Confidential Proposal · April 2026

Full AI Transformation
for Construction

A complete end-to-end digital and AI stack — from a branded website and three mobile apps to an AI Brain that learns your business and AI Agents that work 24/7 across every department.

8+
AI Products
3
Mobile Apps
7
AI Agents
5
Phases
Deskio
Partner Client
April 2026
1.0 — Partner Rate
Chapter 01

Executive Summary

Why this engagement matters, what you will receive, and what changes in your business.

The Challenge

Construction companies are losing competitive edge to digital-first competitors. Fragmented systems, manual processes, and zero AI capabilities leave teams slower, less accurate, and unable to scale. Bids take days. Client updates require phone calls. Finance data is always a week old.

Our Solution

Deskio delivers a fully integrated AI stack: branded website, three mobile apps (field, client, executive), a construction CRM, end-to-end automation, an AI Brain trained on your company data, and autonomous AI Agents that operate 24/7 across your operations.

The Outcome

Faster tendering, automated follow-ups, intelligent scheduling, real-time dashboards, and a digital presence that reflects the true quality of your work. Staff spend 60% less time searching for information. Quotes go out 3× faster. Nothing slips through the cracks.

Partnership Model

This is not a vendor relationship. We work as your technology partner — delivering, training your team, and providing ongoing support so the investment keeps compounding. Each AI product multiplies the value of every other: one intelligent system, not 8 disconnected tools.

Contents
01Executive Summary
this page
02Product Suite — 8 Solutions Overview
next
03Product Details — Features & Outcomes
following
04Feature Matrix — All Capabilities
following
05Business Impact — AI Across Every Function
following
06Project Roadmap — 5 Phases
following
07Server Infrastructure
following
08Investment & Packages
following
09Why Deskio, Integrations & Terms
following
Chapter 02

Product Suite Overview

Eight integrated solutions — from digital foundation to full AI autonomy. Every product shares a common data layer through the AI Brain at the centre.

01 AI Brain — The Intelligent Core

A custom large-language-model layer trained on your company's documents, SOPs, pricing data, and project history. It becomes a searchable, conversational knowledge base for your entire team — and the intelligence engine that powers every other product.

🧠
Central Intelligence
Learns. Remembers. Decides.
02Professional Website

A high-performance, SEO-optimised construction company site with portfolio showcase, project case studies, AI chat, and lead capture — generating inbound enquiries around the clock.

03App 1 — Field Operations

iOS + Android app for foremen, site managers, and crews. Daily logs, photo documentation, safety checklists, punch lists, GPS time-clock, and AI issue reporting — offline-capable.

04App 2 — Client Portal

Premium client experience: live project timelines, photo streams, digital contract signing, in-app payments, change order approvals, and a 24/7 AI assistant — all in a branded app.

05App 3 — Executive Dashboard

A real-time command centre for executives and PMs. Revenue, margins, pipeline, team performance, and AI-generated daily briefings — entire business in a single glance.

06Construction CRM

Purpose-built for construction: lead capture with AI scoring, bid management, contract lifecycle, subcontractor database, automated nurture sequences, and revenue forecasting.

07Workflow Automation

Eliminate manual work end-to-end: estimating, invoicing, scheduling, material ordering, HR onboarding, permit tracking, and weekly reporting — all automated and connected.

08AI Agents — Autonomous Workers

A fleet of 7 specialised AI agents that operate independently — researching, writing, calculating, communicating, and executing tasks 24/7 without human intervention. Sales, compliance, finance, marketing, scheduling, customer service, and field operations.

Sales Agent Compliance Agent Finance Agent Marketing Agent Scheduling Agent CS Agent Estimating Agent
Chapter 03

Product Details — Features & Outcomes

Every deliverable explained: what it does, what it includes, and what it changes in your business.

🧠
01 — AI Brain · Intelligent Business Core
AI-Powered

A custom large-language-model layer trained on your company's documents, SOPs, pricing data, and project history. Staff query it in plain English — it answers with your company's actual knowledge, not generic internet results.

