AI-Agents for Request Intake in Construction working with Zoho Forms

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

Draft Business Proposal

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.

Works with29 tools
Flag Possible Purchase Duplicates

Show possible repeat requests from project teams in the purchase sheet.

See possible repeat purchases in your review sheet, alongside the earlier requests you can compare before deciding what to do.

Works with24 tools
Check Purchase Reasons

Ask for missing reasons on large project purchases before approval.

Get the missing answers you need for large purchases, while complete requests arrive with a short summary and form link.

Works with37 tools
Flag Quote Mismatches

Flag mismatches between material requests and supplier quotes.

Your approver gets a clear quote check in the approval chat, including any supplier or total that conflicts with the purchase form.

Works with23 tools
Attach Scope Files

Attach the submitted job scope to the draft construction quote.

Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.

Works with9 tools
Create Purchase Approval Tasks

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.

Works with20 tools
Published by Before We Buy
Attach Repeat Quotes

Put resubmitted material quotes on the request awaiting approval.

Your approver finds the new supplier quote on the original purchase request, with its amount ready for review.

Works with10 tools
Attach Vendor Packets

Attach supplier packets to purchase requests for jobsite purchases.

Your buyers find supplier paperwork beside the right purchase request, while your team handles mismatches.

Works with8 tools
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