Terms & Conditions

Creating a meeting emails its attendees. When the meeting is created.

Recipients: Each attendee on the meeting.

Stop controls: Manage the meeting and its attendees in Calendars. This recipient route controls additional copies; it does not remove the meeting's original recipient. There is no company-wide meeting email pause here.

An attendee accepts, declines, or requests another time. When an attendee responds.

Recipients: The meeting organizer.

Stop controls: Manage the meeting and its attendees in Calendars. This recipient route controls additional copies; it does not remove the meeting's original recipient. There is no company-wide meeting email pause here.

Changing a meeting's time emails its attendees to request a new response. When the meeting is rescheduled.

Recipients: Each attendee on the meeting.

Stop controls: Manage the meeting and its attendees in Calendars. This recipient route controls additional copies; it does not remove the meeting's original recipient. There is no company-wide meeting email pause here.

The organizer declines an attendee's request for another time. When the organizer declines a time-change request.

Recipients: The attendee who requested the change.

Stop controls: Manage the meeting and its attendees in Calendars. This recipient route controls additional copies; it does not remove the meeting's original recipient. There is no company-wide meeting email pause here.

Creating or reassigning an estimating task sends the notification mode selected for that task. When a task is created or reassigned with a notification mode selected.

Recipients: The employee assigned to the task; email copies can be added here.

Stop controls: Change the task's notification mode or assignee in Estimator tasks. This recipient route controls additional email copies, not the original assignee.

A tool checkout records custody and notifies the receiving employee. When a tool is checked out.

Recipients: The employee receiving the tool.

Stop controls: Disable the relevant notification channel in Settings → Tools. The daily summary also has its own toggle. Recipients here receive additional email copies; removing them does not stop the original workflow recipient.

A custody transfer notifies the employee receiving the tool. When tool custody is transferred.

Recipients: The employee receiving the tool.

Stop controls: Disable the relevant notification channel in Settings → Tools. The daily summary also has its own toggle. Recipients here receive additional email copies; removing them does not stop the original workflow recipient.

A Tool Room manager declines a checkout. When a manager declines a checkout.

Recipients: The holder on the checkout.

Stop controls: Disable the relevant notification channel in Settings → Tools. The daily summary also has its own toggle. Recipients here receive additional email copies; removing them does not stop the original workflow recipient.

A holder asks for more time before returning a tool. When an extension is requested.

Recipients: The assigned Tool Room manager.

Stop controls: Disable the relevant notification channel in Settings → Tools. The daily summary also has its own toggle. Recipients here receive additional email copies; removing them does not stop the original workflow recipient.

The reminder sweep finds an overdue tool checkout. During the overdue reminder sweep, subject to the tool reminder schedule.

Recipients: The overdue checkout's holder.

Stop controls: Disable the relevant notification channel in Settings → Tools. The daily summary also has its own toggle. Recipients here receive additional email copies; removing them does not stop the original workflow recipient.

The daily sweep summarizes pending approvals, overdue tools, repairs, and inventory counts. Once daily when manager summaries are enabled.

Recipients: The assigned managers of the Tool Rooms.

Stop controls: Disable the relevant notification channel in Settings → Tools. The daily summary also has its own toggle. Recipients here receive additional email copies; removing them does not stop the original workflow recipient.

The scheduled daily-brief sweep emails each employee's day when there is calendar or task content. At most once per employee per day when the scheduled job runs and there is content.

Recipients: Active employees with an active, approved ERP login, using that login's email. Field-only people without a login are excluded.

Stop controls: This direct send is controlled by the scheduled daily-brief job. There is no company pause or recipient override on this page; an operator must adjust that job.

The monthly production sweep asks eligible vendors for their statements. This is separate from the office summary. During the monthly statement-request sweep, with per-vendor/period tracking.

Recipients: Each eligible vendor's resolved statement/contact or accounts-payable email.

Stop controls: Use the vendor's stop action in AP Purchasing. This direct vendor send does not use notification recipient routes.

The signing worker advances routing after a signer acts, and recovers ready envelopes that have not delivered their first request. When the next routing step becomes eligible, or an undelivered ready envelope is recovered.

Recipients: The next eligible external signer or acknowledger, in the envelope's routing order.

