Industries/Construction & engineering/Intake Agent
Field purchases and changes,tied to job and budget.
Supers request materials and rental extensions by text while buyers code POs under time pressure. The Intake Agent ties requests to job, cost code, and budget, routes owner approvals when thresholds are exceeded, and drafts POs against master agreements GC executives review.
Scenarios in construction & engineering
Document-level examples buyers in this industry run through Intake Agent.
Equipment rental extension
Super requests extended crane rental on job 1042. The agent checks budget remaining and owner threshold before PO issue.
Bulk materials delivery ticket
Concrete pour requires urgent PO. The agent maps to cost code and subcontract MSA vendor list.
Owner change directive pricing backup
Change directive arrives with pricing backup. The agent structures lines and routes owner rep approval before buyout.
What the agent checks
Core Intake Agent rules, phrased for construction & engineering procurement.
- Job and cost code required
- Blocked sub → block
- Risk above 60 on thin-balance subs
- Budget vs requested total
- Split orders same rental house in 14 days
- Lead time vs pour date
How it works
Same pipeline as the live Intake Agent module.
- 1
Parse the request
Extract units, needed-by dates, and budget phrases from free text — including informal quantities like “a pair of” or “around $25k”.
- 2
Match catalog and supplier
Score catalog keywords and names against each line need. Prefer contracted items and infer category and supplier from the best matches.
- 3
Run policy checks
Evaluate contracted pricing, preferred supplier tier, supplier risk score, budget overrun, split-order patterns, and lead time vs the requested date.
- 4
Build the approval chain
Add the requester’s manager, category manager for IT spend, Finance above $25,000, and the CPO above $250,000 — skipping redundant steps when limits already cover the total.
- 5
Submit and issue the PO
After approvers sign off in sequence, the agent creates a purchase order with supplier payment terms and links it back to the request.
Questions buyers ask
Will agents approve change orders?
No. Owners and GC PMs approve scope and budget.
Integrate with Procore or Viewpoint?
Pilots map to job cost exports you provide.
Can owners approve in app?
Routing follows your matrix; approvals stay human.
Does intake issue subcontracts?
It drafts POs; legal executes subcontracts separately.