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COMPANY

Company profile Team & access Roles & permissions Subscription & billing

MONEY

Approvals & limits Payments Cost codes Tags Pay app templates Audit log

PROJECT DEFAULTS

Schedule defaults Schedule templates Selections defaults Checklist templates Warranty defaults Default folders Pipeline stages Team notification defaults

AI COPILOT

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CONNECTIONS

Integrations Communication channels Import data

Financial controls

Approval workflows

Company defaults that route invoices and line items for approval. Projects inherit these and customize per job.

Standard Invoice ApprovalDefault

Applies to all invoices · 1 approval stage

Invoice

High-Value Invoices

1 condition · 2 approval stages

Invoice

Over-Budget Invoices

1 condition · 1 approval stage

Invoice

Summit Ridge Residence

1 condition · 3 approval stages

Invoice

Subcontractor Invoices

1 condition · 1 approval stage

Invoice

Cost-Code Line Review

1 condition · 1 approval stage

Line item