pull over (safely!), tap the mic, and talk through what they told you. The lead lands in your pipeline scored, sourced, and stopwatch-running.

The voice command

"New lead: John Smith, five-five-five one-two-three-four. Kitchen remodel, found us on Houzz, eighty thousand budget, wants to start in spring."
Saves a Lead with:
Name: John Smith ยท Phone: 555-1234 ยท Project: Kitchen remodel ยท Source: Houzz ยท Budget: $80,000 ยท Timeline: spring ยท Stage: New ยท AI fit score: 8/10 ("In-budget kitchen from Houzz โ€” GC closes most of these")
What's special: the moment a lead lands as "New," a clock starts. The pipeline screen turns the card red after one hour with no first response โ€” because first-response time is the single biggest driver of close rate.

What you do next

  1. Tap the lead from the pipeline โ†’ see name, phone, score, address, scope.
  2. Tap "Call" at the top โ†’ it dials. The clock stops once you log a touch.
  3. Log the call: tap the mic in the activity row, say what was discussed.
  4. Move stages: tap "Qualified" once you've spoken, "Proposal sent" once you've quoted, "Won" once they sign.
  5. One-tap convert: at "Won," the button reads "Convert to project" โ€” tap it and the project is created with everything carried over.
2 Set up the job

Start a project in one breath.

You won the lead, you've got the deposit. Time to spin up the actual project. Don't open a form. Just dictate it.

"New project: Smith kitchen remodel at 123 Main, San Diego, eighty thousand budget."
Creates a project with name "Smith Kitchen Remodel," type "remodel," location "123 Main, San Diego," target budget $80,000. Lands you on the project detail screen, ready for everything else.

What gets unlocked

The moment a project exists, the rest of the app comes alive for it:

  • Estimate wizard โ€” itemized line-by-line or AI-generated from a sentence
  • Schedule โ€” phase-based Gantt with critical path
  • Daily reports โ€” who, what, weather, materials, issues
  • Documents โ€” plans, permits, photos, all attached to this job
  • The client portal โ€” automatically generated, ready to share
3 Plan the work

A schedule, in 60 seconds.

The schedule tab opens directly on your active projects โ€” no scrolling, no picker. Tap the project chip, choose how to start.

๐Ÿ“‹ From a template

Kitchen, bathroom, ADU, addition, new build โ€” eight templates with realistic phases and durations. Pick, tweak, ship.

โœจ From AI

Tap the "AI Builder" and describe your scope: "Two-story addition, 800 sf, structural changes, fall start." Full schedule with dependencies.

๐Ÿ“Š From your estimate

If you've built the estimate, MAGE ID can auto-derive tasks from line items. One tap.

Working with the schedule

  • Gantt โ€” pinch-to-zoom timeline with critical path highlighted
  • Board โ€” Kanban-style by status (Not Started โ†’ In Progress โ†’ Done)
  • List โ€” full grid with predecessors, float, due-by; inline-editable
  • Workload โ€” resource-by-week heatmap, overallocations flagged red
  • Dashboard โ€” health score, KPIs, earned-value, critical-path list
  • Calendar โ€” month view with tasks plotted on dates (coming soon)
The shift the homeowner notices: when a change order adds days, the schedule shifts automatically and the portal updates the same minute. You don't email a new schedule. They just see the new one.
4 Run the day

Daily reports, RFIs, change orders, punches โ€” all by voice.

This is the bulk of the work and where you'll save the most time. Pick a project, tap the mic, describe what happened. The app routes the words to the right place.

Daily Field Report

Tap into the project, tap "Daily Report," tap the mic.

"Crew arrived at 7:30, framed the back wall, finished around 4 PM. Joe's Plumbing on site for rough-in โ€” three guys, three hours. Concrete pour delayed thirty minutes due to rain. Inspector signed off on electrical rough-in this morning."
Fills: work performed (the framing summary), manpower (Joe's Plumbing ร— 3, 3hrs), issues/delays (concrete rain delay), inspections passed (electrical rough-in). You tap Save.

Punch walk

Walk the site. Tap "Punch Walk." Tap the mic for each item.

"Master bath, light fixture loose."
Description: "Light fixture loose" ยท Location: "Master Bath" ยท Trade: "Electrical" ยท Priority: "medium"
"Hallway 2, paint touch-up near the door frame."
Description: "Paint touch-up near the door frame" ยท Location: "Hallway 2" ยท Trade: "Painting" ยท Priority: "low"

Each item gets photographed, geo-stamped, and assigned to the right sub automatically.

