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Hazel

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Project Behavior

Project-specific Hazel overrides (jurisdiction, thresholds, tone) coming soon.

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QuickBooks Integration

Find this in QuickBooks under Customers > the job for this project. This links Hazel's financials tab to QBO data.

Settings / Firm Profile
Firm Profile
Your Hazel number
(888) 281-2061

This is the phone number you use to communicate with your Hazel assistant.

Your Hazel email
itshazel@agentmail.to

You can also email Hazel to send files or forward threads.

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New Project

Add a project to your firm's dashboard.

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Before you go

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📜 Before You Begin

Please review and accept our legal agreements to continue using Hazel.

Add Payment Milestone

Meet Hazel, your construction office manager.

Hazel handles the administrative work so you can focus on the job site. Text or call. She does the rest.

Here are just a few things Hazel can do for you…

Create daily punch lists from texts, images, or voice memos
Draft client update emails
Track your change orders
Review invoices
Identify project schedule risks
Add subcontractors or contacts to your project
Hazel keeps everything important in a queue for you. She drafts emails, change orders, and client updates — but nothing goes out without your sign-off.

We'll set up your account, a few preferences, and your first project.

Step 1 of 5

Tell us about your company.

This is how Hazel will identify your company and sign off on your behalf when drafting emails.

Hazel uses this to reach you via text. Standard rates apply.

Hazel uses this to close out client-facing messages on your behalf.

Hazel uses this for permit language and inspection cadences. You can add more in Settings.

Step 2 of 5

Choose your communication tone.

This controls how Hazel sounds when she creates email drafts. You can refine everything in Settings later.

Hazel would write
Step 3 of 5

Set up your first project.

Give Hazel one active job to work with. You can add more projects any time from the dashboard. You can also skip this step and set it up later.

Hazel will ask for subs, phases, and more once you're on the dashboard — no need to enter everything now.

Step 4 of 5

Here's how Hazel works.

Three things to know before you start.

1

Hazel keeps everything that needs your approval in a queue.

Hazel drafts; you decide. Client emails, change orders, payment reminders — they stay in your dashboard queue until you approve. Hazel never sends anything without your sign-off.

Approval Queue · 1 item
Weekly update to Sarah Harlow
2

Communicate with Hazel like a person.

Send a voice memo, snap a photo, forward an email. Hazel reads it, logs what matters, and drafts whatever needs to go out next.

Fireplace change order just came in — about $3,800. Draft something for the client.
Got it. CO-002 is in your queue — gas fireplace, +$3,800, new total $88,650. Takes 30 seconds to approve.
3

Some things Hazel will never do on her own.

Hazel will never:

  • ✕Sign a contract or execute a change order above your defined threshold
  • ✕Add or remove a subcontractor from your roster
  • ✕Send a message about a dispute, delay, or budget overrun without your review
Step 5 of 5

Two ways you can work with Hazel.

Use whichever fits the moment — from the field or from your desk.

On the job site

Text or call Hazel from the field.

Ask questions, send photos, or forward a sub's email. Hazel reads it, logs what matters, and queues whatever needs to go out next.

Text message
Inspector wants revised framing plan before Thursday. What do we have on file?
You have the approved framing plan from March 14 — I'll pull it and add a note to your queue to confirm with the inspector. Want me to draft a reply to him?
Catching up on the day

Check your dashboard to review and approve.

Log in to see what's in your approval queue, review your punch list, or check in on the project budget. Everything Hazel drafted is waiting for your sign-off.

Hazel
Queue
3
Punch Items
7
Budget
On track
Weekly update to Sarah Harlow
Review

You're all set.

Here's a summary of what was set up.

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Firm
Your name
Communication tone
Jurisdiction
First project
Client
Text Hazel

Save this number — it's how you reach Hazel from the field. Text her anything that needs to get done and she'll log it, route it to the right project, and draft anything that needs to go out. You can also find this number in Settings · Firm Profile.

+1 (888) 281-2061

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