"Things are cleaner and more organized before they even reach me."
Tempe Mechanical, an HVAC, plumbing, and ongoing service maintenance contractor, combines technical excellence with a forward-thinking, client-first approach. Its team delivers efficient, scalable solutions that support everything from commercial spaces to complex industrial facilities—backed by 24/7 service and decades of trusted expertise. As the business expanded, the need for a more streamlined and transparent process for managing POs and invoices between field and accounting teams became increasingly urgent.
“It’s still a process on my end, but things are cleaner and more organized before they even reach me.”
Before adopting Field Materials, Tempe Mechanical’s procurement and invoice process was slow and error-prone. Jennifer, who handled material orders, would create purchase orders (POs) in Foundation. However, when invoices arrived, they often didn’t match the corresponding POs. Invoices would list items that hadn’t been properly recorded in the POs, requiring Jennifer to go back and manually correct the POs.
This back-and-forth caused delays, as updated POs wouldn’t make it back to the accounting team for days. Marissa, who manages invoice entries, had to wait for corrections before she could input anything into Foundation. This significantly slowed down the billing cycle and increased the administrative workload. The accounting team frequently had to pause their work and wait for the corrected information, resulting in delays in vendor payments.
"I had to wait for corrections before I could input anything into Foundation. This slowed down the billing cycle and increased the administrative workload."
Tempe Mechanical has simplified and greatly improved how they manage purchase orders and invoices with Field Materials.
Now, the procurement team issues itemized POs directly through the platform, and field crews use the mobile app to upload delivery tickets as materials arrive on site — all in real time. This eliminates the back-and-forth between the office and the field and keeps records up to date and in sync. Field Materials is automatically matching incoming invoices to POs and delivery tickets, making it possible for the accounting team to process invoices much faster.
Once the data is verified, it flows seamlessly into Foundation. The payoff? Faster PO and invoice processing, fewer errors, and significant time saved each week.
"This new workflow ensures that POs are clean and complete before they reach the accounting team, enabling faster and more reliable invoice processing."
Field Materials helped Tempe Mechanical modernize its procurement process—reducing delays, eliminating redundancy, and keeping the team focused on delivering top-tier service.
