Site Lead desk illustration

Central manager

Site Lead

Routes a request to the right agent, asks more than one agent when the work needs it, keeps the task list, and writes the audit trail. Sensitive actions wait for a person.

What it will and won't do

  • It does not claim a task is done if it is not.
  • It does not invent facts the agents did not return.
  • Sending, schedule changes, and anything financial wait for approval.

How it works with the other desks

Routes a request to the right agent, asks more than one agent when the work needs it, keeps the task list, and writes the audit trail. Sensitive actions wait for a person. The six specialist desks are Mailroom, Bid Desk, Lookahead, Field Report, Payables, and Client Brief.

Plan availability

  • Professional includes Site Lead to coordinate the agents.
  • Enterprise includes all 6 agents and Site Lead.
  • Starter does not list Site Lead among its plan features.