FAQs

Procore invoice management is the process of receiving, reviewing, approving and coding invoices against a project's commitments and project budget in Procore. Field Materials adds automation layer for AP invoices — capturing them from email, matching each line to the Procore purchase order and the delivery records, and coding them to the right project and cost codes.

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Procore includes Commitments for purchase orders and subcontracts, and Invoice Management for subcontractor billings. What it doesn't do is capture supplier invoices from email, read them line by line, or check them against what was actually delivered to the jobsite. Field Materials adds that layer and syncs the results back to Procore.

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Field Materials reads every line of the supplier invoice, matches it to the Procore purchase order, and applies the project, cost code and cost type from that commitment. Invoices with no PO are coded from the vendor's default settings or from past invoices, and a single invoice can be split across several cost codes or projects. Project managers see committed and actual costs against the Procore budget while the job is still running.

Yes — Field Materials matches each invoice line against both the Procore purchase order price and the quantity actually delivered. Field crews photograph packing slips in the mobile app, which creates the received-quantity record. Price and quantity discrepancies are flagged before the invoice posts. This is a true three-way match, not a header-total check.

Yes. Field Materials controls who approves purchase orders and invoices before anything syncs to Procore, using role-based permissions and optional dollar thresholds.

Access control

• Assign roles to users (project manager, foreman, accountant, and so on)
• Assign users to projects to control access to specific jobs — accountants, admins and purchasers have access to all jobs
• Control what each role can do within a job: edit orders, upload delivery slips and receive orders, review invoices, see prices

Purchase orders

• Up to 3 role-based approvers (Owner, PM, Purchaser) before orders go to vendors and sync to Procore
• Optional order amount thresholds — for example, over $1,000 requires PM approval, over $10,000 requires owner approval

Invoices

• Role-based approvers (Owner, Accountant, PM) control who can approve invoices before they post
• Optional invoice amount thresholds that notify the designated roles
• Optional maximum invoice amounts each role can approve

For both, approvers are notified by email, text and in-app, and Field Materials keeps an audit trail of who requested and who approved. Settings can be changed at any time.

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Field Materials matches your existing Procore conventions rather than forcing new ones. It connects through the official Procore API — no open ports required. Supported customizations include:

• Custom PO names and descriptions written into Procore (e.g. "job number"-"PO number"-"notes")
• Custom PO numbering schemes
• Custom invoice descriptions (e.g. "job number"-"PO number"-"invoice number")
• Lump sum or detailed PO export — orders stay itemized in Field Materials and can sync to Procore as a lump sum
• Company-level and project-specific cost codes
• Custom sales tax treatment — tax can post as a separate line item against a specific cost code
• Custom default payment terms
• Whether invoices auto-sync on approval

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AP automation for Sage Intacct is software that receives vendor invoices, matches them to Sage Intacct purchase orders and delivery records, codes them to the right job and cost code, routes them for approval, and posts them into Sage Intacct without manual data entry. Field Materials provides AP automation and purchase orders for Sage Intacct, handling the work before a transaction reaches your accounting system.

Sage Intacct doesn't include AP automation, and it does not capture delivery records from the field or check invoice lines against received quantities. Field Materials adds that layer. Crews photograph packing slips on delivery, each invoice line is matched against both the Sage Intacct purchase order and what actually arrived, and only verified, coded records post to Sage Intacct.

Field Materials reads every line of the invoice, matches it to the Sage Intacct purchase order, and applies the job, cost codes from that purchase order. Invoices with no PO are coded from the vendor's default or from past invoices, and a single invoice can be split across several cost codes or jobs. Project managers see committed and actual costs against the Sage Intacct budget while the job is still running.

AP automation for Sage 300 is software that receives vendor invoices, matches them to Sage 300 purchase orders and delivery records, codes them to the right job and cost code, routes them for approval, and posts them into Sage 300 without manual data entry. Field Materials provides AP automation and purchase order approvals for Sage 300, handling the work before a transaction reaches your accounting system.

Yes -- Field Materials matches each invoice line against both the Sage Intacct purchase order price and the quantity actually delivered. Field crews photograph packing slips in the mobile app, which creates the received-quantity record. Price and quantity discrepancies are flagged before the invoice posts to Sage Intacct. This is a true three-way match, not a header-total check.

Yes. Field Materials supports connecting multiple companies within a single Sage Intacct instance. You can assign users to specific Sage Intacct companies, allowing each user to switch between the companies they have access to while working in Field Materials.

Sage 300 does not include AP automation and does not capture delivery records from the field or check invoice lines against received quantities. Field Materials adds that layer. Crews photograph packing slips on delivery, each invoice line is matched against both the Sage 300 purchase order and what actually arrived, and only verified, coded records post to Sage 300.

Yes. Field Materials controls who approves purchase orders and invoices before anything posts to Sage Intacct, using role-based permissions and optional dollar thresholds.

