Quotes

The reporting gives you visibility that most construction companies have never had before. You can see spending by project, vendor, cost code, even material/equipment, or time period. The job costs report shows what's been ordered, delivered, invoiced, and paid for the job at the material and unit level.

Budget versus actuals update in real-time as purchase orders are created and invoices are processed. You can drill down from high-level summaries to individual line items to understand exactly where money is being spent.

You also get detailed pricing intelligence: history of material prices throughout the year and recommendations of materials that would result in the highest potential savings based on your purchase volume and historical price volatility.

Reports can be exported to CSV, Excel, or PDF.

No, and this is really important because the last thing you want is to complicate your vendor relationships. Vendors don't need accounts, passwords, or special training. They send quotes and invoices the same way they always have - by email.

When there are issues with deliveries or invoices, the system emails vendors a secure link to respond, but they don't need to log in. They can upload corrected documents or respond to questions through the link.

The goal is to make your internal processes more efficient without creating extra work for the vendors you depend on.

A buyout is an approximate volume of material you are committing to buy from a supplier at a specific price.

• Use a supplier quote to create a buyout.
• Place orders from the buyout with pre-defined prices and individual delivery dates.
• See at the line item level how much you ordered and received so far against the buyout quantity.
• Empower your field team to order from a pre-approved buyout and vendor to help control costs.
• Use tags and / or zones to assign orders to job areas or phase (e.g., floor 1, Zone A)