Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Draft project proposals with agreed work and approved costs.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
Flag supplier stock changes while sourcing project materials.
Get product stock alerts when your supplier's listed items come back in stock or sell out, with links your purchasing team can use.
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.
Turn approved project estimates into proposals for the deal owner to review.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
Request missing quotes before job purchases move to approval.
Your requesters know what to add to their original purchase forms, while the approval waits for a reviewer.
Send approved project agreements to managers for signature.
Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.
Send final project agreements to the listed signers.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.
Flag missing invoice images on supplier bills before approval.
Your requester knows exactly what to add, and your approver can see why the bill is waiting.
Locate shared job files and report access problems to the requester.
Your coworkers get a shared file link they can open, or a clear next step when the file or access needs attention.
Draft construction bids with approved scope and project milestones.
Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.
Capture site purchase receipts with their source emails for review.
Your shared expense tracker shows purchase details alongside the receipt. Finance can open the forwarded email during review.
Send build clients their project kickoff details and preparation.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.