CONSTRUCTION & TRADES

Construction & Trades Workflow Automation (Canada)

Get jobs moving with automated intake, estimates, approvals, scheduling, and paper-free AP/AR—with workflows hosted on Canadian-owned servers.

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

    Less admin per job
    Fewer handoffs and less re-typing between the office and the site keep jobs moving.
    Cleaner Books
    Reliable AP/AR triggers and categorization improve financial accuracy.
    Happier Crews
    Clear schedules and automated notifications reduce confusion and surprises.

    Where your data lives
    Workflows run on self-hosted servers in Canadian-owned data centres, and we can design automations to keep sensitive business data in Canada when required. Designed around PIPEDA and BC's PIPA. Learn more →

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    Ready to see this in your workflows?

    We automate the repetitive work between the systems you already use. Workflows run on Canadian-owned servers, designed around PIPEDA and BC's PIPA.

    Book a 20-minute call See a real example