Construcción y contratistas
Construcción y contratistas: plantillas de automatización
386 flujos de trabajo listos para usar en Construcción y contratistas. Cada uno se encarga de un trabajo real que tu equipo hace cada semana, directamente en las herramientas que ya usas. Las apps que más aparecen aquí: Slack, Gmail y Google Sheets.
Automated PermitFlow Stalled Permit Escalations
Every Monday, WebRun finds permit applications with no movement in PermitFlow for over two weeks, drafts a status-check email to the jurisdiction contact, and posts a Slack list so your team can push before a stall becomes a missed deadline.
Automated Wet Basement Lead Replies
The moment a wet basement lead comes in, WebRun logs it as a new ArcSite project, drafts a text reply offering a free inspection, and pings your estimator in Slack so someone calls back within minutes.
Automated Estimate Rocket Unaccepted Quote Reminders
Every morning, WebRun finds foundation repair estimates in Estimate Rocket that are still waiting on a decision, drafts a short text reminder for each customer, and posts your sales team a Telegram list ranked by estimate value and days outstanding.
Automated FieldServio Warranty Expiration Alerts
WebRun checks FieldServio every Monday for units whose manufacturer warranty ends within 60 days, drafts a renewal or extended coverage email in Outlook for each customer, and posts the pipeline to Telegram so sales can follow up.
Automated PermitFlow Resubmittal Deadline Alerts
Every morning, WebRun checks PermitFlow for permits with a resubmittal window open, updates a Google Sheets tracker with days remaining, and posts a Slack reminder before any deadline lapses.
Automated ArcSite Warranty Transfer Drafts
When a new owner requests a warranty transfer, WebRun checks the original coverage in ArcSite, prepares the transfer acknowledgment in DocuSign for your signature, and logs the new owner into the warranty registry in Google Sheets.
Automated Estimate Rocket Proposal Follow-Ups
Every hour, WebRun checks Estimate Rocket for newly signed foundation repair proposals, drafts a welcome and next-steps email for each customer, and posts your ops team a Slack alert so the job gets on the schedule the same day.
Automated FieldServio Quote Follow-Ups
WebRun checks FieldServio every morning for quotes sitting open for 5 or more days, confirms in QuickBooks that none has already been invoiced, and drafts a follow-up email in Outlook for each so open quotes get a second touch.
Automated PermitFlow Plan Review Follow-Ups
Every morning, WebRun reads new plan review comments in PermitFlow, drafts a follow-up email to the architect or design team summarizing what needs to change, and leaves it in Gmail for your review before it sends.
Automated ArcSite Proposal Follow-Ups
Every morning, WebRun finds ArcSite proposals sent five or more days ago with no response, drafts a polite follow-up email for each customer, and posts your sales team a Slack list of every proposal still open.
Automated Estimate Rocket Review Request Drafts
Every morning, WebRun finds foundation repair jobs marked complete in Estimate Rocket, drafts a friendly review request email linking to your Google Business Profile, and leaves it ready for your office to send.
Automated FieldServio Daily Dispatch Sheets
WebRun checks FieldServio every morning for the day's scheduled jobs, texts each technician their stops and job details through Twilio, and posts the full day's board to Telegram so dispatch has one shared view.
Automated PermitFlow Permit Status Alerts
WebRun checks PermitFlow every hour for permit status changes such as approved, on hold, or rejected, and posts an instant Slack alert naming the project, the jurisdiction, and what changed.
Automated ArcSite Material Order Recaps
Every morning, WebRun reviews takeoffs completed in ArcSite the day before, drafts a material order email to your supplier for each job, and logs a recap of what was ordered in Google Sheets.
Automated Estimate Rocket Warranty Anniversary Checks
Every morning, WebRun checks Estimate Rocket for foundation pier jobs approaching their warranty inspection anniversary, prepares the annual warranty acknowledgment in DocuSign for your office to send, and logs the check in a Google Sheet for compliance.
Automated FieldServio PM Contract Renewals
WebRun checks FieldServio every Monday for PM contracts expiring within 60 days, confirms each customer's billing and payment history in QuickBooks, and posts a ranked renewal pipeline to Slack so your account managers know who to call first.
Automated PermitFlow Fee Payment Reminders
Every Monday, WebRun finds permits with fees due in PermitFlow, updates a fee tracker in Google Sheets, drafts a payment reminder email to each client for your review, and posts a Slack digest of what's outstanding.
Automated ArcSite Sump Pump Reminders
WebRun finds sump pump installations logged in ArcSite that are due for their annual service, drafts a personal reminder email for each customer, and posts your office a Telegram list of this week's reminders ready to send.
Automated Estimate Rocket Moisture Inspection Booking
The moment a new moisture or crawl space inspection lead is added in Estimate Rocket, WebRun drafts a scheduling email with your Calendly link and readies it for your office to send.
Automated FieldServio Parts Backorder Alerts
WebRun checks FieldServio every morning for work orders waiting on parts, confirms each part's status with QuickBooks purchase orders, and logs a backorder worklist to Google Sheets so your scheduler can act before a job stalls.
Automated PermitFlow Project Intake Checklist
The moment a new project lands in PermitFlow, WebRun builds an intake checklist in Google Sheets, drafts a kickoff email to the client listing what's needed, and notifies your team in Slack so the file starts moving on day one.
Automated ArcSite Signed Contract Follow-Ups
WebRun watches DocuSign for newly signed waterproofing contracts, updates the matching ArcSite job to ready-to-schedule, drafts a customer confirmation email, and tells your crew in Slack to book the start date.
Automated Estimate Rocket Job Cost Overrun Alerts
Every night, WebRun compares actual job costs in Estimate Rocket against the original estimate, cross-checks posted expenses in QuickBooks, and posts your project manager a Slack flag for any foundation repair job running over budget.
Automated FieldServio Invoice Payment Reminders
WebRun checks QuickBooks every Monday for generator service invoices past due, confirms the job details in FieldServio, and queues a polite payment reminder text in Twilio for each customer, left unsent until your team approves it.
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