AI workflows for general contracting and building.

Contractors that build, renovate and fit out buildings, managing trades, schedules and site work.

Who does this work

  • General contractor
  • Project manager
  • Site superintendent

6 workflow templates ready to adapt, and 30 workflows identified.

Updated

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Examples of the workflows identified
  1. Check a subcontractor pay application
  2. Consolidate the punch list
  3. Prepare the basis behind a job estimate
  4. Prepare the lender draw package
  5. Review look-ahead constraints before the coordination meeting

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Check a subcontractor pay applicationConstruction progress billing uses a schedule of values, retainage and change orders.Workflow templateConsolidate the punch listPrepared by the site manager before the list goes to trades.Workflow templatePrepare the basis behind a job estimateEstimates are built from drawing takeoffs, trade quotes and addenda.Workflow templatePrepare the lender draw packageConstruction loans release funds against a draw schedule with invoices, lien waivers and inspection evidence.Workflow templateReview look-ahead constraints before the coordination meetingA three-week look-ahead for the superintendent.Workflow templateReview the submittal registerKept by the contractor's project engineer, with order-by dates for long-lead items.Workflow template
Assemble the closeout document set for handoverThe contractor gathers closeout deliverables scattered across trade folders.Illustrative · not built yet
Assemble the records behind a possible contract noticeDraws on site diaries, instructions and correspondence and the notice provisions of a construction contract.Illustrative · not built yet
Brief site traffic route changesSite access routes change phase by phase as a building project progresses.Illustrative · not built yet
Check a counterparty certificate or bond against the source recordsThe document is a payment or performance bond, checked against parties, project reference, amount, dates and signatures in the contract package.Illustrative · not built yet
Check vendor insurance certificates against requirementsTrade partners' project insurance records are checked for the project administrator before they work on site.Illustrative · not built yet
Compare supplier quotes on the same basisTrade bids for one package are levelled on inclusions, quantities, alternates and lead times, the usual bid-leveling sheet.Illustrative · not built yet
Show all 30 workflows
Define a new role in a hiring briefAn awarded project creates a field or project-office role with site qualifications.Illustrative · not built yet
Draft the progress update for the clientWritten for the building owner from verified site progress and project records.Illustrative · not built yet
Follow inspection findings to verified close-outFindings are stormwater inspection observations by site location, an environmental rather than safety obligation.Illustrative · not built yet
Investigate an incident and follow up its corrective actionsEvidence comes from a building site with several contractors, so observations, witness statements and open questions are kept apart.Illustrative · not built yet
Log a warranty request against the closeout fileA building owner's issue after turnover, traced to trade warranties in the closeout file.Illustrative · not built yet
Match a supplier invoice to the order and receiptMaterial invoices are matched to site receiving tickets, including partial deliveries and materials split across sites.Illustrative · not built yet
Plan the response to an RFP or bidAn invitation to bid with required forms, alternates and a fixed submission deadline.Illustrative · not built yet
Prepare a lift planning input packCrane and lifting operations on a building site need load, equipment and ground facts before a lift plan is written.Illustrative · not built yet
Prepare a start pack for someone joining a project in progressA field or project-office member joins an active site, with site induction tasks and project contacts.Illustrative · not built yet
Prepare a work permit reviewThe site supervisor reviews permits against concurrent trades working in the same area of a building site.Illustrative · not built yet
Prepare an RFI review packagePrepared on the contractor's side, organizing the RFI register with suggested reviewers and response dates.Illustrative · not built yet
Prepare the project cost reportConstruction jobs track cost codes, subcontract commitments and approved change orders.Illustrative · not built yet
Prepare the rolling cash forecastCrew payroll and suppliers are paid weekly while progress payments arrive late and with retainage.Illustrative · not built yet
Review a scope change and its impactA potential change order, with baseline scope, cost evidence and schedule questions for owner approval.Illustrative · not built yet
Run the lessons-learned reviewConstruction phases, where rework on site is the main lesson source.Illustrative · not built yet
Trace what a revision or proposed change affectsA new drawing set, linked to related RFIs and change orders before the coordination meeting.Illustrative · not built yet
Turn site observations into a follow-up registerThe contractor's site walk notes across several trades.Illustrative · not built yet
Write a project or customer story from approved evidenceA built project with delivery challenges, used in construction pursuits.Illustrative · not built yet

Workflow templates

Pay application line checkBefore a progress billing goes on, the project accountant has every line compared with the schedule of values, the last certificate, the approved changes and the evidence supplied, with each arithmetic difference listed. The authorized certifier decides payment; nothing is certified.Workflow templatePunch list consolidationThe site manager gets the punch list for the next closeout walk as one list grouped by location and trade, with repeated entries merged, photographs attached and a proposed follow-up date for each open item. Nothing is assigned, closed or accepted.Workflow templateEstimate basis packAn estimator pricing a job from drawings, takeoffs and supplier quotes gets one worksheet: every figure with its quantity source, rate source and date beside it, each exclusion listed and every gap already written as a scope question. The estimator verifies; the bid lead decides the figure.Workflow templateLender draw package indexBefore a monthly draw goes to the lender, the project finance lead has an index in the lender’s own order: every required document listed or missing, and every invoice set against the ledger. The lender decides funding; nothing is submitted.Workflow templateThree-week look-ahead constraint reviewBefore the coordination meeting, the superintendent gets a brief that sets each planned activity of the next three weeks beside what could hold it up: trades sharing an area, unfinished predecessors, open approvals, late deliveries and unanswered RFIs. The superintendent confirms the sequence and assigns the follow-up.Workflow templateSubmittal register reviewThe project engineer gets one register of every required submittal: what has arrived, the review status as recorded, the documents still missing and the long-lead items at risk against the date each order must be placed. Nothing is routed, accepted or ordered.Workflow template

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