Close signed tasks, open follow-ups, carry revision notes. Every one is ready to run, and you can adjust it in plain language.
Remind task owners of due work and flag late project tasks.
Your task owners get due date reminder emails before deadlines, and you get a summary when work falls behind or owner details need fixing.
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.
Request missing direct deposit forms from field crews in private chat.
Your payroll team can get missing authorizations moving without chasing employees manually. Employees receive a private request with a secure way to add the form.
Flag changes to approved project scope in revised quotes.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
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.
Prepare complete project change requests for approval.
Complete requests reach your reviewer as approval tasks with the evidence and decision due date they need to act.