PM Handoff Agent

For commercial contractors and project-driven service businesses where requests, updates, and loose ends stay trapped between PMs and the office.

Best for project-heavy contractor workflowsImproves owner visibility across project follow-throughCustomer and vendor sending stays approval-gated

Symptoms the owner already recognizes

Project notes, customer asks, and follow-through live in inboxes instead of a clean queue
The office knows something needs attention but not enough context to act quickly
Leadership sees project risk only after it gets noisy
PM knowledge is important but too dependent on memory and side conversations

Project email threads, internal notes, PM updates, and the coordination inputs you decide to include.

Customer-facing follow-through, internal handoffs, unresolved risks, and work that can wait.

Office handoff summaries, follow-up drafts, and next-step notes tied to the right project context.

A clearer owner or ops view of the open project items most likely to matter today.

The office layer gets lighter when PM communication becomes usable operating context instead of a scavenger hunt through threads, texts, and memory.

Use the paid audit to map where PM context breaks down now, what the office actually needs, and how an approval-gated handoff workflow should run.