Stop controls: Manage, revoke, or expire the original document's signing envelope. This direct signing workflow has no notification recipient override here.

An unsigned change order sends a reminder while awaiting the external signer's action. Seven days after sending or the previous reminder, up to two reminders.

Recipients: The pending external signer on the signing envelope.

Stop controls: Complete, revoke, or expire the envelope, or move the change order out of Sent / Pending GC review. This signing workflow has no separate pause on this page.

Finalizing a signed document queues its completion notices. When the signed document is finalized.

Recipients: Eligible signers and acknowledgers who acted on the signing envelope.

Stop controls: This is part of completing the signing workflow; there is no separate notification pause or recipient override here.

Creating a missing-document request in Job Center notifies the assigned estimator. When a new missing-document request is created; duplicate open requests are not recreated.

Recipients: The estimator assigned to the job.

Stop controls: Manage the request in that job's document screen. There is no email-specific pause or notification recipient override here.

Submitting a public company application alerts the platform operators. This is a platform-wide workflow, rather than a company recipient route. When a company application is submitted.

Recipients: The platform's configured application-review inboxes.

Stop controls: Platform operators manage this recipient configuration. Company notification settings do not stop or reroute this direct send.

A delivery request is submitted from Field HQ or the office. Once per submitted request.

Recipients: The office list for this company in Settings, plus any extra recipients kept there.

Stop controls: Use the email opt-out link; additional recipients can be removed here.

A material sign-out request is submitted for office approval. Once per submitted request.

Recipients: The office list for this company in Settings, plus any extra recipients kept there.

Stop controls: Use the email opt-out link; additional recipients can be removed here.

An employee asks to apply another employee's signature in a registered business area. Once when each access request is submitted.

Recipients: The represented signer named on the request.

Stop controls: Decide the request in Sub Agreement settings or use the email opt-out link.

A represented signer approves or declines a signature access request. Once when each request is approved or declined.

Recipients: The delegate and original requester.

Stop controls: Use the email opt-out link.

An office user moves a change order into Accepted and it is ready to schedule. Once when an existing change order enters Accepted.

Recipients: The superintendent assigned to the job, using their email and phone on file.

Stop controls: Change the assigned superintendent or their contact details. Remove additional email recipients here.

A weekly reminder while a change order stays in Change Order Accepted, asking the job's superintendent to schedule the work. Creates an in-app Field HQ task and a job-comms email draft the office can open and send. Email is never sent automatically. Change orders accepted before 17 Oct 2026 are not backfilled. Once each Chicago week while the change order stays in Change Order Accepted. One draft per change order per week.

Recipients: The superintendent assigned to the job. Add office addresses here to CC them on the draft.

Stop controls: Move the change order out of Change Order Accepted, pause follow-ups on that change order, turn this automation off, or remove additional email recipients here.

A weekly reminder while a change order sits in Change Order Sent. Creates a job-comms email draft the office can open and send. Email is never sent automatically to the GC or customer. Every seven days while the change order stays in Change Order Sent. One draft per change order per Chicago day.

Recipients: The customer contact on the change order. Add the office sender as an additional recipient to CC them on the draft.

Stop controls: Move the change order out of Change Order Sent, pause follow-ups on that change order, or remove additional email recipients here.

An extra dated follow-up the office scheduled on a change order. Creates a job-comms email draft. Email is never sent automatically. On the date the office picked.

Recipients: The people picked on the Follow up tab.

Stop controls: Pause or stop follow-ups on that change order, or change the date.

A Stucco pipeline stage is marked complete. Trade stages (Scaffold Up, Lath, Brown, Finish, Paint, Masonry, Scaffold Down) go to the office list for this company plus the people on that phase; inspections go to the office list. Once each time a pipeline stage is marked complete.

Recipients: Office list plus the people on that phase for trade stages; the company's office list for inspections.

Stop controls: Click the opt-out link on the email, or restore them here later.

A crew or person is assigned to a job phase on the schedule. Each time someone is assigned on the schedule.

Recipients: The assigned crew/person's email and phone on file.

Stop controls: Change the assignment for original delivery. Remove additional email recipients here.

