Excavation

Excavation automation templates

11 ready-made workflows for Excavation. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Buildertrend, Slack and Gmail.

Excavation
All categories
Automated Buildertrend Punch List Follow-Up Tracker
Every morning, WebRun checks Buildertrend for open punch list items on near-complete excavation jobs, logs overdue items to Airtable, and sends your crew a daily list of what needs to be resolved before the project can close.
BuildertrendAirtable
Automated Buildertrend Excavation Project Digest
Every morning, WebRun opens Buildertrend, reviews all active excavation project schedules, flags overdue or at-risk tasks, and posts a prioritized digest to Slack so your crew knows what to tackle first.
BuildertrendSlack
Automated Buildertrend Overdue Invoice Chaser
Every Monday, WebRun opens Buildertrend, finds invoices past their due date, drafts a polite reminder for each client, and holds every draft for your review before anything is sent.
BuildertrendQuickBooks
Automated Buildertrend New Bid Follow-Up Drafts
Every morning, WebRun checks Buildertrend for newly submitted bids with no prospect response, drafts a warm follow-up for each, and queues the drafts in Gmail for your review before anything reaches a prospect.
BuildertrendGmail
Automated Buildertrend Material Delivery Coordination
Every morning, WebRun reviews your Buildertrend schedule for today's excavation activities, checks which materials are needed on site, and logs open delivery items to a Google Sheet so your team can confirm ETA before the crew arrives.
BuildertrendGoogle Sheets
Automated Buildertrend Lien Waiver Collection Tracker
Every Monday, WebRun checks Buildertrend for completed or near-complete excavation projects with outstanding lien waivers, logs the gaps to a Google Sheet, and drafts a follow-up for each sub or supplier whose waiver is missing.
BuildertrendGoogle Sheets
Automated Buildertrend Equipment Utilization Report
Every Monday, WebRun reviews equipment time logs and job assignments in Buildertrend and posts a utilization report to Slack so you know which machines are over-deployed, idle, or due for service.
BuildertrendSlack
Automated Buildertrend Weekly Progress Reports
Every Friday, WebRun opens Buildertrend, pulls this week's daily logs, completed schedule tasks, and photos for each active excavation project, drafts a client-ready progress report, and queues it for your review before it is sent.
BuildertrendGmail
Automated Buildertrend Daily Log Completion Reminders
Every evening, WebRun checks Buildertrend for active excavation projects missing a daily log, then posts a Telegram reminder to the foreman channel so nothing falls through the cracks.
BuildertrendTelegram
Automated Buildertrend Change Order Follow-Up
Every morning, WebRun opens Buildertrend, finds change orders awaiting client approval, drafts a polite follow-up message for each, and queues them for your review before anything is sent.
BuildertrendGmail
Automated Buildertrend 811 Locate Deadline Alerts
Every morning, WebRun checks your Buildertrend project schedule for upcoming dig dates, flags any jobs where the 811 locate window may be closing, and posts an alert to Slack so your team can call before digging.
BuildertrendSlack

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