Return incomplete forms, send purchase orders, file agreements. Every one is ready to run, and you can adjust it in plain language.
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.
Open tasks when material supplier edits delay contract signing.
Your procurement owner gets a clear task to resolve supplier edits that hold up an overdue signature.
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.
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.
Open a new review when approved site work changes scope or deadline.
Your operations lead gets a fresh review when signed-off work changes, with the old terms and required reviewers ready.
Mark signing done on purchases for completed materials agreements.
Your purchase task shows when the supplier agreement is signed, with a link your team can open.
Close purchase tasks when supplier agreements are signed.
Your purchase task shows the signed agreement as complete, so a finished signature no longer leaves the purchase looking stalled.
Put overdue materials supplier agreements on owners' task lists.
Your procurement owners see unsigned supplier agreements on their task lists after the target signing date passes.
Prepare complete project change requests for approval.
Complete requests reach your reviewer as approval tasks with the evidence and decision due date they need to act.