Automated Purchase Order Processing for Trades & Field Service
From estimate to invoice — eliminate disconnected systems, manual distributor lookups, and margin leakage with AI-powered procurement that integrates with any platform.
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HVAC & Trades Procurement Is Broken
The real process is not just create a PO. It is a cross-functional workflow connecting estimating, job execution, distributor procurement, inventory, receiving, AP, and job costing — and most contractors are stitching it together with 8+ disconnected tools.
Too Many Disconnected Systems
Manual Price & Availability Checking
POs Not Tied to the Job
Messy Receiving & Partials
Slow Invoice Reconciliation
Reactive Inventory & Replenishment
Fragile Accounting Integration
Margin Leakage from Pricing Volatility
How It Should Work: End-to-End Process
One automated flow from job need through payment — no swivel-chairing between systems.
1. Need Identified
2. Sourcing & Pricing
3. PO Created & Sent
4. Goods Received
5. Invoice Matched
6. Costs Posted
AI-Powered Procurement That Plugs Into Any System
We do not replace your field-service platform — we sit on top of ServiceTitan, Simpro, BuildOps, or whatever you run, and automate the procurement workflow end-to-end, including direct distributor connections.
PO Creation from Job Context
Distributor Comparison & Sourcing Intelligence
Automated Receiving & Discrepancy Detection
Margin Protection Alerts
Inventory & Replenishment Intelligence
Touchless AP Automation
Integrates With Your Entire Stack
Field-service platforms, distributors, accounting systems, and AP automation — we connect to them all so you do not have to rip and replace anything. Compatible with ServiceTitan, Simpro, BuildOps, Service Fusion, FieldEdge, Johnstone Supply, Ferguson, Raiven, eParts, Field Materials, QuickBooks, Sage, Xero, Medius, and any ERP or distributor portal via API, EDI, or file-based integration.