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Business setup · Industry

Construction contractor

Tenders from specification to contract, progress payments, a cost budget per site and crew days on the books.

Use in EraAll templates
modules
11
agents
3
workflows
1
site pages
4

What Era prepares for this business

For a contractor building factories, housing and commercial buildings. Each opportunity collects its specifications and drawings through a document link, the bill of quantities is priced into a quote, a won job becomes a contract split into progress payments, and every site has a cost budget that warns you at 80% — before the margin is gone. Site supervisors log their crew days against the customer.

Modules11

  • Sales
  • Quotes
  • Document requests
  • Finance
  • Invoices
  • Budgets
  • Reports
  • Website
  • Dashboards
  • Workflows
  • AI

Agents3

  • Tender analyst

    Reads every uploaded specification and lists deadlines, bonds and experience requirements.

  • Site cost controller

    Watches every site budget and explains which line is running over.

  • Progress payment follower

    Reminds you to prepare each month’s progress payment and follows the owner until it is paid.

Every lead, with its stage in plain sight

Leads come in from Instagram, a form or WhatsApp and land as new. Log the calls and set the next follow-up; an overdue one turns red. For a won customer, the quote and the payment come from the same record.

How it’s set up

Four steps. Era does the first two; you connect your channels and get to work.

  1. 1Pick the setup

    When you sign up you pick your business; Era suggests the right setup.

    Construction contractorAnother business

  2. 2Era sets it up

    Modules switch on, agents and workflows are prepared, sample records are added.

    • Sales
    • Quotes
    • Document requests
    • Finance
    • 3 agents

  3. 3Connect your channels

    Connect your accounts once so every message lands in one inbox.

    • WhatsAppConnect
    • InstagramConnect
    • GmailConnect
    • Google CalendarConnect

  4. 4Start

    Your agents are ready. Type or say what you need to Era.

    • Tender analystReady
    • Site cost controllerReady
    • Progress payment followerReady
    Ask Era anything…

Workflows included in this setup

Similar templates

Start with Construction contractor

Runs on your own Claude or ChatGPT subscription, or your API key.

Use in Era