Build Daily

Record the documented change-order review outcome, effective date and notes for the current workflow step; do not price or sign the contract. Executes only a plan from prepare_change_order_record_outcome containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_change_order_record_outcome

Add an open roadblock to the schedule. Executes only a plan from prepare_constraint_create containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_constraint_create

Add a CRM company with the default company type when none is picked. No email is sent. Executes only a plan from prepare_crm_company_create containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_crm_company_create

Add a CRM contact at a company, or an individual with no company (such as a homeowner). No email is sent. Executes only a plan from prepare_crm_contact_create containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_crm_contact_create

Update only the listed contact fields. No email is sent. Executes only a plan from prepare_crm_contact_update containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_crm_contact_update

Log a call, meeting, text or note on the company or contact activity. Nobody is notified. Executes only a plan from prepare_crm_log_note containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_crm_log_note

Create a draft Daily Report. It stays a draft; nothing is finalized, locked or sent. Executes only a plan from prepare_daily_report_create containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_daily_report_create

Finalize and lock the Daily Report, email its PDF to the Daily Report distribution list and notify the project team in Build Daily. Executes only a plan from prepare_daily_report_submit containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_daily_report_submit

Update a draft Daily Report. It stays a draft; nothing is finalized, locked or sent. Executes only a plan from prepare_daily_report_update containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_daily_report_update

Add the companies we are bidding to. No proposal or RFP is sent. Executes only a plan from prepare_estimate_add_bidders containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_estimate_add_bidders

Create an estimate through the estimate wizard. No pricing is set and no proposal is sent. Executes only a plan from prepare_estimate_create containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_estimate_create

Add the expense to your own expense list as unsubmitted. Attach the receipt in Build Daily, then submit it there. Executes only a plan from prepare_expense_create containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_expense_create

Create a lead in Sales & Leads through the lead wizard. Nobody outside your company is contacted. Executes only a plan from prepare_lead_create containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_lead_create

Add items and attendees to the meeting and replace its existing general minutes notes when minutes are supplied. Minutes stay unpublished and nothing is sent. Executes only a plan from prepare_meeting_add_items containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_meeting_add_items

Create a meeting with its attendees and items. Minutes stay unpublished and nothing is sent. Executes only a plan from prepare_meeting_create containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_meeting_create

Post this message in the Comms chat. Normal app and push delivery follows each recipient's notification settings. Executes only a plan from prepare_message_post containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_message_post

Acknowledge the Field Observation through its normal lifecycle. Executes only a plan from prepare_observation_acknowledge containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_observation_acknowledge

Close the Field Observation through its normal lifecycle. Executes only a plan from prepare_observation_close containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_observation_close

Create a numbered draft Field Observation from the reviewed facts. Nothing is issued or sent. Executes only a plan from prepare_observation_create containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_observation_create

Issue the Field Observation through its normal lifecycle. Executes only a plan from prepare_observation_issue containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_observation_issue

Reopen the Field Observation through its normal lifecycle. Executes only a plan from prepare_observation_reopen containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_observation_reopen

Resolve the Field Observation through its normal lifecycle. Executes only a plan from prepare_observation_resolve containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_observation_resolve

Start the Field Observation through its normal lifecycle. Executes only a plan from prepare_observation_start containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_observation_start

Update only the listed Field Observation details. A changed assignment can optionally notify its responsible party. Executes only a plan from prepare_observation_update containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_observation_update

Verify the Field Observation through its normal lifecycle. Executes only a plan from prepare_observation_verify containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_observation_verify

Close the punch item using the normal correction and verification workflow. Executes only a plan from prepare_punch_close containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_punch_close

Close a punch list only after every item is verified or closed. Executes only a plan from prepare_punch_close_list containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_punch_close_list

Add an open punch item. Executes only a plan from prepare_punch_create containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_punch_create

Create a numbered draft punch list. Add its items in a subsequent reviewed plan. Executes only a plan from prepare_punch_create_list containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_punch_create_list

Reopen the punch item using the normal correction and verification workflow. Executes only a plan from prepare_punch_reopen containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_punch_reopen

Reopen the closed punch list and retain the reason and prior closure in its activity history. Executes only a plan from prepare_punch_reopen_list containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_punch_reopen_list

Resolve the punch item using the normal correction and verification workflow. Executes only a plan from prepare_punch_resolve containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_punch_resolve

Start the punch item using the normal correction and verification workflow. Executes only a plan from prepare_punch_start containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_punch_start

Update only the listed punch item content fields, preserving its assignment and lifecycle status. Executes only a plan from prepare_punch_update containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_punch_update

Verify the punch item using the normal correction and verification workflow. Executes only a plan from prepare_punch_verify containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_punch_verify

Save a numbered draft purchase order on this project. It is not approved, issued or sent to the vendor. Executes only a plan from prepare_purchase_order_create_draft containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_purchase_order_create_draft

Attach the supplied PDFs to an editable RFI. Executes only a plan from prepare_rfi_attach containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_rfi_attach

Close the RFI and its review workflow and revoke outstanding review links. Executes only a plan from prepare_rfi_close containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_rfi_close

Create a numbered internal open RFI with the supplied question and attachments. Executes only a plan from prepare_rfi_create_draft containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_rfi_create_draft

Send the latest recorded RFI answer to its reviewed recipients without changing the response. Executes only a plan from prepare_rfi_distribute_response containing that one operation. First present its exact records, files, dates, recipients, effects and notification choice and obtain user confirmation in chat. Rechecks ownership, permissions, expiry and current state. Reusing the same completed plan returns its receipt without executing again.

execute_rfi_distribute_response