Agents for construction help businesses keep projects moving from bid through build.
Send approved build contracts to the named client signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Share revised jobsite incident reports with assigned reviewers.
Your reviewers get a link to the right report revision, and you see who can open it and where delivery needs attention.
File incoming plans and bid documents in matching work folders.
Your synced work folder stays tidy as new files reach matching subfolders. A dated report shows which files need your decision.
Transcribe posted site notices onto work orders for office review.
Get the wording from posted notice photos on your work order cards, with unclear passages marked for office review.
Draft a respectful response when a prospect declines a bid.
Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.
Route project agreements to required signers and flag unsigned contracts.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
Assign missing I-9 evidence tasks for jobsite hires.
Your onboarding coordinator gets a clear task when a hire approval lacks I-9 evidence. They can see the missing item and the hire packet link.
Capture project inquiries and timing for review before outreach.
Your customer lead list shows requested service, timing, and clear contact matches, with missing answers flagged before outreach.
Block drive time before jobsite meetings.
Your calendar shows time to reach in-person appointments, with an arrival buffer and visible conflicts when plans overlap.
Keep project milestone dates current on the calendar when build plans shift.
Your project list and calendar agree when dates move or plans get canceled. Owners see what changed in a project comment.
Update the team calendar when project site meetings move.
Your team calendar follows project date changes, and your coordinator gets a clear list of events that need a manual match.
Hold already-paid subcontractor bills before the next payment run.
Your AP clerk sees a bill on hold, with the paid accounting entry linked for review before another payment starts.