Project scheduling and trade coordination involves receiving booking requests, checking availability across multiple spreadsheets, and manually confirming dates with trades and site managers.
Automation checks trade and site availability in real time, detects conflicts before confirmation, and sends notifications automatically to all parties. The result is faster bookings, zero conflicts, and coordinators freed from repetitive calendar work.
The full workflow, from trigger to completion.
A booking request arrives via email or form submission. The automation captures the trade type, preferred dates, and site details.
The automation queries the trade's calendar and site schedule to detect conflicts and confirm availability in real time.
If a conflict is found, the automation flags it and suggests alternative dates based on both the trade and site calendars.
The automation sends a confirmation email with the final date, time, site address, and any site-specific instructions.
The automation sends notifications to the site manager and any dependent trades, including a shared calendar invite.
The automation updates the master schedule and logs the booking with all relevant details.
The automation sends a notification to the coordinator confirming the booking is complete and flagging any manual review needed.
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