Project scheduling and trade coordination involves identifying which contractors are needed for each phase, calling them individually to request availability, and manually updating a master schedule as confirmations arrive.
Automation collects trade availability through a single intake channel, detects conflicts automatically, and synchronizes confirmed dates across all calendars and teams. The result is faster scheduling, fewer conflicts, and trades arriving on time.
The full workflow, from trigger to completion.
Automation is triggered when a new project phase is created or when a trade cancellation or schedule change is detected.
The automation reviews the project plan, identifies required trades, and determines the optimal sequence and duration for each trade based on historical data and project scope.
Automated emails are sent to each required trade contractor requesting their availability for the identified dates, with project details and site information included.
The automation monitors incoming emails and messages, extracts availability data from trade responses, and flags any ambiguous or missing confirmations for manual review.
The automation checks for overlaps, insufficient prep time, and sequencing issues, then proposes an optimized schedule or flags conflicts requiring project manager decision.
Confirmed dates are written to the master schedule and synced for each trade and internal stakeholder.
Confirmation emails are sent to trades with final dates and details, and notifications alert the internal team of the finalized schedule and any changes.
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