Keep quotes, projects
and site teams connected.
Turn incoming requests into clear next actions and reduce the time spent chasing information between office and site.
Discuss your workflow →How we can help construction
These are examples of workflows we can assess and build. We confirm the scope, available integrations and responsibilities before implementation.
Quote request capture
Collect job details and route them to an estimator or project lead.
Site visit coordination
Connect visit requests with calendars and send approved reminders.
Project setup
Create folders, tasks and handover checklists after an approved quote.
Document reminders
Track requested drawings, approvals and supplier information.
Client progress updates
Prepare approved updates from project milestones recorded by the team.
Job cost summaries
Bring selected time, purchase and project data together for review.
An example workflow
- A customer requests a quote
- The estimator receives the details and a site visit task
- An accepted quote triggers a project checklist
- Project milestones prompt agreed internal and client updates
The exact triggers, messages and review steps are agreed around your team and systems.
Built with the right boundaries
Scope, pricing, site safety and compliance approvals remain with your responsible people. We connect supported systems and agree how field updates are captured.
From opportunity to a working setup
Understand the work
We review the current process, time consuming steps and the systems your team uses. Together we choose a manageable starting point.
Build and test
We map triggers, actions and exceptions, connect supported tools and test realistic scenarios before launch.
Hand over clearly
We document ownership, error notifications and operating instructions. Ongoing support can be scoped where needed.
Questions about construction automation
Can you connect our existing systems?
We check the tools involved, supported connectors, API access and permissions during scoping. Where a connection is not available, we explain the limitation before confirming the project.
Which workflow should we start with?
A useful starting point is often quote request capture. We compare it with the other manual tasks in your business and prioritise a process with clear inputs, an owner and a measurable outcome.
How are pricing and timelines agreed?
We provide a scoped proposal after reviewing the workflow and dependencies. Required third party subscriptions, usage charges and ongoing support are clarified separately.
Start with one workflow.
Tell us where manual work slows your construction team down.