Everything between the model says we need this and the steel is on site. The take-off arrives as an order sheet; you adjust lines for stock you already have, add what the job actually needs, send it to a supplier under your own branding, and receive it at the tailgate against the same list. Short, extra and damaged are all recorded against the order rather than remembered.
Also called: send order · email the yard · supplier order record · ordered badge
The list comes off the model
Every panel, stick and fastener counted from what you drew — so the order starts from a number nobody typed.
A hand-typed material list is one transposed digit away from a short delivery, and nobody finds the digit until the crew is standing at the tailgate.
The argument on site is never about whether somebody typed the list right. Counting is the part of ordering a computer does better than a person, so the quantity is read off the geometry rather than re-entered from a drawing.
Order less when you already have it
Try itHalf a bundle of purlins from the last job, a pallet of screws in the shop. Adjust the line down and it stays marked against what the model counted, so the order sheet is not silently wrong and the next person can see a decision was made there.
Leftover stock from the last job sits in the shop and gets bought a second time, because the only record of it is somebody's memory.
The half bundle in the shop gets used instead of bought a second time. An adjustment that hides the original count looks like an error to whoever opens the sheet next, so the measured figure stays on the line — months later the gap between what the model counted and what you ordered still explains itself.
…and add what the model can't know
Try itBlocking for a mezzanine, an extra run of trim, the fixings your crew prefers. Search the catalogue and add the line — the model is a starting point, not an argument.
The one item the model never knew about — blocking, extra trim, the fixings the crew insists on — is the item that gets ordered late, by phone, at a worse price.
The fixings the crew insists on arrive on the truck instead of on a second run to town. The take-off is a starting quantity rather than a locked answer, so additions go on the same sheet instead of a side order nobody tracks.
A sheet a yard can quote from
Grouped and worded the way a supplier reads it, not the way software stores it. A yard that can quote it in five minutes quotes it today.
A raw take-off emailed to a yard buys you a phone call asking what you meant instead of a quote back the same afternoon.
The counter quotes you this afternoon instead of phoning to ask what you meant. Lines are regrouped into the way a supplier holds stock rather than the way the building goes together, because the person pricing it reads a bunk list, not a set of plans.
Your suppliers, in one place
Add a yard once — as a contact flagged as a supplier — and it is there for every job after, ready to pick when you send. No hunting for the email address you used in March.
Ten minutes disappear on every order digging through old mail for the address of the yard you used last spring.
Ten minutes stop disappearing into old email on every order. Suppliers sit in the same contact book as everyone else you deal with, so a yard added on one job is already there on the next.
It goes out under your name
Your logo, your company name, your reply address. The yard is dealing with your company, not with a piece of software — and the email lists the order the way a counter quotes it, ending with a line asking them to say what they can supply rather than substitute.
An order arriving under an unfamiliar software brand gets treated as unfamiliar at the counter — queued, questioned, or quietly put behind the regulars.
The yard treats you like a regular, because the order looks like it came from you. The relationship belongs to the builder, so the message carries the builder's identity end to end and nothing in it says which system produced it.
Sending it writes the purchase order
One action, one record. Sending the order records it as a purchase order on the job — it is on the job's Materials & Orders list with its PO number the moment it goes, and on the supplier's card. There is no separate now log the PO step, which means there is no PO nobody logged.
Sending the order and logging it are two separate jobs, so the second one gets skipped and a supplier ends up holding a purchase order that exists nowhere in your books.
Month end has nothing to reconcile, because the office never had to log what the estimator sent. The record is written as a side effect of sending rather than as a task afterwards, which removes the only moment the two could ever diverge.
The job knows it was ordered
Try itThe stage stamps Ordered the moment the order goes, so the schedule and the buying stop being two different accounts of the same week.
The schedule says the material stage is still waiting while the buying says it went out last Tuesday, and nobody notices the disagreement until a truck arrives early or not at all.
The project manager sees the same week the buyer sees, without asking. One action updates the order and the build schedule together, so the schedule reflects purchasing without anyone maintaining it by hand.
Receive it at the tailgate
Against the same list it was ordered from. Tick what arrived, and what did not is still on the order rather than in somebody's head.
Receiving against a scribbled packing slip means a shortage surfaces days later, once the truck, the driver and the chance to argue are all gone.
The crew finds the shortage while the driver is still there to argue with. The receiving pass reads from the ordered lines instead of a fresh list, so whatever nobody ticked is by definition what is missing — no reconciliation step in between.
Photograph what was wrong, on the spot
Try itSix short and two creased is a claim, and a claim three weeks old against a memory is a claim you lose. The short and damaged counts each carry their own photographs, taken at the tailgate on the phone that counted them. Tap one and it opens full size. It is attached to the purchase order, so when the yard asks which bundle, the answer is on the order rather than in somebody's camera roll.
The panels come off the truck creased, somebody says they will call the yard, and by the time anyone does it is a fortnight later, the bundle is half installed, and there is nothing left to show. The supplier is not being difficult — there is genuinely no evidence. So the builder eats it, and eats it again next time, and never learns which suppliers do this because nothing was ever written down.
The credit lands, because the evidence was taken at the tailgate by the man who counted it. The conversation always happens later than the delivery, and the person having it is never the person who unloaded the truck — a count with a photograph is a record, not one man's word against a driver's. It costs the crew four seconds.
Short, extra and damaged — recorded, not remembered
Try itTwo bundles short, a pallet damaged in transit, a box of screws nobody ordered. Each one is logged against the order with a photo, so the credit conversation starts from a record instead of a recollection.
A shortage sorted out over the phone leaves no evidence, so the credit either never lands or turns into an argument three weeks later.
