Regaldi Contractors
For contractors  ·  Florida  ·  Builders, remodelers and specialty trades

Keep the job moving. Keep the decisions yours.

Your AI assistant prepares the records, documents and follow-through around your jobs. You set the price, sign and supervise.

Responsibility map for the scope shown. Human confirmation, setup and approval apply. Reserved work stays with the qualifier, financial officer or company staff, as appropriate.

Footage of people is AI-generated and illustrative. Product screens are faithful recreations of Regaldi interfaces on fictional demonstration data.
Film transcript

Before the crew arrives, the paperwork is already waiting.

Quarry gathers permit records, violations, and dated property history, with sources and gaps. A market picture for your review.

In Studio, your AI assistant turns your quantities, prices, and company forms into PDF and editable Word drafts. Your license number travels with every document.

Legate keeps outgoing work waiting for your approval. Your team controls the next step. Out of forty-two recurring processes, Regaldi runs twenty-three with your confirmation, prepares ten for a licensed decision, and leaves nine with your licensed team. Every process names its tool.

Prospecting calls stay with your staff. AI calls only with prior written consent.

Quarry for records. Studio for documents. Legate for approved follow-through. Tools around your work. You price the job, sign, and supervise. The decisions stay with your licensed team.

Regaldi.

Regulated. Aligned. Digital. Start with one workflow.

Regaldi runs 23 of 42 recurring processes, prepares 10 for the licensed professional’s decision, and leaves 9 with them.

System runs
23
Prepares for decision
10
Company responsibility
9
Recurring processes
42
  • QuarryPermit and case records5
  • StudioDocuments and the job file21
  • LegateIntake and approved follow-through13

Processes each tool runs or prepares; a process two tools share counts for both. A responsibility map, not a measured automation share. Each process and its tool

In short

Regaldi LLC is a Florida software company that gives builders, remodelers and specialty trades an AI assistant for the paperwork around each job. Quarry gathers permit and case records for a property, Regaldi Studio prepares proposals in PDF and Word, permit paperwork and the job file, and Legate handles intake and approved follow-through. Of the 42 recurring processes mapped for a contractor, Regaldi runs 23 with a person at the company confirming, prepares 10 for the licensed professional’s decision, and leaves 9 with the qualifier or company staff, including price and bid sign-off, contract and permit signatures, code decisions, site safety and lien decisions. Regaldi is not a licensed contractor and has no estimating engine. Files stay in the company’s working folder; content read for a task passes through Regaldi’s server to the AI provider, currently Anthropic or OpenAI. Work starts with one workflow and a written scope.

Related professionsPermit expeditersInterior design studiosArchitecture firmsAll industries

Walk in with the record.

Quarry gathers available permit history, code cases and dated property records before the visit, with sources and gaps beside them.

Property pre-checkDemonstration parcel · Miami-Dade · owner not shown
Record dateRecordSource · match methodObserved
Oct 9, 2026 Building violationNew, no status yet County building violations · Folio match Oct 13, 2026
Dec 9, 2022 Code violationClosed County code compliance · Folio match Oct 13, 2026
Jan 25, 2022 Code violationClosed County code compliance · Folio match Oct 13, 2026
Jan 18, 2018 Building violationClosed County building violations · Folio match Oct 13, 2026
Separate feed, not attached to this parcel
Oct 9, 2026 Failed inspectionRejected, work concealed County inspections · permit number only, no folio Oct 13, 2026
  • A similar-looking address is not a match. The inspection stays in its own feed until a person links it through the permit.
  • Stored evidence only; the absence of a row does not prove the absence of an official record.
Illustrative workflow The layout of a pre-check on fictional demonstration data. Record dates and the dates Quarry observed them stay separate, and every row names its match method.

Your scope. Your prices. A usable draft.

Studio prepares proposals, contracts and change orders as PDF and editable Word from your approved quantities, price list and company forms.

Your license number belongs on every offer, proposal, bid, contract and ad (§489.119(5)(b), F.S.). Studio carries it into the draft; your team checks and approves the document.

  • Proposal Scope, quantities you supply, exclusions, validity date and the license number.
  • Contract Your form filled from the approved proposal, with the notices the job requires.
  • Change order Scope and schedule effect from field notes, priced by the qualifier.
  • Permit package Forms, plans list, product approvals and fees, for the qualifier to sign.
  • Subcontract Scope letter with license, insurance and workers’ compensation requirements.
  • Close-out file Warranties, manuals, inspection records and final waivers.
Proposal draftDemonstration company
License: DEMO ONLYValid 30 daysNot suitable for sending
Scope itemQuantity you suppliedPrice source
Remove and replace exterior stair railing42 linear ftCompany price list, line 14
Concrete spall repair at landing18 sq ftCompany price list, line 31
Permit and inspection coordination1 permitCompany price list, line 2
Exclusions and assumptions

Engineering, if the inspector requires it, is excluded. Quantities are those the company measured on site. Price and terms are set by the qualifier.

Prepared for qualifier review
proposal-draft.pdf to read and send after approval proposal-draft.docx editable Word
Fictional demonstration data The license field is a placeholder; no license number is invented. Prices come from your list and are not shown here.

No estimating price book, automated takeoff or estimating engine. You supply the quantities and prices. The qualifier decides the bid and terms.

Keep the paperwork moving with the job.

Studio organizes job files and deadlines. Legate prepares approved updates. Quarry supplies the supported permit and inspection records.

  1. 01 · Studio Approved scope The signed proposal and contract in the job file.
  2. 02 · Studio Permit package Forms filled in your own browser. Qualifier signs and submits
  3. 03 · Quarry · Legate Inspection record Requested through your workflow; supported failures archived with the reason. Qualifier decides the correction
  4. 04 · Legate Owner update Status, photos and the next inspection, after approval.
  5. 05 · Studio Close-out file Warranties, final inspection and waivers assembled.
Illustrative workflow Prepare forms in your own browser. Review the dates, approve outgoing work and submit through your company’s accounts.

