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 from intake details and approved service rates.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
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 jobsite material requests into approved requisitions or focused questions.
Your storekeeper gets a clear materials requisition in the request thread, or the exact questions needed to finish an incomplete request.
Attach the approved project scope to the draft construction quote.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
Locate the right plan or project file for a crew's request.
Your coworkers get a file link on their request, even with only a topic or project. Unclear matches come back with a question.
Send approved project contracts to signers in the required order.
Your agreement reaches the first signer in the order you set, with the full route and request link posted on the handoff task.
Attach late submittal files to the pending project review.
Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.
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.
Return subcontract approvals with missing contract files for correction.
Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.
Route project agreements to required signers and flag unsigned contracts.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
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.