The office walks into the credit call with a record, not a recollection. Discrepancies are captured at the tailgate, on a phone, with a photo, because that is the only moment the evidence exists; everything after is assembled from that record.
What it cost, and which phase spent it
Tag a purchase-order line with its phase and the spend lands against the stage that caused it. On the job's Materials tab, each phase shows materials spent against its budget — and labour beside it, the hours logged on that phase costed at what each person is actually paid. The whole job's budget and margin, phase by phase, is on budget & margin.
Material and labour spend arrive as one lump at the end of the job, so an overrun in framing stays invisible until the roof is already on.
The owner catches a framing overrun mid-phase, while there is still a decision to make. Cost settles where it was caused instead of in one materials bucket, and labour sits next to it at real pay rates, so an overrun shows up while the phase is still running.
…and the whole order, in one place
Ordered, sent, received, short, credited — one screen per order, for the conversation with the yard that always happens three weeks later.
Three weeks after delivery the yard rings about a credit, and the answer is scattered across an email, a text, a packing slip and a photo on somebody's phone.
Whoever picks up the phone when the yard calls sees exactly what the person who ordered it saw. One order gets one screen holding its whole life, because the conversation about an order almost never happens on the day it was placed.
- 1The take-off comes off the model, so the quantities are counted rather than typed
- 2Adjust a line for stock you already have — order less, and the line shows what the model counted beside what you ordered
- 3Add what the job actually needs that the model cannot know about
- 4Pick a supplier from your contacts
- 5It sends under your branding, as a sheet a yard can quote from — or as a CSV for a yard that imports
- 6Sending it writes the purchase order on the job — no second entry
- 7Receive at the tailgate against the same list: short, extra, damaged
- 8Purchase-order lines tagged with a phase land against the phase that spent them, beside the labour that phase has logged
Ordering is where a well-priced job quietly loses money. The take-off is right, then somebody types it into an email, the yard quotes something slightly different, half a bundle from the last job never gets used, and the delivery arrives two purlins short on a day the crew is standing there. None of that is one big mistake — it is six small ones, each in a different place, and no single person sees all six. So it is one list from the model to the tailgate. Every adjustment stays attached to the line it changed, and the differences between what you needed, what you ordered and what turned up are recorded rather than reconciled from memory.
- A take-off retyped between the model and the supplier
- Surplus stock nobody accounts for, bought twice
- Shortages discovered by the crew instead of at receiving
- Material spend with no phase attached to it
Sending an order writes the purchase order
The record is written after the send succeeds — an order that never reached the yard is not an order. It takes the next PO number for your business, keeps every line with its quantity and price, and works out the customer from the job if nobody said. Then it shows up on the supplier, the customer and the project.
Supplier mail goes out under your brand
The supplier is your counterparty, not ours. Every outward message to a yard is wrapped in your branding and sent on the channel you have set up. If nothing is set up at all, the screen tells you rather than quietly sending nothing.
A sent order stamps the project Ordered
After the order sends, the project card carries an Ordered badge with the line Supplier order sent. The column does not change. Ordering and being in the materials stage are two different facts.
The supplier order workspace
Contacts, then Suppliers, reading left to right like the rest of the app. The header carries the PO number, the status, the promised and original delivery dates, the ordered, received, missing and damaged counts, the total, the journey and the payment controls. Under it, every line item, grouped and filterable.
Receive the order at the tailgate
Editing an order and receiving one are different jobs. Editing changes what you asked for. Receiving records what turned up — and the gap between them is what you take back to the yard. Nothing is written until you save, so a half-counted pallet never lands as fact. Short and damaged are deliberately kept apart.
Claim the shortage or the damage
A claim is its own record: what kind, which lines, how many, the photos, the value, what you are asking for, and how it ended. One delivery can raise several claims — twelve sheets short and three doors damaged are two conversations, settled on different days, sometimes with different outcomes. Everything wrong with a delivery sits in one panel.
Report a delay without losing the first promise
Enter the revised date and what the yard told you — mill backorder, truck breakdown. The order takes the new date, keeps the first one untouched, and adds to a history of every move. The header then reads due the 22nd, originally the 4th, and how many times it has shifted.
How this supplier actually performs
A scorecard on the supplier's card. Lateness is measured against the first promise, not the revised one. Exceptions count the share of orders that produced a claim. Nothing is self-reported and nothing is typed in — it is your own deliveries, counted.
Pay the supplier, in full or in part
Pay in full is one tap. Anything else is a part payment, and the panel says in words what would still be owing before you commit. Every payment keeps its amount, date, method and reference. The one you just entered can be undone for ten seconds; an older one asks you to confirm.
Materials and budget on the project
A tab inside the project. Four numbers across the top, then budget against actual for every phase, with a bar that goes amber near the limit and red over it. Under that, every order with its status, supplier, date and open balance. New orders can be raised right here, with the job already attached.
Where are my materials, on the customer's card
The customer rings and asks where the steel is. The answer is on their card. Each order shows its PO number, status, whether anything came short or damaged, and the due date. Claims show as coloured chips. Expand for the lines. A customer with two builds has two separate lists, never one merged one.
The supplier's order register
Three figures across the top, the reliability scorecard under them, then every order that yard has had. Filter to All, Open, Paid or Cancelled. Each row shows the PO number, the project, the total, the open balance and the payment strip. Click one and it opens beside the list.
Subcontractor agreement, signed against the order
Sent from the order. The agreement arrives pre-titled with the purchase order and pre-filled with a template you can edit — scope, schedule, payment, insurance and licensing, indemnity, independent contractor status. The sub opens a page and signs. The signature, their name, the time and the device are all recorded. The wording is frozen at send, so editing the template later never rewrites what somebody signed.
