Crew and subcontractor management involves matching available crews to jobs, verifying invoices, and processing payments. Manual coordination across email, spreadsheets, and phone calls creates delays, double-bookings, and payment errors.
Automation matches crews to jobs based on skills and availability, validates invoices against job records, and routes approvals instantly. the team focuses on exceptions while routine assignments and invoice checks run automatically.
The full workflow, from trigger to completion.
A new job is created or crew availability is updated. The automation is triggered immediately with job details and crew data.
The automation evaluates crew skills, availability, location, and job scope to identify the best match. It ranks candidates by fit and availability.
The matched crew lead receives the job assignment, location, start date, and scope. Confirmation is requested inline.
A subcontractor invoice arrives via email. The automation extracts invoice data and job details automatically.
The automation cross-references the invoice amount, dates, and scope against job records and crew assignments. It flags discrepancies for review.
The verified invoice is automatically created as a bill with vendor, amount, date, and job reference populated.
The bookkeeper receives a notification with the bill summary and a link to approve and process payment.
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