Construction & Contracting Automations

When a new project goes out for bids, this automation sends a formatted bid request to the right subcontractors from a categorized vendor database, tracks who has and hasn't responded, follows up with a reminder at the deadline, and compiles all received bids into a side-by-side comparison sheet for the GC to review. What used to be a week of email chasing becomes an organized, documented bid process that runs mostly on its own.

Tools Required

Field supervisors submit a simple daily report form from the job site, and the system automatically formats it into a branded progress report, appends any uploaded photos, and emails it to the owner, architect, and project manager, keeping all stakeholders informed without anyone having to manually format a report or remember to send it. At project end, the punch list is built automatically from flagged items in those daily reports, with trades assigned to each item.

Tools Required

When an estimator finalizes a takeoff, the system checks current supplier pricing via API or a regularly updated price sheet, calculates material costs automatically, applies the configured labor and overhead markup, and generates a formatted proposal document ready to send. Any material that has spiked significantly in price since the last update is flagged in red so the estimator knows before a proposal goes out the door at the wrong number.

Tools Required

As soon as a project hits the permitting stage, this automation generates the correct permit application forms pre-filled with project details, sends reminders to the responsible party to submit them by the target date, and (once permits are in hand) schedules required inspections based on the project timeline. The office manager gets an alert any time an inspection is coming up in the next 72 hours, so nothing gets missed in the middle of a busy job calendar.

Tools Required

The moment a field supervisor submits an incident report from the job site, this automation timestamps and logs it into the OSHA 300 log in the correct format, notifies the safety manager immediately, schedules a 24-hour follow-up for a root cause investigation form, and (if the severity meets the threshold) drafts the OSHA 301 form pre-filled with the available information. Recordkeeping that used to lag by days is now complete within minutes of an incident occurring.

Tools Required