‍Access control

• Assign roles to users (project manager, foreman, accountant, and so on)
• Assign users to projects to control access to specific jobs -- accountants, admins and purchasers have access to all jobs
• Control what each role can do within a job: edit orders, upload delivery slips and receive orders, review invoices, see prices

Purchase orders

• Up to 3 role-based approvers (Owner, PM, Purchaser) before orders go to vendors and export to Sage Intacct
• Optional order amount thresholds -- for example, over $1,000 requires PM approval, over $10,000 requires owner approval

Invoices

• Role-based approvers (Owner, Accountant, PM) control who can approve invoices before they post to Sage Intacct
• Optional invoice amount thresholds that notify the designated roles
• Optional maximum invoice amounts each role can approve

For both, approvers are notified by email, text and in-app, and Field Materials keeps an audit trail of who requested and who approved. Settings can be changed at any time.

Field Materials reads every line of the invoice, matches it to the Sage 300 purchase order, and applies the job, cost codes from that purchase order. Invoices with no PO are coded from the vendor's default or from past invoices, and a single invoice can be split across several cost codes or jobs. Project managers see committed and actual costs against the Sage 300 job budget while the job is still running.

Yes — Field Materials matches each invoice line against both the Sage 300 purchase order price and the quantity actually delivered. Field crews photograph packing slips in the mobile app, which creates the received-quantity record. Price and quantity discrepancies are flagged before the invoice posts to Sage 300. This is a true three-way match, not a header-total check.

Field Materials matches your existing Sage Intacct conventions rather than forcing new ones. Supported customizations include:

• Custom PO names and descriptions written into Sage Intacct  (e.g. "job number"-"PO number"-"notes")
• Custom PO numbering schemes
• Custom invoice descriptions (e.g. "job number"-"PO number"-"invoice number")
• Lump sum or detailed PO export — orders stay itemized in Field Materials and can post to Sage Intacct as a lump sum
• Master (organization-level) and project-specific cost codes
• Custom sales tax treatment — tax can post as a separate line item against a specific cost code or GL account
• Custom default payment terms
• Whether invoices auto-export to Sage Intacct on approval

Yes. Field Materials supports connecting multiple companies within a single Sage 300 instance. You can assign users to specific Sage 300 companies, allowing each user to switch between the companies they have access to while working in Field Materials.

Yes. Field Materials controls who approves purchase orders and invoices before anything posts to Sage 300, using role-based permissions and optional dollar thresholds.

‍Access control

• Assign roles to users (project manager, foreman, accountant, and so on)
• Assign users to projects to control access to specific jobs — accountants, admins and purchasers have access to all jobs
• Control what each role can do within a job: edit orders, upload delivery slips and receive orders, review invoices, see prices

Purchase orders

• Up to 3 role-based approvers (Owner, PM, Purchaser) before orders go to vendors and export to Sage 300
• Optional order amount thresholds — for example, over $1,000 requires PM approval, over $10,000 requires owner approval

Invoices

• Role-based approvers (Owner, Accountant, PM) control who can approve invoices before they post to Sage 300
• Optional invoice amount thresholds that notify the designated roles
• Optional maximum invoice amounts each role can approve

For both, approvers are notified by email, text and in-app, and Field Materials keeps an audit trail of who requested and who approved. Settings can be changed at any time.

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AP automation for Deltek ComputerEase is software that receives vendor invoices, matches them to Deltek ComputerEase purchase orders and delivery records, codes them to the right job and cost code, routes them for approval, and posts them into Deltek ComputerEase without manual data entry. Field Materials provides AP automation and purchase orders for Deltek ComputerEase, handling the work before a transaction reaches your accounting system.

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Deltek ComputerEase doesn't include AP automation, and it does not capture delivery records from the field or check invoice lines against received quantities. Field Materials adds that layer. Crews photograph packing slips on delivery, each invoice line is matched against both the Deltek ComputerEase purchase order and what actually arrived, and only verified, coded records post to Deltek ComputerEase.

Field Materials reads every line of the invoice, matches it to the Deltek ComputerEase purchase order, and applies the job, phase categories from that purchase order. Invoices with no PO are coded from the vendor's default or from past invoices, and a single invoice can be split across several cost codes or jobs. Project managers see committed and actual costs against the Deltek ComputerEase budget while the job is still running.

Field Materials matches your existing Sage 300 conventions rather than forcing new ones. Supported customizations include:

• Custom PO names written into Sage 300 (e.g. "job number"-"PO number"-"notes")
• Custom PO numbering schemes
• Custom invoice descriptions (e.g. "job number"-"PO number"-"invoice number")
• Lump sum or detailed PO export — orders stay itemized in Field Materials and can post to Sage 300 as a lump sum
• Master (organization-level) and project-specific cost code
• Custom sales tax treatment — tax can post as a separate line item against a specific cost code or GL account
• Custom default payment terms
• Whether invoices auto-export to Sage 300 on approval

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Yes -- Field Materials matches each invoice line against both the Deltek ComputerEase purchase order price and the quantity actually delivered. Field crews photograph packing slips in the mobile app, which creates the received-quantity record. Price and quantity discrepancies are flagged before the invoice posts to Deltek ComputerEase. This is a true three-way match, not a header-total check.

