Construction Projects PSA

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  1. Construction Projects PSA
  2. Work with Proto
Reference

Put an AI agent to work in Construction Projects PSA

Use Proto to configure and inspect the project delivery workflow.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 7 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Project Manager: Show active projects approaching their budget hours and the work records behind them.
  • Work Reviewer: Show packages with failed checks and their project, hours and billable choice for correction.
  • Commercial Lead: Show approved milestones and failed invoice receipts for the next billing review.
  • Billing Clerk: Show overdue or disputed progress billings with their milestone and due date.

What stays with a person

  • Proto can prepare a review and guide a user to the relevant records.
  • Site Lead checks a package before submitting it, Commercial Lead decides milestone billing readiness, and finance reconciles a recorded collection with external payment evidence.

Proto can prepare a review and guide a user to the relevant records. Site Lead checks a package before submitting it, Commercial Lead decides milestone billing readiness, and finance reconciles a recorded collection with external payment evidence.

Set up Construction Projects PSA your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started