Agents for construction help businesses keep projects moving from bid through build.
Email project reviewers links to new plans placed in the review folder.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.
File signed client contracts and share links with project teams.
Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.
Email a weekly list of matching project documents and their locations.
You get a Friday email grouping exact duplicate files. Extra copies carry review notes pointing to the oldest file to keep.
Archive emailed project files under the names they arrived with.
Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.
Send new clients the signed project scope and a link for shared files.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
Report duplicate project documents with their original and kept locations.
Your duplicate file report lands in your inbox with copy locations and decisions, so you can spot anything that needs your review.
Send approved project handoff notes and files to each site contact.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
Follow up on project bids when the sales pipeline calls for contact.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
Trash duplicate plans across job folders and report the kept copies.
Keep shared project folders tidy: this cloud duplicate file finder trashes confirmed extras and emails owners a Friday cleanup log.
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.
Email construction suppliers about missing remittance contacts.
Your suppliers get a clear request for missing remittance contacts, with a link to submit a corrected onboarding form.
Group unpaid job invoices by customer for weekly review.
Get a dated customer balance detail report in your inbox for your weekly receivables review, with open invoices and subtotals grouped by customer.