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TAO Flow · Workflow Automation

Automate The Work.
Accelerate The Results.

TAO Flow automates scheduling, approvals, notifications, work orders and repetitive administrative tasks, allowing your team to focus on building instead of managing paperwork.

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TAO Flow · Live Workflow
RUNNING
OFFICE
FIELD
CUSTOMER
SUBCONTRACTOR
AI FLOW
Steps automated
1,284
Avg cycle
2.3d
SLA hit rate
98%
Why TAO Flow

Construction Workflow Without The Bottlenecks

Chase fewer approvals. Send fewer status updates. Manage less paperwork. TAO Flow orchestrates the work so your team can focus on building.

Workflow Automation

Automate repetitive office tasks.

Smart Scheduling

Coordinate crews and projects automatically.

Approvals

Digitize approvals and project workflows.

Real-Time Notifications

Keep everyone informed instantly.

Key features

Every workflow.
One intelligent engine.

Smart Scheduling

AI-optimized crew, resource and project scheduling — respecting availability, drive time and dependencies.

Automated Notifications

SMS, email, push and Slack/Teams alerts keyed to every workflow milestone.

Digital Work Orders

Paperless work orders with GPS check-in, photo capture, signature and instant sync back to the office.

Inspection Management

Custom checklists, photo evidence, geotagged records and audit-ready exports for every trade.

Approval Routing

Serial, parallel or conditional routing with SLA timers, escalation and single-tap mobile approvals.

Task Management

Assign, dependency-link, prioritize and track tasks across office, field and subcontractor teams.

Workflow Templates

Battle-tested templates for lead-to-close, jobsite ops and warranty — plus a no-code builder.

Performance Tracking

Cycle time, SLA breach rate, bottleneck detection and team-level analytics on every workflow.

Business benefits

Eliminate Administrative Bottlenecks

ADMINISTRATIVE TIME
-58%
TEAM PRODUCTIVITY
+34%
PROJECT COORDINATION
+2.7x
MISSED DEADLINES
-72%
CUSTOMER COMMUNICATION
+45%
OPERATIONAL EFFICIENCY
+40%
Who benefits

Built For The Way Contractors Work.

Residential Builders

Automate the buyer journey from selection to closing — sales, design, purchasing, VPO and warranty.

Commercial Contractors

Sub-contractor onboarding, RFIs, submittals, change-order routing and closeout — orchestrated end-to-end.

Roofing

Storm-response leads, EagleView orders, insurance packets, install scheduling and final invoicing.

HVAC

Service tickets, dispatch, parts requests, tech certifications and PM-agreement renewals — automated.

Electrical

Permit tracking, panel-upgrade approvals, EV-charger workflows and inspection follow-through.

Property Management

Tenant intake, maintenance triage, vendor SLA enforcement and turnover checklists in one flow.

Product demonstration

Experience Intelligent Workflow Automation.

Two minutes. One end-to-end workflow. Zero paperwork.

DEMO · 2:12
Lead → Estimate → Schedule → Close
FAQ

Frequently Asked Questions.

Fully. Use the no-code builder to design branches, conditions, SLAs, escalations, notifications and approvals — or start from one of 40+ construction-specific templates and adapt it in minutes.
Yes. Any step can be auto-approved based on rules (amount, project, region, requester role) or routed to serial, parallel or conditional approvers with mobile one-tap sign-off.
Yes. Subs get free, project-scoped guest access to complete assigned steps — check-in, photo upload, checklist completion, invoice submission — without needing a full seat license.
Yes. Automated SMS notifications on every workflow event (assignment, approval, delay, completion) — with 2-way replies routed back into the workflow record.
Yes. SLA timers, deadline reminders, escalation notices, follow-up nudges and recurring reminders (daily, weekly, custom cadence) are configurable on every step.
Deeply. TAO CRM contacts, deals and pipelines are first-class entities in TAO Flow — every workflow can read and write CRM records natively, and workflow status is visible on every contact/deal card.
Related products

Complete Your Platform

TAO Flow shares data natively with every product on the TAO Nexus platform. Pair it with these to unlock the full loop.

Build faster by automating smarter

Build Faster By Automating Smarter.

Book your personalized demonstration and discover how TAO Flow transforms repetitive work into intelligent automation.

TRUSTED BY CONSTRUCTION PROFESSIONALS

Trusted By Construction Professionals

TAO Nexus helps contractors streamline operations, improve communication, automate repetitive work and gain complete visibility across every project.

24/7
AI Business Operations
100%
Cloud-Based Platform
Real-Time
Construction Intelligence
Scalable
Built For Growing Companies

“TAO Nexus has completely changed how we manage communication, scheduling and project visibility. Our team spends less time chasing information and more time building.”

Future Customer Case Study
JOINING A GROWING NETWORK OF CONTRACTORS
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