Intent REI OS

Department

Finance

8 modules

Finance systemMaterialsReceipt-based material tracking

Signal wire

Finance: Financial dashboard and job costingInvoices: AP, invoice approvals, and paymentsMaterials: Receipt-based material trackingLoans: Loans, draws, and payoff trackingSchedule of Values: Budget, completion, billing, and draw bridgeCapital Sources: Lenders, private capital, owner cash, and JV fundingProfitability: Profitability, margin, and return trackingPortfolio Financials: Portfolio-level financial performanceFinance: Financial dashboard and job costingInvoices: AP, invoice approvals, and paymentsMaterials: Receipt-based material trackingLoans: Loans, draws, and payoff trackingSchedule of Values: Budget, completion, billing, and draw bridgeCapital Sources: Lenders, private capital, owner cash, and JV fundingProfitability: Profitability, margin, and return trackingPortfolio Financials: Portfolio-level financial performance

Materials command

Purchases, receipts, returns, installed locations, and project-cost context without leaving the live operating workspace.

OperationsLive2 material recordsFull workspace

Loading materials

Records2Material line items

Spend$11KTotal material cost

Open$1KOpen material exposure

Installed1Installed line items

Material register

Purchases and receipt lines

Invoices

Selected materialDemo disposal packageSample Home Depot / Demo / Materials

Ordered$1KHD-1001Site prepCredit CardTenant pendingAwaiting refresh

Spend$11Ktotal material cost

Open$1Kuninstalled spend

Installed1line items

Returns$0credit amount

Demo1top category

Ordered1top status

Spend Ledger2

Vendor Spend2

Sample Supply CoEverett Duplex$9K1 item

Sample Home DepotGazebo Removal$1K1 item

Category Spend2

ExteriorFinish Materials$9K1 item

DemoMaterials$1K1 item

Receipt Variance0

Receipt totals match line items in this view.

ItemProjectStatusTotalReceipt

Receipt package

Create receipt package

Receipt workspaceNew receipt packageCreate a receipt or pick one below for its breakdown.

Receipt packages0

0 receipt packages

No receipt packages yet. Create the first one with line items and uploaded receipt files.

ProjectVendor / StoreReceipt numberPurchase dateStatusReceipt subtotalTax amountDelivery fee

Photos or PDF receiptsAttach store receipts, delivery slips, or phone photos as PDF, HEIC, PNG, JPG, or WebP files.

Receipt notes

Line item total$0

Receipt total$0

Variance$0

Add material

New workspace record

ProjectVendor / StoreItem namePurchase dateCategoryStatusPayment methodQuantityUnit costTaxDelivery feeReturn amountTotal cost

Update selected

PREVIEW-MAT-1

ProjectVendor / StoreItem nameCategoryStatusPurchase datePayment methodQuantityUnit costTotal costInstalled locationReceipt numberInvoice numberSKUPurchased byNotes

Adjacent workflow

Cost links

InvoicesAP invoices and payment controls

FinanceFinancial dashboard and job costing

WorkProject controls and field execution

Schedule of ValuesDraw schedule and budget bridge