BuildAssistBuildAssist
Solutions / Workflow Automation

Make the software you already use work harder.

Workflow automation for contractors and construction businesses across the United States. BuildAssist connects existing tools and automates repetitive work, so teams spend less time moving information around and more time building, selling, coordinating, and serving clients.

Lead Captured
CRM Updated
Follow-Up Sent
BuildAssist Automation
Task Created
Project Tracker
Report Generated

Your software doesn't necessarily need to change. Your workflow might.

Most teams already pay for the tools they need, but those tools don't always work together. Workflow automation connects the systems you already use, eliminates repetitive steps, and keeps information accurate and up to date.

The result is fewer handoffs, fewer errors, and more time for high-value work.

What we automate

Lead follow-up

Capture leads from forms, calls, and referrals and automatically trigger follow-up emails and tasks.

CRM updates

Keep contact and deal records up to date across your CRM and other business tools.

Estimating handoffs

Move estimate requests and scope details to the right people with all the right information.

Project notifications

Notify teams and clients about status changes, milestones, delays, and approvals.

Vendor & subcontractor follow-up

Send requests, track responses, and remind vendors to keep projects moving.

Document generation

Automatically create proposals, contracts, change orders, and other project documents.

Reporting

Collect data, summarize results, and deliver reports to the right people on a schedule.

Approvals

Route requests for approval, collect responses, and update systems when approved.

Data sync

Keep information consistent between systems, no more duplicate data or re-entry.

Scheduling reminders

Send reminders for meetings, deadlines, inspections, renewals, and more.

Workflow examples for construction teams

New Lead to Qualified Opportunity
Lead form submitted
CRM record created
Welcome email sent
Sales task created
Lead report updated
Capture leads, update your CRM, and ensure your team follows up, every time.
Estimate Request to Client Proposal
Estimate request received
Estimate prepared
Proposal emailed
Client approves
Project created in PM tool
Move requests through estimating and proposals faster with fewer handoffs and delays.
Project Update to Monthly Report
Tasks & costs updated
Data synced
Report generated
Report emailed
Report archived & tracked
Automatically pull data, build reports, and deliver insights on schedule.

Built around your existing tools

We connect the platforms your team already uses every day, so information flows where it needs to go, without changing how you work.

CRM
HubSpot, Pipedrive, Zoho, GoHighLevel, etc.
Email
Gmail, Outlook & others
Spreadsheets
Google Sheets, Excel
Project Management
Procore, Buildertrend, JobTread, BuildXact, ClickUp, Monday.com, etc.
QuickBooks
Online & Desktop
Google Workspace & Microsoft 365
Drive, Docs, Teams, SharePoint, etc.

And hundreds of other platforms through secure, proven integrations and APIs.

How BuildAssist approaches automation

Discover

We learn your processes, tools, and pain points to find the biggest wins.

Map

We map the workflow, data, and decisions to be automated.

Connect

We build secure integrations and automation workflows.

Test

We test thoroughly with your team and validate the results.

Improve

We monitor performance and refine workflows to drive ongoing value.

Let's automate the work that slows your team down.

We'll identify high-impact automation opportunities and show you what's possible with your current tools.