The samples tell one story.
Holcombe Mechanical is a fictional $16M commercial mechanical contractor, and every sample in the set was built for it. A bid request arrives, and everything that follows runs on the same memory: pricing rules, agreements, purchase orders and reporting definitions, written down and approved. The stops play in order by themselves, and each one opens the full sample at the screen it describes.
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1 · Tuesday 12:02
The request arrives.
Dana McElroy at Bexley Foods writes to the quotes inbox: two rooftop units at Store 118 failed inspection, the work has to run at night, and the bid is due Friday. The drafter reads the email and the attached schedule and starts drafting. Nobody has opened the email yet.
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2 · Tuesday 12:29
The draft cites every number.
Twenty-seven minutes later a draft is waiting on Holcombe’s own SharePoint. Nothing goes to the customer until an estimator approves it. Every line cites the record behind it, including rule DW-7, the grocery rooftop adder Doug approved with its reasoning written down. The draft flags two things for an estimator: a vendor price past its age threshold, and a repair option below the margin floor.
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3 · Tuesday 1:42
Doug reviews and approves.
Doug changes the crane picks from two to three and writes down why. He decides both flags, approves, and the proposal goes to Dana on Holcombe letterhead. The staging constraint he recorded is saved against Store 118, so the next draft for that site starts from three picks.
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4 · Wednesday 8:14
The service desk answers the customer.
Dana writes to the service inbox the next morning: the walk-in cooler at Store 104 is down, and a July invoice looks wrong. The desk drafts a reply from the signed agreement and the service history, and the two judgment calls go to the people who own them, Renee on the repeat failure and Terry on the credit. Donna sends the reply at 8:41 with the $412 credit already issued.
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5 · Wednesday 2:20
The answer desk answers one question and routes the other.
Kathy asks which rate applies to an after-hours call and has the answer in seconds, with the rate schedule rows cited. Cody asks whether Holcombe warranties equipment a customer supplies. Nothing on file settles that, so the desk says so and routes the question to Doug, and it comes back the next morning as recorded rule W-12.
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6 · Four weeks later
The invoice matches its job.
Bexley accepted the bid, and the equipment order went to Mansfield Supply on PO-5521. Four weeks later the invoice arrives in the AP inbox and matches the order and Ray’s receiving note to the dollar. One line does not match: quote Q-8841 said freight was included, so the $380 freight charge waits for Terry.
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7 · Monday 7:00
The brief reports the week.
The brief lands in Brian’s inbox at 7:00 on Monday, computed overnight from BuildOps and the QuickBooks exports. Every number links to the record it was computed from, and each of the three exceptions has an owner assigned. One of them, the margin gap on the Lawton job, becomes Doug’s note on workbook assembly A-231, and the next controls bid will read it.
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Every stop was reading from the same place.
The memory holds the pricing rules, the agreements, the purchase orders and the reporting definitions, written down, approved, and cited in every answer. It has a sample of its own, and there is also a sample where a person uses it directly, with no software anywhere in the workflow.
The free assessment does the same thing against your own work.
It starts with a thirty-minute call on one process that is costing you something, and the written assessment comes back within two business days.
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