Build Daily

Find accessible Build Daily files by filename, category, or linked record and return authenticated view/download links. limit must be between 1 and 50; never request more than 50 records per call.

search_project_documents

Return compact accounts-payable and accounts-receivable exposure only for ledgers the user may view.

get_accounting_summary

Return permission-scoped book cash by active bank profile as opening balance plus posted journal activity. Never represent this as external bank-available cash.

get_cash_summary

Get one proposal's bid context, revision history, approval status, and follow-up evidence. Financial fields appear only when the user may view them.

get_estimate_proposal_detail

Return the signed-in user's open Build Daily work and overdue count from the canonical task system. limit must be between 1 and 50; never request more than 50 records per call.

get_my_work

Summarize budget, commitments, actual AP cost, and remaining budget for one accessible project. Requires accounting job-cost authority.

get_job_cost_snapshot

Return a concise look-ahead of bids, deadlines within 72 hours, and mandatory pre-bids for planning preconstruction work.

get_preconstruction_briefing

Read one Service site's equipment census and chronological ticket history, including recorded symptoms, resolutions, tags, labor hours, and permission-dependent materials and technician names. limit must be between 1 and 50; never request more than 50 records per call.

get_service_site_history

Combine active manpower assignments with fresh location pings to show the visible workforce's current scheduled context. Exact coordinates and ping context require employee-location permission; stale or absent pings never imply absence.

get_workforce_census

Build a permission-aware briefing for one project from current status, attention counts, health, recent Daily Reports, critical schedule tasks, overdue constraints, and upcoming meetings.

get_project_briefing

Fetch an accessible file, drawing, or specification section using an ID returned by a document search tool.

get_document

Summarize one Build Daily project, including open and overdue RFI and submittal counts and the latest Daily Report date.

get_project_summary

Read one accessible RFI's full question, references, response history, status timestamps, packet, and attachments. Use when the user asks what an RFI says or how it was answered.

get_rfi_detail

Read one equipment unit's make, model, serial, service history, symptoms, recorded resolutions, PM findings, warranty facts, recurring patterns, and activity for diagnostic assistance. Returns evidence and hypotheses guidance, not a confirmed diagnosis. limit must be between 1 and 50; never request more than 50 records per call.

get_equipment_service_history

Read subcontractor RFP invitations, reminders, plan-room activity, responses, and quote status for one estimate. Contact details are included only when the user also has CRM permission. limit must be between 1 and 50; never request more than 50 records per call.

get_estimate_rfp_status

Show who Build Daily estimates are or were bidding to, recipient distribution and proposal status, and separately identify subcontractor RFP companies. Contact and pricing details follow their own permissions. limit must be between 1 and 50; never request more than 50 records per call.

get_estimate_bid_history

Calculate canonical man-hours, material/labor/subcontractor costs, projected revenue, markup dollars, and projected margin for an accessible estimate. Requires pricing authority or being the named estimator.

get_estimate_economics

Read an accessible estimate's takeoff items, quantities, labor hours, material and subcontractor costs, crew roles, manpower plan, and clearly labeled raw totals.

get_estimate_takeoff

Return authoritative packets and attachments for one accessible RFI, submittal, Daily Report, T&M ticket, change order, meeting, or safety incident as downloadable Build Daily links.

list_record_files

Count open and urgent work across accessible RFIs, submittals, change orders, T&M tickets, constraints, punch items, safety incidents, and pay applications.

get_attention_summary

Read permitted APM actions, current workflow state, routes and setup gaps for one project module. For RFPs, returns available scope IDs and labels; search_crm resolves company/contact names and email addresses. This is the capability-discovery step for preparing project changes. Change-order creation/content edits are web-only.

get_project_action_options

Return recorded status transitions, actors, and timestamps for one accessible project item. Use as audit evidence rather than inferring history from its current status.

get_record_history

Read the current project schedule, baseline-to-current finish variance, critical and overdue tasks, and recent schedule-update narratives.

get_project_schedule_overview

Build a project-wide timeline of submittal reviews, response times, pending reviews, and workflow-SLA overruns. Supplies evidence for a delay narrative but does not assign schedule causation without explicit support.

get_submittal_reviewer_timeline

Read one accessible submittal's full metadata, lead-time projection, revisions, reviewer decisions, comments, and files. Use when a status list is not enough.

get_submittal_detail

Find projects the signed-in Build Daily user may view. Use before a project-specific call when the project ID is unknown. Returns one page. For all matches, keep the same filters and follow next_offset while has_more is true; count is this page's size, not the total. limit must be between 1 and 50; never request more than 50 records per call.

list_projects

List permission-scoped sales opportunities with stage, probability, value range, owner, and next action. limit must be between 1 and 50; never request more than 50 records per call.

list_opportunities

List recent Build Daily Daily Reports and grounded field facts for accessible projects. Do not infer work, delays, or completion beyond returned fields. limit must be between 1 and 50; never request more than 50 records per call.

list_daily_reports

List purchase orders and subcontracts as a single commitment queue with amount, status, required date, and expediting risk. limit must be between 1 and 50; never request more than 50 records per call.

list_procurement_commitments

List and filter RFIs across accessible Build Daily projects or within one project. Use for open, answered, closed, overdue, delay, and responsibility questions. Returns one page. For all matches, keep the same filters and follow next_offset while has_more is true; count is this page's size, not the total. For overdue items across projects, call directly with overdue=true and omit project_id; no project lookup is needed. limit must be between 1 and 50; never request more than 50 records per call.

list_rfis

List permission-scoped Service billing review state, coverage, invoice preview total, and missing information. This tool never invoices or posts. limit must be between 1 and 50; never request more than 50 records per call.

list_service_billing

List scheduled Service dispatch slots for a time window with technician, ticket, and status. limit must be between 1 and 50; never request more than 50 records per call.

list_service_dispatch

List active equipment preventive-maintenance schedules, due dates, frequency, and overdue state for accessible Service customers. limit must be between 1 and 50; never request more than 50 records per call.

list_service_pm

List Service quote pipeline and follow-up work; hide money unless the user has Service job-cost or billing authority. limit must be between 1 and 50; never request more than 50 records per call.

list_service_quotes

List permission-scoped T&M tickets with signature, pricing, billing, assignment, and finalization status. limit must be between 1 and 50; never request more than 50 records per call.

list_tm_tickets

List permission-scoped timesheet exception summaries and open punches for a date range without changing time or approval state. limit must be between 1 and 50; never request more than 50 records per call.

list_timeclock_exceptions

List only current and future bid deadlines in one compact, paginated result. Use this for upcoming proposals, bids due, bid calendars, and estimator workload instead of paging through all estimates. limit must be between 1 and 50; never request more than 50 records per call.

list_upcoming_bids

Return only the timesheet, PTO, and expense approval queues the signed-in user may see. This tool never changes approval state. limit must be between 1 and 50; never request more than 50 records per call.

list_workforce_approvals

List permission-scoped change orders with current revision values, status, reviewer, and ball in court. limit must be between 1 and 50; never request more than 50 records per call.

list_change_orders

List project inspections with schedule, agency, permit, result, and status. limit must be between 1 and 50; never request more than 50 records per call.

list_inspections