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.
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.
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.