Faster PO creation
Saved per month
Orders tracked
Monthly waste eliminated
Based on your monthly purchase orders
Hours Saved Monthly
7.5
10 min saved per PO
Monthly Savings
$263
@ $35/hour
Yearly Savings
$3,150
Time + error prevention
Plus eliminate $750/month in waste
From forgotten orders, wrong parts, and surprise bills
💰 COST:
Job delayed, emergency shipping fees
$450/month extra
💰 COST:
Return shipping, reorder, downtime
$300/month wasted
💰 COST:
Budget overruns, surprise bills
10% budget overrun
💰 COST:
12 minutes per PO
9 hours/month wasted
Total Typical Waste
$9,000
Per year in preventable PO chaos
Tech needs parts for job
Opens job in LeadZ, clicks 'Order Parts'
Selects parts from catalog, adds to PO
Submits PO for approval
Manager gets notification, reviews, approves
PO auto-sent to supplier via email
Parts ordered, tracking number synced back
Parts arrive, auto-matched to job
Total: 2 minutes of human time
vs 45 minutes with manual process
❌ BEFORE
Calls office, CSR manually types PO, faxes supplier, 45 min delay
✓ AFTER
Tech creates PO on phone, approved in 2 min, emailed to supplier
❌ BEFORE
Dig through emails/receipts, manually add up, takes 4 hours
✓ AFTER
Click 'Reports', see all spending organized, 5 minutes
❌ BEFORE
Don't notice until job is over budget, lose profit
✓ AFTER
System flags price changes, adjust estimates immediately
Create POs in 2 minutes instead of 12. Pre-filled supplier info. Parts catalog with prices. Auto-calculate totals. Add notes and delivery instructions. Attach to specific jobs. Generate PDF instantly.
Set spending limits. Small orders auto-approved. Large orders require manager approval. Multi-level approval for big purchases. Email/SMS notifications. Mobile approval from anywhere.
Centralized supplier database. Track preferred vendors. Store contact info, terms, account numbers. See spending by supplier. Compare pricing. Negotiate better rates with data.
POs automatically attached to jobs. Track material costs vs estimates. See profit margins in real-time. Bill customers for materials. Export for accounting. Perfect job profitability.
Track PO status from submitted to delivered. Integration with supplier tracking systems. Get alerts when parts ship. Know when parts arrive. Follow up on late orders automatically.
See total spend by supplier, category, job. Identify cost-saving opportunities. Track price changes over time. Budget vs actual spending. Export for tax deductions. Negotiate volume discounts.
Set min/max stock levels. Auto-generate POs when inventory low. Prevent stockouts. Reduce emergency orders. Optimize inventory levels. Save on shipping with bulk orders.
Set monthly spending budgets by category. Get alerts approaching limits. Prevent overspending. Track against projections. Real-time visibility. Monthly reports to owners.
"We were hemorrhaging money on forgotten orders and rush shipping. Digital POs with approval workflows stopped the bleeding immediately. Now every dollar is tracked and approved before we spend it."
Tom Richards
Operations Manager, Richards HVAC