Craftwell Construction Services

List Jobs

CRAFTWELL (Google Sheets) — List all construction job names in the Craftwell Budget spreadsheet. Use this, NOT any QuickBooks tool, when the user asks what jobs or projects exist in Craftwell.

List Cost Codes

CRAFTWELL (Google Sheets) — List all available cost codes from the Craftwell Cost Codes sheet. These are construction categories like 'Labor - Tile' or 'Subcontractor - HVAC', NOT QuickBooks products or chart-of-accounts items.

List Crm Leads

CRAFTWELL CRM (Google Sheets) — List all active leads from the Craftwell CRM sheet. Active means not Completed, Dead, or Lost. Use this, NOT QuickBooks customer tools, when the user asks about Craftwell leads or prospects.

Get Job Budget

CRAFTWELL (Google Sheets) — Return the current budget table for a Craftwell job — cost codes, budgeted amounts, sub/vendor bids, actuals, and remaining balance. Use this, NOT QuickBooks reports, for Craftwell job budget status. Always check this before entering transactions. Accepts partial addresses (e.g. '11302 Goddard' matches '11302 Goddard CT').

Get Job Transactions

CRAFTWELL (Google Sheets) — List all expense transactions recorded on a Craftwell job in Google Sheets — date, cost code, vendor, amount, and description. Optionally filter to a single cost code. Use this, NOT QuickBooks invoice tools, when looking up expenses on a specific Craftwell job.

Create Lead

CRAFTWELL CRM (Google Sheets) — Create a new construction lead in the Craftwell CRM sheet. This is for construction prospects, NOT a QuickBooks customer. Use this when adding a new potential client or project inquiry to the Craftwell pipeline. Lead ID is auto-generated (CW- or IP- prefix based on pipeline stage).

Update Lead

CRAFTWELL CRM (Google Sheets) — Update an existing Craftwell lead by Lead ID (e.g. 'CW-264009'). This updates Google Sheets, NOT QuickBooks. Only provided fields change. Pipeline stage values: '1 - New Lead', '3 - Walk Scheduled', '5 - Estimate Delivered', '9 - Closed Won', '10 - Closed Lost', '12 - Contract signed', '15 - Project Completed'.

Create Calendar Event

CRAFTWELL — Create a Google Calendar event in the Craftwell Projects calendar. Use for site walks, pre-construction meetings, and project milestones. This creates a Craftwell calendar event, NOT a QuickBooks transaction.

Create Job

CRAFTWELL (Google Sheets) — Create a new construction job in the Craftwell Budget spreadsheet. Copies the Template sheet, fills in details, and optionally writes budget allocation. Use this, NOT any QuickBooks invoice or project tool, when setting up a new Craftwell job. For multiple projects at same address use 'Address - Room' format (e.g. '7343 Edgerton - Kitchen').

Add Budget Lines

CRAFTWELL (Google Sheets) — Adds rows to the Craftwell Google Sheets budget table — NOT a QuickBooks journal entry or budget. Use list_cost_codes to see available codes first.

Add Transactions

CRAFTWELL (Google Sheets) — Record expense transactions against a Craftwell construction job in Google Sheets. This writes to Google Sheets, NOT to QuickBooks. Use this when the user says 'add expenses', 'record a receipt', 'log costs', or 'input a transaction' for a Craftwell job. Use negative amounts for credits/returns. You will be ALERTED (not blocked) if a transaction causes a cost code to go over budget. IMPORTANT: Before calling this tool, call get_job_transactions to check whether the sa

Add Cost Code

CRAFTWELL (Google Sheets) — Add a new construction cost code to the Craftwell Cost Codes sheet. Use when a needed code does not exist. These are Craftwell-specific categories, NOT QuickBooks products or accounts.

Update Cost Code

CRAFTWELL (Google Sheets) — Edit an existing cost code in the Craftwell Cost Codes sheet — rename it, change its category, or update its description. For Craftwell cost codes only, NOT QuickBooks products or accounts.

Update Sub Bid

CRAFTWELL (Google Sheets) — Updates the sub bid cell in the Craftwell Google Sheets budget — NOT a QuickBooks vendor bill or purchase order. Fill in the negotiated vendor or sub-contractor bid amount for a cost code on an existing Craftwell job. ONLY call this when you have a formal quote or bid BEFORE work begins (e.g. a plumber quoting $3,500 for rough-in work). NEVER call this for store receipts, material purchases, or any expense that should go in add_transactions. subBidAmount must be a dol

Get Job Profitability

CRAFTWELL (Google Sheets) — Return a per-job profitability summary: contract value, total actual spend, gross profit in dollars, and margin percentage. Use this, NOT QuickBooks P&L reports, when the user asks how much profit is on a Craftwell job or what the margin is. Accepts partial addresses (e.g. '1234 Demo' matches 'SANDBOX - 1234 Demo Ave').

Get Overbudget Report

CRAFTWELL (Google Sheets) — Scan every active job and return a list of all cost codes that have exceeded their budgeted amount. Shows job name, cost code, budgeted amount, actual spend, and the overage amount. Use this, NOT QuickBooks, for a cross-portfolio over-budget alert across all Craftwell jobs.

Get Pipeline Value

CRAFTWELL CRM (Google Sheets) — Summarize the total estimated value and signed contract amount across all active CRM leads, grouped by pipeline stage. Use this when the user asks about total pipeline value, backlog, or how much revenue is in the funnel. NOT a QuickBooks financial report.

List Subs

CRAFTWELL (Google Sheets) — List all subcontractors and vendors from the Craftwell Contacts sheet — company name, trade, contact name, phone, and email. Use this when looking up sub contact info or checking which subs are in the rolodex. NOT a QuickBooks vendor list.

Add Sub

CRAFTWELL (Google Sheets) — Add a new subcontractor or vendor to the Craftwell Contacts sheet. Use when onboarding a new sub who isn't already in the rolodex. NOT a QuickBooks vendor creation tool.

Acknowledge Transactions

CRAFTWELL (Google Sheets) — Mark specific transaction rows as verified/legitimate to suppress future duplicate alerts for those entries. Use the sheet row numbers shown in the duplicate alert message. Once marked, those rows are skipped by all future duplicate checks on this job. Requires the Verified column to be present in the transaction sheet (Apps Script v2+).

Mark Job Complete

CRAFTWELL (Google Sheets) — Marks the job complete in Google Sheets only — NOT a QuickBooks transaction. Use when the project is finished to update the budget sheet summary section.

Add Profit Draw

CRAFTWELL (Google Sheets) — Records the draw in Google Sheets — NOT a QuickBooks owner equity withdrawal entry. Use to record a profit draw taken from a Craftwell job before project close. IMPORTANT: Always record draws so you know your true remaining profit at final accounting.