AI-Agents for Request Intake in Construction

Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.

Attach Client Scope

Note differences between job scope and quoted work for approvers.

Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.

Works with8 tools
Published by Approvals Essentials
Attach Proposal Packets

Attach current bid scope and pricing files before proposal approval.

Your approvers get the proposal and its supporting files together, without hunting through a shared folder for pricing or scope notes.

Works with6 tools
Request Agreement Signatures

Send approved build contracts for signature and log the invite on the deal.

Your signers get the agreement to sign, and your seller sees the invitation details on the deal.

Works with12 tools
Send Agreements for Signature

Send approved subcontract agreements for signature and share signer links.

Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.

Works with5 tools
Send Signature Requests

Send approved subcontract agreements for signature and return signer links.

Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.

Works with5 tools
Log Receipt Details

Log crew purchase receipts and flag unclear amounts for review.

Your expense log stays current as receipts arrive, with links to the originals and unclear details flagged for your review.

Works with
Merge PDFs for Review

Merge linked plan sections into one packet for project review.

Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.

Works with5 tools
Request Agreement Signatures

Send approved project contracts for signature and notify their owners.

Your agreements move from approval to signature requests, and owners get a link to follow signing.

Works with4 tools
Request PDF Signatures

Route approved subcontracts to signers in the stated order.

Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.

Works with8 tools
Route Proposal Reviews

Route trade contractor proposals for review and log the file sent.

Your reviewer gets a request for a decision, while the proposal item shows which file went out and when.

Works with4 tools
Send Agreements for Signature

Send approved project agreements to the required signers.

Your agreements reach the right signers, with a signature request link beside the document in your handoff note.

Works with6 tools
Send Contract Signature Requests

Send approved subcontract agreements for signature.

Your contracts reach the right signers after your team approves them, with the send date visible on the contract.

Works with4 tools