Close signed tasks, open follow-ups, carry revision notes. Every one is ready to run, and you can adjust it in plain language.
Send complete trade bid packets to reviewers and log the versions.
Your evaluator gets the proposal and price sheet together, and your review task shows which versions went out.
Flag subcontractor quote changes against signed project terms.
See where a revised supplier quote differs from your signed customer agreement before you decide whether to approve it.
Attach signed materials agreements to the matching purchase tasks.
Your purchase tasks carry the completed supplier agreement link, so your team can open the right document from the order's task.
Hold drawing handoffs when a changed file needs fresh review.
Keep changed drawings from moving forward on an old sign-off. Your coordinator gets a linked review with the current file and prior decision in view.
Assign revision tasks when project proposals fail internal approval.
Your proposal owners get a revision task in their task list. They can open the proposal and see the reviewer's reason when provided.
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.
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.
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.