Procurement Agent · Construction

Buyout to lien waiver. Every job coded.

Bids, job-coded POs, delivery tickets, waivers and retainage, inside your construction ERP.

Get demo See every step

Today

You do everything. Agents should!

  1. ManualAgent Read PM list
  2. ManualAgent Check submittal
  3. ManualAgent Invite bidders
  4. ManualAgent Level bids
  5. ManualAgent Code the job
  6. ManualAgent Key the PO
  7. ManualAgent Confirm delivery
  8. ManualAgent File the ticket
  9. ManualAgent Match invoice
  10. ManualAgent Chase waiver
  11. ManualAgent Pay

How many hours can you get back?

What it costs

Where money is lost.

  • Wrong job Cost lands on the wrong code
  • Uncleared material Bought before the submittal cleared
  • Lost tickets Signed on site, never filed
  • Missing waivers Paid without a lien waiver

The solution

No integrations. No babysitting.

The agent works your screens like a trained employee, by your rules.

The solution

Hand the whole cycle to an agent

1 agent
  1. Levels bids
  2. PM awards
  3. Commits PO
  4. Confirms delivery
  5. Logs ticket
  6. Matches invoice
  7. Checks waiver & COI
  8. You release pay

Agent does itYou decide

How it works

Five steps. Zero re-typing.

  1. Step 1

    It reads the PM's list

    Job, cost code, submittal status. Uncleared items held back.

    Inbox

    PM D. Reyes · Job 2417

    MR-2417-031 · RTU and domestic water piping

    Checked request

    ✓RTU-3 25-ton rooftop unit · 1 EA

    ✓Copper type L, 2 in. · 400 LF

    ✓Copper type L, 1-1/4 in. · 600 LF

    ✓4 in. lug butterfly valve · 6 EA (submittal not cleared)

    ✓No duplicate open PO

  2. Step 2

    It levels bids against budget

    Checked against the submittal note, not just the price.

    Quotes received

    PDFColdstream Mechanical Supply$48,600, economizer incl.

    PDFDelmar HVAC Distributors$47,950, no economizer

    PDFWestline HVAC Supply$49,875, economizer incl.

    Landed cost per each · RTU-3 25-ton rooftop unit · 1 EA

    Coldstream Mechanical Supply $48600.00 Best on time
    Delmar HVAC Distributors $47950.00 Omits submittal note
    Westline HVAC Supply $49875.00 14 weeks

  3. Step 3

    It commits the PO to the job

    Job, cost code, gate and call-ahead on every PO.

    PO ENTRY    PO#: PO-2417-119

    VENDOR: TRI-COUNTY PIP

    LN PART   QTY  COST

    01 COPPER T 1,000 LF $10,980.00

    ▌

    Green screen

    Acumatica

    PO PO-2417-119Emailed to supplier

  4. Step 4

    It confirms the delivery

    Date, laydown area, call-ahead. Changes reach the PM.

    NOVEMBER

    SMTWTFS 12345678910111213141516171819202122232425262728293031

    Need datePromised

    Tri-County Pipe & Supply · PO PO-2417-119

    Delivering 11/20 to north gate laydown. Will call 24h ahead.

    Earliest is the 20th.

    To your buyer

    PO PO-2417-119 is on time. ExpediteSwitch supplier

  5. Step 5

    It matches the delivery ticket

    PO, signed ticket, invoice. Shorts held for the PM.

    POQty 1000
    ✕
    Packing slipQty 960
    ✕
    InvoiceQty 1000
    HeldBilled 1000. Received 960. On your desk with the slip.

The full process

MEP subcontractors: every step

What the agent does, where you decide, and the rules it checks.

  1. Material need or buyout
  2. Build bid package from estimate
  3. Invite approved vendors & subs
  4. Level bids vs budget
  5. PM awards
  6. Commit PO to cost code
  7. Confirm delivery date
  8. Log delivery ticket photo
  9. Read the invoice
  10. Matches PO & ticket?
    No → hold for PM
  11. Within budget?
    No → flag change order
  12. Code job & cost type
  13. Waiver & COI on file?
    No → request from vendor
  14. Calculate retainage
  15. PM approves invoice
  16. Build payment run
  17. You release payment
  18. Paid, waiver logged

Agent does it You decide Rule check

Built for you

Construction procurement

  1. 1Buyout vs. estimateBids leveled against budget
  2. 2Job & cost codesEvery line on the right job
  3. 3Delivery ticketsSigned on site, lost in trucks
  4. 4COIs & lien waiversNo waiver, no check
  5. 5RetainageHeld, tracked, released

Your controls

Your rules. Exactly.

