Return incomplete forms, send purchase orders, file agreements. Every one is ready to run, and you can adjust it in plain language.
Group uncovered job materials into supplier draft orders.
Get draft purchase orders for missing materials on upcoming ServiceM8 jobs, with job notes that flag gaps before crews start work.
Open setup cases for suppliers who need onboarding after approval.
Your supplier setup work follows purchase orders, with a linked case when needed and a clear reason when no new case opens.