Custom knowledge ingestion (PDFs, docs, emails)
Natural-language Q&A over company data
Tender and specification summarisation
Automated quote drafting support
Role-based access (staff vs management)
Continuous learning from new documents
Integration with CRM and PM tools
Multi-language support
LangGraph · CrewAI · Claude · GPT-4 · PostgreSQL vector store
Key outcome: Staff spend 60% less time searching for information. Quotes go out 3× faster. New hires ramp up in days, not months.
🌐
02 — Professional Website
Core

A purpose-built construction company website — fast, conversion-optimised, and search-engine ready. Showcases your portfolio, captures leads, and builds trust before the first call.

Custom brand design system
Portfolio with project case studies
SEO-optimised for local & national search
AI chat (24/7 lead qualification)
Contact & quote request forms
CRM integration — leads captured automatically
CMS for content updates (no dev needed)
SSL, CDN, uptime monitoring
Next.js · Vercel · Tailwind · Framer Motion
Key outcome: Qualified inbound leads from search. Professional credibility with enterprise clients. Leads captured directly into CRM.
🔧
03 — App 1 · Field Operations & Site Manager
iOS + Android

A powerful field app for foremen, site managers, and crews. Real-time task tracking, photo documentation, safety checklists, and AI-assisted issue reporting — all offline-capable for remote sites.

Daily work logs with voice-to-text via AI
Photo + video documentation with AI tagging
Safety checklists with compliance alerts
Punch lists — assign, track, and close
Material tracking & delivery confirmation
GPS time-clock with geofencing
Offline-first — works on remote sites
Push notifications for task updates
React Native · Expo · SQLite · AWS S3
Key outcome: Paper-based systems eliminated. Site teams stay accountable. GPS timesheets prevent payroll fraud.
🏠
04 — App 2 · Client & Homeowner Portal
iOS + Android

Give your clients a premium experience. Real-time project updates, photo streams, invoice tracking, document signing, and direct messaging — all in a beautiful branded app.

Live project timeline with milestone updates
Photo streams — before/during/after
Invoice & in-app payment processing
Digital contract signing (e-signature)
Change order approvals — 1-tap sign-off
Direct messaging with project manager
AI assistant to answer client questions 24/7
Automatic milestone notifications
React Native · Stripe · DocuSign · Firebase
Key outcome: Fewer "where are we up to?" calls. Faster invoice payment. Clients delighted — more referrals and 5-star reviews.
📊
05 — App 3 · Executive Dashboard & Command Centre
iOS + Android

A real-time command centre for executives, project managers, and sales leads. See your entire business — revenue, projects, team, pipeline — in a single glance, from any device.

Real-time KPI dashboard — revenue, margins
Multi-project portfolio with health indicators
AI-generated daily briefings every morning
Sales pipeline & forecast with AI scoring
Team performance tracking by crew/sub
Alerts & anomaly detection powered by AI
One-tap approvals for estimates & invoices
Cash flow projections — 90-day horizon
React Native · Chart.js · WebSockets · Redis
Key outcome: Management makes faster decisions. No more chasing reports. Board-ready financials in seconds.
👥
06 — Construction CRM · Full Pipeline Intelligence
Core

A CRM built from the ground up for construction — not a generic tool adapted with bolt-ons. Manage leads, bids, contracts, subcontractors, and client relationships in one AI-powered system.

Lead capture & scoring with AI qualification
Bid management — all open & awarded bids
Contract lifecycle from draft to close
Subcontractor database with ratings
AI follow-up sequences — email/SMS nurturing
Revenue forecasting with AI projections
Integration with website, apps, automation
Win/loss analysis & bid strategy insights
Next.js · PostgreSQL · SendGrid · Twilio
Key outcome: Zero dropped leads. Faster close rate. Full visibility on pipeline value at every stage.
07 — Workflow Automation · End-to-End
Intelligent

Eliminate repetitive manual work across every department. From the moment a lead fills a form to the final invoice being paid, AI and automation handle the orchestration — with no-code tools your team can manage.

Estimating automation — AI generates scopes
Scheduling engine — auto-assigns crews
Invoice generation at project milestones
Permit tracking with deadline reminders
Material ordering based on project schedules
HR automation — onboarding, timesheets
Weekly/monthly AI-generated reports
50+ pre-built construction templates
n8n · Make · Python · AWS Lambda · Zapier
Key outcome: Repetitive admin eliminated. Staff focus on higher-value work. Every trigger documented and auditable.
🤖
08 — AI Agents · Autonomous Business Workers
AI-Powered

A fleet of 7 specialised AI agents that operate autonomously — researching, writing, calculating, communicating, and executing tasks 24/7 without human intervention. Each agent has a defined role, memory, and escalation path.

