Procurement
The Procurement page is a comprehensive tool for managing the purchasing lifecycle of your construction project. It covers everything from requesting quotes to…
8 articles in Procurement
Procurement
The Procurement page is a comprehensive tool for managing the purchasing lifecycle of your construction project. It covers everything from requesting quotes to…
Read article →The Procurement Agent
The Procurement Agent is a chat helper on the Procurement pages — quotes, purchase orders, the procurement log, and the punch list. You tell it what you want…
Read article →Create a Proposal
Proposals bundle products with pricing information to present to clients. You can include products from your catalog, set quantities and prices, and generate a…
Read article →Create a Purchase Order
Purchase orders (POs) formalize the purchase of products from suppliers. They include line items with quantities, pricing, and delivery details. POs can be…
Read article →Procurement Log
The Procurement Log provides detailed tracking for all procurement items in your project. It shows each item's status, estimated dates, tracking numbers,…
Read article →Sharing a Procurement Log
You can share your procurement log with external parties (general contractors, project managers, clients) by generating a public share link. Recipients can…
Read article →Procurement Emails
The procurement email feature lets you send followup and recurring emails about procurement items directly from the app. This is useful for checking on order…
Read article →Procurement Settings
Procurement Settings lets you configure the AI procurement agent and email templates for the active project.
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