What we covered:
Change order demo: drafting, sending for signature, client review and sign-off, and activity tracking. Client preview before sending was requested and passed along.
Custom AI agents: tailored AI workflows built around your operations — PM receipt reminders, automated project check-in calls, insurance tracking, WIP analysis, and forecasting. Monthly subscription, preferred pricing for design partners.
Q&A highlights: approver name display fix, multi-transaction receipt matching, lien waiver options, COI tracking via agents, and Ressio integration status (POs sync; budgets/COs still on the roadmap).