Subcontractor Management

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  1. Subcontractor Management
  2. Your Subcontractor Operations Assistant
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Put an AI agent to work in Subcontractor Management

Ask Proto to help organize qualification follow-up and prepare reviews using the team's accessible records.

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

  • Procurement Manager: Summarize the outstanding qualification documents for a company and prepare the next follow-up.
  • Project Manager: Compare a claim with its order lines and list the items that need a site-progress explanation.
  • Field Supervisor: Show submitted work awaiting verification for the relevant order.
  • Controller: List claims on waiver hold and identify the related document status before the payment review.

What stays with a person

  • A person remains responsible for qualification and payment approval.
  • The assistant needs the correct account permissions and record access.
  • It cannot confirm work at the site, decide a disputed deduction or establish an external payment outcome without the responsible person's review.
  • Connect external services before requesting actions that depend on them.

A person remains responsible for qualification and payment approval. The assistant needs the correct account permissions and record access. It cannot confirm work at the site, decide a disputed deduction or establish an external payment outcome without the responsible person's review. Connect external services before requesting actions that depend on them.

Set up Subcontractor Management 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