Chalk on the ledge of a green chalkboard

Case study · Training and templates

Si Academy starter packs

Si Academy, a set of 6 starter packs: RFI log, PM paperwork, office automation, estimator's bid pack, invoice chaser and field safety.
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Penny Tallybright, our office (estimator / admin) bee

How it was done · told by Guide Bee Wren

Ready-made office routines

  1. 1

    The problem

    Small contractors need ready-made office workflows such as RFIs, bid packs and invoice chasing.

  2. 2

    The bees make a plan

    Si Academy, a set of 6 starter packs: RFI log, PM paperwork, office automation, estimator's bid pack, invoice chaser and field safety.

  3. 3

    Build

    • Picked the most common office pains
    • Built each pack
    • Ran QA and pulled packs that didn't pass
  4. 4

    Test

    Moved off a tool we're phasing out

  5. 5

    Where it stands

    6 packs drafted. None are for sale until they pass QA.

The technology we used

Named, because we really use it.

  • n8n (being phased out)
  • Templates

Technology names are text only. Naming a vendor is not a partnership or sponsorship claim.

Chalk on the ledge of a green chalkboard

More stories

  • A hand-drawn line graph with a ruler and pensPenny Tallybright, our office (estimator / admin) bee
    in testingConstruction accounting

    Is this job making money?

    Cost Control: jobs, AP, AR and pay apps

    Job costs, vendor bills, change orders and pay applications were tracked in separate tools, so nobody had a live picture of whether a job was making money.

    See how it was done
  • A chat assistant on a computer screenQuill Answerby, precon chat & cites
    in testingConstruction software

    A helper inside the desk

    AI helper inside the desk

    Office staff lost time hunting for answers across jobs, codes and old notes.

    See how it was done
  • Laptop, mug and phone on a deskFlick Folderly, precon files
    liveOperations automation

    No lost bug reports

    Email intake for testers (jobs@)

    Bug reports from testers arrived by email and got lost in a busy inbox.

    See how it was done

We build. You win.™

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