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Purchase order software for trade contractors

Construction purchase order software

Purchasing & expenses

Easily manage your project finances and get accurate, up-to-date visibility in both Knowify and QuickBooks – no double-entry required.

Quickly capture all your costs from the field or office

Create purchase orders directly from your project budget. Log expenses from the web app or mobile app, and set approval limits for your employees.

Automatically keep finances in sync between Knowify & QuickBooks

A best in class two-way sync ensures your team only enters data once, and that it’s up-to-date and properly organized in both platforms.

Easily manage finances across all your jobs

A dedicated hub for purchases and vendor bills means you can easily track accounts payable and take quick action, like marking items as received or emailing vendors directly.

Streamline your purchasing and expense management, starting at $99/month

An easier way to manage your finances, without sacrificing accuracy or speed. Schedule a personalized walkthrough of Knowify today.

Purchase orders (PO) are formal documents that contractors send to suppliers, subcontractors, etc. indicating that they’d like to purchase specific materials or services. For example, a carpenter might submit a PO to a lumber yard for framing materials. An electrician acting as a subcontractor might receive a PO from a GC requesting wiring services for a home build.

Purchase orders are important because they act as a formal agreement between two parties specifying quantities, costs, payment terms, delivery dates, etc. POs are an important way to maintain accurate financial records, prevent disputes between buyers and sellers, and help with inventory tracking.

Effective purchase order management is crucial for businesses to streamline their procurement process, reduce costs, and increase efficiency. By implementing a purchase order management system, companies can automate the creation, approval, and tracking of purchase orders, eliminating manual errors and discrepancies. This leads to improved relationships with suppliers, better inventory management, and enhanced financial control. Additionally, purchase order management software provides real-time visibility into spending, enabling businesses to make informed decisions and optimize their procurement process.

While it’s possible to create and manage POs manually using spreadsheets, email, and hard copies, for a busy contractor, software is a better choice. Contractors should look for purchase order software that first makes it easy to generate and send POs without the need for any manual work.

They should also look for a tool that integrates with their job costing system as purchases are a major source of project costs. When your purchase order software works alongside your job costing software, you can easily mark when a PO is fulfilled, and the bill is paid, and see how those actual costs track against your budgeted costs in near real-time.

Lastly, it’s ideal that your PO software integrates with your accounting software so your bookkeeper and accountant always have accurate financial records.

A robust purchase order software should offer the following key features:

  • Automated purchase order creation and approval workflows
  • Customizable purchase order templates and forms
  • Real-time tracking and monitoring of purchase orders
  • Integration with accounting software and inventory management systems
  • Supplier management and vendor portal
  • Mobile accessibility and approval capabilities
  • Reporting and analytics for spend visibility and procurement insights

By incorporating these features, businesses can ensure a seamless and efficient procurement process, from creating purchase orders to managing supplier relationships and tracking inventory.

Implementing a purchase order management system can seem daunting, but with the right approach, businesses can quickly reap the benefits of streamlined procurement. Here’s a step-by-step guide to getting started:

  1. Assess your current procurement process: Identify areas for improvement and determine the specific needs of your business.
  2. Choose the right purchase order software: Select a solution that aligns with your business requirements and integrates with your existing systems.
  3. Configure and customize the software: Set up the system to meet your specific needs, including creating custom purchase order templates and approval workflows.
  4. Train your team: Ensure that all stakeholders understand how to use the software and its benefits.
  5. Go live and monitor progress: Launch the system and track its performance, making adjustments as needed.

Implementation and Support

A successful implementation of a purchase order management system requires dedicated support and resources. Look for a software provider that offers:

  • Comprehensive onboarding and training: Ensure that your team is fully equipped to use the software.
  • Ongoing technical support: Access to expert support teams to address any issues or concerns.
  • Regular software updates and enhancements: Stay up-to-date with the latest features and best practices.
  • Customization and configuration services: Tailor the software to meet your specific business needs.

By prioritizing implementation and support, businesses can ensure a smooth transition to a purchase order management system and maximize its benefits.

