Construction Companies
Construction Workflow Automation & Software Integration
Connect field operations, project management, construction accounting, approvals and reporting without replacing the systems your teams already use.
Industry-Specific Automation Services
High-value workflows organized around the work
Each service keeps a named person responsible for approvals and exceptions. Platform access, licensing, and integration depth are confirmed during assessment.
Priority Workflow · High Operational Value
Project Management ↔ ERP & Construction Accounting Integration
Align approved project and financial records between field teams and accounting while preserving the accounting team’s control over what enters the ledger.
Workflow VAST MEDX can coordinate
- 01Map projects, vendors, cost codes and work breakdown structures
- 02Route commitments, change orders, pay applications and invoices
- 03Require accounting acceptance where financial records are affected
- 04Send unmatched or incomplete records to an owned exception queue
With VAST MEDX
Mapped handoffs move approved records between systems, while controlled exceptions go to the right owner for review.
Without VAST MEDX
Project managers and accounting staff re-enter records, reconcile codes in spreadsheets and chase missing context across email.
Procore · Autodesk Construction Cloud · QuickBooks Online · Sage 300 CRE · Sage Intacct · CMiC · Acumatica
Discuss This Workflow →Priority Workflow · Margin Protection
Change Order & Project Cost Exception Workflow
Create a controlled path from a field event or potential change through documentation, commercial review, approval and accounting status.
Workflow VAST MEDX can coordinate
- 01Capture the originating field event and required evidence
- 02Flag missing scope, attachments, pricing or responsible owner
- 03Route commercial and client approvals using defined thresholds
- 04Compare project and accounting status before reporting
With VAST MEDX
Each potential change becomes a traceable workflow with required evidence, ownership, approvals and an exception path.
Without VAST MEDX
Potential changes remain in messages or field notes, supporting records arrive late and status differs across teams.
Procore · Autodesk Construction Cloud · Fieldwire · Sage 300 CRE · CMiC · SharePoint · Microsoft Teams
Discuss This Workflow →Finance + Operations Workflow
Subcontractor Onboarding, Pay Apps & Compliance Routing
Coordinate vendor intake, required documents, renewal reminders, pay-application readiness and human compliance review.
Workflow VAST MEDX can coordinate
- 01Collect W-9, insurance, agreement and required project documents
- 02Extract dates and route upcoming expirations to the responsible reviewer
- 03Check required items before pay applications advance
- 04Keep legal, safety and insurance decisions with qualified people
With VAST MEDX
A standardized intake and reminder path gives reviewers and AP a shared status without automating compliance judgments.
Without VAST MEDX
Teams chase documents by email, AP cannot see readiness clearly and renewals or missing files can be overlooked.
Procore · Autodesk Construction Cloud · Buildertrend · DocuSign · QuickBooks Online · Sage · CMiC
Discuss This Workflow →Revenue-to-Delivery Workflow
Bid-to-Project & CRM Handoff
Move an approved opportunity from CRM or preconstruction into project delivery without recreating the customer, contacts, documents and responsibilities.
Workflow VAST MEDX can coordinate
- 01Trigger project activation from an approved opportunity stage
- 02Create the required project, company and contact records
- 03Route estimates, scope documents and owner information
- 04Assign kickoff tasks and flag incomplete setup data
With VAST MEDX
A controlled activation checklist transfers approved information and assigns missing items before project kickoff.
Without VAST MEDX
Sales, estimating and project teams recreate records and begin delivery with missing or inconsistent information.
HubSpot · Salesforce · Pipedrive · BuildingConnected · Procore · Autodesk Construction Cloud · Buildertrend
Discuss This Workflow →Executive Visibility Workflow
Construction Reporting & Governed AI Coordination
Prepare project briefs, daily-report checks, meeting actions and recurring executive updates from approved project sources.
Workflow VAST MEDX can coordinate
- 01Check required daily or weekly reporting inputs
- 02Assemble source-linked summaries and outstanding actions
- 03Draft follow-ups for human approval
- 04Publish approved reports to the selected leadership destination
With VAST MEDX
Approved sources feed a repeatable report-preparation workflow, with people reviewing the final message and material decisions.
Without VAST MEDX
PMs manually collect updates, rewrite the same information and spend reporting cycles checking whose data is current.
Procore · Autodesk Construction Cloud · Fieldwire · Microsoft 365 · SharePoint · Power BI
Discuss This Workflow →Client Software Environment
We work around the software the client already owns.
Project & Field
- Procore
- Autodesk Construction Cloud
- Buildertrend
- Fieldwire
- BuildingConnected
Accounting & ERP
- QuickBooks Online
- Sage 300 CRE
- Sage Intacct
- CMiC
- Acumatica
- NetSuite
CRM & Documents
- HubSpot
- Salesforce
- Pipedrive
- SharePoint
- Microsoft 365
- DocuSign
Reporting
- Power BI
- Excel
- Procore Analytics
- Autodesk Construction Cloud Reports
Common questions
- Can VAST MEDX connect Procore with construction accounting software?
- We can assess native Procore ERP connectors, data mappings, approval requirements and remaining workflow gaps for platforms such as QuickBooks Online, Sage 300 CRE, Sage Intacct, CMiC and Acumatica. Delivery depends on the client’s licenses, permissions and supported connector access.
- Do you replace Procore, Autodesk Construction Cloud or Buildertrend?
- No. Those platforms remain the systems of record. VAST MEDX focuses on cross-system handoffs, exception handling, reporting preparation and workflow controls that sit around the client’s approved software.
- Can AI agents approve change orders or contracts?
- Not by default. AI can help classify documents, check completeness, prepare summaries and draft follow-ups, while authorized people retain commercial, contractual and financial approval.
- Where should a construction automation project begin?
- Start with one repeated, measurable workflow that crosses teams or systems—often project-to-accounting handoffs, change-order exceptions, pay-application readiness or recurring reporting.
Clear answers before implementation
Tell us the workflow—not your budget.
Share your industry, current software, and the process that keeps slowing the team down. VAST MEDX will identify what should remain native, what may be connected, and what requires human control.