AI-Agents for Buyers
Buyers can spend more time weighing cost, quality, and fit with Agents.
Draft orders for missing job materials by supplier.
Get draft purchase orders for missing materials on upcoming ServiceM8 jobs, with job notes that flag gaps before crews start work.
4 toolsOpen a setup case when your approved order needs a new supplier.
Your supplier setup work follows purchase orders, with a linked case when needed and a clear reason when no new case opens.
Send the listing when a watched product becomes orderable.
Your buyers get a stock alert with the listing link when a 15-minute check finds their watched product ready to order.
6 toolsShow where supplier bills differ from the purchase orders you placed.
Your approver sees the purchase order link and line differences on the bill before making a decision.
Name missing supplier details before a purchase goes to approval.
Your requesters see the fixes their purchase requests need before managers spend time reviewing them.
Show available budget beside requests awaiting your review.
See how pending purchase requests fit your remaining budget before approval, with any shortfall written on the request.
Prepare supplier drafts with quantities and prices ready for review.
Get draft purchase orders after warehouse counts. Review supplier groups, quantities, prices, and expected arrival dates.
Remind approvers about purchases waiting past their due dates.
Your approvers get a focused reminder on the open task, so you spend less time chasing overdue purchase decisions.
Open a follow-up task when your supplier agreement awaits an overdue signature.
Late internal signatures become follow-up tasks for your procurement owners, so supplier-signed agreements keep moving.
See new marketplace products when reviewing assortment opportunities.
Get a weekly view of new and changed marketplace products, with links back to listings and a clear list of pages to revisit.
Show current budget balances beside purchases under review.
Your reviewers can see a current budget balance beside pending purchases before deciding, with a fresh note when the figure changes.
Return requests missing the details needed to review a purchase.
Your budget owners get clearer purchase requests, and requesters know exactly what to add before review can continue.
