CRM-to-project route
Leads move into projects without losing the context needed for estimating, assignment, and client follow-up.
Case study
Construction Operations
Ongoing← All case studies
Workflow receipt · yeh
Turned YEH's construction work into one platform route.
YEH (the construction operating platform known to its team as Yehovah Builders) needed leads, estimates, field work, finance, portals, and executive visibility to move through the same operating system.
PrettyFly.aiYEHcoded proof surface · future motion slot
No. 02
Inspectable proof
Proof screenshotprettyfly.ai / yehYEH
No. 03
Original drag
Drag named firstOriginal drag
The platform had outgrown the estimate-to-payment story.
The work now spans CRM intake, estimating, takeoff, schedules, daily logs, subcontractors, clients, investors, finance, and executive review. The risk was letting each role see a different version of the same job.
- 01
Leads, estimates, schedules, logs, invoices, and portals had to stay connected across the job lifecycle.
- 02
Builder, subcontractor, client, PM, investor, vendor, and admin views each needed scoped truth.
- 03
Field work and finance needed an audit trail instead of phone-call memory.
- 04
Bid timing and material cost changes needed a recurring signal before stale numbers became risk.
No. 04
Operating route
Mapped pathOperating Route
One platform route from lead to field work to visibility.
PrettyFly shaped the build around the whole construction operating route: capture the lead, price the work, coordinate the field, keep role-specific portals honest, and surface the status that leadership needs before the next decision.
Estimating and takeoff
AI Smart Estimator and measurement takeoff flows turn project inputs into a reviewable estimate path.
Field operations spine
Schedules, daily logs, time clock, change orders, to-dos, and subcontractor work sit inside the same job record.
Role-specific portals
Clients, subcontractors, PMs, investors, vendors, builders, and admins each see the slice of the job they own.
Financial controls
Bids, purchase orders, bills, invoices, and payment status move with the job instead of becoming a separate spreadsheet trail.
Construction signal layer
Material and market signals give the team a reason to revisit old bids before cost drift becomes delivery risk.
No. 05
Shipped system
ReceiptShipped System
A construction operating platform with the job lifecycle encoded.
80+Working Screens
68Database Tables
8Role Portals
60sAI Estimate Path
Stack
Next.js 16React 19Drizzle ORMClerk AuthNeon PostgresVercelReact PDF
Your route
Bring the workflow before the build.
Name one route that feels expensive. The diagnostic reads the drag, owner, risk, and next move before anyone recommends a build.