Existing software

There is no Procore, Buildertrend, ServiceTitan or QuickBooks connector. Supported computer use works in your authorized browser alongside your existing systems.

There is no JobNimbus, AccuLynx, Xactimate, CompanyCam, permit-portal or e-signature connector either. Email drafts and calendar entries use Gmail and Google Calendar. Quarry supplies stored failed inspections, not a permit-submission service or a complete pass and fail feed.

See the activity. Read the dates.

Review permit activity, violations, failed inspections and available recertification records in the areas you serve.

Miami-Dade covered sources · September 14 to October 13, 2026 · Counted by event date
Permit events
11,233
Issued permits in unincorporated Miami-Dade and permit status changes in the City of Miami.
Failed or correction-required inspections
2,723
Failures only; passes are not collected. Usually another contractor’s permit.
Code violations
2,008
County code-compliance cases, unincorporated Miami-Dade.
Building violations
583
County building-code violation cases, unincorporated Miami-Dade.
Violation liens
68
Liens recorded on code or building violations, unincorporated Miami-Dade.
Separate record counts from Quarry These are separate record counts, not unique properties, current open cases, customers or jobs, and they are not added together.

Coverage

Permit coverage: unincorporated Miami-Dade and the City of Miami. Failed-inspection and code-case feeds shown here: unincorporated Miami-Dade. Recertification: City of Miami parcel timelines. Coverage is source-specific.

Dates and limits

An old status can be observed again today. Read the event date and verify the current record.

Market information for your review. These records have not been measured as predictors of jobs. A failed inspection commonly belongs to another contractor’s permit.

Contractor Radar · In development

A contractor-specific Radar is in development. We will show its coverage and evidence when verified.

No cards, scores, volumes, prospects or launch date are shown. The pre-check and the market picture above work today.

42 recurring processes. A tool and an owner for each.

A Florida contracting company runs on 42 recurring processes in this scope. Regaldi runs 23, prepares 10 for a licensed decision, and leaves 9 with the responsible people at your company. Each cell names the tool that does the work, or the person who holds it.

System runs it
23
System prepares it
10
Company responsibility
9
Processes mapped
42
  • Quarry5
  • Studio21
  • Legate13
  • A process two tools share counts for both. Radar and Herald carry none.
  • S · System runs it. A person confirms, approves or sends.
  • P · System prepares it. The licensed professional decides.
  • H · Company responsibility. The qualifier, financial officer or staff perform the act.
Highlight

Hover, focus or tap a process to see what the system does. Setup conditions print on the cell.

01

Inquiries and estimates

5 · 1 · 1
  • The system runs it; a person at the company confirms, approves or sends. Each inquiry a person sends through an agreed channel is logged and answered in the company’s words. The reply says it is automated, stays within the request, gives the license number and offers site-visit times.Tool: Legate§489.119(5)(b), F.S.; TCPA
  • The system runs it; a person at the company confirms, approves or sends. A voice assistant, set up per company, answers, says it is automated, takes the request and books a visit or a callback. Intake and booking only: no price and no coverage advice.Tool: LegateSetup option§489.105(6), F.S.
  • The system runs it; a person at the company confirms, approves or sends. Address, scope, photos, timeline and access are recorded and the visit goes on the estimator’s calendar. Customer information is protected.Tool: Legate
  • The system runs it; a person at the company confirms, approves or sends. Available permit history, code and building violations, violation liens, flood zone and City of Miami recertification status on the parcel, each with its date, source and the gaps named. Unmatched records are never joined to the parcel by guesswork.Tool: Quarry
  • The AI assistant prepares it; the licensed professional decides. Quantities, measurements and photos the company provides are priced from the company’s own price list, with assumptions, exclusions and allowances listed. No takeoff or price book is built in. The qualifier sets the price.Tool: Studio§489.105(6), F.S.
  • The qualifier, the authorized financial officer or company staff perform the act. The system organizes the records around it. The system lays out the cost build-up and the open risks. The qualifier sets the price, the exclusions and the terms and releases the bid.Held by: Qualifier§§489.105(6), 489.1195(1)(a), F.S.
  • The system runs it; a person at the company confirms, approves or sends. The approved proposal goes out as PDF or Word with the license number, scope, exclusions and validity date, and the person who asked for it gets follow-ups after approval.Tool: Studio · Legate§489.119(5)(b), F.S.; CAN-SPAM
02

Contracts, permits and paperwork

2 · 3 · 3
  • The AI assistant prepares it; the licensed professional decides. The company’s contract filled in from the approved proposal, with the Florida notices the job requires inserted from reviewed templates. Terms and legal review stay with people.Tool: Studio§§713.015, 489.1425, F.S.; 16 CFR 429
  • The qualifier, the authorized financial officer or company staff perform the act. The system organizes the records around it. The system records who signed, when and which version. The parties sign in the company’s own system; there is no e-signature connector.Held by: Qualifier · Officer§§489.105(6), 489.119(2), F.S.
  • The AI assistant prepares it; the licensed professional decides. Field notes and owner requests become change orders with scope and schedule effect. The qualifier sets the price and the owner signs.Tool: Studio§489.105(6); §713.31, F.S.
  • The AI assistant prepares it; the licensed professional decides. Application forms, product approvals, plans list, fees and the license number filled in for the qualifier’s review, in the company’s own browser. No permit-portal adapter.Tool: Studio§553.79(1)(a); §489.119(5)(a), F.S.
  • The qualifier, the authorized financial officer or company staff perform the act. The system organizes the records around it. The system tracks the submission and the plan-review comments. The qualifier signs and submits under the company’s own login.Held by: Qualifier§489.119(5)(a); §489.129(1)(d), (e), F.S.
  • The system runs it; a person at the company confirms, approves or sends. Prepared for the owner to sign and record; recording and posting before the first inspection are tracked and the expiration date is calendared. The applicable thresholds are checked against the actual contract.Tool: Studio§§713.13, 713.135, F.S.
  • The system runs it; a person at the company confirms, approves or sends. Open permits are checked against county issued permits and City of Miami status changes; expirations, holds and stop-work orders are flagged and finals tracked to close. Other municipalities in the company’s browser.Tool: Quarry · Studio§489.129(1)(o), F.S.
  • The qualifier, the authorized financial officer or company staff perform the act. The system organizes the records around it. The system pulls the code sections, product approvals and the inspector’s comments. The qualifier, and the engineer of record where one is required, decides. No engineering opinion from AI.Held by: Qualifier · Engineer§489.1195(1)(a); §553.844, F.S.
03

