Virtual Office / Custom Workflow Automation
Custom reporting, vendor integrations, and tailored workflows built through JSV Forge — for contractors who need more than out-of-the-box.
Automation active
Lead Follow-Up
Trigger: New lead added
Actions: 3 emails + task
842 triggers this month
Inspection Notify
Trigger: Inspection passed
Actions: SMS + checklist
Invoice Reminder
Trigger: Invoice overdue 7d
Actions: Email + flag
Custom workflows, reports, and integrations built around how your business actually runs. Using JSV Forge — our AI-powered builder — we configure automated follow-ups, custom dashboards, vendor connections, and approval flows that fit your process, not the other way around.
Every contractor runs differently. We build custom workflows around how YOU work. Whether you need job profitability reports by trade, auto-assigned inspection checklists, or multi-location rollup dashboards — we configure it inside JSV so your team can focus on building, not on busywork.
Build reports for job profitability, crew utilization, and cost tracking across every project
Create CAC-by-channel reports so you know exactly where your leads are coming from
Design automated weekly and monthly report delivery to your inbox
Customize dashboards with the KPIs that actually matter to your business
Connect JSV to supply house ordering systems for seamless material procurement
Integrate fleet tracking and GPS data into your project dashboards
Sync time clocks and attendance systems with JSV payroll
Bridge data between your existing tools so nothing falls through the cracks
Set up auto-follow-ups that fire when a lead goes cold or a proposal is viewed
Auto-assign checklists and tasks when a project hits a new stage
Trigger notifications to your team when inspections pass, payments arrive, or deadlines shift
Chain multiple actions together so one event kicks off an entire sequence
Aggregate revenue, job counts, and performance data across all your locations
Give HQ a single dashboard view without logging into each location separately
Compare location performance side-by-side with standardized metrics
Roll up franchise reporting for investor or stakeholder presentations
Build specialized intake forms for new clients, change orders, or warranty requests
Create inspection checklists tailored to your trade and local code requirements
Set up approval workflows so POs, change orders, or bids route to the right person
Digitize your paper forms and eliminate manual data entry
Move your data from spreadsheets, legacy software, or paper records into JSV
Clean and normalize messy data so it works properly in your new workflows
Train your team on the custom workflows and reports we build for you
Provide documentation so your team can maintain and adjust workflows over time
We automate your workflows — we don't build software from scratch.
No more manual follow-up sequences
automated workflows handle the timing, the reminders, and the escalations so nothing slips
No more copy-paste between tools
integrations sync your data automatically so you enter it once and it flows everywhere
No more one-size-fits-all reports
custom dashboards show the exact metrics your business needs to make decisions
No more data silos
every tool, every location, and every team member feeds into one unified system
No more spreadsheet chaos
structured forms, approval flows, and automated workflows replace your manual processes
No more training without documentation
every custom workflow comes with guides so your team can use it confidently
Morning. Reviews automation health — checks workflow trigger logs, failed actions, and integration sync status across all active automations.
Mid-Morning. Builds or refines custom reports based on your latest requests. Tests new workflow triggers in staging before pushing live.
Midday. Connects new vendor integrations, maps data fields, and validates that information flows correctly between systems.
Afternoon. Configures approval flows, builds custom forms, and sets up notification chains for new project stages or milestones.
End of Day. Documents all changes, updates training materials, and logs automation performance metrics. Flags any workflows that need attention.
Every contractor runs differently. We build custom workflows around how YOU work — not the other way around.