Yes. Field Materials supports connecting multiple companies within a single Deltek ComputerEase instance. You can assign users to specific Deltek ComputerEase companies, allowing each user to switch between the companies they have access to while working in Field Materials.

AP automation for Sage 100 Contractor is software that receives vendor invoices, matches them to Sage 100 purchase orders and delivery records, codes them to the right job and cost code, routes them for approval, and posts them into Sage 100 without manual data entry. Field Materials provides AP automation and purchase order approvals for Sage 100, handling the work before a transaction reaches your accounting system.

Sage 100 Contractor does not include AP automation and it does not capture delivery records from the field or check invoice lines against received quantities. Field Materials adds that layer. Crews photograph packing slips on delivery, each invoice line is matched against both the Sage 100 purchase order and what actually arrived, and only verified, coded records post to Sage 100.

Field Materials reads every line of the invoice, matches it to the Sage 100 purchase order, and applies the job, cost codes from that purchase order. Invoices with no PO are coded from the vendor's default or from past invoices, and a single invoice can be split across several cost codes or jobs. Project managers see committed and actual costs against the Sage 100 budget while the job is still running.

Yes — Field Materials matches each invoice line against both the Sage 100 purchase order price and the quantity actually delivered. Field crews photograph packing slips in the mobile app, which creates the received-quantity record. Price and quantity discrepancies are flagged before the invoice posts to Sage 100. This is a true three-way match, not a header-total check.

Yes. Field Materials supports connecting multiple companies within a single Sage 100 instance. You can assign users to specific Sage 100 companies, allowing each user to switch between the companies they have access to while working in Field Materials.

Yes. Field Materials controls who approves purchase orders and invoices before anything posts to Deltek ComputerEase, using role-based permissions and optional dollar thresholds.

‍Access control

• Assign roles to users (project manager, foreman, accountant, and so on)
• Assign users to projects to control access to specific jobs -- accountants, admins and purchasers have access to all jobs
• Control what each role can do within a job: edit orders, upload delivery slips and receive orders, review invoices, see prices

Purchase orders

• Up to 3 role-based approvers (Owner, PM, Purchaser) before orders go to vendors and export to Deltek ComputerEase
• Optional order amount thresholds -- for example, over $1,000 requires PM approval, over $10,000 requires owner approval

Invoices

• Role-based approvers (Owner, Accountant, PM) control who can approve invoices before they post to Deltek ComputerEase
• Optional invoice amount thresholds that notify the designated roles
• Optional maximum invoice amounts each role can approve

For both, approvers are notified by email, text and in-app, and Field Materials keeps an audit trail of who requested and who approved. Settings can be changed at any time.

Yes. Field Materials controls who approves purchase orders and invoices before anything posts to Sage 100 Contractor, using role-based permissions and optional dollar thresholds.

‍Access control

• Assign roles to users (project manager, foreman, accountant, and so on)
• Assign users to projects to control access to specific jobs — accountants, admins and purchasers have access to all jobs
• Control what each role can do within a job: edit orders, upload delivery slips and receive orders, review invoices, see prices

Purchase orders

• Up to 3 role-based approvers (Owner, PM, Purchaser) before orders go to vendors and export to Sage 100
• Optional order amount thresholds — for example, over $1,000 requires PM approval, over $10,000 requires owner approval

Invoices

• Role-based approvers (Owner, Accountant, PM) control who can approve invoices before they post to Sage 100
• Optional invoice amount thresholds that notify the designated roles
• Optional maximum invoice amounts each role can approve

For both, approvers are notified by email, text and in-app, and Field Materials keeps an audit trail of who requested and who approved. Settings can be changed at any time.

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Field Materials matches your existing Sage 100 Contractor conventions rather than forcing new ones. Supported customizations include:

• Custom PO descriptions written into Sage 100 (e.g. "job number"-"PO number"-"notes")
• Custom PO numbering schemes
• Custom invoice descriptions (e.g. "job number"-"PO number"-"invoice number")
• Lump sum or detailed PO export — orders stay itemized in Field Materials and can post to Sage 100 as a lump sum
• Master (organization-level) and project-specific cost code
• Custom sales tax treatment — tax can post as a separate line item against a specific cost code or GL account
• Custom default payment terms
• Whether invoices auto-export to Sage 100 on approval

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Field Materials matches your existing Deltek ComputerEase conventions rather than forcing new ones. Supported customizations include:

