We know that whether you’re wiring a ground-up build, running service work, or handling tenant improvements:
Delivery slips, packing lists, and receipts often arrive late or incomplete, which delays invoice processing. Field Materials lets crews capture documents on the jobsite so purchasing and AP have what they need without chasing paperwork.
When quantities don’t match or documents are missing, AP spends hours verifying and entering data and resolving issues. AI review agents automate item-level matching and help catch problems, so month-end doesn’t turn into a cleanup project.
Mechanical work includes planned equipment buys, daily material orders, and service purchases that add up quickly. Field Materials AI keeps purchasing activity visible and tied to the job so teams can see where money is going and avoid surprises.
Send field requisitions or bills of materials to multiple vendors as RFQs, compare pricing, and convert the selected quote into a purchase order. This supports both major equipment buyouts and ongoing material purchasing with fewer email and spreadsheet handoffs.
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Send field requisitions or bills of materials to multiple vendors as RFQs, compare pricing, and convert the selected quote into a purchase order. This supports both major equipment buyouts and ongoing material purchasing with fewer email and spreadsheet handoffs.
Field Materials reads vendor quotes and creates itemized POs with quantities and pricing, then syncs them to your ERP. Teams can move quickly on long-lead equipment and day-to-day orders while keeping cost coding and approvals consistent.
Receiving activity stays connected to the order, which is especially useful for partial deliveries and jobsite drop-offs. For will-call orders, field crews can also reserve a PO and attach delivery or packing slips from the mobile app. The AP team now knows what was purchased and for which job and cost code.
Track warehouse inventory and allow field teams to request materials from their phones. Mechanical contractors can manage stock across projects and service work with clear visibility into what is available and what needs replenishment. This reduces emergency supplier runs and improves material planning for both project and service teams.
Field staff capture retail receipts from the mobile app. Field Materials AI reads them and job and cost codes them before the information reaches accounting. This helps manage small purchases made during service calls or urgent field work.
Field Materials AI automates the 3-way invoice match. It downloads and reads invoices, matches them to POs and delivery records, and flags quantity or price differences for review. AP can route issues back to project teams or vendors, then sync approved invoices to the ERP. This reduces month-end cleanup and helps teams resolve discrepancies.
Project teams can request prefab components, track production status, and connect material purchasing to each prefab order. Field teams can see what is ready, what is delayed, and when assemblies are scheduled for delivery.
Mechanical contractor software needs to fit your construction accounting software not create another manual handoff. Field Materials AI integrates with major construction ERPs:
If your team is still chasing delivery slips, re-entering invoice details, or fixing mismatches at month-end, Field Materials can help. Customers use the platform to cut PO and invoice processing time by up to 90% and often see 5–10% material savings by catching pricing and quantity errors earlier.
Request a demoLook for a system that connects purchase orders, delivery documentation, and invoices in one workflow. Mechanical contractor software should support field document capture, item-level matching, and clean ERP integration so teams are not rebuilding records later.
Yes. Mechanical contractors use it for planned project purchasing as well as service-related receipts, field buys, and inventory requests. This keeps both types of work visible without managing separate processes.
Field Materials matches invoices to the PO and delivery records and flags differences in quantities or pricing. If something is missing or incorrect, AP can route the issue back to the project team or supplier before posting the invoice.
Yes. The mobile app makes it easy for crews to capture packing slips, delivery tickets, and receipts as the work happens. Those documents stay tied to the job and purchase order for faster review.
Yes. Teams can request prefab components, track production status, and connect material purchasing to each prefab order so the shop and field stay aligned.
Field Materials can manage many warehouses, provides visibility into stock, and makes it easy for field teams to request materials from mobile. This helps manage inventory across project work and service operations.
Field Materials integrates with major construction accounting platforms including Sage 100 Contractor, Sage 300CRE, Sage Intacct, Viewpoint Vista, Viewpoint Spectrum, Foundation, Procore CMiC, QuickBooks Online, and QuickBooks Desktop.
Yes. Many contractors start with a single module such as invoices or purchase orders and expand over time, which minimizes changes and training effort.
