Industry Package
Win more bids. Keep clients informed. Close out projects cleanly.
General contractors run long, high-value projects with a lot of moving parts — leads, subcontractors, change orders, milestone billing, and client communication that has to hold together for months. Frontier packages the lead-qualification, documentation, and status-update automation that keeps a project office running without a full-time administrator dedicated to it.
Hear it answer a call →Common Problems
- ×Leads come in without enough information to know if a project is worth bidding
- ×Client and subcontractor documents get chased manually, one email at a time
- ×Insurance and license expirations go unnoticed
- ×Change orders sometimes proceed before they're actually approved
- ×Clients repeatedly ask for status updates on long projects
- ×Milestone billing is missed or delayed
- ×Project closeout tasks get missed at the finish line
- ×Long sales cycles mean leads go cold without follow-up
Core Systems We Configure
- Frontier Lead Recovery — No lead goes cold because you were busy.
- Frontier Smart Intake — Turn a new customer into a complete file, automatically.
- Frontier Document Processor — Stop typing data off PDFs.
- Frontier Schedule Recovery — Every cancellation gets refilled before it costs you the day.
- Frontier Payment Follow-Up — Get paid without playing collections agent.
- Frontier Morning Brief — Your whole business, in one message, every morning.
Built For
Industry Add-Ons
Specialized modules that extend the core systems above for this trade. Available modules depend on your Frontier package, software integrations, and business workflow.
Estimate & Proposal Follow-Up
Automatically follows up on estimates or proposals for larger jobs that haven't been approved yet.
Job Photo Organization
Sorts before/after job photos onto the right job record automatically.
Material Request Workflows
Turns a logged material need into a request workflow instead of a note someone has to remember.
Project Lead Qualification
Collects project scope, budget range, and timeline from new leads before a bid is prepared.
Client Document Collection
Requests and tracks documents needed from the client before a project can start.
Subcontractor Document Collection
Requests and tracks insurance certificates and required paperwork from subcontractors.
Insurance & License Expiration Tracking
Tracks business insurance and license expirations and flags them well ahead of time.
Change Order Approval Routing
Routes change orders to the right approver and tracks sign-off before work proceeds.
Project Status Updates
Sends clients routine project status updates without a manager typing them by hand.
Invoice Milestone Reminders
Sends and follows up on milestone-based invoices as a project progresses.
Project Closeout Workflow
Tracks the final checklist — punch list, final invoice, documentation handoff, review request.
Example Workflows
- 1A project inquiry comes in — Project Lead Qualification captures scope, budget, and timeline before an estimator spends time on it
- 2A subcontractor joins a project — Subcontractor Document Collection requests and tracks their insurance paperwork automatically
- 3A billing milestone is hit — an invoice goes out and Payment Follow-Up tracks it like any other
- 4A project nears completion — the closeout workflow tracks the punch list through to a final review request
Live Dashboard
- • Active bids
- • Projects in progress
- • Change orders pending approval
- • Subcontractor documents outstanding
- • Milestone invoices due
- • Insurance/license renewals approaching
- • Projects nearing closeout
Powered by Frontier Morning Brief's live dashboard delivery mode.
Connects With
- CRM systems
- Cloud document storage
- QuickBooks
- E-signature platforms
- SMS/email
Available integrations depend on the software your business currently uses and the complexity of the workflow — confirmed during your Automation Assessment, never assumed.
Recommended Frontier Package
Most Contractor Automation Suite customers start at Professional – Business, depending on volume and integration complexity — the Automation Assessment confirms the right fit.
Human Review & Escalation
Frontier routes and tracks change orders, documents, and approvals — it does not approve change orders, make contractual decisions, or provide legal advice. Every approval and contract decision is made by your team.
Frequently Asked Questions
Does this replace project management software?
No — Frontier connects to the tools you already use where supported; it automates the repetitive communication and tracking work around your existing systems.
Can it handle multiple active projects at once?
Yes — documents, milestones, and status updates are all tracked per project.
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