For HVAC field ops: route POs to project folders fast
For HVAC field ops: route POs to project folders fast
HVAC field operations managers miss POs in email, causing crews to wait and jobs to stall. It extracts PO details and files PDFs into project folders with status tags so crews see current orders.
Overview
Misplaced purchase orders delay HVAC installs and leave crews idle, putting project timelines at risk. Route and tag incoming POs into project folders so project managers and field crews access current orders, and teams report faster handoffs and zero missed follow-ups.
Notable Features
- Extract PO fields from email subject
- Save matching PDF attachments to folders
- Apply ACTIVE or CANCELLED tags