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Client story / Mechanical & HVAC contracting

The hours were real.
The paperwork wasn’t keeping up.

A mechanical contractor knew what its crews did each day. The information took too long to reach the people who needed it. BundleBoB rebuilt the path from hours in the field to decisions across the business.

SectorMechanical & HVAC
UsersField crews to leadership
EngagementPlatform design, build & operation
AI approachLocally hosted. Human-reviewed.

The challenge

The work moved.
The information waited.

Hours were captured on paper and in memory, then re-entered days later. By the time a number reached a project manager, the week it described was over.

Delay reasons disappeared into unstructured notes. Work went unbilled when it wasn’t connected to a scheduled task. Approvals over messages and conversations left a history that was difficult to reconstruct.

The client needed more than a timesheet: a way to see whether a job was going to plan, and who needed to act.

What we built

Enter it once.
Keep the whole business connected.

A mobile field-operations platform built around the same underlying record, from the mechanical room to the management review.

  1. 01

    Crew

    Log hours on a phone against the scheduled task, from the jobsite.

  2. 02

    Foreman

    Review the crew’s day and submit it for approval.

  3. 03

    Superintendent

    Approve, reject with a reason, or return the entry for correction.

  4. 04

    Project & general management

    Read live roll-ups scoped to the buildings and trades they manage.

  5. 05

    Leadership

    Review the portfolio with exceptions brought forward for attention.

Contract review with named owners.

A review board tracks each agreement through the people responsible for reviewing it.

Purchasing with a clear record.

A purchasing and buyout tracker keeps budgets and quoted figures under the right owner’s control.

Practical AI, inside the workflow

Less effort to capture.
Less time to understand.

01 / Field capture

Speak the day.
Review the entry.

Dictation becomes a draft with the project, division, task, hours, and delay category filled in. Categories match the client’s existing vocabulary. Unmatched details retain the original wording in the notes.

The person reviews the form before submitting.

See how the review works

A spoken account of a crew waiting on another trade becomes a structured delay category alongside the work performed. The crew member can correct the draft before it becomes a submitted entry.

02 / Leadership review

Find what deserves
attention this week.

AI turns current activity into a short narrative, ranked flags, and recommendations, with follow-up questions grounded in the same figures.

Critical flags are calculated independently of the model.

See which signals always surface

Changes made after approval and entries awaiting review for more than 48 hours are flagged by deterministic rules. Those signals are added even if the model leaves them out of its summary.

Built for accountability

A record that stands up
to the next question.

Hours feed payroll and invoices. The approval path, access rules, and history are part of the product.

Twenty roles scope access by building and trade. Changes are linked in a verifiable, hash-chained audit trail. The system enforces each step of approval.

  • Client-hosted models. The two AI features run on the client’s infrastructure.
  • Read-only synthesis. The summary engine cannot create, edit, approve, or reject entries.
  • Logged AI outputs. Each generation is recorded before it is returned.
  • People confirm. Dictation drafts an entry; a person submits it.

The work behind the software

Built around the people
closest to the problem.

This engagement brings platform design, build, and operation together around one workflow. Field entry, approval, management reporting, and AI assistance share a consistent set of records and responsibilities.

For your business, the starting point is the same: understand the work, agree on the first useful outcome, and build with the people who will use it.

Meet the FDE approach

Let’s talk about your workflow

What’s happening in the field
that your office can’t see?

Bring the process that needs attention. We’ll work through what a better system should do.

Start a conversation