Wednesday, August 16, 2023

Text Receipts and PO Numbers for Construction Projects

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 by a teammate.
In this example, Andy sent a receipt image along with a note for the job site "2068 S Archer" using SMS.

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.

How to upload receipts using SMS?

Simply text your receipt images to a designated SMS number provided by Receipt-AI.

How to invite my team to upload receipts?

Invite your team to create an account by entering their emails. We also offer support to help you add your team members if you need assistance.

How to use Folders to organize my receipts?

1. Sign up on Receipt-AI

2. Go to Dashboard and click 'Edit Profile'

3. Activate 'Folder AI' and start texting receipts.

Text Receipts and PO Numbers for Construction Projects: Two construction professionals, a man and a woman, are attentively reviewing a digital document on a tablet inside a manufacturing facility. They are both wearing yellow hard hats and high-visibility safety vests, indicative of adherence to safety regulations on the job site. This image illustrates the importance of meticulous management of text receipts and purchase order numbers in construction projects to ensure financial accuracy and accountability.

contractor receipt

construction purchase order

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receipt scanner

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Start uploading Receipts using SMS.

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Start texting receipts β†’
A working professional traveling at a client site smiles as he takes a photo of a receipt with his smartphone. He plans to upload the receipt using SMS and Receipt-AI, which is integrated with Xero or QuickBooks, while sitting in a cozy cafΓ© environment. Indicating the ease of using the app.

Receipt-AI with AI and SMS

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