Jobs, schedule and field

5 · 1 · 1
  • The system runs it; a person at the company confirms, approves or sends. Approved start dates, crews, subcontractors and deliveries on one calendar, with confirmations and reminders after approval.Tool: Studio · Legate
  • The system runs it; a person at the company confirms, approves or sends. Inspections are requested through the company’s authorized workflow; supported failures archived by Quarry reach the superintendent with the inspector’s reason. Passes are not in the feed. The qualifier decides the correction.Tool: Quarry · Legate
  • The system runs it; a person at the company confirms, approves or sends. Field photos, notes and logs filed by job, date and area. Recording a person needs every party’s consent.Tool: Studio§934.03, F.S.
  • The system runs it; a person at the company confirms, approves or sends. A short status with photos and the next inspection goes to the owner after a person approves it.Tool: Legate
  • The AI assistant prepares it; the licensed professional decides. Scope letters and subcontracts drafted from the company’s forms, with license, insurance and workers’ compensation requirements attached. The qualifier approves and signs.Tool: Studio§440.10(1)(b), (c), F.S.
  • The system runs it; a person at the company confirms, approves or sends. Punch items tracked to done; warranties, manuals, inspection records and final waivers assembled for the owner. Completion is never recorded without the evidence.Tool: Studio
  • The qualifier, the authorized financial officer or company staff perform the act. The system organizes the records around it. The system keeps the logs. Supervision of field work at every site stays with the qualifier; logs do not substitute for it.Held by: Qualifier§489.1195(1)(a); §489.129(1)(n), F.S.
04

Liens, payments and money

5 · 1 · 2
  • The system runs it; a person at the company confirms, approves or sends. For an applicable residential deposit over 10%, the permit-application date (30 days from receipt) and the start date (90 days after all permits are issued) are set and watched, with the statute’s qualifications.Tool: Studio§489.126, F.S.
  • The AI assistant prepares it; the licensed professional decides. Invoices and draw requests prepared from the approved schedule of values and change orders, with the waivers each draw needs. The qualifier or financial officer approves.Tool: Studio§489.1195(1)(a), F.S.
  • The system runs it; a person at the company confirms, approves or sends. Waivers requested from each subcontractor and supplier and filed against the payment. The system signs nothing and never marks an unpaid party as paid.Tool: Studio§489.129(1)(k), F.S.
  • The system runs it; a person at the company confirms, approves or sends. Where the company has no direct contract, the notice date is computed from the sourced first-furnishing date, the notice drafted and service logged. A responsible person confirms service. Quarry has no Notice to Owner index.Tool: Studio§713.06(2)(a), F.S.
  • The system runs it; a person at the company confirms, approves or sends. The last furnishing date, the 90-day claim-of-lien deadline, the one-year enforcement deadline and the final-payment affidavit calendared per job. A person checks case-specific deadlines.Tool: Studio§§713.06(3)(d), 713.08(5), 713.22(1), F.S.
  • The qualifier, the authorized financial officer or company staff perform the act. The system organizes the records around it. The system prepares the ledger, dates and unpaid amounts by item. The qualifier decides with counsel and signs. No exaggerated or automated lien.Held by: Qualifier · Counsel§713.31(2)(a), F.S.
  • The system runs it; a person at the company confirms, approves or sends. Reminders in the company’s approved words go to customers with balances due, within consumer-collection limits. No threat or enforcement claim.Tool: Legate
  • The qualifier, the authorized financial officer or company staff perform the act. The system organizes the records around it. The system prepares the payment run by job with the waivers on file. The authorized financial officer or qualifier releases the money.Held by: Financial officer · Qualifier§713.345(1)(a); §489.1195(1)(b), F.S.
05

Licensing, insurance and compliance

3 · 1 · 1
  • The system runs it; a person at the company confirms, approves or sends. Each qualifier’s DBPR license status and sourced education dates are checked and reminded ahead. A missing registry result does not prove anything by itself.Tool: Legate
  • The system runs it; a person at the company confirms, approves or sends. Each subcontractor’s license is checked in the correct registry, and insurance certificates and workers’ compensation evidence are tracked to expiry; missing or expiring records are flagged before the start date.Tool: Legate§489.129(1)(d); §440.10(1)(c), F.S.
  • The AI assistant prepares it; the licensed professional decides. Proposals, contracts and drafts checked for the license number and for “licensed” or “insured” claims that need support, for the qualifier’s review. No finished ad and no automated compliance certification.Tool: StudioAd safeguards pending§489.119(5)(b), (f), F.S.
  • The system runs it; a person at the company confirms, approves or sends. Each job file checked for contract, notices, permits, inspections, waivers and photos, and indexed under the company’s retention plan and holds.Tool: Studio
  • The qualifier, the authorized financial officer or company staff perform the act. The system organizes the records around it. The system keeps the timeline, the file and the deadlines. The response is the qualifier’s, with counsel.Held by: Qualifier · Counsel§489.129(1)(j), F.S.
06

