Construction

Smartsheet for the
builders who don't
have time to build software.

Construction teams shouldn't be writing custom code in spreadsheets. We build Smartsheet solutions that match how construction actually works — submittals, RFIs, schedules, punchlists, change orders — and scale from one project to a portfolio of fifty.

SectorsGC · Owner's Rep · Subs
Project Scale$1M to $1B+
Deployment ModelImplementation + ongoing
FootprintU.S. + Canada
01 The Problem

The trades run the schedule.
The schedule runs on a spreadsheet.

Most construction firms have either over-invested in Procore-style platforms that nobody fills out, or they're running 50 projects on Excel files emailed around. Smartsheet sits in the right middle — but only if it's set up the way construction actually flows.

Solutions built for the way
construction actually flows.

We design Smartsheet for the field — not for someone's idea of what the field should be using. Mobile-first inputs, real-time status, automatic reporting up to ownership.

/01 — Submittal & RFI Workflows

One log. Every project. Real status.

Standardized submittal and RFI logs that work across every project in your portfolio. Automated routing, reviewer assignment, due-date tracking, and instant rollups for owner's reports.

Standardized templates Bridge automation Mobile-friendly
/02 — Schedule & Milestone Tracking

Master schedules with field-level reality.

Project-level Gantts that roll up to portfolio dashboards. Look-ahead schedules generated automatically. Milestone slip alerts before the executive review meeting, not during.

Gantt views Critical path Look-ahead reporting
/03 — Punchlist & Closeout

From walkthrough to substantial completion.

Mobile punchlist intake that field teams will actually use. Photo attachment, sub assignment, status tracking, and final closeout reports formatted for ownership delivery.

Mobile forms Photo capture Closeout reporting
/04 — Subcontractor Compliance

Insurance, W-9s, prequalification — tracked.

Centralized subcontractor compliance tracking. Insurance certificate expirations alert before they lapse. Prequalification packages collected via automated workflows. Audit-ready in any quarter.

Document automation Compliance alerts Audit trail
/05 — Change Order Management

Documented decisions, even when it's urgent.

Change order workflows that work as fast as the field. Mobile-friendly intake, automated routing for approval, automatic logging in the project record. No bypassed paperwork.

Approval workflows Mobile-first Document trail
/06 — Portfolio Reporting

Executive dashboards from real data.

Owner-facing dashboards that pull from the actual project sheets — not from manual spreadsheets compiled the day before. Drillable from portfolio to project to RFI in three clicks.

Control Center Cross-project rollups Drillable dashboards
03 Representative Engagements

The work, in practice.

Anonymized snapshots of construction-sector engagements. Specific clients available on request.

Built for the way
construction actually buys.

Most software vendors treat construction like enterprise IT. We treat it like construction — fast decisions, mobile field reality, owners who want answers in hours not weeks.

/01

We start where you are.

If you're already deep in Procore, Smartsheet doesn't replace it. If you're on Excel and email, Smartsheet replaces both. If you're somewhere in between, we figure out what stays and what goes — without an 18-month migration.

/02

Field-first design.

Mobile forms, photo capture, fast intake. If your field team won't use it, it doesn't matter how clean the architecture is. We design for thumbs and gloves, not desks and keyboards.

/03

Same team, end to end.

The consultant who scopes your engagement is the one who builds it, trains your PMs, and stays available after launch. Project closeout is when you need support most — not when you start over with a new account rep.

05 FAQ

Questions teams actually ask.

Often, yes — but for different things. Procore is strong on submittals, RFIs, and document management within a single project. Smartsheet is strong on portfolio rollups, cross-project reporting, custom workflows, and the operational work happening outside the construction side of the business (HR, contracts, business development). Most of our construction clients run both, with Smartsheet handling what Procore can't.

Adoption is design, not training. We build mobile-first forms with minimal fields, photo capture, and offline-tolerant workflows. We've also seen what doesn't work — clunky multi-step forms, mandatory fields nobody knows the answer to, processes that take longer than a clipboard. We design for what the field will actually use, then train around that.

Yes — and this is one of the highest-leverage moves in construction Smartsheet. Owner-facing dashboards that pull live data from the project sheets eliminate the Friday-afternoon manual rollup, give ownership self-service visibility, and free PMs to actually manage projects.

Centralized in Smartsheet with automated expiration alerts. Insurance certificates, W-9s, prequalification packages, OSHA training records — all tracked in one place with renewal workflows that prompt before things lapse. Audit-ready in any quarter.

Most engagements are time-and-materials with a Not-To-Exceed cap. Smaller scopes (under $25K) are sometimes structured as fixed-fee. Ongoing managed support is monthly retainer. We'll give you a real number from a discovery call — not a brochure rate sheet.

Both. Training is included in most implementation engagements and is also available standalone. We tailor sessions to the roles in a construction org — PMs, superintendents, project engineers, ownership — and to the actual environment we built, not generic Smartsheet content.

Two ways to start
the conversation.

Whether you're already deep in Smartsheet or just exploring whether it's right for your organization — we'll listen first and tell you honestly what we'd recommend.

Ready to talk

Book a 30-min
discovery call.

Pick a time that works. We'll come prepared with questions about your workflows and walk away with a clear next step.

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Have a question

Send us a
message.

Quick question, project scoping, or RFI? Drop us a line — submissions land directly in our Smartsheet, no black hole.

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