Automations
The chain that turns a verbal direction on site into money in the bank. Each step happens without anybody remembering to do it.
The chain
The chain breaks in the same place every time: someone gives a verbal instruction, the electrician does the work, and no variation is ever raised. Step two is where the money is saved.
Site instruction → variation draft
When A site instruction is logged on site. Then A draft variation is created against the job within 60 seconds, priced from the rate schedule and attached to the instruction.
Variation approved → added to next claim
When A head contractor approves a variation. Then The variation is added to the next progress claim for that job and flagged in the claim build.
Reference date approaching → claim reminder
When 5 days before a job's contractual reference date. Then A reminder goes to the contracts administrator with the draft claim, stat dec and backup pack ready to review.
DLP ends → retention release request
When A job reaches PC or its Defects Liability Period ends. Then A retention release request is drafted to the head contractor with the contract clause and dates cited.
Claim short-paid → payment schedule review
When A payment schedule comes back below the amount claimed. Then A review task is created with the shortfall, the reasons given, and the deadline to lodge an adjudication application.
RFI unanswered 7 days → escalation
When An RFI has been open for 7 days with no response. Then An escalation email is drafted to the builder's project manager and the delay is noted in the site diary for any future EOT.
What is switched off
RFI escalation is off. Four RFIs are currently overdue, the oldest open 43 days on Northbridge Health — and the delay claim on Marsden Industrial rests on an RFI that went 19 days without an answer. Turning it on drafts the escalation email and writes the delay into the site diary automatically.