Construction & Contracting
Construction & Contracting automation templates, page 16
386 ready-made workflows for Construction & Contracting. 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: Slack, Gmail and Google Sheets.
Automated Roofing Storm Canvass Lead Follow-Up
WebRun finds every storm or canvass lead added to JobNimbus in the last 24 hours, drafts a personalized follow-up to each homeowner, and posts your sales team a Slack list of who to prioritize today.
Automated Roofing Review Requests After Job Completion
When a job is marked complete in JobNimbus, WebRun drafts a personalized review request to the homeowner and queues it for your team to approve and send.
Automated Roofing Material Order Coordination
WebRun checks CompanyCam and JobNimbus each morning for upcoming jobs, confirms which material orders are placed, and drafts supplier messages for any job still missing materials.
Automated Roofing Speed-to-Lead Response
The moment a new lead arrives in JobNimbus or Roofr, WebRun drafts a personalized intro email and texts a Slack alert to your sales rep so no homeowner waits more than a few minutes for a reply.
Automated Roofing Insurance Claim Status Tracking
WebRun checks AccuLynx each morning for claims stuck without a status update, flags stalled files internally, and posts your supplement team a prioritized work list.
Automated Roofing Permit and Inspection Deadline Tracker
WebRun scans AccuLynx each morning for jobs with an upcoming permit expiry or inspection date, flags at-risk jobs internally, and posts your project manager a prioritized deadline list in Slack.
Automated Roofing Estimate Follow-Up
WebRun tracks every open estimate in JobNimbus, sends a timed follow-up sequence to each homeowner, and posts your sales rep a daily list of who still hasn't replied.
Automated Roofing Deposit and Progress Billing Reminders
WebRun finds jobs in AccuLynx where a deposit or progress payment is due, drafts a billing reminder to each homeowner, and posts your office team a payment-due digest each morning.
Automated Roofing Crew Daily Schedule Digest
WebRun reads tomorrow's jobs from JobNimbus each evening, builds a per-crew schedule digest, and posts it to Slack so every crew lead knows exactly where to be and what to bring.
Automated BQE Core Staff Utilization Report
WebRun pulls billable hours data from BQE Core each Monday, calculates utilization rates by staff member, and posts a formatted report to Slack and a Google Sheets dashboard so principals can spot under-utilized and over-extended staff at a glance.
Automated BQE Core Timesheet Completion Reminders
WebRun checks BQE Core each Friday, finds staff with incomplete timesheets for the week, and drafts a friendly reminder for each person for your review before it is sent.
Automated Newforma Submittal Log Status Digest
WebRun checks your submittal log in Newforma each morning, captures each item's review status, and posts a weekly digest to Slack so the project team always knows where things stand.
Automated Newforma RFI Deadline Tracking
WebRun checks your open RFIs in Newforma each morning, flags any responses due within 48 hours, and posts a digest to Slack so the team stays ahead of every deadline.
Automated Monograph Proposal Follow-Up
WebRun checks your open proposals in Monograph each week, drafts a courteous follow-up email for proposals with no response after seven days, and posts a pipeline summary to Slack for your review before anything is sent.
Automated Deltek Project Insurance Expiry Tracking
WebRun checks your project insurance certificate expiry dates in a Google Sheets register each week, posts an internal Slack alert for anything expiring within 60 days, and drafts a request email for each expiring certificate for your review before sending.
Automated Monograph Phase Budget Burn Alerts
WebRun checks your project phase budgets in Monograph each morning, calculates burn rate against the fee remaining, and posts an internal Slack alert whenever a phase crosses your warning threshold.
Automated PE and AIA License Renewal Reminders
WebRun checks your staff license expiry dates in a Google Sheets register each week, posts an internal Slack alert for any license expiring within 90 days, and drafts a personal reminder email for each affected staff member for your review before sending.
Automated BQE Core AR Invoice Chaser
WebRun checks your accounts receivable aging in BQE Core each week, drafts a polite follow-up email for each overdue invoice, and posts a chase list to Slack for your review before anything is sent.
Automated Deltek Deliverable Deadline Digest
WebRun checks your project milestones in Deltek every Monday morning, finds deliverables due in the next two weeks, and posts a consolidated deadline digest to Slack so every project manager is aligned.
Automated Newforma Sub-Consultant Deliverable Chaser
WebRun checks your consultant coordination log in Newforma each week, identifies overdue sub-consultant deliverables, drafts a professional chase email for each, and posts a summary to Slack for your review before any email is sent.
Automated Deltek Change Order Sign-Off Chaser
WebRun checks your pending change orders and contract amendments in Deltek each week, drafts a professional sign-off reminder for each unsigned item, and posts a chase list to Slack for your approval before anything is sent.
Automated Autodesk Build Submittal Tracking
WebRun checks your Autodesk Build submittals each morning, finds the ones overdue or waiting on a reviewer, logs the ball-in-court and due date for each, and posts your team a Slack list of what is holding up the log.
Automated Fieldwire Punch List Tracking
WebRun checks your Fieldwire punch list each morning, finds tasks open past their due date or sitting unassigned, logs them, and posts your team a Slack list of what is aging and who owns it.
Automated Raken Daily Report Digest
Every evening, WebRun reads the day's Raken field reports, pulls crew hours, progress, and delays into one sheet, and posts your team a short Slack digest of what happened on site.
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