CONSTRUCTION & TRADES

Construction & Trades Workflow Automation (Canada)

Get jobs moving with automated intake, estimates, approvals, scheduling, and paper-free AP/AR—while keeping project data inside Canada.

Typical Pain Points

Leads Lost in Inboxes
RFQs and project inquiries get buried, leading to missed opportunities.
Manual Estimates
Creating estimates and chasing approvals consumes valuable time.
Scheduling Chaos
Coordinating crews, subs, and equipment across multiple calendars and projects.

Our Solutions

Automated Intake Routing

Web and email leads automatically classified, create jobs, assign owners, and attach docs/photos.

Approval Flows with E-Sign

Templated estimates, automated reminders, escalations, and e-signature integration keep projects on track.

Scheduling Integration

Sync with Google/Microsoft calendars, send crew notifications, track time, and manage change orders.

Example Workflows

  • Lead to Job: Form/email → AI classify → create in job management tool → attach docs/photos → notify estimator
  • Estimate to Approval: Template + line items → send approval link → reminders/escalations → lock and schedule
  • AP Intake: Watch AP inbox → OCR vendor bill → match PO/job → push to accounting → notify approver

    • Outcomes

    Days Saved Per Job
    Fewer handoffs and automated workflows reduce project delays.
    Cleaner Books
    Reliable AP/AR triggers and categorization improve financial accuracy.
    Happier Crews
    Clear schedules and automated notifications reduce confusion and surprises.

    Project Data Stays in Canada
    All estimates, schedules, and financial data hosted in Canada for compliance and peace of mind. Learn more →

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    Ready to see this in your workflows?

    We design, build, and operate n8n + AI automations with Canadian data residency and PIPEDA/FIPPA compliance.

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