Construcción y contratistas

Construcción y contratistas: plantillas de automatización, página 11

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.

Construcción y contratistas
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Salud y medicina
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Automated Moraware Install Schedule Digest
Every evening, WebRun pulls the next day's installation jobs from Moraware Systemize and posts a structured schedule digest to Slack so crews know exactly where to go and when.
Moraware›Slack
Automated Moraware Fabrication Bottleneck Report
Every Monday, WebRun reviews Moraware Systemize for jobs sitting in a single stage longer than expected, logs the backlog by stage to a Google Sheet, and posts a summary to Slack so you can act before a bottleneck costs you an install date.
Moraware›Google Sheets›Slack
Automated Moraware Deposit Collection Reminders
Every morning, WebRun finds Moraware jobs with a template date approaching but no deposit recorded, drafts a deposit request email for each customer, and queues them for your approval before sending.
Moraware›Gmail
Automated Moraware Daily Shop Schedule Digest
Every morning, WebRun pulls today's fabrication jobs from Moraware Systemize and posts a structured shop floor schedule to Slack so every station knows what it is cutting, edging, or polishing today.
Moraware›Slack
Automated Knowify Google Review Request Drafts
Every day, WebRun checks Knowify for jobs marked complete and prepares a review request draft for each customer so your reputation grows with every finished project.
Knowify›Gmail›Slack
Automated Knowify Estimate Follow-Up Drafts
Every morning, WebRun checks Knowify for estimates that have been sent but not yet accepted, and prepares a follow-up draft for each prospect so you never let a bid go stale.
Knowify›Gmail
Automated Knowify Punchlist Followup Tracking
Every morning, WebRun reviews open punchlist items in Knowify, identifies which jobs have unresolved items blocking final payment, and posts a prioritized followup list to Slack for your field team.
Knowify›Slack›Airtable
Automated Knowify Progress Billing Milestone Reminders
Every week, WebRun checks Knowify for jobs where progress billing milestones are coming due, and drafts a reminder to your billing team so no draw deadline is missed.
Knowify›Slack›Google Sheets
Automated Knowify Overdue Invoice Reminders
Every Monday, WebRun opens Knowify, finds invoices past their due date, drafts a polite payment reminder for each customer, and posts the outstanding balance list to Slack for your review.
Knowify›Gmail›Slack
Automated Knowify New Bid Follow-Up Tracking
Every morning, WebRun scans Knowify for new bids submitted in the last 48 hours, checks their follow-up status, and posts a tracking list to Slack so your estimators know exactly which prospects to call today.
Knowify›Slack›Google Sheets
Automated Knowify Material Reorder Alerts
Every morning, WebRun checks Knowify for materials falling below your reorder threshold and posts a restock alert to Slack so you can place orders before a job runs dry.
Knowify›Slack
Automated Knowify Lien Waiver Collection Tracking
Every week, WebRun checks Knowify for jobs where lien waivers are missing or overdue, and drafts a collection request for each subcontractor or supplier so you can keep your draws moving.
Knowify›Gmail›Google Sheets
Automated Knowify Job Costing Variance Digest
Every morning, WebRun opens Knowify, compares estimated versus actual costs on active jobs, and posts a variance digest to Slack so your team can act before overruns compound.
Knowify›Slack
Automated Knowify Equipment Utilization Report
Every Monday, WebRun pulls equipment and time tracking data from Knowify and posts a weekly utilization report to Slack so you can spot underused assets and catch scheduling bottlenecks before they cost you.
Knowify›Google Sheets›Slack
Automated Knowify Daily Crew Schedule Digest
Every morning, WebRun pulls today's jobs and crew assignments from Knowify and posts a structured schedule digest to Slack so every foreman and crew lead knows exactly where to be.
Knowify›Slack
Automated Knowify Change Order Follow-Up Drafts
Every morning, WebRun checks Knowify for change orders that have been sent but not yet signed, and drafts a polite follow-up email for each one for your review before sending.
Knowify›Gmail›Slack
Automated Markate Unsold Estimate Worklist
Every week, WebRun scans Markate for estimates that were sent but never accepted and never formally declined, and posts a prioritised worklist to Slack so your team can reach back out to the right leads.
Markate›Slack›Airtable
Automated Markate Supplier Order Followup
WebRun cross-checks open Markate jobs against pending supplier orders, flags any overdue deliveries, and posts a supplier chase list to Slack so you can follow up before installs are delayed.
Markate›Slack›Google Sheets
Automated Markate Seasonal Promo Campaign Drafts
WebRun pulls your past customer list from Markate, drafts a seasonal promotional email for eligible customers, and queues every message for your review and approval before a single one is sent.
Markate›Mailchimp›Google Sheets
Automated Markate Review Request Workflow
WebRun finds jobs completed in Markate in the last 24 hours, drafts a review request message for each customer, and queues every message for your approval before it is sent.
Markate›Gmail›Google Sheets
Automated Markate Remake Order Worklist
WebRun finds all open remake or re-order jobs in Markate, checks their age and supplier status, and posts a prioritised weekly worklist to Slack so your team can chase every outstanding remake before the customer follows up.
Markate›Slack›Airtable
Automated Markate Window Treatment Quote Followup
WebRun checks Markate for quotes sent but not yet accepted, drafts a friendly follow-up message for each customer, and queues them for your review before anything is sent.
Markate›Gmail›Google Sheets
Automated Markate Overdue Invoice Chaser
Every week, WebRun finds overdue invoices in Markate, drafts a polite payment reminder for each customer, and posts a summary of outstanding balances to Slack for your review.
Markate›Slack›Gmail
Automated Markate New Lead Followup
Every morning, WebRun checks Markate for new leads added in the last 24 hours with no outbound contact, drafts a personalised response for each, and queues the drafts for your review before anything reaches the prospect.
Markate›Gmail›Google Sheets

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