8 workflow automations purpose-built on top of Buildertrend — no data leaves your system, no parallel tool for your team to learn.
AI answers missed calls in Pool Supply Pro via SMS within 60 seconds, books the appointment if the slot exists, and queues a callback if not — missed-call leakage drops 80% and same-day bookings climb. Purpose-built for teams running Buildertrend — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every open selection in CoConstruct, prepares decision packets per category, sends personalized client nudges, and surfaces stalled decisions to the project manager — selection-driven delays drop. Purpose-built for teams running Buildertrend — uses the native API or agent integration so nothing leaves the system of record.
AI assembles bid packages from CoConstruct scope, sends to subs, normalizes responses for comparison, and runs sub onboarding (insurance, W-9s, MSA) — start-to-construction time drops measurably. Purpose-built for teams running Buildertrend — uses the native API or agent integration so nothing leaves the system of record.
AI matches incoming vendor invoices to POs in CoConstruct, flags discrepancies, applies to client retainer, and produces the client-ready invoice — billing runs cleanly without partner time. Purpose-built for teams running Buildertrend — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the consolidated report from CoConstruct and every connected custodian, drafts narrative commentary per family, and publishes to the family portal — reporting cycle drops from weeks to days. Purpose-built for teams running Buildertrend — uses the native API or agent integration so nothing leaves the system of record.
AI captures bills from every channel, classifies them per entity in CoConstruct, schedules payments, and produces a real-time cash dashboard per family — bill pay errors drop to near-zero. Purpose-built for teams running Buildertrend — uses the native API or agent integration so nothing leaves the system of record.
AI generates K-1s from CoConstruct partnership data, validates against prior year, distributes to beneficiaries with explanatory notes, and tracks acknowledgement — K-1 season compresses from months to weeks. Purpose-built for teams running Buildertrend — uses the native API or agent integration so nothing leaves the system of record.
AI tracks trust corpus, calculates required distributions, produces beneficiary statements from CoConstruct, and flags trust-term compliance issues — trustee operates with full audit trail. Purpose-built for teams running Buildertrend — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Buildertrend for any repetitive process. Tell us what you'd automate.