New business

3 · 3 · 1
  • The system runs it; a person at the company confirms, approves or sends. Maintenance check-ins, warranty reminders and seasonal notes go to past customers who agreed to hear from the company, in approved words, with consent and opt-outs kept.Tool: LegateCAN-SPAM; TCPA
  • The system runs it; a person at the company confirms, approves or sends. Property managers, association managers, realtors, architects and engineers: research, approved introductions and agreed follow-ups, with a history per relationship. No referral pay and no association kickbacks.Tool: Legate§718.111(1)(a); §720.3033(3), F.S.
  • The AI assistant prepares it; the licensed professional decides. Dated permit activity, failed inspections, code and building violations and violation liens in the company’s areas, each with its source, for review. Not scored prospects, job predictions or a Radar.Tool: Quarry
  • The AI assistant prepares it; the licensed professional decides. Bid responses prepared from the association’s request and the engineer’s report, with dated parcel evidence beside them. The engineer certifies; the qualifier bids.Tool: Studio · Quarry§553.899, F.S.
  • The AI assistant prepares it; the licensed professional decides. Postcards and local ad drafts for an area the company chooses, with the license number and truthful claims, for approval. Supervised drafting only; nothing is published until the safeguards exist.Tool: StudioAd safeguards pending§489.119(5)(b), F.S.
  • The system runs it; a person at the company confirms, approves or sends. An approved review request after close-out, and profile updates through authorized access. The customer writes the review; no incentive depends on a positive one.Tool: Legate · Studio16 CFR 465
  • The qualifier, the authorized financial officer or company staff perform the act. The system organizes the records around it. The system checks numbers against the national, Florida and company do-not-call lists, records results and prepares the cancellation forms. Company staff dial and knock in person.Held by: Company staff§§501.059, 501.616(6), F.S.; 16 CFR 429
Read the whole map as a list
No.ProcessWho carries itTool or holderWhat the system doesRule
Inquiries and estimates
01 Inquiry logging System runs it Legate Each inquiry a person sends through an agreed channel is logged and answered in the company’s words. The reply says it is automated, stays within the request, gives the license number and offers site-visit times. §489.119(5)(b), F.S.; TCPA Details
02 After-hours intakeSetup option System runs it Legate A voice assistant, set up per company, answers, says it is automated, takes the request and books a visit or a callback. Intake and booking only: no price and no coverage advice. §489.105(6), F.S. Details
03 Details and site-visit booking System runs it Legate Address, scope, photos, timeline and access are recorded and the visit goes on the estimator’s calendar. Customer information is protected.
04 Property pre-check System runs it Quarry Available permit history, code and building violations, violation liens, flood zone and City of Miami recertification status on the parcel, each with its date, source and the gaps named. Unmatched records are never joined to the parcel by guesswork. Details
05 Estimate draft System prepares it Studio Quantities, measurements and photos the company provides are priced from the company’s own price list, with assumptions, exclusions and allowances listed. No takeoff or price book is built in. The qualifier sets the price. §489.105(6), F.S. Details
07 Price and bid sign-off Company responsibility Qualifier The system lays out the cost build-up and the open risks. The qualifier sets the price, the exclusions and the terms and releases the bid. §§489.105(6), 489.1195(1)(a), F.S. Details
08 Proposal and follow-up System runs it Studio · Legate The approved proposal goes out as PDF or Word with the license number, scope, exclusions and validity date, and the person who asked for it gets follow-ups after approval. §489.119(5)(b), F.S.; CAN-SPAM Details
Contracts, permits and paperwork
09 Contract draft and notices System prepares it Studio The company’s contract filled in from the approved proposal, with the Florida notices the job requires inserted from reviewed templates. Terms and legal review stay with people. §§713.015, 489.1425, F.S.; 16 CFR 429 Details
10 Contract and change signatures Company responsibility Qualifier · Officer The system records who signed, when and which version. The parties sign in the company’s own system; there is no e-signature connector. §§489.105(6), 489.119(2), F.S. Details
11 Change-order draft System prepares it Studio Field notes and owner requests become change orders with scope and schedule effect. The qualifier sets the price and the owner signs. §489.105(6); §713.31, F.S. Details
12 Permit package System prepares it Studio Application forms, product approvals, plans list, fees and the license number filled in for the qualifier’s review, in the company’s own browser. No permit-portal adapter. §553.79(1)(a); §489.119(5)(a), F.S. Details
13 Permit signature and submission Company responsibility Qualifier The system tracks the submission and the plan-review comments. The qualifier signs and submits under the company’s own login. §489.119(5)(a); §489.129(1)(d), (e), F.S. Details
14 Notice of commencement System runs it Studio Prepared for the owner to sign and record; recording and posting before the first inspection are tracked and the expiration date is calendared. The applicable thresholds are checked against the actual contract. §§713.13, 713.135, F.S. Details
15 Permit status and close-out System runs it Quarry · Studio Open permits are checked against county issued permits and City of Miami status changes; expirations, holds and stop-work orders are flagged and finals tracked to close. Other municipalities in the company’s browser. §489.129(1)(o), F.S. Details
16 Code decisions Company responsibility Qualifier · Engineer The system pulls the code sections, product approvals and the inspector’s comments. The qualifier, and the engineer of record where one is required, decides. No engineering opinion from AI. §489.1195(1)(a); §553.844, F.S. Details
Jobs, schedule and field
17 Crew and job schedule System runs it Studio · Legate Approved start dates, crews, subcontractors and deliveries on one calendar, with confirmations and reminders after approval.