Written once in plain English. Followed every time.

  • Submittal not cleared? Don't buy it
  • Over cost code budget? Flag a change order
  • No lien waiver? Hold the payment

Never, on any run

  • Buy ahead of the submittal
  • Accept a substitute model
  • Create or approve change orders
  • Code to a job not named
  • Release retainage on its own

When a rule says no

It stops and asks you.

Every held item lands in one queue with the documents, the values read and the rule that fired.

Approvals · 3 waiting
  • Hold for PMMatches PO & ticket? 2 min
  • Flag change orderWithin budget? 14 min
  • Request from vendorWaiver & COI on file? 1 h

RUN-2291

Hold for PM

RuleMatches PO & ticket? No

Source PDFPO as savedRule result

I stopped here. Everything I read is attached. Your call.

ApproveSend back

The difference

Your team, before and after

Your team today and with the agent
TodayWith your agent
Job coding Fixed at month-end Right on the PO
Delivery tickets Lost in trucks Photo logged, matched
Lien waivers Chased by phone Checked before the run
Retainage Tracked in spreadsheets Calculated every invoice

Your existing systems

No new systems!

The agent runs where you work.

ERP & project

  • Sage 300 CRE
  • Sage Intacct
  • Vista/Spectrum
  • CMiC
  • Procore
  • Foundation
  • Jonas
  • Acumatica CE
  • Primavera
  • Trimble
  • BuildingConnected
  • Siteline

Suppliers & pay

  • Home Depot Pro
  • Ferguson
  • Grainger
  • Fastenal
  • BILL
  • AvidXchange
  • Chase
  • Bank of America

Inbox & documents

  • Excel
  • Outlook
  • Gmail
  • Teams
  • SharePoint
  • Acrobat / PDF
  • DocuSign
  • Scans & photos

Screens differ by version and setup; we confirm the exact steps on your system before a pilot. Logos and product names identify systems only and belong to their owners; they do not imply a partnership or endorsement.

Your numbers

How many hours can you get back?

Your volume, your times, your labor cost. Estimates, not results.

90staff hours per month returned to buying work
$4,950labor capacity per month
$59,400labor capacity per year

Material requests × (minutes today − minutes with the agent) ÷ 60 × hourly cost

These are example assumptions, not results. Example assumptions for a mid-size MEP subcontractor: minutes cover submittal checks, quoting, comparison, PO entry and notifying the PM. Replace with your own numbers.

Demonstration

Watch recorded runs

These are real Acumatica runs from either side of purchasing, not the buyout above. The submittal run takes a curtain wall submittal through architect review to approved as noted, then hands off to procurement, which creates PO draft PO-40022. The PO-invoice run is AP after receipt: an invoice matched to a project PO and cost code, a receipt released and a bill entered. Neither shows quote comparison or budget checks.

FAQ

Questions buyers ask us

Can it buy against approved submittals?

Yes, that's the rule it starts from. It checks each item's submittal status and revision before buying, reads any approved-as-noted conditions, and leaves anything not cleared unissued with the reason stated.

How does it handle change orders?

It doesn't create or approve them. If a line depends on a change order that isn't approved, or would push a cost code past its remaining budget, the agent holds it and sends it to the PM with the numbers.

Can it work with Sage or Viewpoint?

It works through the screens your team already uses, in a signed-in user's session, so it isn't limited to one product. Before a pilot, we confirm the steps on your version and configuration.

What if the PM's list has no cost codes?

The agent proposes codes from the job budget where the match is clear and sends the rest back to the PM. It won't guess a code to get a PO through.

Which buyout should we run first?

  • We build itYou show us the work once.
  • Start to finishDoes exactly what your team does.
  • No-risk trial$0 setup. See it work before you scale.

Bring one material request, its submittals and the quotes that came back.

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