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
4 documents most tools charge extra for — pay app, lien waiver, closeout binder, WIP — included
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 — 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, and weather-aware reflow — which marks a simulated day as simulated rather than dressing it up as a forecast.

3. Run the field

Daily reports, RFIs, change orders, punch lists, photos — 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 — no app to install.

5. Get paid

Invoices and AIA-style 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 — all exportable. The handoff is a single tap.

The Trick

The mic is your office.

On any screen, tap the Ask MAGE button at the bottom right, then Voice Capture, and you can talk to MAGE ID. The AI figures out what you meant — RFI, change order, punch item, new lead, new project, invoice — and routes it to the right form with the fields filled in. You review, tap Create, done.

Talk. The AI does the typing.

One button, every screen. Describe what happened in plain language and Mage AI parses it into the right record — RFI, change order, punch item, lead, invoice — with the fields already filled. You just confirm.

Ask MAGE with starter questions about overdue work, unpaid invoices, budgets and schedules

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 — 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 voice sheet shows a rotating "Try saying" line. 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 · Phone: 555-1234 · Project: Kitchen remodel · Source: Houzz · Budget: $80,000 · Timeline: spring · Stage: New · AI fit score: 8/10 ("In-budget kitchen from Houzz — 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 — because first-response time is the single biggest driver of close rate.

What you do next

  1. Tap the lead from the pipeline → see name, phone, score, address, scope.
  2. Tap "Call" at the top → 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" — 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. 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.

Every job, one tap away.

The moment a project exists it lands on your dashboard with budget, schedule health, and what needs attention next. No spreadsheet, no project picker — just the work in front of you.

The projects for Example Builders on the Today screen, each with its stage

What you get

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

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

A schedule, in 60 seconds.

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

Watch How: Move a Task on the Schedule

From a template

Kitchen, bath, basement, roof, new home, tenant fit-out and more: eight templates with realistic phases and durations. Pick, tweak, ship.

From AI

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

From your estimate

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

Working with the schedule

  • Today: what is on for today
  • Lookahead: the next few weeks of work
  • Board: tasks by status (Not Started, In Progress, Done)
  • Gantt: the timeline, with the critical path highlighted
  • Crew: who is booked on what
  • Summary: health score, percent complete and the task count
The shift the homeowner notices: when an approved change order adds days, the app shows you which tasks move. Apply it and the client portal shows the new dates. You don't email a new schedule. They just see the new one.
4 Run the day

Daily reports, RFIs, change orders, punches — 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.

Watch How: File a Daily Report

Watch How: Send an RFI

Watch How: Write a Change Order

Daily 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 — 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 × 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" · Location: "Master Bath" · Trade: "Electrical" · Priority: "medium"
"Hallway 2, paint touch-up near the door frame."
Description: "Paint touch-up near the door frame" · Location: "Hallway 2" · Trade: "Painting" · Priority: "low"

Add a photo to each item and assign it to the sub who owns it.

RFI or change order on the spot

Doesn't matter where you are in the app: Ask MAGE, then Voice Capture, works on every screen.

"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). Send it and the homeowner signs it in 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 · Buyout — 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 — 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 — the gap between the number you bid and the number you buy on a $1M residential job. MAGE ID runs the buyout phase on your phone, from scope packages to the award, with AI bid leveling.

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 → leveling → 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" · amount $4,800 · excludes "fixtures." The "excludes" field is critical — that's what drives leveling.
"ABC Mechanical at twelve thousand five hundred, all-in, ten percent deposit."
Adds: vendor "ABC Mechanical" · amount $12,500 · includes "all-in" · 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 — 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 — 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 − 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 — committed dollars / estimate budget
  • Buyout savings to date — 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 — no app to install. From that moment on, anything you change in MAGE ID, they see.

Watch How: Share the Client Portal

What the homeowner sees

  • Project status — where things are right now
  • Schedule — what's happening this week, next week
  • Photos — daily updates from the field, marked up if needed
  • Budget — contract value, paid to date, outstanding (transparency mode)
  • Selections — pick tile/cabinets/lighting, see allowance vs picks
  • Change orders — review and approve with one tap
  • Invoices — line-item detail and a Pay Now button (Stripe)
  • Messages — direct chat with you, in-portal
  • Closeout binder — 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 compete on trust instead of price.

Six languages, native

You pick the homeowner's language when you set up the portal. Today: English, Spanish, Portuguese, Chinese, Vietnamese, French. The dictation parser still works in English — 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-style G702/G703 pay app in two taps.

Watch How: Bill with a Pay App

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 → the homeowner gets an email with a Pay Now button.

AIA-style 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. Stripe pays out to your bank on its own schedule: the first payout usually takes about a week, later ones about 2 business days. No bank visit, no check chase.

6b · AI photo analysis

Take 5 photos.
Done with paperwork.

The walk-through tasks every GC hates — the punch list and the daily report — collapse to a few photos and one tap. Gemini Vision reads the photos and turns them into structured MAGE ID records you review and save. Two flows ship today.

AI punch from photos

Open a project, tap "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. 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.

Why it helps: the AI catches the small stuff — an exposed nail in a baseboard you would have missed — because it doesn't get tired by item #20.

AI daily 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 change: 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.
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.

Watch How: Add a Punch Item

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. Many owners and lenders ask for them before the final payment.

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" — homeowner gets it forever in their portal.

The payoff · Bid confidence

Every finished job makes your next bid smarter.

Here's the part that pays for the whole app. Everything you just did — the estimate, the buyout, the pay apps, the closeout — feeds one thing: your real costs. MAGE ID learns them job over job, so your next bid is priced off your own numbers, not a generic catalog. That's bid confidence.

1. Finished jobs teach MAGE your true costs

As each project closes out, MAGE ID captures what things actually cost you — your subs, your supply house, your market, your crew's real production rates. It builds a private cost database that grows with every job you run through it.

2. Your next estimate gets a bid confidence score

When you build the next bid, MAGE ID scores it against your learned costs and flags the lines where your number looks thin or optimistic — before you send it. You see the number before the client does. That's the difference between winning a job and winning a job you actually make money on.

3. A live margin-risk alert while the job runs

Once the job is live, the Budget Dashboard watches cost variance against the plan in real time. The moment margin starts eroding, MAGE ID tells you — while you can still fix it, not after the final invoice reveals the profit is gone.

Why it matters: most contractors find out a job lost money when it's too late. Bid confidence + the margin-risk alert move that discovery to the front of the job, where you can still do something about it.

The numbers behind the score.

CPI, cost variance, estimate-at-completion — the live Budget Dashboard is the same margin math that scores every bid and fires the alert. Red when you're trending over, green when you're on plan.

Job costing for the Alder Street job: budget, committed and paid by phase, and whether it is on budget
For the truck

The voice cheat sheet.

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

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 is $29 a month. The punch list and a few other tools are on Business at $79. See which plan each tool is on. No sales call, no contract.

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