Agents for construction help businesses keep projects moving from bid through build.
Capture jobsite meeting decisions and follow-ups in one note.
Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
Record the gap between a revised construction quote and the approved amount.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
Keep draft quotes current when the project scope changes.
Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.
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.
Draft site incident reports from shift log updates.
You get a dated queue of daily incident report drafts. Each material incident has its own report for you to review.
Deliver approved construction tracker CSVs with omission counts.
Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.
Flag missing receipt files on supplier bills due soon.
Your payables lead sees missing receipts before bills come due, with the next owner named on the bill task.
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.
Tie jobsite card purchases to receipts in the shared expense log.
Your shared expense log tracks company card charges, links available receipts, and shows what your finance reviewer needs to check.
Combine bid proposals and supporting PDFs into one packet.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
Flag material bill quantities above documented deliveries.
Your bill reviewer sees the quantity gap or missing receipt ID on the task, so they can decide what to do with the supplier bill.
Open tasks when material supplier edits delay contract signing.
Your procurement owner gets a clear task to resolve supplier edits that hold up an overdue signature.