Analyze / ask questions
"Which vendors have the highest total invoiced amount year-to-date?"
"Which vendors have expired COIs?"
"Compare the two estimates from ABC Plumbing and XYZ Mechanical for work order 3544."
"What's the average invoice turnaround time by vendor?"
Export vendors
"Export all vendors with COI expiration dates as a spreadsheet."
Import vendors
Upload your vendor list and tell the assistant to import.
Review the mapping and confirm.
Import vendor contacts
"Import vendor contacts from this file and link each one to the right vendor."