RFI / Change Order on the spot

Doesn't matter where you are in the app โ€” the floating mic always works.

"RFI to the engineer: confirm footing depth on the south side, urgent."
Routes to RFI form, fills everything, lands on the RFI ready to send via email.
"Change order: knob and tube wiring discovered, field condition, twelve hundred dollars and two days."
Description, reason ("Field condition"), schedule impact (+2 days), line item ($1,200). Notifies the homeowner via the portal.
Photos: every screen with a photo button uploads instantly to the project gallery. Tap a photo to mark it up, link it to a punch item, or attach it to an RFI. The portal shows the homeowner everything you've shared.
5b ยท Buyout โ€” the margin lever

Turn estimate carry into signed subs.

Most software stops at "you have an estimate." Buyout is the phase between estimate and field โ€” where you take the rough numbers you used to win the job, send scope packages to subs, level the bids, and lock in actual prices. The delta between your estimate carry and the awarded subcontract is the GC's biggest margin lever โ€” typically $30Kโ€“$80K on a $1M residential job. MAGE ID is the only mobile app that runs the buyout phase end-to-end, with AI bid leveling that even big GCs don't have on their desk software.

1. Create scope packages

Plumbing rough-in, drywall hang & finish, MEP, etc. Each package owns its budget (sum of estimate items it covers) and a status: open โ†’ leveling โ†’ awarded. Tap "+ New scope package," name it, set the budget. Done.

2. Log bids by voice as they come in

"Joe's Plumbing came in at forty-eight hundred, includes everything except fixtures."
Adds a bid row: vendor "Joe's Plumbing" ยท amount $4,800 ยท excludes "fixtures." The "excludes" field is critical โ€” that's what drives leveling.
"ABC Mechanical at twelve thousand five hundred, all-in, ten percent deposit."
Adds: vendor "ABC Mechanical" ยท amount $12,500 ยท includes "all-in" ยท terms "10% deposit."

3. Tap "Run AI leveling"

The AI reads every bid's includes/excludes/notes and computes the dollar adjustment to add to each bid to make them apples-to-apples. Sub A excluded fixtures? AI adds $1,200 to their bid. Sub C excluded permits? AI adds $400. Now you're comparing leveled totals, not raw numbers โ€” and you don't get blindsided by "missing scope" change orders in week 2.

The math the legacy guys don't show you: the "lowest" raw bid is often not the lowest leveled bid. MAGE ID highlights the AI's recommended winner with reasoning โ€” you make the final call.

4. Award with one tap

Hit "Award" on the winning bid. MAGE ID creates the subcontract (a Commitment), stamps the package as awarded, and computes your buyout savings (estimate budget โˆ’ leveled total). The dashboard updates the running savings tally so you can see margin compounding as more packages close.

The dashboard most software doesn't ship

Open the Buyout tab anytime and see at a glance:

  • % bought out โ€” committed dollars / estimate budget
  • Buyout savings to date โ€” green if positive, red if you're trending negative
  • Packages awarded / total with red-flagged overdue scopes
  • Per-package cards showing status, lowest bid in, days till required-by
5 Keep the client in the loop

One link. Live, forever.

Open the project, tap "Client Portal," generate a link. Email it (the email is already drafted for you, branded with your company logo). The homeowner opens it on their phone โ€” no app to install. From that moment on, anything you change in MAGE ID, they see.

What the homeowner sees

  • Project status โ€” where things are right now
  • Schedule โ€” what's happening this week, next week
  • Photos โ€” daily updates from the field, marked up if needed
  • Budget โ€” contract value, paid to date, outstanding (transparency mode)
  • Selections โ€” pick tile/cabinets/lighting, see allowance vs picks
  • Change orders โ€” review and approve with one tap
  • Invoices โ€” line-item detail and a Pay Now button (Stripe)
  • Messages โ€” direct chat with you, in-portal
  • Closeout binder โ€” at handover, with warranties, contacts, maintenance
Open Book mode: if you want to win on transparency, switch the project to Open Book or GMP contract mode. The homeowner sees every commitment vs cost line. Most GCs are afraid of this; the ones who do it close 30% faster on premium jobs.

Six languages, native

The portal auto-detects the homeowner's language preference. Today: English, Spanish, Portuguese, Chinese, Vietnamese, French. The dictation parser still works in English โ€” only the homeowner-facing text translates.

6 Get paid

Invoice in your pocket. Paid in your pocket.

