Construction & Field Services automation examples

Panel and inverter barcodes scanned at commissioning, plus test readings, go into one phone form. The answers fill a handover pack template, and after a quick office check the PDF reaches the customer and the job folder the same day.

Crew leads send progress photos to a dedicated WhatsApp number and pick the job from a short list. Each photo is saved to that job's Google Drive folder with the date and job number, and the project sheet shows the latest upload.

Every power tool, test meter and ladder carries a QR sticker. Electricians scan it with their phone camera to sign the tool out to a site or back in, and the stores lead gets a Monday list of overdue tools and instruments due for calibration.

Parts logged on each closed job in the field service app are deducted from that van's stock sheet. Items that fall below the van's minimum go on the next morning's restock pick list, printed in the warehouse at 6 AM.

A cleaning contract marked signed in the CRM sends the new client an onboarding form for access hours, keys, alarm handover, rooms and recycling rules. The answers become the crew's site work sheet, a key register entry and the first booked visit.

Every selection a homeowner must make, from tiles to faucets, gets a deadline worked back from the build schedule and supplier lead times. Options go out on WhatsApp three weeks ahead, late picks escalate to the project manager, and confirmed choices go straight to purchasing.

Subcontractors submit monthly progress claims through a form, line by line against their contract. Amounts, prior claims, retention and insurance documents are checked automatically, the site and project managers approve, and approved claims become payables with a payment certificate.

A repair that needs a part not on the van is marked waiting for part in the field service app. The order is tracked from supplier confirmation to the store's goods-in scan, and the customer books the return visit on WhatsApp the day it arrives.

At handover, each project's retention amount and defects period end date are logged. Thirty days before the end date, the project manager is reminded to book the final inspection, and on the end date a retention release request goes to the client.

At 6:30 AM, each site foreman gets a WhatsApp link to that day's safety checklist. Failed items need a photo and alert the site manager, missed checklists escalate to the safety officer, and a weekly PDF log is filed for each site.

Voice notes and photos that crew leads send on WhatsApp all day become the site diary. AI sorts them into diary sections and logs every delay with the trade and hours lost, and at 5 PM each site's PDF diary reaches the project manager.

Supervisors score each area during site inspections on a phone form, with photos of issues and fixes. On the 1st of each month, a one-page PDF for each site with the average score, trend and closed issues is emailed to the facility manager.

Night messages on WhatsApp or the web form start an AI agent that asks what is leaking, whether the water is off and for photos. Emergencies reach the on-call plumber once the customer accepts the call-out fee, and the rest are booked for the morning.

A new booking on a unit serviced in the past 30 days is tagged as a callback and set to no charge. The service manager gets the original job details, and a monthly list shows which faults and parts cause repeat visits.