You sold the job.
Now let's move it forward.
Send OneVia your project and we help manage the operational work between sold and verified — from requirements and permitting to compliance, coordination, inspections, and project documentation.
01
Project Sold
02
Submit to OneVia
03
OneVia Builds the Path
04
AI + Human Execution
05
Track Everything
06
OneVia Verified
One project.
One path forward.
OneVia turns a sold project into a structured execution workflow — and helps keep it moving from one milestone to the next.
Step 01
Send us the project
Start with the information you already have. You don't need to have everything figured out before starting.
Upload or connect
Step 02
OneVia builds the path
OneVia analyzes the project and creates the execution roadmap — jurisdiction, permits, documents, compliance, inspections, and missing information.
Requirements Agent · analyzing project
Jurisdiction identified
City of Phoenix
Project type
HVAC Replacement
Required permits
Mechanical Permit
Documents found
4
Missing
Site Plan
Next action
Request Site Plan
Step 03
We help move the work forward
Once the path is established, the OneVia AI Project Workforce and OneVia operations team help manage the execution workflow — with humans stepping in for judgment, exceptions, and approvals.
OneVia
Project Intelligence
01
Intake
02
Requirements
03
Permit
04
Coordination
05
Compliance
06
Inspection
07
Verification
Every agent works from the same project record — so information, decisions, tasks, and history stay connected from sold to verified.
Automation where it works. Human judgment where it matters.
Step 04
You see everything
Never wonder where a project is, what's holding it up, or what happens next. One project record. One source of truth.
Project Pipeline · Last 30 Days
Projects that need attention
4 of 130 shown
Whitaker Residence — Roof Replacement
Austin, TX · Travis County
3d in stage
Final inspection Fri 10:00 AM
Priya S.
Torres Family — 9.6kW Solar + Battery
Phoenix, AZ · City of Phoenix
6d in stage
Respond to plan review comments
Marco T.
Meridian HVAC Retrofit — Building B
Denver, CO · Denver County
11d in stage
Awaiting jurisdiction assignment
Jamie K.
Callahan Pool & Deck
Tampa, FL · Hillsborough County
4d in stage
Collect HOA approval letter
Rae L.
Avg time in permit
— days
Open bottlenecks
9
Step 05
From sold to verified
When the required OneVia workflow is complete, the project reaches OneVia Verified — a clear record that the workflow has been completed and documented.
OneVia Verified
Project workflow complete.
OneVia Verified does not replace governmental approvals, inspections, professional certifications, or regulatory authorities.
Watch one project move forward.
A fictional example following a sold HVAC replacement from contract signed to OneVia Verified.
Example project workflow
Smith HVAC Replacement · Phoenix, AZ
Day 1 · 9:12 AM · System
Project sold
Contract uploaded from CRM. Project record created.
Day 1 · 9:14 AM · Intake Agent
Contract parsed
Customer, address, and scope extracted. 5 documents identified.
Day 1 · 9:18 AM · Requirements Agent
Jurisdiction identified
City of Phoenix · Mechanical Permit · 4 required documents mapped.
Day 1 · 9:20 AM · Action required
Site plan requested
Missing document flagged to project owner via email + task.
Day 2 · 2:41 PM · Human
Site plan received
Document uploaded. Project automatically resumes.
Day 2 · 2:46 PM · Permit Agent
Application package prepared
Package validated · ready for coordinator review.
Day 2 · 4:03 PM · Human review
Package approved
OneVia coordinator confirmed and released for submission.
Day 3 · 8:30 AM · Permit Agent
Permit submitted
Confirmation received from municipal portal.
Day 9 · Permit Agent
Permit approved
Mechanical Permit issued · attached to project record.
Day 14 · Inspection Agent
Mechanical final passed
Inspector confirmed pass · outcome recorded.
Day 14 · Compliance Agent
Compliance closed
License, insurance, and documentation verified.
Day 15 · Verification Agent
OneVia Verified
Project record completed · Verification issued to customer & contractor.
You run the business.
