AI-Agents for Construction working with Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
Show the value of open project deals by stage each Monday.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
47 toolsShow material invoice differences against project purchase orders.
Your reviewer gets the invoice, purchase order, and exact differences in a task that's ready for a decision.
10 toolsFollow 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.
31 toolsGroup 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.
45 toolsFlag supplier stock changes while sourcing project materials.
Get product stock alerts when your supplier's listed items come back in stock or sell out, with links your purchasing team can use.
7 toolsFlag 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.
27 toolsRecord 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.
18 toolsFlag 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.
6 toolsHold already-paid subcontractor bills before the next payment run.
Your AP clerk sees a bill on hold, with the paid accounting entry linked for review before another payment starts.
4 toolsKeep supplier bill dates current during project approvals.
Your review cards show current supplier bill due dates. Reviewers can see what changed without reopening the bill.
13 toolsDeny repeat ACH requests for paid material and trade invoices.
See likely repeat supplier payments stopped before release, with the paid bill behind each denial ready for your review.
10 toolsShow 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.
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