Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Escalate stalled job purchases before supplier quotes expire.
Your escalation owner gets a clear overdue case in team chat. The quote and decision needed appear together.
Assemble approved forms for each new crew member into a checked PDF.
Get a printable new hire packet PDF in your HR chat, with your chosen forms in order and every page checked before you send it.
Stage state forms for new field crews and flag outdated copies.
Your HR team gets a new hire packet for the confirmed work state, with a review checklist and any missing forms flagged before delivery.
Flag mismatches between material requests and supplier quotes.
Your approver gets a clear quote check in the approval chat, including any supplier or total that conflicts with the purchase form.
Alert the policy owner when jobsite purchase requests cross spending limits.
Your policy owner gets a private alert when a purchase request breaks your spend rules, so they can choose the next reviewer.
Prepare site worker hire forms using role and location rules.
Get new hire packet forms ready for HR review, with details from HR's request filled in and the hire's remaining fields clearly marked.
Request missing direct deposit forms from field crews in private chat.
Your payroll team can get missing authorizations moving without chasing employees manually. Employees receive a private request with a secure way to add the form.
Return purchase requests missing a department or needed date.
Keep incomplete purchase requests out of your approval queue and give requesters the exact fixes they need in chat.
Match field and office hires to their required packet pages.
Your new hire packet comes back as a PDF in your private HR chat, with a checklist that shows which pages are ready and what you still need.
Draft jobsite hire packets and flag missing first-day plans.
Get a new hire packet draft in your manager chat, using the materials you choose and flagging first-day details to confirm.
Flag changes to approved project scope in revised quotes.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
Show supplier clearance for purchases tied to building projects.
Your purchasing reviewer gets the supplier's current status and request link in chat, with any clearance issue called out before approval.