18 Inspection requests and results System runs it Quarry · Legate Inspections are requested through the company’s authorized workflow; supported failures archived by Quarry reach the superintendent with the inspector’s reason. Passes are not in the feed. The qualifier decides the correction. Details
19 Daily logs and job file System runs it Studio Field photos, notes and logs filed by job, date and area. Recording a person needs every party’s consent. §934.03, F.S.
20 Owner updates System runs it Legate A short status with photos and the next inspection goes to the owner after a person approves it.
21 Subcontract drafts System prepares it Studio Scope letters and subcontracts drafted from the company’s forms, with license, insurance and workers’ compensation requirements attached. The qualifier approves and signs. §440.10(1)(b), (c), F.S. Details
22 Punch list and close-out System runs it Studio Punch items tracked to done; warranties, manuals, inspection records and final waivers assembled for the owner. Completion is never recorded without the evidence.
23 Site supervision and safety Company responsibility Qualifier The system keeps the logs. Supervision of field work at every site stays with the qualifier; logs do not substitute for it. §489.1195(1)(a); §489.129(1)(n), F.S. Details
Liens, payments and money
24 Residential deposit clocks System runs it Studio For an applicable residential deposit over 10%, the permit-application date (30 days from receipt) and the start date (90 days after all permits are issued) are set and watched, with the statute’s qualifications. §489.126, F.S. Details
25 Billing and draw drafts System prepares it Studio Invoices and draw requests prepared from the approved schedule of values and change orders, with the waivers each draw needs. The qualifier or financial officer approves. §489.1195(1)(a), F.S.
26 Payment waiver tracking System runs it Studio Waivers requested from each subcontractor and supplier and filed against the payment. The system signs nothing and never marks an unpaid party as paid. §489.129(1)(k), F.S. Details
27 Notice to Owner tracking System runs it Studio Where the company has no direct contract, the notice date is computed from the sourced first-furnishing date, the notice drafted and service logged. A responsible person confirms service. Quarry has no Notice to Owner index. §713.06(2)(a), F.S. Details
28 Lien and payment deadlines System runs it Studio The last furnishing date, the 90-day claim-of-lien deadline, the one-year enforcement deadline and the final-payment affidavit calendared per job. A person checks case-specific deadlines. §§713.06(3)(d), 713.08(5), 713.22(1), F.S. Details
29 Lien decision and signature Company responsibility Qualifier · Counsel The system prepares the ledger, dates and unpaid amounts by item. The qualifier decides with counsel and signs. No exaggerated or automated lien. §713.31(2)(a), F.S. Details
30 Payment reminders System runs it Legate Reminders in the company’s approved words go to customers with balances due, within consumer-collection limits. No threat or enforcement claim. Details
31 Release of job funds Company responsibility Financial officer · Qualifier The system prepares the payment run by job with the waivers on file. The authorized financial officer or qualifier releases the money. §713.345(1)(a); §489.1195(1)(b), F.S. Details
Licensing, insurance and compliance
32 License and education reminders System runs it Legate Each qualifier’s DBPR license status and sourced education dates are checked and reminded ahead. A missing registry result does not prove anything by itself. Details
33 Subcontractor licenses and insurance System runs it Legate Each subcontractor’s license is checked in the correct registry, and insurance certificates and workers’ compensation evidence are tracked to expiry; missing or expiring records are flagged before the start date. §489.129(1)(d); §440.10(1)(c), F.S. Details
34 License number and claims checkAd safeguards pending System prepares it Studio Proposals, contracts and drafts checked for the license number and for “licensed” or “insured” claims that need support, for the qualifier’s review. No finished ad and no automated compliance certification. §489.119(5)(b), (f), F.S. Details
36 Job records and retention System runs it Studio Each job file checked for contract, notices, permits, inspections, waivers and photos, and indexed under the company’s retention plan and holds. Details
37 Complaints and disputes Company responsibility Qualifier · Counsel The system keeps the timeline, the file and the deadlines. The response is the qualifier’s, with counsel. §489.129(1)(j), F.S. Details
New business
38 Past-customer follow-up System runs it Legate Maintenance check-ins, warranty reminders and seasonal notes go to past customers who agreed to hear from the company, in approved words, with consent and opt-outs kept. CAN-SPAM; TCPA Details
39 Partner relationships System runs it Legate Property managers, association managers, realtors, architects and engineers: research, approved introductions and agreed follow-ups, with a history per relationship. No referral pay and no association kickbacks. §718.111(1)(a); §720.3033(3), F.S. Details
40 Public-record market picture System prepares it Quarry Dated permit activity, failed inspections, code and building violations and violation liens in the company’s areas, each with its source, for review. Not scored prospects, job predictions or a Radar. Details
41 Building-repair bid drafts System prepares it Studio · Quarry Bid responses prepared from the association’s request and the engineer’s report, with dated parcel evidence beside them. The engineer certifies; the qualifier bids. §553.899, F.S. Details
42 Mailers and local ad draftsAd safeguards pending System prepares it Studio Postcards and local ad drafts for an area the company chooses, with the license number and truthful claims, for approval. Supervised drafting only; nothing is published until the safeguards exist. §489.119(5)(b), F.S. Details
43 Reviews and local profile System runs it Legate · Studio An approved review request after close-out, and profile updates through authorized access. The customer writes the review; no incentive depends on a positive one. 16 CFR 465 Details
44 Phone and door prospecting Company responsibility Company staff The system checks numbers against the national, Florida and company do-not-call lists, records results and prepares the cancellation forms. Company staff dial and knock in person. §§501.059, 501.616(6), F.S.; 16 CFR 429 Details

