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Where AI fitsTidewell Renovations & Custom Homes

// AI assessment Trades and construction

At a glance

Where to start

A morning inbox brief.

What it costs today

About $2,900 a month.

Book 30 minutes with Chase

Book 30 minutes with Chase: cal.com/chase-sidekick/intro

Top opportunities, in your order

Opportunity 1

A morning inbox brief

You ranked your inbox first. Email piles up while you're on site. A short brief each morning shows the few emails that need you, with replies already drafted.

BriefExample

Your morning brief

Morning, Dev. 38 new emails since 5 pm. 4 need you.

Reply Today

  1. Kim L. (Birch St. bathroom) asks if the tile can change. Draft: yes, with a change order to sign first.
  2. The lumber quote for Cedar Ave. expires Friday. Draft asks the supplier to hold it a week.
  3. New lead, Omar and Jess P.: basement suite. Draft offers a site visit Thursday or Saturday.

Waiting On Someone

  1. Drywall sub for Cedar Ave.: no WorkSafeBC clearance letter yet. Request drafted.

FYI

  • 3 supplier invoices filed to their jobs.
  • 24 newsletters and notifications archived.
Draws from
Your work email, calendar and job folders.
Reviewed by
You. Replies wait in Drafts until you send them.

Opportunity 2

Quote drafts from your site notes

You ranked proposals and quotes second. Leads cool off while a quote waits. Your site notes become line items in your template; pricing stays yours.

Draft quoteExample

DRAFT QUOTE: Birch St. main bathroom (Kim and Rob L.)

A renovation quote draft

From Tuesday's site notes and photos.

Scope

  1. Remove tub, tile and vanity
  2. Walk-in shower: new drain, waterproofing, tile to ceiling
  3. Floor tile with in-floor heat
  4. New vanity and toilet (client picks; allowance)
  5. Fan upgrade and two new pot lights

Rates from your template. Markup and total are yours.

Flagged for you

  • Permits: confirm with the city what this job needs.
  • "Joists look fine" is from your note. Not checked.
  • Allowances to set: vanity, tile, fixtures.
  • Your notes don't say who hauls debris. Add it, or leave it out?
Draws from
Your site notes and photos, your estimate template and past quotes.
Reviewed by
You, line by line, before it goes to the client.

Opportunity 3

Friday client updates with photos

You ranked client updates third. A Friday update answers that in writing, with photos, before they pick up the phone.

Draws from
Job photos, the job app's daily notes, the calendar and signed change orders.
Reviewed by
You. News about cost or delays is yours; gaps are marked [CONFIRM].

Where else AI fits

  1. Admin

    Today
    Forms and logs filled in at night.
    Set up once
    Your forms and where the job info lives.
    Then runs
    Drafts of logs and forms, filled from job records.
    You still decide
    What you sign, and anything about safety.

  2. Site meetings

    Today
    Decisions made on site, remembered differently later.
    Set up once
    Voice memos from your phone, saved to the job folder.
    Then runs
    A same-day summary email drafted for the client.
    You still decide
    What you agreed, and what gets sent.

What this time costs today

You told us 5 to 10 hours a week on your inbox; we used 7.5. That's time spent today, not a promised saving.

  1. 7.5 hours × $90your numbers
  2. $675a week
  3. $2,900a month
  4. $35,000a year

7.5 hours × $90 = $675 a week ≈ $2,900 a month ≈ $35,000 a year

We measure hours a week in your inbox before and after.

Your data and AI

You hold some information worth protecting: personal information about your clients and names, emails and phone numbers. You're not early: it comes down to the right account, clear limits on what AI can reach, and a person reading what goes out.

In this order

  1. Step 1Status: Check

    Accounts first

    Check that everyone uses two-step sign-in before you connect any AI. None of the security problems we've seen at clients came from AI.

    Check this first. Ask IT, or look in the admin settings for Google Workspace, whether everyone uses two-step sign-in. None of the security problems we've seen at clients came from AI. They came from weak passwords, phishing and risky links on accounts without two-step sign-in. If anyone is missing it, turn it on before you connect any AI.

  2. Step 2

    Know what's sensitive and where it lives

    List what's sensitive in each system, and keep restricted items out of reach.