• Custom PO names and descriptions written into Deltek ComputerEase (e.g. "job number"-"PO number"-"notes")
• Custom PO numbering schemes
• Custom invoice descriptions (e.g. "job number"-"PO number"-"invoice number")
• Lump sum or detailed PO export -- orders stay itemized in Field Materials and can post to Deltek ComputerEase as a lump sum
• Master (organization-level) and project-specific phase
• Custom sales tax treatment -- tax can post as a separate line item against a specific cost code or GL account
• Custom default payment terms
• Whether invoices auto-export to Deltek ComputerEase on approval

AP automation for CMiC is software that receives vendor invoices, matches them to CMiC purchase orders and delivery records, codes them to the right job and cost code, routes them for approval, and posts them into CMiC without manual data entry. Field Materials provides AP automation and purchase orders for CMiC, handling the work before a transaction reaches your accounting system.

AP automation for Viewpoint Vista is software that receives vendor invoices, matches them to Viewpoint Vista purchase orders and delivery records, codes them to the right job and cost code, routes them for approval, and posts them into Viewpoint Vista without manual data entry. Field Materials provides AP automation and purchase orders for Viewpoint Vista, handling the work before a transaction reaches your accounting system.

CMiC does not include AP automation and it does not capture delivery records from the field or check invoice lines against received quantities. Field Materials adds that layer. Crews photograph packing slips on delivery, each invoice line is matched against both the CMiC purchase order and what actually arrived, and only verified, coded records post to CMiC.

Viewpoint Vista doesn't include AP automation, and it does not capture delivery records from the field or check invoice lines against received quantities. Field Materials adds that layer. Crews photograph packing slips on delivery, each invoice line is matched against both the Viewpoint Vista purchase order and what actually arrived, and only verified, coded records post to Viewpoint Vista.

Field Materials reads every line of the invoice, matches it to the CMiC purchase order, and applies the job, phase code from that purchase order. Invoices with no PO are coded from the vendor's default settings or from past invoices, and a single invoice can be split across several cost codes or jobs. Project managers see committed and actual costs against the CMiC job budget while the job is still running.

Yes — Field Materials matches each invoice line against both the CMiC purchase order price and the quantity actually delivered. Field crews photograph packing slips in the mobile app, which creates the received-quantity record. Price and quantity discrepancies are flagged before the invoice posts to CMiC. This is a true three-way match, not a header-total check.

Field Materials reads every line of the invoice, matches it to the Viewpoint Vista purchase order, and applies the job, phase codes from that purchase order. Invoices with no PO are coded from the vendor's default or from past invoices, and a single invoice can be split across several cost codes or jobs. Project managers see committed and actual costs against the Viewpoint Vista budget while the job is still running.

Yes. Field Materials supports connecting multiple companies within a single CMiC instance. You can assign users to specific CMiC companies, allowing each user to switch between the companies they have access to while working in Field Materials.

Yes -- Field Materials matches each invoice line against both the Viewpoint Vista purchase order price and the quantity actually delivered. Field crews photograph packing slips in the mobile app, which creates the received-quantity record. Price and quantity discrepancies are flagged before the invoice posts to Viewpoint Vista. This is a true three-way match, not a header-total check.

Yes. Field Materials supports connecting multiple companies within a single Viewpoint Vista instance. You can assign users to specific Viewpoint Vista companies, allowing each user to switch between the companies they have access to while working in Field Materials.

Yes. Field Materials controls who approves purchase orders and invoices before anything posts to CMiC, using role-based permissions and optional dollar thresholds.

‍Access control

• Assign roles to users (project manager, foreman, accountant, and so on)
• Assign users to projects to control access to specific jobs — accountants, admins and purchasers have access to all jobs
• Control what each role can do within a job: edit orders, upload delivery slips and receive orders, review invoices, see prices

Purchase orders

• Up to 5 role-based approvers (Owner, PM, Purchaser) before orders go to vendors and export to CMiC
• Optional order amount thresholds - for example, over $1,000 requires PM approval, over $10,000 requires owner approval

Invoices

• Role-based approvers (Owner, Accountant, PM) control who can approve invoices before they post to CMiC
• Optional invoice amount thresholds that notify the designated roles
• Optional maximum invoice amounts each role can approve

For both, approvers are notified by email, text and in-app, and Field Materials keeps an audit trail of who requested and who approved. Settings can be changed at any time.

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Yes. Field Materials controls who approves purchase orders and invoices before anything posts to Viewpoint Vista, using role-based permissions and optional dollar thresholds.

‍Access control

• Assign roles to users (project manager, foreman, accountant, and so on)
• Assign users to projects to control access to specific jobs -- accountants, admins and purchasers have access to all jobs
• Control what each role can do within a job: edit orders, upload delivery slips and receive orders, review invoices, see prices

Purchase orders

• Up to 3 role-based approvers (Owner, PM, Purchaser) before orders go to vendors and export to Viewpoint Vista
• Optional order amount thresholds -- for example, over $1,000 requires PM approval, over $10,000 requires owner approval

Invoices

• Role-based approvers (Owner, Accountant, PM) control who can approve invoices before they post to Viewpoint Vista
• Optional invoice amount thresholds that notify the designated roles
• Optional maximum invoice amounts each role can approve

For both, approvers are notified by email, text and in-app, and Field Materials keeps an audit trail of who requested and who approved. Settings can be changed at any time.

