How operators are vetted, approved, and held accountable.
Operator vetting.
Operators are evaluated against active construction billing, compliance, and collections workflows — not general administrative competency benchmarks.
Operators must demonstrate working knowledge of construction management and accounting systems. This is verified before placement.
All operators are evaluated on written and verbal communication under the expectation of direct client contact.
Operators must demonstrate the ability to identify when an issue exceeds their scope and escalate appropriately. This is tested during vetting.
All new operators complete a supervised probationary period before being placed in a live client engagement.
What the approval layer means.
Every operator action that affects a client's billing, compliance standing, or collections posture goes through a defined approval layer before execution. Operators do not act unilaterally.
The approval structure is defined during intake and mapped to your company's existing authorization hierarchy. Nothing is submitted, sent, or escalated without the correct sign-off.
This layer exists to protect the client, ensure operator accountability, and maintain a clean audit trail for every action taken.
Data handling and confidentiality.
All client engagements begin with a mutual NDA. No client financial data, project data, or operational data is shared outside the engagement.
Operator teams are isolated per client. No information from one engagement is visible to or usable by operators on another engagement.
We do not retain client financial data beyond the operational requirements of the engagement.
Operators are granted the minimum system access required to perform their function. Access is documented and revocable.
What clients should expect.
- — Weekly operator status report delivered every Monday.
- — 4-hour response SLA on all active client escalations during business hours.
- — All operator activity is logged. Reports available on request.
- — Scope changes require written acknowledgment from both parties.
- — Operator replacement is available if performance standards are not met.