Industries

What data does MiOpsAI need from our commercial construction firm?

MiOpsAI needs five data sets from a commercial construction firm at setup: your prequal and owner database, your active project pipeline, your staff roster, Procore or field platform access for sync, and email OAuth for LizziAI.

Specifically:

  • Prequal and contact database: Owner reps, architects, engineers, developers, PMs, plus prequal history. Names, emails, phones, firm, sector focus, project types, geographic focus, tags. Export from HubSpot, Salesforce, BuildingConnected, or a spreadsheet.
  • Active projects: Project name, owner, architect, delivery method (CMAR, design-build, hard bid, negotiated), contract value, current phase, key dates (substantial completion, closeout), assigned PM and superintendent, subcontract awards status.
  • Staff roster: Names, emails, roles (PM, superintendent, project engineer, estimator, VP construction, BD, executive), plus subs and vendor contacts with trade categorization.
  • Procore or field platform access: API keys or webhook setup so RFI, submittal, and change order status flow into Hive for aging and follow-up chase.
  • Email OAuth: Google Workspace or Microsoft 365 connection so LizziAI can read incoming email and draft responses.

Optional at setup:

  • Historical closed projects (for reference in prequal responses and BD content)
  • Subcontractor prequal database
  • Marketing library (project photos, case studies, capabilities statements) for SallyAI seeding

What we do NOT need: your accounting or ERP credentials, WIP report backend, workers comp or safety filings, bonding line specifics beyond what shows in prequal responses, or bank data.

See Command Center capabilities or request access.

Last updated September 9, 2026

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