Estimating Agent — analyses RFPs, generates bids
Sales Agent — qualifies leads, sends proposals
Compliance Agent — monitors permits & OSHA
Finance Agent — tracks cash flow, flags anomalies
Marketing Agent — creates & publishes content
Scheduling Agent — optimises crew allocation
Customer Service Agent — handles inquiries 24/7
Agent performance dashboards for oversight
Claude · GPT-4 · LangGraph · AutoGen · CrewAI
Key outcome: Tasks that took hours happen in minutes. Scale operations without adding headcount. Your team manages agents, not tasks.
Chapter 04

Feature Matrix — All Capabilities

A complete breakdown of capabilities across every product in the ecosystem.

Feature / Capability AI Brain Website Apps CRM Automation Agents
Custom AI Training on Company Data
Real-Time Data Sync Across All Products
AI-Powered Lead Qualification
Automated Estimating & Quoting
Mobile iOS & Android (Native)
Offline Mode for Field Use
E-Signature & Document Management
Payment Processing (Stripe)
AI Chat (24/7 Client Support)
Analytics & Business Intelligence
Subcontractor Management
OSHA & Compliance Monitoring
Multilingual Support
API Integrations (QuickBooks, Procore, etc.)
White-Label & Custom Branding
Chapter 05

Business Impact — AI Across Every Function

A deep dive into the transformational impact across each business function — from sales to safety.

💼
Sales & Estimating
  • AI analyses RFPs and auto-generates detailed scopes in minutes
  • Historical cost data trains AI for accurate estimates
  • Proposal PDFs sent to leads within 10 minutes of enquiry
  • Win/loss analysis optimises bid strategy over time
  • Lead scoring prioritises your highest-value opportunities
🏗️
Project Management
  • AI-generated schedules based on resource capacity & history
  • Real-time budget vs actual tracking with AI alerts
  • Automated daily briefings to all stakeholders
  • Risk detection flags issues before they become delays
  • Change order management with AI impact analysis
👷
Field Operations
  • Mobile app daily logs replace paper-based systems
  • AI photo analysis detects safety hazards in real-time
  • GPS-verified timesheets eliminate payroll fraud
  • Voice-to-text issue reporting — hands-free documentation
  • Crew scheduling AI maximises labour efficiency
💰
Finance & Accounting
  • Automated invoicing triggered by project milestones
  • AI cash flow forecasting with 90-day projections
  • Expense anomaly detection protects margins
  • QuickBooks/Xero sync eliminates double data entry
  • AI-powered financial reporting for executives
🎯
Marketing & Brand
  • AI writes project case studies from photo documentation
  • Automated social posts from completed project photos
  • Google Ads AI optimisation for local search dominance
  • Review generation automation post-project completion
  • Email campaigns triggered by lead behaviour signals
🛡️
Safety & Compliance
  • Daily safety checklist automation with compliance tracking
  • OSHA monitoring with proactive alerts
  • Incident reporting with AI root-cause analysis
  • Training tracking ensures certifications stay current
  • Permit status tracking prevents costly violations
🏢
Client Experience
  • Client app keeps homeowners informed without calls
  • AI chatbot answers client questions around the clock
  • Digital payment reduces collection friction
  • Automated milestone notifications delight clients
  • Post-project surveys drive referrals and reviews
📦
Procurement & Supply
  • AI-generated material lists from project scope docs
  • Vendor comparison AI finds best price/lead-time balance
  • Automated POs triggered by site inventory thresholds
  • Delivery tracking integrated into project schedules
  • Waste reduction analytics optimise ordering precision
👥
HR & Workforce
  • AI job postings attract higher-quality candidates faster
  • Automated onboarding checklists for new hires & subs
  • Performance data surfaces from daily field logs
  • Timesheet automation feeds payroll directly
  • Training recommendation engine by role & history

🚀 The Compounding Effect

Each AI product multiplies the value of every other. The AI Brain gets smarter as the CRM captures more leads. The mobile apps feed the analytics. The agents learn from the automation data. This is not 8 separate tools — it's one intelligent system that compounds in value over time. The longer you use it, the bigger the competitive moat you build.

