Wednesday, August 16, 2023

Text Receipts and PO Numbers for Construction Projects

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Do you find it challenging to keep track of receipts and PO numbers (Purchase Order) while working on site? With the demands of the job and the team constantly moving, it's easy to lose track of receipts. Being unsure about a project's exact expenses can lead to headaches.

How does Receipt-AI work?

Smply send a receipt image to Receipt-AI using SMS. All uploaded receipts will automatically appear in your Receipt-AI account and sync with software like QuickBooks or Xero. Receipt-AI then extract the key information(e.g. date, vendor name and total). No need to type or rely on the internet, as long as you have a phone number from the US or Canada.

* See the example below of a receipt uploaded using SMS.
In this example, Andy sent a receipt image along with a note for the job site "2068 S Archer".

Text Receipt with PO Number for construction project

Categorize your receipt with a folder

After sending a receipt via SMS, the system prompts you to choose an existing folder or create a new one. Any new folders are also available the next time you want to text a receipt.

Please reply with a number to choose an existing folder, or provide a new folder name to categorize your receipt if the existing options do not match.

Introducing the new folder ai feature

We believe that the best way to understand your return is by tracking your investment. In construction, where teams frequently move across different job sites and are constantly on the go, a work phone typically serves better than a work computer as the appropriate setup. Using Receipt-AI to send receipts via SMS is the most efficient and convenient way for construction workers.