Trades & construction
Builders spend more time on site and less time in the office.
Chasing client decisions, waiting on progress claims and setting up every new job by hand.
Where the week goes
The three jobs that eat your week.
- Chasing people
Client decisions that hold up the job
Selections, colours and sign-offs chased automatically, with reminders worked back from your build programme.
How it stops - Getting paid
Progress claims and variations that sit unpaid
Claims go out on time at each stage, variations are caught from supplier bills, and slow payers are followed up in your name.
How it stops - New customer set-up
A week of set-up after every signed contract
Warranty, deposit, project folder, welcome pack and pre-start, ready the afternoon they sign.
How it stops
A worked example
When a client signs the contract.
9 things happen on their own, across 7 systems.
Each step is marked
- Rule
- Plain business rules
- AI
- Drafted by AI, approved by your team
- Built in
- Your software already does it
-
Shared drive
Project folder created with plans and specs
Step type: Rule -
Warranty portal
Warranty pack ready to lodge in one click
Step type: Rule -
Accounts
Deposit drafted at your state’s cap
Step type: Rule -
Email
Welcome pack with timeline and supervisor’s mobile
Step type: AI -
Estimating software
Selections schedule created
Step type: Built in -
Calendar and SMS
Selection deadlines in the client’s calendar
Step type: Rule -
Estimating software
Long-lead items sent out for quotes
Step type: Built in -
Calendar
Pre-start meeting booked with an agenda
Step type: Rule -
Shared drive
Certifier checklist with owners and dates
Step type: Rule
And it keeps watching
Variations, caught early.
Supplier bills are checked against the signed estimate, so out-of-scope costs become draft variations before your next claim.
Works with what you already use
Buildxact, Databuild, simPRO, ServiceM8, Tradify, Xero and MYOB, and most tools with an API.
Not quite your business?
Start with the job instead:
