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Purchase Orders
Manage, send and track purchase orders, all in one place
PURCHASE ORDERS
Your one-stop shop for order management
Quickly create and send purchase orders for specific vendors. Manage vendor information, link orders to your price book items, and connect order items to relevant jobs.
ORDER MANAGEMENT
Manage orders from start to finish
Track orders with pickup or delivery details at your fingertips. Monitor and update purchase order statuses, from orders sent to items delivered, ensuring full visibility and reducing errors.
We sent our first campaign to just 77 people and immediately generated over $2,600 - filling two and a half days of truck time. It's an absolute game-changer.
Gage Valdez
Franchise Admin, Home Run Franchises
Workiz simplified our business with automation, boosting growth.
Miguel Contreras
Owner and CEO at Bros Pro Hauling
Workiz helped us generate unexpected, extra income.
Matthew Vick
Owner, Sonoma Strong Hauling & Junk Removal
Workiz continuously improves their product, making it easy for us to recommend and benefit from the partnership.
Matt Merry
Operations, Junk Removal Authority
Our scheduling has improved and retention rates on jobs have increased by 10%
Tega
Owner of Removerz
Frequently asked questions
Let us know if you have any other questions, our team is always happy to help!
What is the Purchase Orders feature in Workiz?
Workiz Purchase Orders help you order, track and manage materials, equipment, and supplies for your business or for specific jobs.
You can create POs, assign them to vendors, and track delivery statuses—all within your Workiz account.
How does the Client Portal help my business?
Workiz Client Portal saves you time and reduces back-and-forths by giving customers a way to take action without needing to download, print, and scan documents, or calling your office. For example, clients can view, accept, and sign proposals right from their portal. It also lets clients pay you partially or fully online, so you’re already paid before you get on-site.
Workiz Client Portal adds transparency, shortens the time to get approvals, helps you get paid faster, and ensures clients always have access to the info they need.
How does Purchase Orders work in Workiz?
Simply create a Purchase Order when you need to order items, and send the PO to the vendor right from your Workiz account. You can specify the vendor, item list, quantities, and costs. Once sent to the vendor, the PO is saved and you can track the status through ordered, received, or returned.
What are the benefits of using Purchase Orders in Workiz?
- Keep costs organized and accurate
- Ensure materials are ordered and delivered on time
- Prevent lost paperwork or miscommunication with vendors
- Easily track which jobs have outstanding material needs
- Maintain clearer profit margins per job
Can I link Purchase Orders to specific jobs?
Yes.
POs can be tied to a job in your Workiz account, so you always know what was ordered, why, and for which customer. It keeps materials and costs aligned with your billing and job records.
Does Workiz track the status of Purchase Orders?
Yes.
You can update each PO’s status to reflect whether it’s pending, ordered, received, or returned. This helps your team avoid duplicate orders and ensures you’re not missing key materials before a job starts.
Can I see the cost of purchased items on the job or invoice?
Absolutely.
Item costs from your POs are reflected in your job’s financial summary. This helps you monitor job profitability and flag cost overruns early.
Does the feature support multiple vendors and tax rates?
Yes.
You can select from your saved vendors or add new ones, and assign different tax rates as needed per item or vendor—perfect for managing a variety of suppliers.