Chapter 06

Project Roadmap — 5 Phases

A phased delivery approach that gets you live fast, then layers on sophistication — minimising disruption while maximising momentum.

Phase 1
Foundation — AI Brain + Website

We build the core intelligence layer and your public digital presence. The AI Brain is trained on your company data and the new website goes live with lead capture and AI chat.

Company data audit & collection AI Brain training & testing Website design & development CRM setup & integration Lead capture automation Staff training: Brain & CRM
⏱ Weeks 1–8
Phase 2
Mobile — 3 Apps Launched

All three iOS and Android apps are designed, developed, tested, and deployed. Field crews, clients, and executives get their dedicated AI-powered interfaces.

Field Operations App Client Portal App Executive Dashboard App App Store submissions Push notification system Crew onboarding & training
⏱ Weeks 6–16
Phase 3
Automation — Workflows Go Live

Estimating, invoicing, scheduling, material ordering, and HR workflows are fully automated. Manual data entry is eliminated across the company.

Estimating automation Invoice & payment flows Scheduling engine QuickBooks integration Permit tracking system Reporting automation
⏱ Weeks 12–20
Phase 4
Agents — Autonomous AI Operations

The full fleet of AI agents is deployed and tuned. Sales, compliance, finance, marketing, and customer service agents operate independently — supervised by your team.

Sales & estimating agents Compliance monitor agent Finance anomaly agent Marketing content agent Customer service agent Agent performance dashboards
⏱ Weeks 18–28
Phase 5
Optimise — Continuous Improvement Loop

Monthly reviews, AI model re-training, new feature requests, and system optimisations. Your AI ecosystem gets smarter every month.

Monthly AI retraining KPI review sessions New workflow creation Agent capability expansion User feedback integration
⏱ Month 7+ — Ongoing
Chapter 07

Server Infrastructure

Your AI ecosystem runs on enterprise-grade dedicated hardware — not shared hosting. Scoped and billed separately from the software packages.

★ Recommended EX130-S
EX130-S
  • Processor24-Core Xeon Gold 5412U
  • 🧠RAM128 GB DDR5 ECC
  • 💾Storage2 × 3.84 TB NVMe SSD
  • 🌐Bandwidth1 Gbit/s unlimited
€383.72 / month
One-time setup: €853.62
Enterprise EX130-R
EX130-R
⭐ Most preferable option for AI Brain
  • Processor24-Core Xeon Gold 5412U
  • 🧠RAM256 GB DDR5 ECC
  • 💾Storage2 × 1.92 TB NVMe SSD
  • 🌐Bandwidth1 Gbit/s unlimited
€383.72 / month
One-time setup: €961.68
✅ Both Servers Include
RAID 1 protection (auto failover)
1 Gbit/s dedicated bandwidth
24-hour technical support
DDoS protection included
Enterprise-grade data centre
Full root access & control
🛠️ Monthly System Maintenance
Security patches · OS updates · Performance monitoring · Backup verification · Proactive health checks
€350 / month
⚠️ Important: Server hardware and monthly fees are not included in any development package. These are separate infrastructure costs, scoped and billed independently based on your usage profile and growth projections.
Chapter 08

Investment & Packages

Three engagement levels designed to match your ambition and timeline. Partner rates reflect our use of open-source frameworks and shared delivery efficiency.

Starter
AI Foundation
22K
one-time · server not included
Market rate: €32,000

AI Brain + Corporate Website + CRM. The intelligent core of your business, online and generating leads from week 8.

  • Custom AI Brain (company-trained)
  • Corporate Website with AI chat
  • Construction CRM setup
  • Lead capture automation
  • Email & SMS nurture sequences
  • 3-month post-launch support
  • Mobile Apps (add-on available)
  • AI Agents
Professional
Full Digital Stack
42K
one-time · server not included
Market rate: €62,000

The complete transformation: AI Brain, Website, all 3 apps, CRM, and full automation layer.

  • Everything in Foundation
  • 3 Mobile Apps (iOS + Android)
  • Field, Client & Executive apps
  • End-to-end workflow automation
  • Estimating automation engine
  • Finance & scheduling automation
  • 6-month dedicated support
  • AI Agents (add-on available)
Enterprise
Full AI Transformation
68K
one-time · server not included
Market rate: €98,000

Every product, every agent, every automation — the complete enterprise transformation, delivered in full.