Field Materials matches your existing CMiC conventions rather than forcing new ones. Supported customizations include:

• Custom PO descriptions written into CMiC (e.g. "job number"-"PO number"-"notes")
• Custom PO numbering schemes
• Custom invoice descriptions (e.g. "job number"-"PO number"-"invoice number")
• Lump sum or detailed PO export — orders stay itemized in Field Materials and can post to CMiC as a lump sum
• Master (organization-level) and project-specific phase codes
• Custom sales tax treatment — tax can post as a separate line item against a specific phase code or GL account
• Custom default payment terms
• Whether invoices auto-export to CMiC on approval

Field Materials matches your existing Viewpoint Vista conventions rather than forcing new ones. Supported customizations include:

• Custom PO names and descriptions written into Viewpoint Vista (e.g. "job number"-"PO number"-"notes")
• Custom PO numbering schemes
• Custom invoice descriptions (e.g. "job number"-"PO number"-"invoice number")
• Custom fields
• Lump sum or detailed PO export -- orders stay itemized in Field Materials and can post to Viewpoint Vista as a lump sum
• Master (organization-level) and project-specific phase codes
• Custom sales tax treatment -- tax can post as a separate line item against a specific cost code or GL account
• Custom default payment terms
• Whether invoices auto-export to Viewpoint Vista on approval

AP automation for Viewpoint Spectrum is software that receives vendor invoices, matches them to Viewpoint Spectrum purchase orders and delivery records, codes them to the right job and cost code, routes them for approval, and posts them into Viewpoint Spectrum without manual data entry. Field Materials provides AP automation and purchase orders for Viewpoint Spectrum, handling the work before a transaction reaches your accounting system.

Viewpoint Spectrum doesn't include AP automation, and it does not capture delivery records from the field or check invoice lines against received quantities. Field Materials adds that layer. Crews photograph packing slips on delivery, each invoice line is matched against both the Viewpoint Spectrum purchase order and what actually arrived, and only verified, coded records post to Viewpoint Spectrum.

Field Materials reads every line of the invoice, matches it to the Viewpoint Spectrum purchase order, and applies the job, phase codes from that purchase order. Invoices with no PO are coded from the vendor's default or from past invoices, and a single invoice can be split across several cost codes or jobs. Project managers see committed and actual costs against the Viewpoint Spectrum budget while the job is still running.

Yes -- Field Materials matches each invoice line against both the Viewpoint Spectrum purchase order price and the quantity actually delivered. Field crews photograph packing slips in the mobile app, which creates the received-quantity record. Price and quantity discrepancies are flagged before the invoice posts to Viewpoint Spectrum. This is a true three-way match, not a header-total check.

Yes. Field Materials supports connecting multiple companies within a single Viewpoint Spectrum instance. You can assign users to specific Viewpoint Spectrum companies, allowing each user to switch between the companies they have access to while working in Field Materials.

Yes. Field Materials controls who approves purchase orders and invoices before anything posts to Viewpoint Spectrum, using role-based permissions and optional dollar thresholds.
‍Access control

• Assign roles to users (project manager, foreman, accountant, and so on)
• Assign users to projects to control access to specific jobs -- accountants, admins and purchasers have access to all jobs
• Control what each role can do within a job: edit orders, upload delivery slips and receive orders, review invoices, see prices

Purchase orders

• Up to 3 role-based approvers (Owner, PM, Purchaser) before orders go to vendors and export to Viewpoint Spectrum
• Optional order amount thresholds -- for example, over $1,000 requires PM approval, over $10,000 requires owner approval

Invoices

• Role-based approvers (Owner, Accountant, PM) control who can approve invoices before they post to Viewpoint Spectrum
• Optional invoice amount thresholds that notify the designated roles
• Optional maximum invoice amounts each role can approve

For both, approvers are notified by email, text and in-app, and Field Materials keeps an audit trail of who requested and who approved. Settings can be changed at any time.

Field Materials matches your existing Viewpoint Spectrum conventions rather than forcing new ones. Supported customizations include:

• Custom PO names and descriptions written into Viewpoint Spectrum (e.g. "job number"-"PO number"-"notes")
• Custom PO numbering schemes
• Custom invoice descriptions (e.g. "job number"-"PO number"-"invoice number")
• Lump sum or detailed PO export -- orders stay itemized in Field Materials and can post to Viewpoint Spectrum as a lump sum
• Master (organization-level) and project-specific phase codes
• Custom sales tax treatment -- tax can post as a separate line item against a specific cost code or GL account
• Custom default payment terms
• Whether invoices auto-export to Viewpoint Spectrum on approval

AP automation for QuickBooks Online is software that receives vendor invoices, matches them to QuickBooks Online purchase orders and delivery records, codes them to the right job and QuickBooks items, routes them for approval, and posts them into QuickBooks Online without manual data entry. Field Materials provides AP automation and purchase orders for QuickBooks Online, handling the work before a transaction reaches your accounting system.

