TradeFlo
A free workflow review for your construction office
Which bit of the office work keeps coming back to you?
Bring that process to a free workflow review. We talk it through with the people doing the work and help you decide where AI is worth using.
Three things you hold at the end. Yours to keep.
A workflow map: the route from the first document to the final decision, with each handover named.
A fix list: the places work waits, information gets copied or a missing detail sends the job back.
A recommendation: what to tackle next, what needs checking and whether an AI build is worth considering.
A workflow map
Supplier comparison: workflow map
Estimator receives the quotes
Source: the project inbox and attachments
Office prepares the comparison
Waiting point: an exclusion needs clarification
Buyer checks the package
Decision: ask the supplier or accept the scope
How the review runs
Bring the job
You choose a recent example and invite the people handling it. We note where the process starts and which decision brings it to a close.
- Remove private details from sample files
- Bring the version people actually use
Talk it through
Your team walks us through the awkward handovers. We ask about exceptions and write down the questions that need an answer before anything changes.
- No passwords needed for this conversation
- Tell us what happens when the usual route fails
Choose what happens next
We talk through the findings with your office lead. You leave with a clear next decision and can take the work to your own team.
- Any paid scope is a separate agreement
Planning the conversation
Is this a process audit?
Yes, for one process at a time. We follow it with the people who do the work and hand you a workflow map, a list of issues to tackle and a written recommendation.
What if we cannot choose a process?
Tell us what keeps landing back on your desk. We can help narrow it down before the conversation.
Does everyone need to attend?
We need the people who know the handovers and someone who can decide on the next step. Tell us if getting them together is difficult.
Do you need a login?
No. A walkthrough and the paperwork you choose to share are enough for the first conversation.
Can we use the findings with another supplier?
Yes. You can share the documents with whoever you choose.
Tell us where the job gets stuck.
A supplier comparison, a variation (change order), a valuation (payment application) or another office handover.
Choose your region