Case Study: Robertson Group simplifies procurement and gains real-time visibility with Field Materials

How mechanical contractor Robertson Group uses FM and Quickbooks Online to simplify procurement

Robertson Group, a Kentucky-based mechanical contracting and project management company, struggled with a manual procurement process that relied solely on QuickBooks Online. Without a centralized system, they faced challenges tracking materials, receipts, and invoices, leading to poor visibility, misplaced paperwork, and inefficient vendor communication, which hindered their growth.

By implementing Field Materials' construction purchasing software, the company automated its procurement. The Field Materials platform provided real-time purchase order tracking and a centralized hub for vendor communication, integrating with their existing QuickBooks Online. This solution delivered significant time savings, provided real-time cost visibility, improved vendor relationships, and created a scalable procurement system to support the company's expansion.

Robertson Group

Brandi Nolan

Financial Controller