These are responsibility assignments, not 42 integrations, a measured automation share or a measure of time saved. Numbering follows the research map; 06 and 35 are outside this page’s scope. Left off the map on purpose: AI or automated calls and texts to people without prior express written consent, and contracting work by anyone without the license the scope requires, including permits pulled for others.

You price. You sign. You supervise.

The qualifier keeps the construction decisions. The authorized financial officer controls payments. Company staff conduct lawful prospecting. The attempted sale of contracting services and the negotiation or bid for a contract constitute contracting (§489.105(6), F.S.), and qualifying agents answer for operations, field work and financial matters (§489.1195(1)(a), F.S.), so the assistant gathers, drafts, schedules and records.

Regaldi LLC is a Florida software company. It holds no contractor license, does not bid, sell or perform construction work, and does not pull permits. Your company remains responsible for the work and its compliance.

  1. 07

    Price and bid sign-off Qualifier

    §489.105(6), F.S.
    What the rule places with the company
    The attempted sale of contracting services and the negotiation or bid for a contract constitute contracting. The price, the exclusions and the release of the bid stay with the licensed business and its qualifier.
    What the system does around it
    The system lays out the cost build-up and the open risks. The qualifier sets the price, the exclusions and the terms and releases the bid.
  2. 10

    Contract and change signatures Qualifier · Officer

    §§489.105(6), 489.119(2), F.S.
    What the rule places with the company
    The licensed business contracts through its qualifier or an authorized officer. Contracts and change orders are signed by people, in the company’s own system.
    What the system does around it
    The system records who signed, when and which version. The parties sign in the company’s own system; there is no e-signature connector.
  3. 13

    Permit signature and submission Qualifier

    §489.119(5)(a); §489.129(1)(d), (e), F.S.
    What the rule places with the company
    Each permit application carries the license number and is signed and submitted by the qualifier. Assisting unlicensed contracting or letting others use a license are grounds for discipline.
    What the system does around it
    The system tracks the submission and the plan-review comments. The qualifier signs and submits under the company’s own login.
  4. 16

    Code decisions Qualifier · Engineer

    §489.1195(1)(a), F.S.
    What the rule places with the company
    The qualifier answers for all field work at all sites, and the engineer of record makes the structural and code judgments the code assigns to an engineer.
    What the system does around it
    The system pulls the code sections, product approvals and the inspector’s comments. The qualifier, and the engineer of record where one is required, decides. No engineering opinion from AI.
  5. 23

    Site supervision and safety Qualifier

    §489.1195(1)(a), F.S.
    What the rule places with the company
    Primary qualifying agents are jointly and equally responsible for supervision of all operations, all field work at all sites and financial matters. Logs and photos support supervision; they do not replace it.
    What the system does around it
    The system keeps the logs. Supervision of field work at every site stays with the qualifier; logs do not substitute for it.
  6. 29

    Lien decision and signature Qualifier · Counsel

    §713.31(2)(a), F.S.
    What the rule places with the company
    A willfully exaggerated lien, or one that includes work not performed, is a fraudulent lien with damages. The qualifier verifies the work, the amounts and the timing, usually with counsel, and signs.
    What the system does around it
    The system prepares the ledger, dates and unpaid amounts by item. The qualifier decides with counsel and signs. No exaggerated or automated lien.
  7. 31

    Release of job funds Financial officer · Qualifier

    §713.345(1)(a), F.S.
    What the rule places with the company
    Misapplying construction funds is a crime. The authorized financial officer or the qualifier releases job money, with waiver evidence on file.
    What the system does around it
    The system prepares the payment run by job with the waivers on file. The authorized financial officer or qualifier releases the money.
  8. 37

    Complaints and disputes Qualifier · Counsel

    §489.129(1)(j), F.S.
    What the rule places with the company
    Defect claims, complaints and disputes are answered by the qualifier with counsel. Automated reminders do not resolve an abandonment concern.
    What the system does around it
    The system keeps the timeline, the file and the deadlines. The response is the qualifier’s, with counsel.
  9. 44

    Phone and door prospecting Company staff

    §§501.059, 501.616(6), F.S.; 16 CFR 429
    What the rule places with the company
    AI or automated sales calls and automated texts need prior express written consent. Florida limits sales calls to 8 a.m. to 8 p.m. and three calls in 24 hours on the same subject. Covered home sales carry the three-business-day cancellation notice and forms.
    What the system does around it
    The system checks numbers against the national, Florida and company do-not-call lists, records results and prepares the cancellation forms. Company staff dial and knock in person.

Regaldi does not interpret insurance coverage, adjust claims or take assignments of benefits; no claim inducements, gifts, rebates, deductible waivers or insurance-paid referral compensation; applicable roof-contract and advertising notices, including emergency cancellation rights, remain the contractor’s responsibility.

Electrical work has its own requirements under Chapter 489, Part II; a shared DBPR lookup does not make every construction rule an electrical rule. Read Chapter 489, Part I, Chapter 713, Part I, §553.79 and §489.147 in full. General information, not legal advice.

Responsibilities and limits

The limits each workflow keeps, by topic. Each process on the map links here.

Licensed activity§§489.105(6), 489.1195, 489.127, 489.129, 553.79, F.S.

Pricing, negotiating and bidding are contracting, and Regaldi cannot perform them. The qualifier supervises operations and field work, and authorized officers keep the financial duties. No license lending, no unlicensed contracting, no permits pulled for others and no work without the required permits and inspections.

Unlicensed contracts can be unenforceable, and unlicensed work during a declared emergency can be a third-degree felony. Actions taken on the contractor’s behalf count as the contractor’s; software does not remove that responsibility.

License identity§489.119(5), F.S.

The proper registration or certification number goes on each offer of services, business proposal, bid, contract and advertisement, and on each permit application. “Licensed” and “insured” claims must match the license and the policies. A DBPR search with no result does not prove anything by itself, and local certificates of competency may sit outside DBPR.

Residential contracts and the notice of commencement§§713.015, 489.1425, 713.02, 713.13, 713.135, F.S.

Applicable direct contracts over $2,500 on one-to-four-family dwellings carry the statutory lien warning in at least 12-point bold capitals on the front, or on a separate page the owner signs and dates; applicable residential contracts over $2,500 carry the recovery-fund statement. Reviewed source templates are used, never invented statutory text.

The owner signs and records the notice of commencement before work; posting and the required copy are tracked before the first inspection, and it expires after one year unless stated. The certified-copy rule above $5,000 and the exemption at $2,500 or less are assessed against the actual contract. Quarry has no complete notice of commencement or Notice to Owner index.

Deposits§489.126, F.S.

For an applicable initial residential payment over 10%, the permit-application clock is 30 days from receipt and the start clock is 90 days after all necessary permits are issued. The two clocks do not both start at the deposit, and the statute’s just-cause and written-agreement qualifications are kept.

Lien dates, amounts and money§§713.06, 713.08, 713.22, 713.31, 713.345, 489.129, F.S.

Notice to Owner before work or within 45 days of first furnishing, and before final payment as applicable; claim of lien within 90 days of final furnishing; enforcement generally within one year of recording; the final-payment affidavit at least five days before suit. The system keeps source dates and calendars them; the responsible professional checks shortened periods and case-specific requirements. The system does not file or enforce liens.

No exaggerated lien and no unperformed work in a lien. Authorized people decide, sign, release job funds and verify payments to subcontractors and suppliers. Waivers are tracked without inventing payment status; the statutory waiver forms and consumer-collection limits are reviewed with counsel before templates are used.

Subcontractors§489.129(1)(d); §440.10, F.S.

