HeadsUp uses your estimating information to automate purchase order creation
Our software currently interfaces with these estimating systems:
- HeadsUp Estimating Templates
- QuickBooks
- Quest
- ProEst
- Microsoft Excel
- Master Builder
Our software captures all or part of this information from these estimating systems:
- Label
- Quantity Ordered
- Purchase order #
- Unit price
- Item part #
- Unit Description
- Description
- Extended price
- Cost Code
- Cost Type
This information is used to automatically produce purchase orders. Using Microsoft Word® or Corel
WordPerfect® RTF templates, our software electronically emails or faxes the purchase orders to the appropriate
vendors.
Following transmission, HeadsUp tracks open purchase orders and re-sends if needed. When approved,
the information is transferred to accounting using HeadsUpSync.
Purchase order deliveries may be recorded at the construction site. The delivered amount may
be entered or checked by item, or simply checked at the PO level which marks all items as fully
delivered. This information creates an accounts payable record in the accounting system
following execution of HeadsUpSync.