OneVia helps run the workflow.
Contractor
- Sells the project
- Provides project information
- Completes required field work
- Responds when action is needed
OneVia
- Structures the project
- Maps the execution path
- Coordinates the workflow
- Tracks requirements
- Surfaces bottlenecks
- Keeps the record organized
AI Project Workforce
- Processes information
- Identifies requirements
- Monitors workflow status
- Creates tasks
- Flags exceptions
- Routes work
- Maintains project intelligence
One connected project workflow.
Use the platform.
Or let OneVia help move the work.
OneVia Platform
For teams that want technology and visibility to manage their own project workflows.
- Project Command Center
- AI Project Workforce
- Workflow Management
- Document Center
- Project Tracking
- Alerts
- Reporting
OneVia Managed
For contractors that want OneVia to help execute and coordinate the workflow.
- Everything in the platform
- OneVia operational support
- Human review
- Project coordination
- Exception management
- Workflow follow-up
OneVia Platform + AI Project Workforce + Optional Human Execution = One path from sold to verified.
Seven specialized agents.
Working as one.
Intake Agent
Reads contracts, extracts project details from connected systems, and creates the initial project record.
Current project
Smith HVAC Replacement · Phoenix, AZ
Parsing signed contract and organizing intake
- Customer
- John Smith
- Address
- 123 Main Street
- Scope
- HVAC System Replacement
- Documents found
- Contract · Equipment specs · Site photos
- Missing
- Site plan
- ›Reading Smith HVAC Replacement contract...
- ›Extracting customer, address, scope, contractor
- ›5 documents identified
- ›1 required document missing: Site plan
- ›Project record created
- ›→ Routing to Requirements Agent
Next action
Responsibilities
- Ingest new project from CRM, email, or upload
- Extract customer, address, scope, contractor
- Classify project type
- Organize uploaded documents
- Flag missing information
- Route to Requirements Agent
01
Intake
Turns a sold job into a structured OneVia project.
02
Requirements
Determines what the project needs to move forward.
03
Permit
Prepares and manages the permitting workflow.
04
Coordination
Keeps projects moving.
05
Compliance
Keeps every required compliance item accounted for.
06
Inspection
Coordinates and tracks project inspections.
07
Verification
Confirms completion and creates the OneVia Verified record.
You always know what happens next.
Instead of managing projects across inboxes, spreadsheets, portals, text messages, and sticky notes, OneVia creates one connected operational view.
Project Pipeline · Last 30 Days
Projects that need attention
4 of 130 shown
Whitaker Residence — Roof Replacement
Austin, TX · Travis County
3d in stage
Final inspection Fri 10:00 AM
Priya S.
Torres Family — 9.6kW Solar + Battery
Phoenix, AZ · City of Phoenix
6d in stage
Respond to plan review comments
Marco T.
Meridian HVAC Retrofit — Building B
Denver, CO · Denver County
11d in stage
Awaiting jurisdiction assignment
Jamie K.
Callahan Pool & Deck
Tampa, FL · Hillsborough County
4d in stage
Collect HOA approval letter
Rae L.
Avg time in permit
— days
Open bottlenecks
9
Every project shows
- Every status
- Every bottleneck
- Every next action
- Every required document
- Every inspection
- Every milestone
More than software.
More than a permit service.
Traditional software
Gives your team another tool to manage.
Traditional permit service
Handles one piece of the project.
OneVia
Connects technology, AI, workflow automation, project visibility, and optional human execution across the entire project journey.
One project.
One path.
OneVia.
- 01Sold
- 02Requirements
- 03Permits
- 04Project
- 05Inspections
- 06Compliance
- Verified
- 01Sold
- 02Requirements
- 03Permits
- 04Project
- 05Inspections
- 06Compliance
- Verified
For Networks & Partners
Serve a network of contractors?
OneVia can power a project execution program for contractor networks, distributors, franchises, manufacturers, and industry organizations.
Have a project that needs to move?
Send us the project. OneVia will help you understand the path forward.
One path. From sold to verified.