Each subcontractor’s license is checked in the correct registry, with insurance and workers’ compensation evidence tracked to expiry. The contractor stays liable for uncovered subcontractors. Education dates come from records or supplied evidence, not from an assumption that the registry holds them.

Building decisions§§553.899, 553.844, F.S.; Miami-Dade Code §8-11(f)

The qualifier and the required engineer keep code and structural decisions. Milestone inspections and county recertification have different triggers, and engineers or architects certify; contractors prepare bids from their reports. The county program is not described as universally “40-year”: the research gives 30 and 10-year cycles and specified 25-year coastal provisions, with exemptions and notice periods.

Public recordsQuarry coverage notes, October 13, 2026

Public-record research, not a title search, survey or engineering opinion. Records are matched by parcel or case number; failed inspections carry no folio and stay in their own feed. An empty result does not establish that no record exists.

Permit coverage: unincorporated Miami-Dade and the City of Miami. Failed-inspection and code-case feeds: unincorporated Miami-Dade. Recertification: City of Miami parcel timelines. Miami Beach, Hialeah and Coral Gables are not covered by these feeds, and there is no filterable unsafe-structures feed for Miami-Dade.

Calls, texts and emailTCPA; FCC 24-17; §§501.059, 501.616(6), 934.03, F.S.; CAN-SPAM

Cold AI calling stays off. AI marketing calls and automated marketing texts require prior express written consent, partner marketing included; an inquiry, a purchased contact, a partner listing or a public business number is not that consent. The AI assistant identifies itself as automated and not a licensed contractor, and replies stay within the person’s request.

Company staff personally dial prospecting calls after national, Florida and company do-not-call checks; sales calls stay within 8 a.m. to 8 p.m. and no more than three calls in 24 hours on the same subject. Recording requires every party’s consent. Email carries accurate sender details, the company postal address and a working opt-out honored within 10 business days.

Door-to-door sales16 CFR 429; §§501.021–501.031, F.S.

Covered sales at a buyer’s home for $25 or more carry the three-business-day cancellation notice and the duplicate forms. The federal and Florida rules have different scopes and exceptions, so both are checked before a door visit, along with any local solicitation permit.

Ads, partners and reviews§489.119(5), F.S.; 16 CFR 465; §§718.111, 720.3033, F.S.

The ad drafting tools do not yet carry the contractor safeguards, so ads are shown as supervised drafts and nothing is published until the rules exist. Capability claims use real job images only. No fake or generated reviews and no incentives for positive ones.

No referral payments and no kickbacks to association officers, directors or managers. Regaldi’s fee never depends on a job won.

After a storm§§489.127(2)(c), 501.160, F.S.

No outreach that exploits an emergency, no unlicensed work and no unconscionable pricing. A federal disaster declaration is not the Governor’s state of emergency that Florida’s contractor rules key on, and Quarry has no feed of the Governor’s orders.

Data and proofWritten engagement terms

Written processing terms and source gaps are kept. Screens never expose owner or contact data, and customer data is not used to build lists for anyone else. No SOC 2 claim, no complete county coverage, no measured contractor outcomes and no performance promises.

Measure the work around your jobs.

Use your volumes to estimate administrative workload, then choose one workflow to measure with your team.

Assumptions editable

These defaults are assumptions for illustration, not measurements of any company. Process counts are not time weights, so the starting share is editable. Headcount changes the capacity comparison, not the workload.

Estimate

≈ 31.5 modeled hours a week of administrative work

About 9.8% of 320 team hours a week under the comparison assumption. Workload selected for evaluation: about 17.2 hours.

(25 inquiries × 15 min + 12 jobs × 90 min) ÷ 60 + 10 permits × 12 ÷ 50 weeks × 3 h = 31.5 hours a week; × 54.8% = 17.2 selected for evaluation

An estimate from the assumptions shown. Not a measurement of your company or a promise of time saved, fewer staff, new jobs or revenue.

Prepare the next conversation.

Organize partner relationships, follow up with past customers and prepare approved outreach in the areas you serve.

Step Track A Professional partners Track B Owners and past customers Boundary at this step
01

Find

Legate · Quarry

Research property managers, CAM firms, associations, realtors, architects and engineers.

Start with agreed past-customer contacts and a sourced area-level market picture.

Public records are not a call list or proof of demand.

02

Research

Legate · Studio · Quarry

Check business records and licenses in the appropriate registry.

Prepare the parcel’s available records with dates and gaps.

DBPR only for the professions it covers. No title or engineering opinion.

03

Write

Studio · Legate

Prepare a truthful introduction from the contractor.

Draft letters and email for the chosen area and purpose.

License number, company approval and an email opt-out. Ad publication is held until the safeguards exist.

04

Call

Legate voice · staff

Schedule conversations with partners who agreed to them.

Requested service callbacks stay within the request; company staff personally dial lawful prospecting calls and make door visits.

Configured, consent-gated voice only. AI marketing calls require prior express written consent, partner marketing included. A public business number is not consent.

05

Follow up

Legate

Keep the relationship history and the agreed next contact.

Log replies, approvals, channel permissions and opt-outs.

Refusals are suppressed promptly; no automated recontact after STOP.

06

Present

Studio

Draft a capability sheet from supported experience and credentials.

Prepare a proposal from the company’s quantities, prices and terms.

The qualifier reviews and sets the bid. Only real job images support workmanship claims.

07

Close

Qualifier · Studio · Legate

Record the source, with no referral payments or association kickbacks.

The authorized contractor signs in the company’s own system.

A human signature and decision; Studio and Legate record the file and the source. No e-signature connector and no promised sale.

