Return incomplete forms, send purchase orders, file agreements. Every one is ready to run, and you can adjust it in plain language.
Send complete trade bid packets to reviewers and log the versions.
Your evaluator gets the proposal and price sheet together, and your review task shows which versions went out.
Return subcontractor contract requests missing a W-9.
Your requesters get a clear W-9 correction email. Their contract tasks wait in your needs-documents section with a comment.
Attach signed materials agreements to the matching purchase tasks.
Your purchase tasks carry the completed supplier agreement link, so your team can open the right document from the order's task.
Attach updated material quotes to the original purchase requests.
Your approver sees the supplier's new quote on the original purchase request, with a link back to the buyer's task.
Hold drawing handoffs when a changed file needs fresh review.
Keep changed drawings from moving forward on an old sign-off. Your coordinator gets a linked review with the current file and prior decision in view.
Return subcontract approvals with missing contract files for correction.
Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.
Assign missing I-9 evidence tasks for jobsite hires.
Your onboarding coordinator gets a clear task when a hire approval lacks I-9 evidence. They can see the missing item and the hire packet link.
Route project purchase requests with quotes to budget owners.
Your budget owners get the purchase details and quote link together in an assigned task, ready to review.
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.
Open follow-up tasks for overdue materials supplier signatures.
Your procurement owner gets a clear follow-up task when a supplier agreement still needs a signature past your target.
Flag changed job material orders for a fresh purchase review.
Your coordinator gets a fresh review when a card's order reference changes, while the card stays on hold before handoff.
Hold revised project scope for review against the signed-off work.
Keep scope changes from moving ahead on an old sign-off. Your delivery manager gets a fresh review with the changed terms and earlier decision linked.