Mechanical Contractors
Procurement System Built
for Mechanical Contractors
AI-Powered HVAC & Plumbing Procurement Management
- Lock in prices early for long-lead equipment like chillers and pumps
- Service vehicle inventory tracked in real time with full expense visibility
- Prefab orders with end-to-end management and automatic material linking
Industry Pain Points
Unique Challenges in Mechanical Procurement
HVAC and plumbing projects involve long-lead equipment, ad-hoc field purchases, service vehicle inventory, and prefab management that traditional methods struggle to handle.
Long-Lead Equipment Pricing
Critical equipment like chillers and pumps can have lead times of up to a year, requiring early price locks to avoid cost fluctuations.
Uncontrolled Field Purchases
Frequent ad-hoc material purchases after project start make tracking and controlling scattered expenses a major challenge.
Service Vehicle Inventory Blind Spots
Service work requires real-time visibility into service vehicle inventory and easy tracking of all service-related expenses.
Multi-Stage Prefab Tracking
Prefab projects need to track order status across different stages, related material purchases, and use warehouse inventory when possible.
Solution
One Platform for Your Entire Mechanical Procurement Workflow
materialpro is designed for mechanical contractor workflows — from long-lead equipment pricing to field purchases, service vehicle inventory to prefab tracking, all managed in one place.
Core Features for Mechanical Contractors
From quotes to invoices, covering the full mechanical procurement workflow
Quote Management
Send field requests or material lists to multiple vendors for quotes. AI auto-compares and analyzes quotes, converting them to POs in seconds.
- AI auto-scans quotes, eliminating manual entry
- Compare multiple vendor prices line by line
- One-click quote to PO conversion
PO Management
AI scans vendor quotes and auto-creates POs with all units, quantities, and prices. Track order status and receiving progress.
- Auto-generate POs, reducing manual entry
- Track ordered, received, and backordered quantities
- Integrate with major ERP systems
Delivery Slip Processing
Field teams can reserve PO numbers and attach delivery slips via the mobile app. AI auto-reads delivery slip content and matches to POs.
- Snap and upload delivery slips from your phone
- AI auto-matches delivery slips to POs
- Instant discrepancy alerts
Inventory Management
View warehouse and service vehicle inventory in real time. Field staff can query and request materials directly from the mobile app without calling the office.
Receipt Processing
Field staff snap photos of receipts. AI auto-reads and codes to projects and costs, syncing to ERP after approval — eliminating manual entry.
Invoice Matching
AI auto-downloads and scans invoices, matches them to POs, verifies accuracy, flags price and quantity discrepancies, and syncs to ERP after approval.
Material Tracking
Track Common Mechanical Materials
From large HVAC equipment to everyday pipe fittings, materialpro supports procurement and inventory tracking for all mechanical materials. The system auto-categorizes everything so you always know the status of every item.
