Construction & Contracting
Construction & Contracting automation templates, page 2
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 PermitFlow Missing Document Requests
Every morning, WebRun checks PermitFlow for permits missing a required document, drafts a request email to the contractor or architect naming exactly what's missing, and posts a Slack log of what's still outstanding.
Automated ArcSite Review Request Drafts
A few days after ArcSite marks a job complete, WebRun drafts a personal review request email with your Google Business Profile link, checks that the customer hasn't already left one, and leaves the draft for your office to send.
Automated Estimate Rocket Inspection Request Replies
The moment a homeowner submits an inspection request on your site, WebRun creates the lead in Estimate Rocket, drafts a fast text reply with a Calendly link to the next available slots, and readies it for your office to send.
Automated FieldServio Oil Change Reminders
WebRun checks FieldServio every morning for units approaching their oil change interval by run hours or calendar time, logs the due list to Google Sheets, and alerts dispatch on Slack so the visit gets scheduled before the engine runs past interval.
Automated PermitFlow Requirement Change Alerts
Every night, WebRun checks PermitFlow for jurisdiction requirement updates, such as a new submittal item or a fee schedule change, matches them against your open permits, logs affected projects to Google Sheets, and posts a Slack alert.
Automated ArcSite Moisture Recheck Scheduling
Every Monday, WebRun finds ArcSite jobs due for their 90 day moisture recheck, holds a tentative slot on your Google Calendar, and posts your office a Telegram list to call and confirm the time with each customer.
Automated Estimate Rocket Financing Follow-Ups
Every morning, WebRun checks Wisetack for financing applications started but not completed, cross-references the job value in Estimate Rocket, and drafts a helpful follow-up email for each customer to finish applying.
Automated FieldServio New Install Onboarding
WebRun checks FieldServio every hour for install jobs marked complete, drafts a welcome and next-steps email in Outlook, and queues a text with the PM contract offer in Twilio so every new customer gets onboarded consistently.
Automated PermitFlow Issued Permit Notices
Every morning, WebRun checks PermitFlow for permits that were issued, drafts a client notification email with the permit number and next steps, and leaves it in Gmail for your review before it sends.
Automated ArcSite Job Photo Archiving
Every night, WebRun collects the day's job photos and ArcSite plans, files them into the right customer folder in Google Drive, and logs an index row in Google Sheets so any job's paperwork is one search away.
Automated Estimate Rocket Referral Nudges
Every Monday, WebRun scans Estimate Rocket for leads sourced from a referring structural engineer, logs each one's pipeline stage to a Google Sheet, and pings the assigned rep in Telegram when a referred lead has gone quiet.
Automated FieldServio Offline Unit Alerts
WebRun checks FieldServio every hour for monitored units that have stopped reporting, texts the on-call technician for any offline more than 2 hours, and logs every offline event to Google Sheets so patterns show up over time.
Automated PermitFlow Inspection Scheduling
Every morning, WebRun checks PermitFlow for permits ready for their next inspection, updates a Google Sheets scheduling tracker, and posts a Slack reminder of which inspections need to be booked this week.
Automated ArcSite Deposit Invoice Alerts
Every morning, WebRun finds ArcSite jobs waiting on a signed deposit invoice, checks Stripe for who still hasn't paid, and posts your office a Slack list of deposits to chase before the crew is scheduled.
Automated Estimate Rocket Deposit Chasers
Every morning, WebRun finds signed foundation repair jobs in Estimate Rocket still waiting on the deposit, drafts a short text reminder for each customer, and posts your scheduler a Slack list of every job the deposit is holding up.
Automated FieldServio Load Bank Test Scheduling
WebRun checks FieldServio every Monday for standby generators overdue for their annual load bank test, drafts a scheduling email in Outlook for each customer, and posts the week's candidates to Slack so your team can book the visits.
Automated PermitFlow Permit Renewal Alerts
Every Monday, WebRun checks PermitFlow for permits expiring within thirty days, drafts a renewal reminder email to each client, and posts a Slack digest so nothing lapses and needs to be refiled from scratch.
Automated ArcSite Battery Backup Upsells
Every Monday, WebRun finds ArcSite jobs with a sump pump but no battery backup on file, drafts a personalized upsell email in Mailchimp for each customer, and ranks the candidates in Google Sheets by flood risk.
Automated Estimate Rocket Crack Monitor Reminders
Every Monday, WebRun checks Estimate Rocket for active crack monitors due for a recheck, drafts a scheduling email for each customer, and holds a slot on the field tech's Google Calendar.
Automated FieldServio Fault Alert Triage
WebRun watches FieldServio for new generator fault codes every few minutes, texts your on-call technician the moment a critical fault comes in, and posts every fault, critical or not, to Slack so nothing slips past the team.
Automated PermitFlow Submittal Pipeline Digest
Every morning, WebRun opens PermitFlow, counts every active permit by stage, submitted, in review, corrections needed, resubmitted, and issued, and posts a Slack digest so your team starts the day knowing where every project stands.
Automated ArcSite Drainage Inspection Notices
Every Monday, WebRun finds ArcSite jobs with a drainage system approaching its one year inspection anniversary, drafts a notice email for each customer, and holds a placeholder inspection slot on your Google Calendar.
Automated Estimate Rocket Aging Invoice Reminders
Every Monday, WebRun finds foundation repair invoices in Estimate Rocket that are past due, drafts a polite reminder email for each customer, and posts you a Telegram list of who still hasn't paid.
Automated FieldServio PM Service Reminders
WebRun checks FieldServio every Monday for generators due for annual preventive maintenance, drafts a personalized service reminder in Outlook for each customer, and logs the outreach list to Google Sheets so no PM interval slips.
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