Sitework AI, built in
It works from the same record your team does, so its answers are about your real jobs.
- Ask: “What’s holding up the Harper Street job?” It points to the permit inspection the cabinets are waiting on.
- Draft: turn an approved estimate into a proposal using your scope library and terms.
- Bill: draft this period’s pay app from the schedule of values, in the industry-standard G702/G703 format your lender and GC already expect. A person approves it before it goes out.
- Update: write the client an update from this week’s schedule.
- Follow up: find invoices that are past due and draft the reminder.
Outside agents, connected
Most teams already use AI somewhere: Claude, ChatGPT, Grok, an email assistant or tools a developer built. Connect them so they stop guessing. Claude, ChatGPT and Grok connections are in early access.
- Claude: “Draft the RFI from today’s daily log.” The draft waits in Sitework for approval.
- ChatGPT or Grok: “Write the Harpers a progress update from this week’s logs.”
- Email assistant: replies to a client with the real status of their job.
- Office AI chat: “Which jobs are waiting on a permit?”
- Your own agent: pulls open invoices into a weekly report over the API.
How to connect an outside agent
- 01Turn on a connection in SiteworkEvery account can. No add-on to buy.
- 02Add Sitework in your AI appUse its MCP connector settings, or create an API key for your own agent.
- 03Sign in and approveThe agent gets your permissions, nothing more. Revoke it anytime.
What an agent can and can’t do
- Can look up anything the connected person can see.
- Can draft proposals, updates and follow-ups for review.
- Can’t send, sign, charge or delete without a person’s approval.
- Everything is written to an audit log you can review.