Industries
Draws, budgets, change orders, and job cost visibility that QuickBooks alone cannot give you.
Growing builders and developers need a clear view of money across every home and project: budgets, draws, change orders, selections, and retainage, in sync with QuickBooks. Evertech builds the software and AI agents that give you that view without forcing you into someone else’s platform.
The pain usually shows up at scale. Ten homes can be managed in spreadsheets. Fifty cannot. Draw packages take days, buyer changes slip through, and job cost arrives too late to act on. We connect the tools you already use and build what is missing, then add finance agents that assemble draws and flag budget drift.
Where builders usually start: draws, budgets, and job cost connected to QuickBooks, and lien waiver tracking for trade partners.
Every home or project has its own spreadsheet, so nobody sees budget, draws, and margin across the portfolio.
Lender draws get assembled from invoices, photos, and waivers every month, by one person who cannot be out sick.
Buyer changes and selections get agreed but not priced, tracked, or billed consistently.
Cost shows up in QuickBooks weeks after it happened, too late to protect margin on the current phase.
The solutions that fit this work best.
Change orders, AIA pay applications, retainage, draws, and job costing, in sync with QuickBooks or Sage.
Learn morePull data out of contracts, invoices, and tickets, and track every lien waiver, COI, and compliance document.
Learn moreDaily logs, crew time, photos, RFIs, and inspections from any phone, including WhatsApp, iMessage, and SMS, online or off.
Learn moreExamples of the repetitive work an agent can take off your team, with a person approving what matters.
Today
A project manager spends a day each month pulling percent complete, change orders, and retainage into an AIA G702/G703 in Excel.
With the agent
The agent pulls the schedule of values, approved change orders, and progress from your job data, drafts the G702/G703, and flags every line that does not reconcile with last month or with what accounting shows.
The PM reviews and signs before it goes to the owner.
Today
Someone keeps a spreadsheet of who has sent waivers and insurance certificates, and payments still go out without them.
With the agent
The agent requests missing waivers and certificates from each sub, reads what comes back, checks dates, amounts, and coverage limits, updates the status, and holds payment until the file is complete.
The office manager handles exceptions only.
Today
Getting a straight answer means asking the controller, who builds a report.
With the agent
Ask by text or chat: "Which jobs are over budget?" "What are we owed over 60 days?" "Which subs are missing insurance?" The agent answers from your live data and shows where each number came from.
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Tell us how you run today, and we'll show you what's possible. A short discovery call is the fastest way to see where Evertech can help.
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