Construction Workflow Automation That Ends the Copy-and-Paste
If someone on your team repeats the same steps every day, there's a good chance a system can do it for them.
What our Workflow Automation service includes
We connect your existing tools and create workflows that move information automatically, assign tasks, send notifications, update records and generate documents, so your operation keeps moving without the copy-and-paste.
- Create project
- Build folders
- Notify PM
- Copy estimate docs
- Start schedule
- Identify job
- Extract amount
- Route for approval
- Update job cost
- PDF created
- Saved to job folder
- Customer emailed
- Project record updated
Common automations
- Approvals and sign-off routing
- Automatic notifications and reminders
- Data entry between systems
- Recurring reports and dashboards
- Document generation (PDFs, proposals, reports)
- RFI and submittal tracking with deadlines
- Office and administrative task automation
Ideal for: Companies whose staff spend hours moving information between email, Excel, accounting and project software.
Built for
- General Contractors
- Subcontractors & Specialty Trades
- Suppliers & Distributors
- Construction Service Companies
Serving construction companies across the United States and Canada from our Atlanta, Georgia headquarters.
From first call to working system
Free consultation
We learn how your team works today and where time is lost.
Workflow review
We map the process and recommend what to build first.
Prototype
You see a working version early and give feedback.
Build & train
We launch it, connect your tools and train your team.
Improve
We keep improving it as your company grows.
Workflow Automation questions
What construction processes can be automated?
Anything your team repeats with the same steps: new project setup, RFI and submittal tracking, invoice approvals, daily report routing, customer updates, weekly reports, and moving data between Excel, accounting and project software.
Do we need new software to automate our workflows?
Usually not. Most automations connect the tools you already pay for. We only recommend new software when it is clearly the better investment.
How quickly can an automation go live?
Many focused automations are live in 2 to 4 weeks, including testing and a walkthrough with the people who will use them.
Send it to us. We'll show you what can be automated.
You don't need to know what technology you need. Tell us what isn't working (a spreadsheet, a report, an estimating process, a lead follow-up problem) and we'll help you figure out what to build.
- A spreadsheet
- A report
- An estimating workflow
- Lead follow-up
- A repetitive office task
Free discovery call · No obligation · Reply within 1 business day