Money is the part most software handles last and worst. MAGE ID puts a Stripe-powered invoice in your hand from day one and an AIA G702/G703 pay app in two taps.

Voice an invoice

"Invoice them for demolition kitchen, lump sum twenty-eight hundred. Drywall hang and finish, eight hundred fifty square feet at two-fifty per square foot. Net 15."
Two line items ($2,800 + $2,125), total $4,925. Net 15 due date auto-calculated. Branded invoice ready to send. Hit Send โ†’ the homeowner gets an email with a Pay Now button.

AIA pay applications

For commercial-style draw billing on bigger jobs. The app builds the G702 cover sheet and G703 schedule of values from your line items. Each draw shows previous, this period, retainage, and balance to finish. Submitted? PDF generated for the bank.

Stripe Connect

Set it up once in Settings. The homeowner pays via card or ACH from the portal. Money lands in your bank account in 1โ€“2 days. No bank visit, no check chase.

6b ยท AI photo analysis

Take 5 photos.
Done with paperwork.

The walk-through tasks every GC hates โ€” the punch list and the daily field report โ€” collapse to a few photos and one tap. Gemini Vision reads what's on screen and turns it into structured MAGE ID records you review and save. Two flows shipped today; more coming.

AI Punch from Photos

Open a project, tap "AI Punch from Photos" at the bottom of the punch walk screen. Take photos of every issue you see (or pick from the project gallery, or your camera roll). Tap Run AI. In about 8 seconds the AI returns:

  • One punch item per issue, with a description, location, trade, and priority
  • The source photo attached to each item
  • A confidence score so you can spot the AI's weak guesses at a glance

Edit, discard, or save each one. Bulk-save the keepers in one tap.

Real numbers: a 30-minute walkthrough drops to about 5 minutes. The AI catches the small stuff โ€” an exposed nail in a baseboard you would have missed โ€” because it doesn't get tired by item #20.

AI Daily Field Report from Photos

On the daily-report screen, the photos you've already taken today appear in a strip. Tap "Generate from photos." The AI looks at the photos plus today's weather and writes the workPerformed, tradesOnSite, and materialsObserved fields. You review, tweak, save.

The unlock: the GCs who never wrote daily reports will now write them every day. The work is real even when you're tired. The paperwork should match.

What's coming next

This is just the start. Next on the AI photo roadmap:

  • Auto-tag every photo โ€” searchable by room, trade, or work-stage
  • OSHA / safety flagging โ€” exposed wiring, missing fall protection, unsafe ladders
  • Progress tracking โ€” compare this week's photo with last week's same angle
  • Material identification โ€” auto-populate the closeout binder warranty roster
7 Close the job clean

The handoff that wins your next job.

The closeout binder is what separates a contractor the homeowner remembers from one they don't. MAGE ID assembles it as you go.

Punch list

Walk the site, dictate each item with photo. Assign to subs. Track to zero open. The portal shows the homeowner the count drop in real time.

Lien waivers

Request from each sub by email. Conditional and unconditional. Track which are in, which are still out. Required before final pay app on most jobs.

Warranties

Track manufacturer + workmanship warranties per item. The homeowner gets them in the binder.

The binder

One PDF: warranty roster, finish list, trade contacts, maintenance schedule, your business card, emergency contact info. Tap "Deliver" โ€” homeowner gets it forever in their portal.

For the truck

The voice cheat sheet.

Print it. Stick it on the dash. The mic understands all of these.

Just start with one of these phrases

SayWhat happens
"New lead: [name], [phone], [project type], [source], [budget]" CRM lead, AI-scored, stopwatch starts on first response.
"New project: [name] at [address], [budget]" Project created and opened.
"Submit an RFI to [the architect/engineer/owner] about [topic], [urgent/today/by Friday]" RFI form filled. Tap to send.
"Change order: [description], [reason], [amount]" CO with line item. Routes to homeowner for approval.
"Punch list: [location], [issue]" Punch item saved with location, trade, priority.
"Submittal: [what], spec [number], [submitted by]" Submittal record created.
"Invoice them for [item], [amount]" Invoice with line item, ready to send.
"Note: [anything]" Saved as a daily-report draft so it doesn't fall through.
If you're not sure what to say: tap the mic anyway. The example phrases above the record button rotate through all eight of these. Read whichever shows up and adapt it. By the third try you won't need them.
Ready?

Run your next job from your phone.

Free for your first project. Pro from $29/mo with everything in this guide unlocked. No sales call, no contract.

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