QuickBooks Online doesn't include AP automation, and it does not capture delivery records from the field or check invoice lines against received quantities. Field Materials adds that layer. Crews photograph packing slips on delivery, each invoice line is matched against both the QuickBooks Online purchase order and what actually arrived, and only verified, coded records post to QuickBooks Online.

Field Materials reads every line of the invoice, matches it to the QuickBooks Online purchase order, and applies the job, classes from that purchase order. Invoices with no PO are coded from the vendor's default or from past invoices, and a single invoice can be split across several cost codes or jobs. Project managers see committed and actual costs against the QuickBooks Online budget while the job is still running.

Yes -- Field Materials matches each invoice line against both the QuickBooks Online purchase order price and the quantity actually delivered. Field crews photograph packing slips in the mobile app, which creates the received-quantity record. Price and quantity discrepancies are flagged before the invoice posts to QuickBooks Online. This is a true three-way match, not a header-total check.

Yes. Field Materials supports connecting multiple companies within a single QuickBooks Online instance. You can assign users to specific QuickBooks Online companies, allowing each user to switch between the companies they have access to while working in Field Materials.

Yes. Field Materials controls who approves purchase orders and invoices before anything posts to QuickBooks Online, using role-based permissions and optional dollar thresholds.

‍Access control

• Assign roles to users (project manager, foreman, accountant, and so on)
• Assign users to projects to control access to specific jobs -- accountants, admins and purchasers have access to all jobs
• Control what each role can do within a job: edit orders, upload delivery slips and receive orders, review invoices, see prices

Purchase orders

• Up to 3 role-based approvers (Owner, PM, Purchaser) before orders go to vendors and export to QuickBooks Online
• Optional order amount thresholds -- for example, over $1,000 requires PM approval, over $10,000 requires owner approval

Invoices

• Role-based approvers (Owner, Accountant, PM) control who can approve invoices before they post to QuickBooks Online
• Optional invoice amount thresholds that notify the designated roles
• Optional maximum invoice amounts each role can approve

For both, approvers are notified by email, text and in-app, and Field Materials keeps an audit trail of who requested and who approved. Settings can be changed at any time.

Field Materials matches your existing QuickBooks Online conventions rather than forcing new ones. Supported customizations include:

• Custom PO names written into QuickBooks Online (e.g. "job number"-"PO number"-"notes")
• Custom PO numbering schemes
• Custom invoice descriptions (e.g. "job number"-"PO number"-"invoice number")
• Lump sum or detailed PO export — orders stay itemized in Field Materials and can post to QuickBooks as a lump sum
• Custom sales tax treatment — tax can post as a separate line item against a specific cost code or GL account
• Custom default payment terms
• Whether invoices auto-export to QuickBooks Online on approval

AP automation for QuickBooks Desktop is software that receives vendor invoices, matches them to QuickBooks Desktop purchase orders and delivery records, codes them to the right job and QuickBooks items, routes them for approval, and posts them into QuickBooks Desktop without manual data entry. Field Materials provides AP automation and purchase orders for QuickBooks Desktop, handling the work before a transaction reaches your accounting system.

QuickBooks Desktop doesn't include AP automation, and it does not capture delivery records from the field or check invoice lines against received quantities. Field Materials adds that layer. Crews photograph packing slips on delivery, each invoice line is matched against both the QuickBooks Desktop purchase order and what actually arrived, and only verified, coded records post to QuickBooks Desktop.

Field Materials reads every line of the invoice, matches it to the QuickBooks Desktop purchase order, and applies the job, classes from that purchase order. Invoices with no PO are coded from the vendor's default or from past invoices, and a single invoice can be split across several cost codes or jobs. Project managers see committed and actual costs against the QuickBooks Desktop budget while the job is still running.

Yes -- Field Materials matches each invoice line against both the QuickBooks Desktop purchase order price and the quantity actually delivered. Field crews photograph packing slips in the mobile app, which creates the received-quantity record. Price and quantity discrepancies are flagged before the invoice posts to QuickBooks Desktop. This is a true three-way match, not a header-total check.

Yes. Field Materials supports connecting multiple companies within a single QuickBooks Desktop instance. You can assign users to specific QuickBooks Desktop companies, allowing each user to switch between the companies they have access to while working in Field Materials.

Yes. Field Materials controls who approves purchase orders and invoices before anything posts to QuickBooks Desktop, using role-based permissions and optional dollar thresholds.