  • AI calls and texts

    AI marketing calls and automated marketing texts require prior express written consent (TCPA; FCC 24-17; §501.059(8)(a), F.S.). An inquiry, a purchased contact or a partner listing is not that consent. The AI assistant identifies itself as automated and not a licensed contractor. FCC 24-17 Details

  • Prospecting calls

    Company staff personally dial prospecting calls after national, Florida and company do-not-call checks. Sales calls follow Florida’s 8 a.m. to 8 p.m. limits and no more than three calls in 24 hours on the same subject (§501.616(6), F.S.). Recording requires every party’s consent. §501.616 Details

  • Email

    Use accurate email sender details, the company postal address and a working opt-out. Honor opt-outs within 10 business days; suppress unwanted contact promptly. Details

  • Door visits

    Covered sales at a buyer’s home for $25 or more carry the three-business-day cancellation notice and forms. Check the applicable federal and Florida rules before a door visit. 16 CFR 429 Details

  • Honest marketing

    No emergency exploitation, unlicensed work or unconscionable pricing. No bought or generated reviews and no incentives for positive reviews. Claims of being licensed or insured must match the evidence. 16 CFR 465 Details

  • Referrals

    No referral payments or association kickbacks. Regaldi’s fee never depends on a job won. Details

Records. Documents. Approved follow-through.

Quarry supplies the public record. Studio prepares the work. Legate keeps the next step organized.

QuarrySupplies the public record · 5 processes

  • Permit records

    Issued permits in unincorporated Miami-Dade and status changes in the City of Miami, with dates and sources.

  • Dated case history

    Code and building violations, violation liens and archived failed inspections on a parcel, each with its record date and the date Quarry observed it.

  • Sources and gaps

    Each record with its source and match method; unmatched records stay separate, and missing coverage is named.

  • Recertification status

    City of Miami recertification on a parcel timeline, with its date. An old status observed again today is still old.

StudioPrepares the work · 21 processes

  • PDF

    Proposals, permit packages, close-out files and checklists as finished PDFs in the company’s style.

  • Word

    Proposals, contracts and change orders as editable Word files from the company’s forms, with the license number carried in.

  • Working folder

    Plans, photos, logs and forms in the folder you choose: read, searched, and edited as a change for you to review.

  • Computer use

    With your permission the assistant opens supported applications and your signed-in browser, clicks and types, and records each action. Signing, submitting and paying wait for you.

  • Email drafts and calendar

    Filled Gmail drafts and Google Calendar entries from the job file. A person sends and saves each one.

LegateKeeps the next step organized · 13 processes

  • DBPR checks

    Contractors, electrical contractors, home inspectors and other DBPR professions looked up, with the result saved. No automatic licensing verdict; local certificates may sit outside DBPR.

  • CRM and approvals

    Inquiries, customers and partners with their history, and every outgoing message waiting for the approval rule you set.

  • Agreed follow-up

    Owner updates, payment reminders and partner follow-ups through agreed channels, with channel permissions and opt-outs on each record.

  • Voice

    Inbound calls and requested callbacks, a setup option per company. Says it is automated and not a licensed contractor. No outbound AI marketing call without prior express written consent.

Choose the tools for the workflow and the permissions you actually need. Voice is a setup option, and cold dialing stays locked off in contractor workspaces.

Set the access. Keep the review.

Agree the folders, accounts, approval owners and data terms before the AI assistant begins work.

  1. Your computerThe working folderstays here
  2. Regaldi’s serverPasses the task contentstores memory and uploads
  3. AI providerAnthropic or OpenAIprocesses what the assistant reads for a task
Your files stay in your company’s working folder. Content read for a task passes through Regaldi’s server to the AI provider, currently Anthropic or OpenAI. Memory and uploads are stored on Regaldi’s server under written terms. Customer data is not used to build lists for anyone else.
Working files
Your files stay in your company’s working folder. You choose the folders, accounts and actions the assistant may use.
Processing
Content read for a task passes through Regaldi’s server to the AI provider, currently Anthropic or OpenAI.
Stored information
Memory and uploads are stored on Regaldi’s server. Access, retention, deletion and provider handling are set out in written terms.
Customer data
Customer data is not used to build lists for anyone else. Screens and examples never expose owner or contact data.
AI says so
An assistant that speaks or writes to customers or others says that it is automated and not a licensed contractor.
Claims not made
No local-only processing, no zero retention, no SOC 2 certification and no security promises beyond the written terms.

Choose what the assistant may access. Review sources, dates and drafts before relying on them. AI output can be wrong. Your job-record retention plan is separate from how long Regaldi keeps memory and uploads.

Start with one workflow.

Choose the task, establish the baseline and review the result with your team.

  1. 01 · DiagnosticTwo to three weeks

    Scope

    The workflow, the sources, the permissions and the responsible reviewer, with the baseline.

    Credited once toward the project.

  2. 02 · PilotOne process

    Run

    A reviewed property packet, a proposal draft or a job checklist, with corrections recorded.

    Where a question remains open after the diagnostic.

  3. 03 · BuildIn stages

    Evaluate

    Time, corrections and source quality, then your company’s decision about expanding to the next workflow.

    Cold dialing stays locked off in contractor workspaces; voice is set up only where consent rules allow.

A fixed price per firm for software and services. No per-lead, per-job or referral fees. No share of contract value or insurance proceeds. Regaldi pays and receives nothing for referrals.

The scope of each stage is agreed in writing. A smaller company can start with Studio, Legate or a Quarry pre-check on its own. A flat fee does not authorize unlicensed contracting. Regaldi reports the changes it observes and their limits; it does not promise results.

Prices: regaldi.ai/pricing/

Bring Ita one workflow

Tell us your trade, service area and the recurring work your team wants to improve. A principal reads every inquiry and writes back by email. Do not include customer names, private addresses, project files, payment details or passwords.

A form submission is not written consent for AI marketing calls.

Five fields · a reply by email

Do not include patient information, client files or passwords. Sending this does not purchase a service. Your message is relayed to office@regaldi.ai through FormSubmit; our Privacy Policy applies.

Regaldi LLC is a Florida software company, not a licensed contractor. General information, not legal advice. Your company remains responsible for Chapters 489, 553 and 713, applicable local building codes, insurance-related rules and telemarketing law. The rule summaries on this page are simplified; read the full texts linked here. AI output can be inaccurate and must be reviewed by the responsible professional before it is relied on.

Say where you work. Ita reads it before she says hello.

AI assistant Ita is software. A principal reads the transcript afterwards.