A delivery driver is assigned or a delivery is scheduled. Each time a driver is assigned or a delivery is scheduled.

Recipients: The assigned driver's email and phone on file.

Stop controls: Change the driver for original delivery. Remove additional email recipients here.

Equipment rental is called off with the rental vendor. When a rental is called off from scheduling.

Recipients: The rental vendor's sales rep email on the vendor record.

Stop controls: Original vendor delivery follows the call-off. Remove additional email recipients here.

A field daily log is filed and the field report email goes out. Each time a daily log is filed.

Recipients: Regular dailies: the job's customer contacts plus the office list for this company. Internal dailies: the submitter, the company's always-on office people, and any ERP people attached — never customers.

Stop controls: Original reports follow the job contacts and office list. Remove additional email recipients here.

A change order is submitted for review (office or Field HQ) and an office task is created. Overdue-task reminders reuse this notification. People opted out of Billing review are also skipped here. When a change order is submitted, plus overdue-task reminders.

Recipients: Task assignee (estimating permission, prefers the job's estimator) plus the office list for this company in Settings.

Stop controls: Click the opt-out link on the email. Opting out of Billing review also stops this mail.

A trade stage is marked complete and an office task lands on the dashboard. The original workflow creates a task; people added here get an additional email alert. Once per completed trade stage.

Recipients: The office-task queue for this company, plus email alerts to people added here.

Stop controls: Close or complete the office task. Remove additional email recipients here.

The customer approves/signs or declines a change order from the email link or signing provider. Once per customer sign or decline.

Recipients: Company notification list plus recipients kept in Settings. On approvals, the job's assigned superintendent is always included.

Stop controls: Change the assigned superintendent or company notification list. Additional recipients can be removed here.

An estimator is assigned to a bid. When an estimator is assigned.

Recipients: The estimator assigned on the bid.

Stop controls: Click the opt-out link on the email, or restore them here later.

When an estimator is assigned, the general contractor is emailed from the company template. When an estimator is assigned.

Recipients: Contacts attached to this bid or job, with the assigned estimator CC'd. The customer's full directory is never included.

Stop controls: Turn off Send estimator introduction emails under Settings → Estimating emails, then save. Starts paused until an admin explicitly enables it.

The due date changes on a bid with an estimator assigned. Each time the bid due date changes.

Recipients: The estimator assigned on the bid.

Stop controls: Click the opt-out link on the email, or restore them here later.

A bid reaches its due date. Once on the bid's due date.

Recipients: The estimator assigned on the bid.

Stop controls: Click the opt-out link on the email, or restore them here later.

An inbound email is filed onto a bid. Each time inbound mail is filed on the bid.

Recipients: The estimator assigned on the bid.

Stop controls: Click the opt-out link on the email, or restore them here later.

The project name, due date, GC, or other header fields change on a bid. Each time those project fields are saved.

Recipients: The estimator assigned on the bid.

Stop controls: Click the opt-out link on the email, or restore them here later.

On each follow-up day Estimating writes a proposal-comms email draft and notifies the assigned estimator. It never auto-sends. Toggle under Settings → Automations. On each follow-up day the company configured.

Recipients: Draft addressed to GC contacts on the submitted bid. Office addresses added here are CC'd on the draft. Staff review before anyone sends.

Stop controls: Turn the schedule off under Settings → Automations, or Settings → Estimating emails.

Field submits sub pay and a review task is created. Overdue-task reminders reuse this notification. When field submits sub pay, plus overdue-task reminders.

Recipients: Task assignee plus the office list for this company in Settings.

Stop controls: Click the opt-out link on the email, or restore them here later.

A billing review office task is created for a job or change order. Skipped once the job is billed (Accounting Confirmed / Archive, or the /billing card is Invoiced or Complete) or this stage's billing card is already Billed. When a job or change order needs billing review — not after the card is billed.

Recipients: The task assignee for that billing lane. Mail goes to the assignee only.

Stop controls: Click the opt-out link on the email. Does not stop house billing if they only opted out of change-order review.

A job or change order enters the billing pipeline. Each lane uses the office list saved for this company. Once when the job or change order enters the billing pipeline.

Recipients: The office list for this company in Settings, by billing lane.

