Workflow automation
for Residential construction.
Keep the next trade in the loop.
Map project stages, subcontractor confirmations, and homeowner communication. A stage marked complete is different from the next trade being ready.
Start with work you recognize.
Subcontractor handoffs
Record the request, availability, and confirmation separately.
Change orders
Keep proposed changes distinct from approved scope.
Project updates
Use confirmed milestones and clear exceptions for homeowner communication.
Project stage to subcontractor handoff.
An example to work through with your team.
The project manager records a stage as ready for the next trade.
Check the current scope and outstanding dependencies.
Request availability from the relevant subcontractor.
Record the confirmed date and update the homeowner.
Are prerequisites and the subcontractor’s date confirmed?
Clear to continueRecord the confirmed next action and move to the appropriate handoff.
Exception to handleHold the downstream commitment and assign follow-up on the permit, change order, or availability issue.
- Accountable owner
- Project manager
- Useful outcome
- A confirmed next-trade handoff or a clearly owned delay.
Get the rules clear.
- How do subcontractors confirm if they do not use your software?
- Who approves a change order?
- Which permit or inspection blocks the next stage?
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.