"We’ve saved at least 50% of the time we used to spend on invoices. It’s streamlined, visual, and frees us up to focus on other tasks."
McMillan Electric, based in San Francisco, is a multi-generational electrical contractor trusted by world-leading organizations to deliver on their vision. The company offers a comprehensive range of electrical services that include construction, pre-construction, design and execution, a dedicated low voltage division, renewable energy solutions, and fire alarm system support. With a wealth of experience, innovative thinking, and expertise in leading-edge technology, McMillan Electric delivers results that create a lasting legacy for clients. Known for its collaborative approach, McMillan prizes itself on maximizing efficiency through every stage of construction.
Efficiency in materials and equipment procurement is essential for McMillan Electric.
"We’ve saved at least 50% of the time we used to spend on invoices. It’s streamlined, visual, and frees us up to focus on other tasks."
Prior to adopting Field Materials AI, Cris—Accounting Manager and Assistant Controller—relied on a fully manual process to handle invoices. Each invoice had to be downloaded from the email inbox, printed, and entered line by line into the Viewpoint Vista ERP. The dependence on paper slowed down the process and made it difficult to track invoice status, leading to clutter and inefficiencies.
The invoice process was time-consuming, repetitive, and lacked the scalability and transparency needed for growth.
“There were piles of paper everywhere, and everything had to be typed in manually. There was no easy way to see where we were in the process.” said Cris.
To modernize its accounts payable workflow, McMillan Electric adopted Field Materials’ invoices module. Field Materials AI automatically downloads invoices sent to the AP email inbox, matches them to the correct POs and packing slips (3-way match), and auto detects invoice issues.
Once Cris approves an invoice, Field Materials AI automatically exports and posts the invoice in Viewpoint Vista.
“We’re no longer printing everything out or typing invoices manually. It just flows into the system,” says Cris.
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McMillan Electric leveraged the Field Materials AI co-pilot to transform and future-proof its AP processes into a modern, scalable solution.