Stop controls: Click the opt-out link on the email, or restore them here later.

A job's schedule reaches the Billing stage (announced once per job). Once per job, when the schedule hits Billing.

Recipients: The office list for this company in Settings.

Stop controls: Click the opt-out link on the email, or edit the recipient list here.

A vendor card is moved into Ready to pay on the AP Purchasing pipeline — the vendor's statement is reconciled and good for payment. Each time a vendor card moves to Ready to pay.

Recipients: The office list for this company in Settings.

Stop controls: Click the opt-out link on the email, or edit the recipient list here.

After the 1st-of-month sweep, a count of vendors emailed, skipped, stopped, or failed. Once per tenant per statement month, after the sweep.

Recipients: The office list for this company in Settings.

Stop controls: Click the opt-out link on the email, or edit the recipient list here.

A job lands on Request New Contract, or a new subcontract is created. When a job hits Request New Contract, or a new subcontract is created.

Recipients: The office list for this company in Settings.

Stop controls: Click the opt-out link on the email, or edit the recipient list here.

The office moves a sub-pay card into Not approved / Need more info. When a sub-pay card is moved to Need more info.

Recipients: The daily's author when they have an email; otherwise the office list for this company.

Stop controls: The daily author remains included. Remove additional email recipients here.

Paint leaves the yard and the return task needs eyes. When paint leaves the yard and a return is due.

Recipients: The responsible crew member's phone on file.

Stop controls: Change the responsible person for original text delivery. Remove additional email recipients here.

A crew member asks to grab paint from the yard. The office list for this company gets the email so the yard can accept it and hand cans out. Each time a crew member requests paint from the yard.

Recipients: The office list for this company in Settings.

Stop controls: Click the opt-out link on the email, or edit the recipient list here.

A scheduled note of who is on site, grouped by job. Counts only. No pay. At the time that person chose, on the days they chose.

Recipients: The person who turned the alert on. A route cannot replace them.

Stop controls: Use the link in the email, reply STOP to a text, or turn the channel off in Settings → Who's on site.

The subcontractor completes their signature and the agreement advances to the company signer. Once per agreement when the subcontractor signs.

Recipients: The configured purchasing notification recipients, unless changed here.

Stop controls: Turn this notification off or edit its recipient list here.

The authorized company signer completes their signature and the executed PDF begins finalizing. Once per agreement when the company signer signs.

Recipients: The configured purchasing notification recipients, unless changed here.

Stop controls: Turn this notification off or edit its recipient list here.

An unsigned subcontract writes an office email draft and in-app notice on the company reminder days. Email is never sent automatically. On the company reminder days (recommended 7 / 14 / 30) while the agreement is still unsigned.

Recipients: The purchasing notification recipients configured here, plus the job project manager.

Stop controls: Pause the reminder in Settings → Sub agreements, or sign the agreement.

When a field or subcontractor task is marked complete, assigned and relevant people get an in-app notice. No email is sent. Once when the original task is marked complete.

Recipients: The task assignee and other recipients, plus the job project manager and superintendent. The person who completed the task is skipped.

Stop controls: Complete or cancel the in-app notice on My Dashboard.

Both sides have signed, the executed PDF is attached, and the agreement card moves to Signed. Once per agreement after finalization succeeds.

Recipients: The configured purchasing notification recipients, unless changed here.

Stop controls: Turn this notification off or edit its recipient list here.

The office sends a schedule update, pickup-date update, or call-off to the rental vendor. The body is composed in the ERP, then delivered. When the office sends a vendor update from equipment rentals.

Recipients: The sales-rep email on the vendor record, as composed on that send.

Stop controls: Original delivery follows the composed vendor email. Remove additional email recipients here.

Someone signs up with an email outside the trusted company domains and waits under Settings → Signup Approvals. Each time an untrusted-domain signup is created.

Recipients: The office list for this company in Settings.

Stop controls: Click the opt-out link on the email, or edit the recipient list here.

Someone clicks the opt-out link on a system email. Ops is told so the routing can be fixed. Once per new opt-out.

Recipients: The office list for this company in Settings. Another company with no saved list goes to its owners and admins.

Stop controls: Original alerts follow company configuration. Remove additional email recipients here.