Project Scheduling & Trade Coordination

Keeps your subcontractors, site managers, and clients on the same page without a single manual chase call.

52 hrs
Time saved/month
9
Companies have mapped
Map This Automation

About This Automation

Coordinating tomorrow's trades, deliveries, and site schedule involves repeated phone calls, manual confirmations, and separate updates across tools. When any step is missed, the result is an idle crew, a late delivery, or an uninformed client.

The automated version sends confirmation requests automatically, checks bookings against site capacity, and drafts client updates when the plan shifts. Coordination staff review flagged conflicts instead of chasing every confirmation by hand.

Key features
Sends automatic confirmation requests to every subcontractor and supplier for the next day
Tracks response status in real time so gaps are visible before end of day
Checks confirmed bookings against site capacity and flags overlapping trades
Drafts a client-facing schedule update whenever the day's plan changes
Keeps the master schedule and change history updated without manual re-entry
Surfaces unresolved conflicts for quick human decision instead of automatic burial in a spreadsheet

How The Automation Works

The full workflow, from trigger to completion.

1. Morning Schedule Pulltrigger

Automation pulls tomorrow's trade assignments and delivery windows every morning.

2. Text Subcontractors For Confirmation

Automatically texts each scheduled subcontractor and supplier asking them to confirm arrival time.

3. Run Conflict Check

Cross-references confirmations, delivery ETAs, and site capacity to catch double-bookings or missing responses.

4. Escalate Conflict To Coordinator

When the automation flags a genuine conflict or a no-response, the coordinator is looped in to resolve it directly.

5. Update Master Schedule

Confirmed statuses and any resolved changes are written back schedule automatically.

6. Notify Trades Of Changes

Any trades affected by a change are notified with the updated time or sequence.

7. Email Client Schedule Update

A short client-facing summary is drafted and sent whenever the timeline shifts.

4 reasons to map this process

1

It's completely free

No credit card, no commitment. Map your process and walk away with a full build plan.

2

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

3

You see your real numbers

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

4

There's no obligation to build

Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.

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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
52hrs/month
Process pain:8.1/10
Mapped by:9 Companies

Map this to your business to get your exact numbers.

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