Book a Workflow Call
Workflow systems for specialty subcontractors

Keep bids, jobs, and billing moving without chasing every update.

We help specialty subcontractors connect the work between estimating, the office, and the field. We map your process, build the system, and train your team so everyone knows what needs to happen next.

We’ll look at where work gets stuck and recommend a practical starting point.

Operations Self-Check
Ready to run
  • Bid management
    How bids are logged, tracked, and handed off after award. We look at where bids get lost, how estimators share information, and whether awarded jobs make it into your system reliably.
  • Job tracking
    How active jobs are monitored day to day — schedule updates, milestone status, and who actually knows what's happening on each site. Most teams are running this from memory or email.
  • Crew scheduling
    How labor is allocated across jobs. We look for double-booking, verbal-only scheduling, and gaps in visibility between the office and the field.
  • Change orders
    How scope changes are captured, priced, and approved. Most subs lose money here — changes agreed to verbally, tracked in email, and billed late or not at all.
  • Invoicing & billing
    When invoices go out and what triggers them. We look at how billing is tied (or not tied) to job milestones, and where delays are happening in the approval and payment cycle.
  • Document control
    How drawings, submittals, RFIs, and permits are filed and shared. Most operations have files spread across email and personal drives — and discover what's missing at closeout.
Take the Self-Check →
Est. 3 minutes No account needed
Fixed-price packages
Most systems live in 2–6 weeks
You own the finished system

Where does work
get stuck?

A bid gets awarded, but the field doesn't get the full handoff. An inspection passes, but accounting doesn't know it's time to bill. The information exists. Getting it to the next person still depends on someone remembering.

01 — Job handoff

Awarded, but
not handed off.

Scope, schedule, and open questions live in the estimator's inbox. The field starts with a partial picture and calls the office to fill the gaps.

02 — Crew readiness

Scheduling by
text message.

Crew planning means texting three people and hoping nobody double-books. Changes made on the phone rarely make it back into one schedule.

03 — Billing

Inspections pass,
billing waits.

Nobody tells accounting that the milestone is done. Change orders agreed on site get billed late or not at all.

See how the
work moves.

Follow one job from awarded bid to field handoff and billing. Each step has an owner and a clear next action.

Demonstration · sample data
Bid pipeline
Office park electricalBid due Oct 12
Retail tenant improvementEstimate in review
Warehouse MEPAwarded · handoff pending

Use: see every open bid and its next follow-up in one place.

Demonstration · sample data
Active jobs & crew plan
Job 1482 · Rough-inCrew A · Ready
Job 1490 · Trim-outCrew B · Blocked
Job 1495 · StartupCrew A · Next week

Use: spot blocked jobs and double-booked crews before the field does.

Demonstration · sample data
Billing follow-up
Rough inspection passedOct 2 · Notify accounting
Change order #7 approvedInvoice queued
Milestone 2 invoiceOwner: PM · Due Oct 9

Use: make sure every completed milestone has an owner and a billing action.

Three ways
to work with us.

Fixed-scope engagements built around where your business is today.

Package 01
Get Organized
↳ 2–3 weeks to live

Best for: subs with no current system, running on email + spreadsheets

  • Workflow audit + written process map
  • 1 training session (1 hr)
  • 30-day support window
View Full Details → Book a Discovery Call
Package 03
Get Scaled
↳ Timeline varies

Best for: subs with unique workflows or integrations needed

  • Full discovery engagement (4–8 hrs)
  • Custom workflow system build
  • Accounting / estimating connections
  • Full team training
  • 90-day hypercare support
View Full Details → Discuss a Custom Build

Monthly support retainer available from $500/mo after go-live. Get in touch →

You own the trackers, procedures, and documentation we build. Any third-party software or account costs are confirmed in your proposal before work begins.

From scattered process
to a working system.

Step 01
Free call + included audit
Map the Operation

We start with a free 30-minute call, then a workflow audit that documents how bids, jobs, crews, and billing move today.

+
What we cover
  • How you currently win, track, and hand off bids
  • How jobs move from estimating to the field
  • Where crew scheduling, change orders, and billing lose time
  • What tools you already use and whether they're working
  • Which package fits your situation

You receive a written workflow map and a prioritized list of what to fix, within 48 hours of the audit session.

Step 02
2–5 weeks
Build the System

We build the trackers, stages, reminders, dashboards, and document structure around how your team actually works.

+
What gets built
  • Job tracking board with your actual stages and statuses
  • Automations for reminders, alerts, and recurring tasks
  • Document folder structure and naming conventions
  • Standard procedures written for your workflows and your team
  • Dashboards showing job health, workload, and blockers

You review and approve before anything goes live. We adjust until it fits.

Step 03
Live walkthrough
Launch With the Team

We review the system with you, move agreed work into place, and train each role on what they own.

+
How training works
  • Live walkthrough with your whole crew — usually 60–90 min
  • Role-specific guidance so each person knows their part
  • Recorded so anyone who misses it can catch up
  • Written quick-reference guide left behind for the team

We do not hand over a system and disappear. We make sure your team is confident before we leave.

Step 04
30–90 days
Support Adoption

Every package includes a defined support window for questions, adjustments, and the edge cases real work turns up.

+
What's included after
  • 30-day support window — Get Organized
  • 60-day support window — Get Optimized
  • 90-day support window — Get Scaled
  • Email access throughout the support window

Most teams hit their stride within the first two weeks. The support window covers the edge cases and adjustments that come up once the system meets real work.

Specialty trades
we support.

Electrical, mechanical, plumbing, site work, framing, roofing, finish trades, and landscaping. Three examples of the work we organize:

Don't see your trade? Get in touch — we're expanding quickly.

Common questions.

The 3-minute self-check is free and needs no account — it gives you a quick read on where your operation stands right now. The workflow audit is the in-depth session included in every package, where we map your actual bid-to-invoice process end to end and deliver a written report.

We recommend and build on platforms purpose-fit for your operation. We'll identify the right tool during your workflow audit and set everything up together — you don't need an existing account.

That's what Get Scaled is for. Every engagement starts with a free 30-minute discovery call. If your operation needs a custom build, we follow that with a paid $500 scoping session to map your specific needs before quoting the build — credited toward the full engagement if you proceed.

Get Organized: 2–3 weeks. Get Optimized: 4–6 weeks. Get Scaled is scoped after discovery, since custom builds vary in size. Timeline starts after the workflow audit, typically scheduled within a week of signing.

You own everything we built — the trackers, procedures, and documentation. If you want ongoing help as your business grows, we offer retainer arrangements from $500/mo, which we'll discuss at your final support check-in.

A 2–4 hour workflow audit session with the owner or ops manager, and one or two people available for training. That's it.

Find your first
workflow to fix.

Bring one problem you keep chasing, whether it's job handoffs, crew scheduling, change orders, or billing. In 30 minutes, we'll look at the process and recommend where to start.

Prefer email? hello@constructionflows.com