Construction & Trades demo
Owner viewWatch draw readiness, retainage, change orders, and cash timing before payment release.
Draw readiness
86%1 blocked
Draw packet
86%
Lien waivers
2 missing
Change Orders: $18.4K open changesCompliance Tracker: 86% completeJob Schedule: 7 active jobsG702/G703 pay appSigned lien waiverInspection photosChange order approval
Construction & Trades Hub
Templates, automations, and tools for your industry
Industry Workflows
Template Packs
Automation Presets
When: Estimate approved
If: job is ready to start
Then: Create invoice, project, tasks, and client notification
active
When: Assigned work starts
If: Employee clocks in from mobile
Then: Notify manager and update dashboard workload
active
When: Invoice overdue 7 days
If: Balance is greater than $0
Then: Send reminder and add owner approval task
active
When: Document uploaded
If: Document is required for this workflow
Then: Mark checklist item complete and log audit event
paused