FOR THE AP SPECIALIST
AP Snap - Quotes
Turns vendor quotes into purchase orders.
Every vendor quote lands as a purchase order on the right job, with the items matched to the price book and the vendor already set. The Accounts Payable Specialist reviews what was built and works only the handful of lines the product flagged, without searching the price book item by item for a list the vendor already sent in full.
- Time back
- 6 min
- per purchase order
- Cost
- 18¢
- 36 Rivets per purchase order
How it works.
5 steps, and your team only touches the ones that need a person.
- 1.
Send in the quote
The vendor's quote is forwarded to a dedicated address, submitted on a form, or uploaded. The business picks which of those it wants to use.
- 2.
Reads the document
AP Snap - Quotes reads the quote into a clean list of lines, pulling the vendor, the item descriptions, the part numbers, the quantities, and the prices.
- 3.
Matches the vendor and the items
The vendor is matched against the vendor list. Each line is matched to the right price book item, using the vendor's own part number where that link already exists.
- 4.
Creates the purchase order
The purchase order is created on the job, with the matched items, quantities, and prices in place, and the company's standard type, warehouse, and ship-to address stamped on it.
- 5.
Flags what needs a person
Anything that did not match is handled the way the business set it up, and every automatic creation and fallback is flagged so the Accounts Payable Specialist can review it in one place.
Try it.
A small working model of AP Snap - Quotes. Nothing here touches a real customer.
Step one supplier quote through being read, matched to your price book, and turned into a purchase order.
A day for the AP Specialist.
- 8:30 AM
Three vendor quotes came in overnight for two different projects. The Accounts Payable Specialist opens the first one and starts working out which job and phase it belongs to.
- 10:00 AM
They are still on the first quote, searching the price book for each of its eleven line items and checking whether the vendor's part number is already attached.
- 1:00 PM
The second quote has a vendor nobody has bought from before. They stop, create the vendor record, and start the purchase order again.
- 4:00 PM
The third quote gets keyed fast to clear the desk. Four items go on generic materials because the search was taking too long.
- 8:30 AM
The three overnight quotes are already purchase orders on their jobs. The Accounts Payable Specialist opens the review list to see what needs them.
- 10:00 AM
Two lines across the three orders fell to the fallback item. They fix both and move on. The other twenty-nine lines matched.
- 1:00 PM
The new vendor was created automatically and flagged. They open the record, add the payment terms, and it is done.
- 4:00 PM
The desk is clear. They spend the afternoon on a vendor pricing question that has been waiting three weeks.
What it won't do.
So nobody's surprised later.
- Does not send the purchase order to the vendor or place the order.
- Does not receive materials, match deliveries, or create the bill.
- Does not apply markup or change what the customer was quoted.
- Does not run an approval workflow before the purchase order is created.
- Does not process receipts from a purchase already made.
- About 220,000 calls a month analyzed across 31 shops
- 139 shops use Graphite Lab tools
- 108 ServiceTitan data types synced, including for multi-location operators
- 66 to 93 mobile PageSpeed, from a contractor's old site to the preview we built in under 10 days
Let’s talk about your shop.
No slide deck. Tell us how your team runs today and we'll show you what we'd build first. If it's a fit, we send you a quote.
