Defect & Remediation Follow-Up

Keep every defect on the radar from first report to final sign-off, without the manual chasing.

101 hrs
Time saved/month
7
Companies have mapped
Map This Automation

About This Automation

Defect remediation tracking consumes significant time when site managers manually extract inspection reports, assign contractors, and chase status updates across email and spreadsheets. Manual follow-ups are inconsistent, contractor acknowledgment rates are low, and progress visibility is poor.

Automation extracts defects from inspection PDFs, routes them to the right contractor based on trade type, sends notifications with built-in tracking, and monitors progress with automated reminders.

Key features
Extract defects automatically from PDF inspection reports with OCR support for multiple formats
Route defects to contractors based on trade specialty, availability, and performance history
Send assignment notifications with tracking and automated reminders if no acknowledgment arrives
Monitor remediation progress through email replies and status updates without manual check-ins
Schedule re-inspections and track completion results in a centralized live dashboard

How The Automation Works

The full workflow, from trigger to completion.

1. Inspection Report Receivedtrigger

A new inspection report is uploaded or marked complete in the system. The automation is triggered and begins processing the defects.

2. Extract Defects from Report

The automation reads the PDF inspection report, identifies all defects, and extracts key details including location, description, severity, and trade type.

3. Create Defect Records

Extracted defects are automatically created as records with all metadata, linked to the project and inspection.

4. Route to Contractor

The automation matches the defect trade type to the correct contractor using a pre-configured routing table and creates a task assignment.

5. Send Assignment

An automated email is sent to the assigned contractor with defect details, location, photos, and a deadline. The email includes a link to acknowledge receipt.

6. Monitor Progress

The site manager receives a daily summary of all defects, their status, and any overdue items. Contractors can post progress updates to a shared channel.

7. Update Defect Status on Completion

When a contractor marks a defect complete or replies with completion confirmation, the record is automatically updated and flagged for re-inspection.

8. Notify Site Manager for Re-Inspection

A notification alerts the site manager that defects are ready for re-inspection, with a summary of which ones need scheduling.

4 reasons to map this process

1

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2

You get a complete build plan

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3

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Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

4

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

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Estimated Time Saving
101hrs/month
Process pain:8.2/10
Mapped by:7 Companies

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