BOFBack Office Foreman
Done-for-you back-office setup for contractors and investors

Your back office, run like a jobsite.

Back Office Foreman sets up AI helpers inside the tools you already use, so your inbox, books, bids, lender packs, and files stay organized. Setup in weeks, you approve everything, and nothing leaves without your yes.

A service, not a subscription to learnLive in weeks, not monthsUses tools you already pay for

Your foreman for the office.

Built by an operator, for operators. Back Office Foreman is a packaged playbook of six workflows, set up in your own accounts and handed over with written rules. Pick three to start, or run all six.

Workflow 1

Inbox cleanup and triage

Sort, label, and summarize the owner's inbox. Draft replies for approval. Nothing goes out without a yes.

Workflow 2

Bookkeeping organization

Invoice and receipt tracking into a job cost sheet, plus vendor and bill lists ready for the bookkeeper.

Workflow 3

Bid invite triage

Pull bid invites from email and portals, log due dates, scope, and fit, and flag go or no-go candidates.

Workflow 4

Lender packs

Assemble draw requests, rent rolls, insurance, entity docs, and tax returns into a lender-ready package for refis, DSCR loans, and construction draws.

Workflow 5

Google Drive filing

One folder system per property or job, with automatic filing of contracts, COIs, lien waivers, permits, and closing docs.

Workflow 6

Daily morning brief

One email each morning: calendar, deadlines, money in and out, open approvals, and weather for jobsites.

What it looks like

One email before you head out.

The daily morning brief pulls your calendar, deadlines, money in and out, open approvals, and jobsite weather into a single email. You read it with your coffee and know what needs you today.

  • Reply drafts wait for your approval. Nothing is sent on its own.
  • Receipts and invoices land on the right job cost sheet.
  • Bid due dates are logged before they slip.
Morning brief · Tuesday6:30 AM
Today
8:00 site walk, 123 Sample St. 1:30 call with your lender.
Deadlines
Bid due Thursday: sample tenant build-out. COI expiring in 9 days for one sub.
Money in and out
2 invoices received, 1 payment pending your approval.
Waiting on you
3 reply drafts ready to review.
Jobsite weather
Dry morning, rain after 3 PM.
Sample layout with made-up details.

You stay in control.

Every outgoing email, payment, and filing waits for your approval. These delivery rules come with every package.

Read-only firstWe start with view access only, then widen it step by step with your OK.
Written approval rulesYou decide in writing what can happen on its own and what waits for you.
No credentials in chatYou log in and grant access yourself. Passwords never get passed around.
You own everythingEvery account and every file stays in your name, in your tools.
A human approvesEvery outgoing message or payment waits for a person to say yes.

Case studies

Real results, shared with permission, once our first clients are live.

Case studies coming soon.We only publish results with written client consent and with private details removed.

Start with a $1,500 Ops Audit.

A 60 to 90 minute walkthrough of your inbox, books, Drive, and bid flow, with a written map of your top 3 workflows. The full fee is credited toward your build.

Book an Ops Audit