Shelby for Contractors and Integrators
Shelby organizes your project documentation, quoting, and install-to-service transitions. Your team focuses on the work. The paperwork takes care of itself.
Specs in email. Submittals in Dropbox. Commissioning records in a shared drive. As-builts on someone's laptop. When you need a document six months later for a warranty claim or an AHJ inspection, you spend hours hunting.
Multi-system installs with generator, transfer switch, fuel system, controls, and integration scope. Change orders mid-project. Subcontractor pricing that shifts. Keeping your quotes accurate and your margins protected takes constant attention.
You finish the install and commission the system. Six months later, the service team gets a call about the unit and has no context. What was installed, what was configured, what the customer was told. The handoff gap costs you customer confidence.
Every jurisdiction has different requirements. Inspection scheduling, documentation formats, permit timelines. Managing this across multiple active projects is a full-time administrative job.
Every document for every project in one place. Specs, submittals, commissioning records, as-builts, photos, and customer sign-offs. Organized by project, by system, by date. Searchable.
Shelby generates project quotes from your pricing and scope templates. When the scope changes mid-project, Shelby tracks the change order, updates the project record, and adjusts the billing.
When a project is complete, Shelby automatically creates the service profile. Equipment specs, configuration details, warranty dates, and PM schedule. The service team has full context from day one.
Inspection records, permit status, and compliance documentation organized by project and jurisdiction. Shelby tracks deadlines and flags upcoming requirements.
Scope assignments, schedule coordination, and documentation collection from subs. Shelby keeps the project file complete without you chasing paperwork.
Contractors report cutting project admin time by 30% or more.
Not a SaaS tool you have to learn. A full-service AI operations partner.
We map your systems and workflows. Find the leaks.
Less than 2 hours of your team's time. Free.
Your custom AI back office. Configured to your operation.
Typical build: 2 to 4 weeks.
Shelby runs 24/7. Monthly reports. Continuous improvement.
Measurable ROI within 30 to 60 days.
Free 30-minute audit. We show you exactly where time and revenue are leaking.
Book Your Free AuditNo contracts. No setup fees. Cancel anytime.