Construction workflow automation across ERP and project tools
Automate construction processes across ERP, project tools and owner portals, including job-cost inputs, pay applications, approvals and recurring reporting.
- 10playbooks
- 458construction processes in the catalog
- 1method
Follow the money through a job
The ten playbooks line up along the life of a job. Field facts become cost, cost becomes billing, billing becomes cash, and paper protects every step.
Each card opens its playbook. Dashed arrows are hand-offs between playbooks.
The ten playbooks
- Certified Payroll Weekly sworn prevailing-wage reports, checked worker by worker and filed with the agency Read the playbook
- Change Orders A field change carried from the PCO log to executed owner and sub change orders in the ERP Read the playbook
- Daily Reports The dated jobsite record, assembled from crew sheets, photos and tickets, with hours carried to the ERP Read the playbook
- Lien Waivers Conditional, unconditional and final waivers requested and checked against every payment Read the playbook
- Owner Billing & Pay Apps The monthly G702 and G703 built from the ERP and keyed into each payer's portal Read the playbook
- RFI & Submittal Logs Questions and product packages routed, chased and handed to purchasing Read the playbook
- Subcontractor COI Certificates and endorsements checked against the insurance exhibit, and renewals chased Read the playbook
- Sub Pay App Review Three gates on every sub pay app: intake, compliance and line-by-line schedule of values Read the playbook
- Invoice Coding to Job Cost Every invoice line coded to job, cost code and cost type, with a weekly miscode sweep Read the playbook
- WIP Schedule The monthly WIP rebuilt, profit fade flagged and the result tied to the general ledger Read the playbook
Where to start
Most hours: Daily Reports sits at the top of every construction catalog.
Highest stakes: Certified Payroll carries a signed statement of compliance every week, and Lien Waivers and Subcontractor COI decide whether a payment is safe to release.
How the Studio builds an agent from any of these is on the Product page. Product →
Example: approved project progress to owner billing
Construction workflow automation connects project teams, accounting and owner portals. Your ERP and project tools remain the systems of record; the workflow carries approved information between them.
Start with the approved progress workbook and change-order log. Match project, contract line, billed-to-date and retainage values, then prepare the billing package. Accounting reviews mismatches and approves the figures before the package moves into the owner portal. Keep the submitted package and exceptions with the project record.
Use these playbooks to define the reviewer at each handoff, then confirm the ERP screens and owner forms needed for your process.
No prompts. No babysitting. No Integrations.