Purchase Orders
Streamline Your Construction Purchasing Process
Purchase Order System
Take full control of your procurement workflow with SiteMax’s robust Purchase Order (PO) management system—designed specifically for construction contractors and subcontractors. From simplified approvals to seamless integrations, SiteMax helps your team stay efficient, compliant, and always in control.
Fast, Flexible PO Creation Create Purchase Orders in minutes — whether for rentals, services, labor, or materials. Customize every PO with vendor details, PO types, and project-specific information. Assign statuses like Open, Partial, Complete, or Cancelled to keep your jobsite organized and transparent.
Tailored Company Settings Make your purchasing process your own with customizable configurations:
- PO Numbering System – Project-Tax Defaults – Pre-set GST, HST, or other region-specific taxes
- Approval Workflows – Manual or structured routing
- Monetary Thresholds – Trigger approvals based on PO value
- Field Customization – Show or hide fields across platforms
- Standard Terms – Set consistent PO conditions across your company
Top 3 reasons you need SiteMax Purchase orders
Digital Creation and Real-Time Access
SiteMax enables users to create purchase orders directly from the field using mobile devices or computers. This digital approach eliminates the need for traditional paper-based PO books, allowing for immediate access and distribution of POs. Users can utilize dropdown menus to quickly input vendor information, cost codes, item descriptions, and amounts, ensuring complete and efficient PO entries.
Digital Comprehensive PO Lifecycle Management
The platform offers robust tools for managing the entire lifecycle of a purchase order. Users can track and export all PO-related data, including backups, packing slips, supporting photos, and documents, within a centralized system. This comprehensive tracking ensures transparency and facilitates seamless communication between field and office teams.
Flexible Approval Workflows and Permissions Access
SiteMax provides customizable approval workflows for purchase orders, accommodating various organizational structures. Users can define and choose which addresses (billing and shipping) are displayed in POs, ensuring accuracy and consistency. Additionally, the system supports managing permissions, allowing administrators to control access levels for different team members, enhancing security and compliance.
ADVANTAGES/Benefits
ADVANTAGES/Benefits
Built-in Approval Workflows Ensure compliance and accountability with approval workflows:
- Route POs to designated approvers before vendor release
- Track every approval step and notify key stakeholders
- PDF exports clearly display approval status
- Sync vendor data between SiteMax and QuickBooks Online
- Export POs directly to
QuickBooks with real-time status confirmation
Why Contractors Choose SiteMax for Purchase Orders:
- Designed for construction
- Centralized PO tracking
- Settings customization
- Built-in approvals
- Accounting compatibility
- Easy-to-use interface
- Mobile field PO’s
Need more Details?
SMX Knowledge Base Articles
Take Control of your on-site financial obligations
Take Control of your on-site financial obligations
