Estimate follow-up.
A quote went out last week and the client asked one clarifying question. The thread never made it back to the estimator. The report flags the stale opportunity, cites the thread, and drafts the owner-approved follow-up.
What the Money Leak Report finds.
AR aging.
An invoice is more than 45 days old and the only payment update is buried in a reply from the GC. The report surfaces the current status and recommends the next collections step without touching your accounting system.
Change-order trigger capture.
A superintendent mentions added scope in a project thread, but no formal CO action is visible. The report flags the condition, cites the source, and routes it to the owner for a decision.
RFI and submittal aging.
An RFI or submittal response went quiet and the schedule risk is now hiding in email. The report shows days outstanding and the next action owner.
Daily owner brief.
If the report turns into a retainer, Month 1 works one named workflow daily and sends the owner the small list that needs approval, follow-up, or closure.
Examples are illustrative. Real reports cite the actual email subject and date, and no outbound follow-up is sent without owner approval.
Sample outputs by workflow
Each sample shows the kind of finding, source citation, and owner action that the report is designed to produce.
Sample situation
A bid email thread has no reply for 9 days after the prospect asked for a revised alternates price.
Leak type
Stale estimate follow-up
Source
Jefferson TI lighting alternates - last inbound reply 9 days ago
Draft owner action
Approve a short follow-up asking whether the revised alternate should stay active or be closed.