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Draft project proposals from intake details and approved service rates.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Show possible repeat requests from project teams in the purchase sheet.
See possible repeat purchases in your review sheet, alongside the earlier requests you can compare before deciding what to do.
Answer construction service inquiries and flag missing scope details.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
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.
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.
Attach the submitted job scope to the draft construction quote.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
Confirm signed supplier agreements so project purchases can advance.
Keep purchase requests moving after suppliers sign. Your confirmation form records the signed agreement link and closes the signature step.
Route project agreements to required signers and flag unsigned contracts.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
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.
Catch mismatched totals on project material requests.
See the calculated amount and any difference on your purchase form before you review the request.