Purchase orders
Prepare and manage project-linked orders for materials and vendor work.
Materials and invoicing
Move materials and billing with the work
Create purchase orders, capture receiving, connect material actuals to job costs, and prepare progress invoices from verified project work.
Materials in context
Track the material work behind the job cost
Create purchase orders, work with vendors, record receiving, and connect material actuals to the project rather than leaving them in a disconnected purchasing trail.
Receiving
Record material receiving activity as part of the job's financial context.
Actual cost connection
Carry material actuals into the job-costing record for project review.
Billing from work
Prepare invoices with project status in view
Use connected project and completion context to prepare progress invoices, track payments, and account for retainage where the workflow calls for it.
Progress invoicing
Prepare invoice records from work and project context instead of starting from a blank billing task.
Payments and retainage
Keep payments, retainage, and invoice status connected to the job-level financial record.
Customer-facing records
Connect invoicing with customer, project, and payment-link workflows where configured.