Check purchase requests, send orders, bundle finance records. 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.
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.
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.
Put resubmitted material quotes on the request awaiting approval.
Your approver finds the new supplier quote on the original purchase request, with its amount ready for review.
Close purchase steps after vendor agreements are fully signed.
Your purchase task list catches up with signed agreements each business morning, so completed signatures no longer sit 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.
Flag changed material orders for review before site work proceeds.
Your changed order cards get a linked approval review, and handoff waits for your procurement coordinator's decision.