Receive notifications on WhatsApp.
Create each approved job's folder by project ID and share its link.
Your team can find new project work in a shared folder named by your rules, with its link on the project row and in the requester's chat.
Follow up with project prospects when a sales conversation is due.
Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.
Flag near-due material bills with missing receiving records.
Your payables lead gets a clear chat alert when a near-due bill lacks a receipt or still needs approval, with links and a question to resolve.
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.
Return purchase requests missing a department or needed date.
Keep incomplete purchase requests out of your approval queue and give requesters the exact fixes they need in chat.
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.
Alert bid owners when proposal approval calls for revisions.
Your proposal owners get the rejection reason and a link in private chat, so they know what to revise before resubmitting.
Draft a respectful response when a prospect declines a bid.
Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.
Show supplier clearance for purchases tied to building projects.
Your purchasing reviewer gets the supplier's current status and request link in chat, with any clearance issue called out before approval.
Show likely orders and differences for bills for project materials.
Your purchasing reviewer sees a likely order and its differences in team chat, or a clear reason the bill needs a closer look.
Send jobsite incident report links to reviewers with deadlines.
See who received your critical or major incident review request and who needs follow-up.