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Money & purchasing

Document what you ordered and where it belongs.

Create supplier and project line items, expected delivery dates and shipping terms. Share a PDF or public view and track Draft, Sent, Received, Billed or Cancelled status.

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How to use purchase orders

  1. 01

    Choose a supplier and add project material line items.

  2. 02

    Record expected delivery and shipping details; send the order.

  3. 03

    Update the order’s overall status as delivery and billing progress.

Worked example

What this looks like on a job

Order the quoted fixtures from the supplier, record the expected delivery and mark the order Received after checking it.

Illustrative workflow. Prices and scope are examples, not customer results.

Questions about purchase orders

What can I do with purchase orders?

Create supplier and project line items, expected delivery dates and shipping terms. Share a PDF or public view and track Draft, Sent, Received, Billed or Cancelled status.

Which plans include purchase orders?

All plans

Connected contractor workflows

See external integrations and CSV migration →

See the workflow with your own job.

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