Construction, engineering and trades
Site forms, purchase requests and checklists that reach the office the same day.
Crews fill in paper or snap photos, the office retypes it, and purchase approvals wait on a text message. We turn one of those processes into a phone-friendly form and a tracker in the Microsoft 365 you already have, at a fixed price.
Where the time goes
“Can I order this?”
Purchase requests go by text or phone call, and nobody can see what was approved.
“Where’s the safety sheet?”
Daily checklists come back on paper, days late, or not at all.
“Who’s on that job?”
Site reports, photos and notes are scattered across phones and inboxes.
“I’ll update the tracker tonight.”
One person in the office keeps the job list alive by hand.
What we usually build
Every build runs inside the Microsoft 365 you already pay for. Fixed price, plus HST, agreed before we start.
| Process | What changes | Package |
|---|---|---|
| Purchase and materials requests | Foreman submits from a phone; manager approves in Teams; the office sees every request and its status | Approval Flow, $1,500 |
| Daily site reports and safety checklists | A phone form with photos lands in one list per job, with reminders when one is missing | Intake to Tracker, $2,000 |
| Service or warranty requests | Customer or staff requests go into one tracker with an owner, due date and status dashboard | Intake to Tracker, $2,000 |
| Project document site | Drawings, permits and specs organised by job, with the right people seeing the right files | Document Hub, $2,500 |
Most companies start with site forms or purchase requests. See all packages and prices.
Questions from firms like yours
Do crews need laptops?
No. Forms work in a phone browser or the Microsoft Teams app, and photos attach straight from the camera.
What if there’s no signal on site?
A standard form needs a connection to submit. If your crews often work out of range, we look at an offline-capable option on the first call.
What Microsoft 365 plan do we need?
Business Standard or higher for office staff. Field staff can often use lower-cost plans; we confirm on the first call.
Can it replace our job management software?
It’s meant for the gaps around it: forms, approvals and checklists that still run on paper. It can sit alongside what you use.
Pick one process. We’ll fix it this month.
A free 20-minute call. You’ll leave with a clear idea of what’s possible, even if you don’t hire us.
or email hello@routewell.ca