  • Everything in Professional
  • Full AI Agents fleet (7 agents)
  • Custom integrations (Procore, etc.)
  • AI model monthly retraining
  • Dedicated AI engineer (10h/mo)
  • Executive KPI dashboard
  • 12-month SLA support
  • Quarterly AI strategy reviews
🏆 Full Enterprise Ecosystem
AI Brain · Website · 3 Mobile Apps · CRM · Automation · 7 AI Agents · 12-mo Support
* Server infrastructure not included — quoted separately
Market: €98,000
€68,000
How We Achieve Partner Pricing

Partner rates are made possible by leveraging open-source tools and pre-built templates wherever the outcome is identical to a custom build. The deliverable quality is unchanged — same systems, same training, same support.

Package Market Rate Partner Rate How we achieve this
AI Foundation €32,000 €22,000 Proven website templates + HubSpot CRM configuration. Faster delivery, same quality.
Full Digital Stack €62,000 €42,000 React Native shared codebase (iOS+Android from one build) + n8n open-source automation.
Full AI Transformation €98,000 €68,000 LangGraph/CrewAI open-source AI frameworks. No proprietary AI licensing markup.
Note: These prices are offered exclusively as part of a partner/friend arrangement. They are not published rates and are not available to the general market. Standard rates apply to all other clients.
💳 Payment Terms
30% deposit to commence work
Spread across monthly payments during delivery
Quoted and billed separately — not included above
EUR — invoiced via Carlos Filipe
Chapter 09

Why Deskio, Integrations & Terms

Built by builders. Powered by intelligence. Works with every tool you already use.

🏗️
Construction-Specific

We don't adapt generic tools. Every line of code, every workflow, every agent is purpose-built for the construction industry.

🔒
Private & Secure

Your company data never trains public AI models. Your AI Brain runs in your private server with enterprise-grade security.

Fast Time-to-Value

Phase 1 goes live in 8 weeks. You're generating leads and saving time before Phase 2 begins. No 18-month delays.

🔗
Everything Connected

One integrated system, not 8 disconnected tools. Every product shares real-time data through the AI Brain at the centre.

📈
ROI-Obsessed

We track the metrics that matter: bids won, time saved, leads converted, costs reduced. Real outcomes, not vanity metrics.

🤝
Long-Term Partner

We're not a build-and-leave agency. We're your ongoing AI team — evolving the system as your company grows.

"The construction companies that win the next decade won't just build better — they'll think faster, bid smarter, and operate leaner than anyone else. AI is the competitive moat they're building today."
Deskio AI Team · April 2026
Integrations

Works With Your Existing Tools

All products connect to the tools you already use — no forced migrations, no data silos.

🔧 Procore 💰 QuickBooks 📊 Buildertrend 🏦 Stripe 📋 DocuSign 📧 Google Workspace 💬 Slack 📱 Twilio / SMS ☁️ AWS 🗺️ Google Maps 🔍 Google Analytics 📣 HubSpot ⚙️ Zapier / Make 🗄️ Dropbox 🖊️ Adobe Sign 🏗️ PlanGrid 📦 Bluebeam 🤖 OpenAI 🧠 Anthropic Claude 💼 Xero
Terms & Conditions

Scope

This document is a proposal only and does not constitute a binding contract. A formal Statement of Work (SOW) will be issued upon agreement. Work is scoped to the selected package; changes during delivery will be agreed in writing and may affect timeline and cost.

Intellectual Property

Upon final payment, all custom-developed assets transfer to the client. Open-source components remain under their respective licences. Deskio retains the right to reference the engagement in portfolio work unless otherwise agreed.

Confidentiality

Both parties agree to keep the contents of this proposal — including pricing and strategy — confidential and not to share with third parties without written consent. Partner pricing disclosed herein is not for redistribution.

Liability

Deskio's liability is limited to the value of the contract. We are not liable for indirect losses arising from system downtime, data issues, or third-party service failures outside our control.

Validity

This proposal is valid for 30 days from the date shown on the cover. Partner pricing is subject to capacity availability.

Agreed by Client
Name: ________________________________
Date: __________________________________
Agreed by Deskio
Name: Carlos Simonmamo
Date: __________________________________