Construction workflow automation for the paperwork between the field and the office.

Construction workflow automation is software that moves documents and tasks between a contractor's field team, office and outside parties without people retyping them. Typical examples are RFIs logged and routed from email, change orders moved from the field to the owner to billing, and subcontractor COIs and lien waivers tracked before each pay app. Where a step needs judgement, such as reading a certificate of insurance, AI suggests the answer and a person confirms it.

The good candidates are repetitive and document-heavy: bid invitation and sub bid intake, RFI and submittal logging and reminders, change order paperwork, subcontractor COI and lien waiver tracking, and daily reports compiled from field notes and photos. AI helps most where documents arrive in inconsistent formats. Estimating judgement, design answers and payment decisions stay with your people.

Usually, yes, but we confirm it before quoting. Procore publishes an open API. Buildertrend and Autodesk Construction Cloud expose data differently, and access can depend on your plan. Accounting systems such as Sage 300 CRE are often on-premises, which may mean working from imports and exports. During scoping we check API access, plan tier and any partner program requirements, and tell you up front if the path is limited.

It depends on how many workflows are in scope, whether your project and accounting software have usable APIs, how much judgement the system must replicate, and your project volume. The AI audit is free and ends with a scoped estimate. Builds are fixed-price against that scope, and ongoing support is a flat monthly fee covering hosting, monitoring, model and API costs. Our pricing page explains what moves the number.

Yes, those are three of the most common starting points. Bid invitations and sub bids can be read and logged against the right project and trade. Change orders can be drafted from field notes and routed for pricing and owner signature. Sub COIs and lien waivers can be read, checked against your requirements and tracked to expiry. People keep approval over pricing, contract value and payments.

The return comes from coordinator and PM hours given back, change orders that get billed instead of absorbed, and payments that are not held up by missing paperwork. How large it is depends on how many jobs you run and how manual the current process is. The free audit looks at your current process first, so any estimate uses your numbers.

Most builds go live in two to three weeks from a defined scope. On-premises accounting software, or project software that limits API access by plan, can add time, which is why we scope before we quote. We usually start with one workflow, often sub compliance tracking or RFI logging, prove it on a live job, and add the next.

That is not what we build it for. Coordinators keep jobs moving by knowing who owes what to whom. The automation takes the logging, filing and reminder emails off them, so they spend more time on the open issues and the people who need chasing. Every workflow we build keeps a person approving changes to cost, schedule and payments.

We build it to be. We work in your own cloud account where possible, give each workflow least-privilege access to only the projects and records it needs, encrypt data in transit and at rest, and log every automated action. Bids, contracts, drawings and client data are never used to train models, and you keep the source code. Security responsibilities on your side are documented with you.