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A Proposal — for

Joe & Sara

Putting Signature Construction on the right path, b'ezras Hashem
presented by Chatskel Buskila
…or scroll / use the arrow keys to browse at your own pace
Here's the plan.

3 steps to get there.

✨

System

the foundation

Staffing

the right people
📞 📧 → 👤 👤

Protocol

the rules & flows
Let's start with the first one. ↓
Step 1

System.

The foundation. Everything else gets built on top.
the foundation card to see what's coming
There's a name for what your business needs.

Knowledge
Base.

Not just a "database."
A place where the knowledge of the business lives.
Already solved. Every growing business has one.
Except — what we're building isn't just a bunch of text.
It's smart, interactive, graphical, and super user-friendly.
A home for everything.

All your
business
info.
In one place.

So easy that anyone gets it
on day one.
KB 📋 👥 📁 🔧

Everyone uses it.
Every day.

any card for details
The Joe Problem

Joe, you're amazing.
But…

You can't keep being the
center of every conversation
in the business.
Your head, your folders, your phone — all the knowledge lives in you.
Years of knowledge Laptop Phone
The Move

Move it all
into the system.

Joe KB
Once the knowledge is in the home,
we can build everything around it.
⏳ Future stage
Plug it into everything

Connected to everything
you already use.

KB 📧 Email 📦 Dropbox 📊 QuickBooks 📅 Calendar 💰 Invoices 📂 Files
And we make sure it really works for the people who use it.
Im Yirtzeh Hashem, we build it. ✨
⏳ Future possibilities
Then…

AUTOMATIONS.

A lot of office work can just happen.
any card for details
📨
Auto-file
vendor bills
email → books
🛡️
Insurance & COI
reminders
calendar → email
two big ones, deeper
📦
The item lifecycle
From take-off to client invoice — one record, no re-typing.
Take-off → Estimate → Vendor → PO → Delivery → Bill → Invoice
🤖
AI reconciles every dollar
Bills, POs, deliveries — matched automatically. Only mismatches reach a human.
Read → Match 3-way → Auto-approve → Flag mismatches → Roll up
Step 2

Staffing.

the office card for the full picture
✓

Field

Already pretty solid.
New hires can blend right in.
The Whole Picture

Here's how you want the org to look.

Orange marks = suggestions worth a look. Tap them.
Joe & Sara owners
Office Office Manager
Secretaryscheduling · receivables
Bookkeeper books · payroll · AP
Project Estimator take-off · bids
Purchaserorders · vendors
Field Project Manager
Foreman A scope + crews
Foreman B Endrit · delivery QC
Supervisor / Driver warehouse · transport
Site Manager 1Henry · aluminum
Site Manager 2Franklin
Stucco Managersubs · facade
Crew Leaderdaily roof crew
Good news

Gap coverage
mapped.

Every responsibility could have a clear owner.
(suggestion only)
Joe & Sara 4 items
  • Sales & business development
  • Strategic & financial planning
  • Stucco subcontractor commercial terms
  • Final approvals (hires, terminations, large purchases)
Office Manager 5 items
  • HR — hiring, onboarding, reviews, worker's comp
  • IT & systems — accounts, licenses, vendors, backups
  • Insurance admin — COIs, GL renewals, claims
  • Legal & contracts — AIA, lien notices, sub agreements
  • Marketing & customer relationships
Bookkeeper 2 items
  • Insurance premium payments & bonding paperwork
  • Worker's comp claim tracking (with OM)
Purchaser 2 items
  • Equipment procurement — tools, scaffolding, fall gear
  • Software license renewals (joint with OM)
Project Manager 3 items
  • Daily crew dispatch & weather-driven changes
  • Tenant / building occupant communications
  • Warranty claims & callback dispatch
Foreman A 2 items
  • Safety / OSHA program — fall protection, accident reporting
  • Quality standards across jobs — workmanship rules
Foreman B 2 items
  • Workmanship defect tracking
  • Periodic site quality audits
Site Managers 2 items
  • On-site safety — daily walkthroughs, PPE, incidents
  • Tenant communications at the site
Supervisor / Driver 1 item
  • Fleet maintenance, registrations, equipment inspections
Step 3

Protocol.

System working ✓ + good people ✓ →
any card for details
that was the

VISION.

NOW
how do we actually

BUILD it?

↓ that's where I come in ↓
Where do I fit in?

3 hats.

My main job: design and build the system.
any hat for details
It happens in

3 stages.

~3 months total.
1

Learner

2

Builder

3

Implementer

Stage 1 · ~1–2 weeks

Learner.

  • I don't help yet — I just watch.
  • But you're already offloading. Once is enough.
  • I shadow Joe, the PM, the office, the work site.
  • Then I start building.
👀
✨
Stage 2 · ongoing

Builder.

  • I stay in close touch the whole time.
  • You don't wait until everything is ready.
  • We launch the most useful piece first.
  • Then keep going from there.
Stage 3 · the polish

Implementer.

  • Train the team.
  • Fix every problem.
  • Make sure it really works for the people using it.
✓
After month 3 →

We sit together.
Decide what's next.

✨
Im Yirtzeh Hashem,
we build something really good.
Thank you, Joe & Sara.