‍Access control

• Assign roles to users (project manager, foreman, accountant, and so on)
• Assign users to projects to control access to specific jobs — accountants, admins and purchasers have access to all jobs
• Control what each role can do within a job: edit orders, upload delivery slips and receive orders, review invoices, see prices

Purchase orders

• Up to 3 role-based approvers (Owner, PM, Purchaser) before orders go to vendors and export to QuickBooks Desktop
• Optional order amount thresholds — for example, over $1,000 requires PM approval, over $10,000 requires owner approval

Invoices

• Role-based approvers (Owner, Accountant, PM) control who can approve invoices before they post to QuickBooks Desktop
• Optional invoice amount thresholds that notify the designated roles
• Optional maximum invoice amounts each role can approve

For both, approvers are notified by email, text and in-app, and Field Materials keeps an audit trail of who requested and who approved. Settings can be changed at any time.

AP automation for FOUNDATION is software that receives vendor invoices, matches them to FOUNDATION purchase orders and delivery records, codes them to the right job and cost code, routes them for approval, and posts them into FOUNDATION without manual data entry. Field Materials provides AP automation and purchase orders for FOUNDATION, handling the work before a transaction reaches your accounting system.

FOUNDATION software doesn't include AP automation and does not capture delivery records from the field or check invoice lines against received quantities. Field Materials adds that layer. Crews photograph packing slips on delivery, each invoice line is matched against both the FOUNDATION purchase order and what actually arrived, and only verified, coded records post to FOUNDATION.

Field Materials reads every line of the invoice, matches it to the FOUNDATION purchase order, and applies the job, cost codes from that purchase order. Invoices with no PO are coded from the vendor's default settings or from past invoices, and a single invoice can be split across several cost codes or jobs. Project managers see committed and actual costs against the FOUNDATION job budget while the job is still running.

Yes — Field Materials matches each invoice line against both the FOUNDATION purchase order price and the quantity actually delivered. Field crews photograph packing slips in the mobile app, which creates the received-quantity record. Price and quantity discrepancies are flagged before the invoice posts to FOUNDATION. This is a true three-way match, not a header-total check.

• Custom PO names written into QuickBooks Desktop (e.g. "job number"-"PO number"-"notes")
• Custom PO numbering schemes
• Custom invoice descriptions (e.g. "job number"-"PO number"-"invoice number")
• Lump sum or detailed PO export -- orders stay itemized in Field Materials and can post to QuickBooks Desktop as a lump sum
• Custom sales tax treatment — tax can post as a separate line item against a specific cost code or GL account
• Custom default payment terms
• Whether invoices auto-export to QuickBooks Desktop on approval

Yes. Field Materials supports connecting multiple companies within a single FOUNDATION instance. You can assign users to specific FOUNDATION companies, allowing each user to switch between the companies they have access to while working in Field Materials.

Yes. Field Materials controls who approves purchase orders and invoices before anything posts to FOUNDATION, using role-based permissions and optional dollar thresholds.

‍Access control

• Assign roles to users (project manager, foreman, accountant, and so on)
• Assign users to projects to control access to specific jobs — accountants, admins and purchasers have access to all jobs
• Control what each role can do within a job: edit orders, upload delivery slips and receive orders, review invoices, see prices

Purchase orders

• Up to 5 role-based approvers (Owner, PM, Purchaser) before orders go to vendors and export to FOUNDATION
• Optional order amount thresholds — for example, over $1,000 requires PM approval, over $10,000 requires owner approval
• Exceptions for specific order types, roles, or projects

Invoices

• Up to 3 role-based approvers (Owner, Accountant, PM). You control who can approve invoices before they post to FOUNDATION.
• Optional invoice amount thresholds that notify the designated roles
• Optional maximum invoice amounts each role can approve
• Exceptions for specific order types, roles, or projects

For both, approvers are notified by email, text and in-app, and Field Materials keeps an audit trail of who requested and who approved. Settings can be changed at any time.

Field Materials matches your existing FOUNDATION conventions rather than forcing new ones. Supported customizations include:

• Custom PO names and descriptions written into FOUNDATION (e.g. "job number"-"PO number"-"notes")
• Custom PO numbering schemes
• Custom invoice descriptions (e.g. "job number"-"PO number"-"invoice number")
• Ability to map each project to a FOUNDATION division
• Lump sum or detailed PO export — orders stay itemized in Field Materials and can post to FOUNDATION as a lump sum
• Master (organization-level) and project-specific cost codes
• Custom sales tax treatment — tax can post as a separate line item against a specific cost code or GL account
• Custom default payment terms
• Whether invoices auto-export to FOUNDATION on approval

Field Materials imports all the project’s packages and associated BOMs from Stratus. Field staff can look up each project’s packages (prefab items in Field Materials) and request them for prefabrication using the mobile app. When the prefab manager approves the request, purchasing team can automatically order materials from the vendors. Field staff and shop staff can see the status of these orders and which items have been received.

