Powerful automations let your team get more done with less effort — from the first clock-in to the final invoice.
Time & field
Crews clock in from their phone or a shared tablet, geofences confirm they're on site, and approved time flows straight to payroll.
Projects & cost
Custom boards replace spreadsheets, while job costing compares estimates to actuals in real time — before margins slip.
Service work
Assign the right technician, keep equipment on a maintenance schedule and send the invoice the moment the job is done.
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Gain instant visibility into your team's hours and activity using the advanced real-time time tracking system.
Replace outdated spreadsheet trackers with modern, highly-customizable tracking boards.
Create any custom forms or documents for field teams or third-parties to complete.
Automate form routing, approvals, and downstream actions tied to form submissions.
Create geofences around job sites to automatically track time when workers enter and exit the site.
Manage company, project, and field team schedules seamlessly.
Teams can share photos from the field, photos can be automatically sent anywhere.
Deploy company tablets onsite instead of workers using their personal devices.
Track labour, equipment, and material usage in real time to maintain accurate job costing and operational visibility.
Capture daily work progress, activities and site updates directly from the field in real time.
Receive real-time progress data from your field team. No need to ask for it.
Track detailed budgets by viewing real-time data on specific tasks while the work is happening.
The easiest way to track contract documents and change orders.
Track schedule of values tied to contracts and progress billing.
Plan project timelines with Gantt charts, dependencies and milestones.
Create custom trackers across any department such as procurement, HR, construction, finance, and much more.
Add powerful workflow automations to your boards to update information automatically.
Users can collaborate together on any trackers across your entire operation.
Track field assets with mobile devices and QR codes, while receiving automatic updates.
Track materials and inventory using the super intuitive material management system.
Manage multiple divisions and opcodes for large-scale operations.
Control access and visibility across teams with configurable roles and permissions.
Find any data across your operation using powerful search capabilities.
Trigger automated workflows by simply uploading a file into a smart folder.
Send forms and documents to field teams or any external organizations for them to e-sign.
Import existing document templates or create your own templates.
Store files directly in AEP Build or transfer them to your existing solutions.
Control who can view or manage files and folders.
Manage drawings with advanced file viewer, revisions, and annotations.
Create work order workflows to simplify approvals and collect client signatures automatically.
Digitize all your safety documents into structured, trackable forms.
Automatically trigger approvals, notifications, and actions from safety submissions, with built-in conditional logic and smart routing to the right people.
Embed safety into any form or daily workflow — eliminate double entry.
Require form completion on clock-in or clock-out to ensure compliance.
Ensure workers understand safety procedures through digital assessments.
Track safety performance, incidents, and compliance in real time.
Configure workflows to automatically send/store completed timesheets wherever needed.
Stop collecting paper time cards or waiting for workers to manually input their hours, automate instead.
Automatically send hours to your accounting software to process payroll and access real-time financials.
Configure multi-level approval workflows for time entries to ensure accuracy, compliance, and proper oversight.
Track leads, follow-ups, and customer management in customizable CRM boards.
Create and manage client accounts effortlessly — clients can sign up simply using their email address.
Clients can view the real-time status of their projects and receive fully automated emails along the way.
Add your full company branding to your client portal to gain an edge over your competition.
Clients can communicate with your team seamlessly through your client portal.
Build and manage estimates using customizable tracking boards tailored to your workflow.
Manage the full bidding process — from opportunity tracking to proposal submission — within structured workflows.
Generate professional quotes and proposals directly from your estimates.
Maintain reusable price lists for materials, labor, and services to speed up estimating.
Track estimated vs. actual costs in real time across projects.
Create detailed project estimates with integrated tools for precise budgeting.
Send your clients invoices, collect payments, and update your accounting software instantly.
Invoices are automatically populated and sent to clients on your behalf.
Track and manage purchase orders across projects and vendors.
Manage vendor and subcontractor databases tied to financial workflows.
Gain valuable insights into any aspect of your operation using the powerful analytics engine.
Reports can be exported into popular formats such as excel, pdf, or image files.
Create custom data dashboards to build a complete window into your business.
Quick reports give you with useful reports across payroll and project financials.
AEP Build can integrate directly to your email service to send emails on your behalf.
Create custom automated emails and decide when these emails are triggered within a workflow.
AEP Build's built-in messaging system keeps teams coordinated.
Workflows can trigger automated messages.
Automated emails can also include automatic file attachments.
Track and manage employee certifications and expiration dates.
Automate onboarding with smart routing — assign documents based on employee type.
Track and manage employee leave requests, approvals, and availability across your workforce.
Manage the entire hiring and onboarding process — from candidate intake to employee setup — within automated workflows.
Ensure workers are trained and compliant by managing safety onboarding, certifications, and assessments within your safety workflows.
AEP Build offers several automations to save Procore users countless hours every week.
Workflows can transfer employee hours, generate invoices, reconcile payments and much more in Quickbooks Online.
Connect AEP Build to thousands of apps via Zapier integration.
Manage finances, inventory, operations, and reporting in one integrated system.
Sync financial data, invoices, and accounting workflows with Sage Intacct for accurate and automated financial management.
Send, sign, and manage documents digitally with seamless DocuSign integration.
Sync financial data, materials, and workflows with Explorer Eclipse ERP to streamline accounting and operations
AEP Build has been designed to automate any software through APIs.
Automate the use of any in-house systems via API integrations.
Assign the right technician to every call from a drag-and-drop board that updates in real time.
Keep every unit's service history, warranties and documents in one place for faster repairs.
Schedule recurring maintenance visits automatically so equipment never misses a service.
Track maintenance contracts, renewals and included visits for every customer.
Talk to our team about your trade, your crews and the way you work today — and see exactly how AEP Build fits.