Concept · Future self-serve tier
Self-serve report preview.
Not available to clients yet. A future paid tier could unlock this report, monthly Roundup reruns and peer benchmarks, with a PECOS® pro one click away.
Overall maturity
2.6 / 5
Estimated opportunity
$590K – $1.05M
Annual, ranges with method shown
Biggest opportunities
- Profit fade
- Unbilled change work
- Estimate feedback
Scorecard.
Scored 1–5 against the commercial construction playbook.
Project controls
Forecasts updated irregularly; cost codes vary by PM.
Change management
Change events sit 31 days on average before billing.
Billing and cash
Retainage tracked, but over-billing on 4 jobs.
Project communication
RFIs raised by email that never reach Procore.
Subcontractor management
Insurance compliance strong; lien waivers lag.
Field operations
Daily logs 78% complete; labor hours drift.
Preconstruction
Estimate vs. actual not tracked by trade.
Top findings.
Change management
Unbilled change work is piling up
$180K – $310K
Evidence: Job 2207 · CE-114 open 46 days; email from PM: "owner approved verbally, will paper later"
Best practice: Change events priced and sent to the owner within 7 days.
Project communication
38% of site issues never reach Procore
$60K – $120K
Evidence: 142 email threads flagged as RFIs with no matching Procore RFI (Jan–Oct)
Best practice: Every field question logged as an RFI with a ball-in-court owner.
Project controls
Profit fade on 3 of 5 largest jobs
$220K – $400K
Evidence: Jobs 2201, 2207, 2215 · forecast margin dropped 4–7 pts in final 30%
Best practice: Monthly forecast review per job with cost-to-complete sign-off.
Preconstruction
No feedback loop from actuals to estimates
$90K – $150K
Evidence: Concrete & drywall trades over estimate on 6 of 8 jobs
Best practice: Post-job estimate review by trade feeds unit-cost library.
Billing and cash
Days to collect trending up
$40K – $70K
Evidence: DSO 52 → 64 days over 12 months; 2 owners >90 days
Best practice: Pay apps submitted on the same day each month with backup attached.
Recommended roadmap.
In priority order.
Quick wins · process
- 7-day change event rule with weekly aging report
- Same-day monthly pay app cadence
- RFI-from-email logging habit for PMs
PECOS® builds · software
Change order tracker linked to Procore
$18K – $25K · 4 wks
Job forecast dashboard (WIP + fade alerts)
$22K – $30K · 5 wks
Estimate-to-actual feedback by trade
$15K – $20K · 4 wks
Data quality notes.
Cost codes were inconsistent on 5 jobs, and 2 jobs had no daily logs before March. Field productivity findings are limited for those jobs. Playbook version 1.2.