Workflow automation
for Contractors.
Move approved quotes into clear handoffs.
Custom work still has repeatable administrative steps. Separate collecting information, reviewing a quote, and arranging an approved job.
Start with work you recognize.
Quote preparation
Collect the information an estimator needs without inventing a price.
Quote follow-up
Track acceptance, questions, and declined work as different outcomes.
Job scheduling
Make prerequisites and crew ownership visible before confirming a start.
Accepted quote to job setup.
An example to work through with your team.
A customer accepts a quote and the acceptance is recorded.
Match the acceptance to the current quote version.
Confirm the scope, required approvals, and responsible project lead.
Prepare the job record and request scheduling.
Are the scope and prerequisites confirmed?
Clear to continueRecord the confirmed next action and move to the appropriate handoff.
Exception to handleHold scheduling and send missing details or changes back to the estimator.
- Accountable owner
- Project coordinator
- Useful outcome
- A job ready for scheduling with an agreed scope and named owner.
Get the rules clear.
- Which quote version did the customer accept?
- What distinguishes routine work from an urgent request?
- Who approves a scope change?
Start with the work you already know. Steve, your AI process designer, helps you choose a process worth automating, map its handoffs and decisions, and create a phased build plan. Connection options and permissions need checking during implementation. You can continue building with his guidance.
Explore the next step.
Is answering the phone the immediate need?
Katie is the managed AI receptionist service. Try a demo for your business and arrange a kickoff with Evan, Aperture’s founder.
Meet Katie and try the demo →