Preparing for first start
Setting up storage and offline tools. This can take a bit longer after installing the app or clearing app data.
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Preparing for first start
Setting up storage and offline tools. This can take a bit longer after installing the app or clearing app data.
One Platform. Complete Control.
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Finding the right tools for your business
Total Solutions. Total Control.
Loading products
Finding the right tools for your business
Total Solutions. Total Control.
Chargeable AI-assisted proposal creation for operations and finance teams. Enables proposal workflows, proposal-specific RBAC, and Smart Task proposal generation without granting access to every finance user by default.
The tools to run operations intelligence work end to end.
Create contextual proposals from jobs and site visits using the AI Proposal Assistant.
Adds proposal creation into Financial Management workflow actions for allowed users.
Separates proposal creation access from quote, invoice, and bill permissions so teams can bill and govern it independently.
Shows linked proposals directly inside the job work item detail experience.
Teams running operations intelligence operations.
Where teams put it to work day to day.
Start your free trial today — enable AI Proposal Manager and see it working on your own data in one sitting.
14-day free trial • No credit card required
This industry package runs on Total Operations and connects to the rest of the platform.
Browse the full product catalog →Chargeable AI-assisted proposal creation for operations and finance teams. Enables proposal workflows, proposal-specific RBAC, and Smart Task proposal generation without granting access to every finance user by default.
The tools to run operations intelligence work end to end.
Create contextual proposals from jobs and site visits using the AI Proposal Assistant.
Adds proposal creation into Financial Management workflow actions for allowed users.
Separates proposal creation access from quote, invoice, and bill permissions so teams can bill and govern it independently.
Shows linked proposals directly inside the job work item detail experience.
Teams running operations intelligence operations.
Where teams put it to work day to day.
Start your free trial today — enable AI Proposal Manager and see it working on your own data in one sitting.
14-day free trial • No credit card required
This industry package runs on Total Operations and connects to the rest of the platform.
Browse the full product catalog →