QuickBooks does give you the ability to generate and send purchase orders. This is a great tool for businesses with simpler needs. For contractors and construction companies with more complexities and the need to manage costs at the project level, purchase order software designed for construction makes more sense.

Expense management in construction refers to the meticulous process of tracking, managing, and controlling all costs associated with construction projects. This includes monitoring and recording expenses related to labor, materials, equipment, and other project-specific costs. Effective expense management is crucial for ensuring that projects stay within budget and meet their financial goals.

By keeping a close eye on every dollar spent, project managers and contractors can identify inefficiencies, reduce unnecessary costs, and ultimately improve the profitability of their construction operations. In essence, robust expense management practices are the backbone of successful construction projects, providing a clear picture of the project’s financial status at any given time.

The best way to keep track of construction expenses and construction project costs is with job costing software. Job costing software like Knowify allows you to build a construction budget of estimated costs and then track your actual costs against your budgeted costs as you work on a project.

It’s best to create a detailed budget that divides your project into phases, as well as cost categories under each phase. Typical cost categories include materials, equipment, labor, and subcontractors. You then use purchase orders, invoices, time cards, etc. to track your actual costs by category and type so you have detailed information about how you’re tracking against your initial budget.

Typically, labor is the largest expense on a construction project. Labor costs often range from 40-50% of the total project budget. Labor costs do not only include wages, they also include labor burden which are costs like employment taxes and benefits. It’s important to track your fully loaded labor costs on projects so you don’t go over budget on labor.

Knowify helps you track your labor costs, including labor burden, by letting you set up detailed labor rates for each individual employee or type of employee (Ex: foreman vs. laborer). You can then schedule employees to an entire project or just a project phase. If you use the Knowify mobile app for time tracking, or one of our integrated payroll partners, labor costs will automatically be applied to each project, and/or phase, giving you very accurate labor cost numbers.

Implementing expense management software in construction can revolutionize the way project expenses are tracked and managed. Here are some key benefits:

  • Improved Accuracy and Reduced Errors: Automated expense tracking minimizes the risk of human error, ensuring that all expenses are recorded accurately.
  • Increased Efficiency and Reduced Administrative Burden: Streamlined processes reduce the time and effort required for manual data entry and expense reporting.
  • Enhanced Visibility into Project Expenses: Real-time tracking provides a clear view of all project costs, helping managers make informed decisions.
  • Better Decision-Making and Cost Control: With detailed insights into expenses, project managers can identify cost-saving opportunities and avoid budget overruns.
  • Improved Compliance: Ensures adherence to accounting standards and regulatory requirements, reducing the risk of non-compliance.
  • Reduced Risk of Fraud and Mismanagement: Automated controls and approval workflows help prevent unauthorized or fraudulent expenses.
  • Improved Collaboration and Communication: Centralized expense data fosters better communication among project stakeholders, ensuring everyone is on the same page.

By leveraging expense management software, construction companies can achieve greater control over their project costs, leading to more successful and profitable projects.

 

Expense management software for construction is packed with features designed to simplify and enhance the expense tracking process. Here are some of the key features to look for:

  • Expense Tracking and Reporting: Track and record all expenses related to a construction project, including labor, materials, equipment, and other costs.
  • Automated Expense Categorization: Automatically categorize expenses based on predefined categories, such as labor, materials, and equipment, for easier tracking and analysis.
  • Real-Time Expense Tracking: Monitor expenses as they are incurred, providing up-to-date information on project costs.
  • Mobile Accessibility: Manage expenses on-the-go with mobile devices and apps, ensuring that expense tracking is always at your fingertips.
  • Integration with Accounting Software: Seamlessly integrate with accounting software like QuickBooks to streamline expense tracking and reporting.
  • Customizable Expense Fields: Customize expense fields to track specific information relevant to your projects, such as job costs, mileage, or equipment usage.
  • Billable Expense Tracking: Track and report on billable expenses, including customer invoicing and payment tracking, to ensure accurate billing.
  • Policy Controls: Set and enforce expense policies with approval workflows and expense limits, ensuring compliance and control over spending.

These features collectively enhance the efficiency and accuracy of expense management in construction projects, helping construction companies maintain control over their budgets and improve their overall financial performance.