    Write down what's sensitive and where it lives. You told us you hold personal information about your clients and names, emails and phone numbers. For each system you'd connect, like email, shared files or your CRM, ask what's actually in it. Everyday contact and business information can usually be connected. Keep restricted items, such as staff records and bank or card numbers, somewhere the connection doesn't reach, and test it.

  3. Step 3

    Then choose the tool

    You run Google Workspace, so Gemini is the natural place to start: it follows the Workspace permissions you already have. A ChatGPT or Claude business plan is the alternative if you prefer one of those.

    Choose the tool that fits the systems you already use and the people who'll use it, on a business plan. Microsoft, Google, OpenAI and Anthropic each say business data isn't used to train their AI models by default. Check any contract with clients for rules on AI or where data is stored. Then pick the one your team will pick up every day.

Your tool options

You run Google Workspace, so Gemini is the natural place to start: it follows the Workspace permissions you already have. A ChatGPT or Claude business plan is the alternative if you prefer one of those.

  • Gemini in Google Workspace. Included in Workspace business plans; Google says it follows your existing Workspace permissions, so it only sees what people can already open.
  • A ChatGPT or Claude business plan. OpenAI and Anthropic each say they don't train on business data by default. Both connect to Google Drive with admin approval.

Settings to ask for

  • Training off, in a business workspace the company owns. Use a business workspace so the company owns the accounts and data, training is off by default, and you control which apps people connect and can remove access the day someone leaves.
  • Connections need approval. In Google Workspace, IT can require admin approval before anyone connects an AI app to Gmail or Drive. That way every connection is a decision someone made.
  • Drafts only, to start. Where the tool allows it, leave send and edit permissions off to start. AI prepares the email and a person sends it. That also limits the damage if an email or web page hides instructions aimed at the AI. Check the actual connection, because instructions alone aren't a lock.

What stays with you

  • Prices and margins. Your numbers come from years of jobs won and lost.
  • Structural, permit and code calls. Those stay with you, your engineer and the city.

What could go wrong, and how to prevent it

  1. Wrong answers going to clients

    How it's prevented
    A named person checks facts, figures and promises, and each correction becomes a written rule so it doesn't come back.
    Do this week
    Pick one kind of draft, such as quotes or follow-up emails, and name the person who approves it.

  2. Confidential information

    How it's prevented
    Every connection makes AI more useful and adds more to correct, so start where a mistake is cheap and widen access as it earns trust.
    Do this week
    Pick the one system you'd most like AI to read. Write down what's in it, and anything in it you'd never want in a draft.

Rules here were checked against their sources in September 2026. Your accountant or the city confirms how they apply to your jobs.

Why it didn't stick before

Nothing was connected, and nobody checked in. This time it starts from your inbox and your own templates.

What a first month looks like

  1. Week 1

    Google Workspace connected, drafts only. Running: a morning inbox brief.

  2. Week 2

    Templates loaded. Running: quote drafts from your site notes.

  3. Weeks 3 and 4

    Fixes become written rules. Running: friday client updates with photos.

Your time About an hour in week 1, then 30 minutes a week.

Your first project

Use a business AI account, or a personal one with training turned off. Leave out bank and card numbers and staff records.

Starting instruction

Sort these emails into: reply today, waiting on someone, and FYI. Draft short replies in my voice for the ones I need to answer. Don't invent dates or prices; mark guesses with [CHECK]. [paste 10 to 15 emails, client names removed]

How to check it before you trust it

Compare the sort with how you'd have handled them. If the replies need only small edits, try it on tomorrow's inbox.

How Chase would help

  • Solo

    Your AI set up around your week, plus coaching until it's part of your day. Ready within 48 hours of getting your setup details (templates and examples, not client records).

    CAD 1,800 once

  • Solo for Execs

    AI leadership in 30 days: AI set up around your own work, plus what you need to lead it in your company and answer the questions your team and clients ask.

    CAD 2,900 once

Who sets it up
Chase works with your IT provider directly, or gives them a checklist, your choice. Your IT provider turns it on.
Paying for it
It can be paid from a training or expense budget.

30 minutes with Chase to walk through your report and decide where to start.

You ranked your inbox first and worry about wrong answers. We'd start there.

Book 30 minutes with Chase

Book 30 minutes with Chase: cal.com/chase-sidekick/intro