Get an email reply draft when a customer asks for a discount. Review the offer or decline against your rules before you send it.
Get draft purchase orders for missing materials on upcoming ServiceM8 jobs, with job notes that flag gaps before crews start work.
4 toolsGet a refund reply ready for your review, grounded in the customer's email, purchase history, and the refund terms you provide.
19 toolsYour manager gets a personal reply draft in the guest's email thread, informed by visit notes and your recovery guide before anyone sends it.
5 toolsKeep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
Your requesters see the fixes their purchase requests need before managers spend time reviewing them.
See how pending purchase requests fit your remaining budget before approval, with any shortfall written on the request.
See what changed before you approve a revised quote, with the differences right on the quote you're reviewing.
Get draft purchase orders after warehouse counts. Review supplier groups, quantities, prices, and expected arrival dates.
Your rep gets a cancellation reply draft based on the latest emailed order update and your terms, with anything uncertain flagged before sending.
Your assigned reps find reply drafts in their tickets. Those drafts reflect the customer's latest question and your team's saved answers.
Your engineering lead sees what changed after sign-off and who needs to review it before merging continues.
