Engineering firms — Automation for engineering firms
RFPs arrive by the dozen, field notes become reports by hand, and licenses and hours need constant tracking. These are the parts software can take over, with the engineer of record and the PM still deciding every finding, seal and technical call. 31 automations fit, each with an example and workflow written for engineering firms.
What engineering firms automate
Showing 31 use cases for engineering firms
- Calls & leadsBuilt for a clientInstant lead responsePrivate client inquiries get a quick reply asking for site address, project type and schedule, plus a call link.Engineering firmsHow it works
- Calls & leadsBuilt for a clientLead qualification & routingReads new RFPs and project inquiries, checks discipline, location and deadline, and routes them for a go/no-go call.Engineering firmsHow it works
- Calls & leadsPlanned for a clientQuote follow-upFollows up on submitted proposals on a schedule and alerts the PM when a client replies, awards or asks questions.Engineering firmsHow it works
- Calls & leadsBuilt for a clientQuote & proposal builderDrafts a proposal with scope by task, staffing, hours and fee from past projects, for the PM and principal to finish.Engineering firmsHow it works
- SchedulingBuilt for a clientOnline self-bookingHomeowners and buyers book structural or foundation evaluations online, from the engineers' real field calendar.Engineering firmsHow it works
- SchedulingAppointment remindersOwners and contractors get reminders before site visits, with access needs and what must be exposed or ready.Engineering firmsHow it works
- SchedulingPlanned for a clientDispatch schedulingSuggests which field tech or inspector to send to each site visit, and tells the contractor when they'll arrive.Engineering firmsHow it works
- Intake & documentsBuilt for a clientDigital intake formsProject requests come in through one form that asks for the site, scope, deadlines and existing files.Engineering firmsHow it works
- Intake & documentsClient onboardingRuns the steps after a contract is signed: project setup, billing terms, data requests, insurance and kickoff.Engineering firmsHow it works
- Intake & documentsDocument collectionAsks the client for the topo survey, will-serve letters, base files and title report, and tracks what's missing.Engineering firmsHow it works
- Intake & documentsBuilt for a clientDocument data extractionReads lab sheets, field test logs and boring logs, and drafts the data for reports and your project records.Engineering firmsHow it works
- Intake & documentsBuilt for a clientDocument generationBuilds SF 330 sections, resumes and project sheets for proposals from your employee and project records.Engineering firmsHow it works
- Intake & documentsDocument classificationWorks out what each survey, geotech report, drawing set and agency letter is, files it by project and routes it.Engineering firmsHow it works
- Intake & documentsVisit reports from field notesTurns field observations, photos and voice notes into a site visit report, sent after the engineer of record reviews.Engineering firmsHow it works
- Customer communicationCustomer status updatesTells clients when plans are submitted, comments come back and permits are approved, with the next step.Engineering firmsHow it works
- Customer communicationInbox triageSpots RFIs, submittals and agency review comments in project email, logs them to the project and routes them.Engineering firmsHow it works
- Customer communicationMeeting notes & follow-upsTurns design coordination and client meetings into minutes, action items and a draft follow-up for the PM to send.Engineering firmsHow it works
- Billing & paymentsBuilt for a clientInvoicing automationDrafts monthly project invoices from hours, percent complete and expenses in your ERP, for the PM to review.Engineering firmsHow it works
- Billing & paymentsPayment remindersReminds clients before and after invoices are due, includes a payment link, and stops when paid.Engineering firmsHow it works
- Billing & paymentsSupplier invoice processingSubconsultant invoices from surveyors, drillers and labs are matched to the subcontract and drafted as bills.Engineering firmsHow it works
- Billing & paymentsExpense receipt routingReads mileage logs and field receipts, matches them to card charges, and codes them to the right project.Engineering firmsHow it works
- Inventory & operationsBuilt for a clientProduction tracking boardA live board of every project from fieldwork to design, QC, sealing and submittal, with a view for each role.Engineering firmsHow it works
- Inventory & operationsBuilt for a clientApproval workflowsProposals over a set fee, additional services and write-offs go to a principal to approve, with each decision logged.Engineering firmsHow it works
- Inventory & operationsCompliance trackingTracks PE licenses by state, PDH hours, firm registrations and certifications, with reminders before anything lapses.Engineering firmsHow it works
- Inventory & operationsRecurring task coordinationSchedules repeat inspections like stormwater checks, assigns them with a checklist, and follows up until done.Engineering firmsHow it works
- Team & HREmployee onboardingRuns a new engineer's first weeks: paperwork, software accounts, safety training, licensing goals and check-ins.Engineering firmsHow it works
- Team & HRTimesheets & payroll prepCollects hours by project and phase, flags time on closed phases or overhead mix-ups, and gets PM approval.Engineering firmsHow it works
- Team & HRStaff schedulingDrafts weekly staffing for engineers and CAD techs from project hours and deadlines, for a principal to approve.Engineering firmsHow it works
- Data & reportingBuilt for a clientSystem syncKeeps projects, contacts, budgets and documents matched between your ERP, Procore and file storage.Engineering firmsHow it works
- Data & reportingAutomated reportingSends principals a weekly report on project budgets, backlog, utilization and unbilled work, with a short summary.Engineering firmsHow it works
- Data & reportingData cleanup and alertsFinds projects with no contract value, old unbilled hours and duplicate clients, and alerts the person who can fix it.Engineering firmsHow it works
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