Invitation to bid to finished bid package
ITBs filed, documents pulled, bid/no-bid written, RFQs sent, quotes levelled.
Outlook, BuildingConnected, SharePoint, Excel
Estimator approves the bid
Construction workflows
The paperwork behind every job, automated. Your team keeps the judgment calls.
Preconstruction to payables, inside Outlook, Procore, Bluebeam, Sage, QuickBooks and your spreadsheets.
Flagship workflow
From invitation to bid to bid package. Seven steps. Your estimator touches two.
Most tools handle one piece. We connect the whole chain, so nothing gets retyped and no addendum gets missed.
- ITB arrivesOutlook
- Documents filedSharePoint
- Bid / no-bidWord
- Estimator decidesYour team
- RFQs sentOutlook
- Quotes levelledExcel
- Bid packageYour team
4 workflows
Bidding & estimating
From the invitation to bid to a package ready for review.
Addenda caught before bid day
Each change summarized with the sheets and quantities it affects.
Email, Bluebeam
Estimator reviews changes
Sub quotes levelled and scope gaps flagged
Quotes lined up by scope, with exclusions and gaps called out.
Gmail, Excel
Estimator picks the carry numbers
Takeoff and scope sheets drafted
Your estimator starts from a draft, not a blank page.
PlanSwift, Bluebeam, Excel
Estimator checks quantities
3 workflows
Project management
Less inbox, faster answers from the field.
RFIs drafted from the field
Site photos become a drafted RFI, logged and chased until answered.
Phone, Procore, Outlook
PM approves before sending
Change orders priced and tracked
Written up from site notes, priced from your rates, tracked to signature.
Procore, Excel
PM signs off on pricing
Submittal register kept current
Logged from the spec book, with reviewers reminded before they're late.
Procore, Outlook
Coordinator reviews the log
2 workflows
Field & site
Paperwork written from what crews already send.
Daily logs from crew texts and photos
Written by 4 PM, filed to the right job, sent to the PM.
SMS, Procore, Google Drive
Super reviews before filing
Safety paperwork collected on time
Toolbox talks, sign-in sheets and clearance letters filed before they're needed.
Email, SharePoint
Safety lead confirms
3 workflows
Accounting & payables
Invoices coded and checked before anyone looks.
Supplier invoices matched to job costs
Matched to POs and cost codes, held when something's off.
Outlook, QuickBooks, Sage 300
Controller approves payment
Lien waivers and holdback tracked
No sub payment without the right waiver. Holdback released on schedule.
Excel, QuickBooks
Controller releases payment
Progress billing drafted
Drafted from percent-complete and approved change orders.
Procore, QuickBooks
PM confirms percent complete
2 workflows
Sales & client intake
For residential and renovation firms.
Website inquiry to scoped estimate
Photos and measurements collected, estimate drafted from your price book.
Website, Jobber, Buildertrend
Owner taps approve
Quote follow-up that doesn't stop
Followed up until the client books or says no.
Gmail, Buildertrend
Sales takes the call
How it works
One workflow, running in about a month. Then the next one.
- 1Week 1
Map it
We map every step, system and judgment call with the person who does the work.
- 2Weeks 2–3
Build it
Built on your tools and tested on your real past jobs.
- 3Week 4
Run it with review
Your team approves every output until you trust it.
- 4Monthly
Measure and expand
Monthly report on hours saved. Then the next workflow.
Not in construction? The same approach works for other businesses.
We also build AI workflows for dealerships, dental practices, trades, accounting and law firms, and property managers.
Bring us one workflow. We'll show you how to automate it.
On a free 30-minute call, walk us through the job your team dreads most. Within two business days you'll get a written plan: each step, what can be automated, where a person signs off, and what it costs.