Close signed tasks, open follow-ups, carry revision notes. Every one is ready to run, and you can adjust it in plain language.
Keep project milestone dates current on the calendar when build plans shift.
Your project list and calendar agree when dates move or plans get canceled. Owners see what changed in a project comment.
Show payments on open subcontractor bill reviews.
Your bill review queue shows payments against open tasks, giving your team the details to close or correct the review.
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.
Open follow-up tasks for overdue materials supplier signatures.
Your procurement owner gets a clear follow-up task when a supplier agreement still needs a signature past your target.
Flag changed job material orders for a fresh purchase review.
Your coordinator gets a fresh review when a card's order reference changes, while the card stays on hold before handoff.
Hold revised project scope for review against the signed-off work.
Keep scope changes from moving ahead on an old sign-off. Your delivery manager gets a fresh review with the changed terms and earlier decision linked.
Hold changed material purchase approvals for the right reviewer.
Your coordinator gets a pending review that shows changed supplier terms against the current order.
Open a new review when approved site work changes scope or deadline.
Your operations lead gets a fresh review when signed-off work changes, with the old terms and required reviewers ready.
Mark signing done on purchases for completed materials agreements.
Your purchase task shows when the supplier agreement is signed, with a link your team can open.
Close purchase steps after vendor agreements are fully signed.
Your purchase task list catches up with signed agreements each business morning, so completed signatures no longer sit open.
Confirm agreement completion before finishing project purchase steps.
Your purchase signature steps close after the linked agreement is complete, with the agreement link kept on the task.
Assign follow-ups for supplier bills due before the next payment run.
Get clear follow-up tasks for bills nearing payment, so your payables person knows which approvals to chase.