Workflows

From the starting input to an operational result.

A workflow shows who enters information, where it is used, what it produces, and where user review is required.

Pro workflow · 01

From bill of quantities to project delivery

Excel bill-of-quantities data becomes part of the offer, plan, and project record, with expert review of matching and commercial data.

Import Excel workbook
Map to the catalog
Build price and offer
Propose project and plan
Tasks, people, and materials
Reporting and billing

Procurement · 02

From supplier to stock and a cleaner catalog

Procurement, receipt, price, and stock stay connected while the user keeps control before confirmation.

Supplier and contacts
Purchase order
Goods receipt or OCR aid
Review quantities and prices
Update stock
Review possible duplicates

Operations · 03

From work order to management view

The same record follows a task from planning through execution to reporting and the relevant Operations Pulse view.

Project and milestone
Owner, deadline, and plan
Field work records
Materials and resources
Status and approval
Report and management view

Collaboration · 04

Multi-company collaboration on an Object

A shared project does not have to mean opening every company's internal information.

Create an Object
Connect a company
Set permissions
Share folders and data
Use shared processes
Consolidated view

Resources · 05

Resource custody and work tracking

From assignment to return, a vehicle, tool, or machine has an operational trail connected to people and projects.

Record the asset
Assign to a person or project
Plan usage
Link to a task
Record cost or trip
Return and review

Automation does not remove expert review

Bill-of-quantities matching, OCR results, AI suggestions, commercial data, and documents are reviewed by a responsible person before use.

Show us how you manage a project today.

We will prepare trial access around the process you want to improve first — without automatic registration or a payment card.