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Contractors and companies
You buy for projects: several sites, a team, budgets to respect, and clients to answer to. The Pro workspace adds projects, approvals and team roles to the same buying flow homeowners use.
What your team does here
| Role | Day to day |
|---|---|
| Buyer | Turns BOQs and lists into requests, runs RFQs, issues orders, pays, follows deliveries |
| Approver | Approves requests and awards within a personal limit |
| Site receiver | Checks deliveries on site and signs the goods receipt |
| Owner | Sets up the team, approval rules and plan; approves what goes over budget |
| Viewer | Follows projects and spend without changing anything |
Your part of the flow
What needs you
| When you see | Who acts |
|---|---|
| Awaiting approval | An approver with a high enough limit, or the owner |
| Correction proposed | The buyer, or an approver when a substitute is involved |
| Awaiting payment | The buyer |
| Receipt pending sign-off | The site receiver |
| An RFQ past its deadline | The buyer compares and awards |
Good to know
- Approval rules are yours to set. Thresholds, two approvers for big orders, the owner for over-budget. More
- Projects keep money honest. Committed and received spend, and a warning before going over budget. More
- Big lists are fast. Upload a BOQ, accept confident matches in bulk, and send the rest for quotes. More
- The assistant reads your records. Ask about spend or orders; it cites its sources and never acts for you.