You need to get your app-key and then use it to connect Field Materials to Stratus. Field Materials securely stores your app-key and uses it to query Stratus API for all packages, assemblies, and package BOMs.

Field teams use the mobile app to check the status of each prefab order (Materials Requested, Materials Received, In Production, etc.). They can even see which and when materials have been received. When the prefab order is fabricated, they can also use the mobile app to request to ship the packages to the job site.  

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Yes, prefab shop staff can open any prefab order and see all associated packages with the associated bill of materials. They can see which materials have been ordered, when they are scheduled to arrive, and which materials have already been received. This way, they can start production of certain assemblies and packages as soon as materials have been received.

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An AI agent is similar to an employee and can perform complex tasks. For example, when the foreman submits a field requisition, the AI agent will check whether the requested materials are present in the warehouse. If yes, then it will automatically create an order for the warehouse and another order for the supplier that includes only the materials not present in the warehouse. 

In general, construction AI agents can:

• Automate AP invoice processing
• Automate processing of field requisitions 
• Submit inventory replenishment orders
• Prepare weekly reports
• Flag risks  

When setting up an agent, it’s easy to test it by providing the agent with a specific order or invoice to work on. You can inspect what the agent does on the provided invoice or order and ensure it works as instructed. You can do it on several orders or invoices before deploying the agent.

Once the agent is running, there is a dashboard that shows you all the orders or invoices that the agent has worked on. For each order or invoice, you will be able to see the full audit trail of actions the agent has performed. In addition, when looking up any order or invoice in the system, you will clearly see agent actions as part of order's or invoice's edit history: the agent will appear just like a regular user. 

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Yes, you can pause any of the hired AI agents at any point in time. Simply navigate to the dashboard of hired agents and click the pause button. Similarly, you can easily re-activate a paused agent by following the same steps. You can also go to any specific order or invoice and stop the agent just for that order or invoice.

Just like a regular user, each agent will be given a user role (e.g., project engineer, warehouse manager) with its own set of permissions. Just like with regular users, you need to assign the agent to specific projects. Agents won’t be able to access data of projects they are not assigned to. 

You have a dashboard with all your agents. The dashboard shows you everything they’ve done over a given period of time. You’ll be able to see all invoices and orders they processed. Any errors will be flagged: you will be able to inspect errors, address them (e.g., update agent permissions), pause an agent if necessary, and restart or rerun the agent on the same order or invoice.  

Navigate to the Agents menu and view all agents ready to be hired. Simply click “Hire” and get started. If you need to customize them, you can easily do it by programming their logic.

General inventory tracks stock available for any project. Job inventory lets you reserve materials stored at the warehouse for a specific job so that other project teams cannot use it.

Yes. Field users can view available inventory and submit warehouse requests from the mobile app. The request is then reviewed and fulfilled by the warehouse team.

The system maintains a ledger of inventory activity, including restocks, transfers between warehouses, job-specific orders, leftover returns from jobs, and manual adjustments. This keeps a running history instead of relying on spreadsheet updates.

Yes. Returned materials can be recorded back into inventory and reflected in the ledger. This helps teams reuse available stock instead of ordering again.

You can set minimum quantity thresholds for key items. When levels fall below the threshold, the system notifies the team so replenishment can be planned.

Yes. Purchasing can split a field requisition between warehouse stock and vendors. In-stock items are identified so they don’t need to be reordered.

Yes. Inventory can be managed across multiple warehouse locations with transfers recorded between them. Each movement is captured in the ledger.

The mobile app is designed for field conditions and supports offline use. Information syncs once a connection is available.

Field crews can capture hauling tickets and delivery slips using the mobile app. Field Materials AI reads the documents, matches them to POs, extracts quantities, including tonnage, and keeps the receiving record connected to the order for later invoice review.

Yes. Our AI agents read haul tickets and bills of lading, matching them to POs and logging exact delivered items and tonnage automatically. Invoices are automatically matched to the corresponding PO and the delivery records you have on file, and item-level differences are flagged for review. This helps AP avoid holding invoices because they are missing documents.

Yes. Field Materials AI is designed to handle large material schedules, turning vendor quotes into structured POs and keeping receiving tied back to those line items. That makes it easier to spot missing quantities and pricing issues before invoices are approved.

Yes. Receipts can be captured from the field and coded before posting, which helps keep smaller purchases from being missed or misclassified. This makes it easy to approve such expenses and tie them to the correct equipment and service codes.

Field Materials AI supports field-first workflows designed for jobsite reality, including capturing documents from mobile even if there is no internet connection available.

As shipments arrive, field teams snap photos of packing slips and delivery tickets with the mobile app. Even when the full order comes in multiple drops, delivery tickets are automatically matched to the corresponding PO and received quantities are automatically logged. That creates a receiving trail AP can rely on later, instead of trying to reconstruct what showed up and when.