Purchase orders and approval

Learn how to set up and manage the full purchase order approval workflow in SubTrade — from configuring company settings to collecting signatures and sending approved POs.

In this tutorial you'll learn how to:

• Enable purchase order approvals in your company settings
• Assign an approver to your PO workflow
• Create a purchase order inside a project
• Request approval and manage signature requests
• Confirm signatures and send approved purchase orders

SubTrade is built specifically for trade subcontractors — drywall, electrical, plumbing, HVAC, roofing, and more. Stop chasing paper approvals and run your jobs with a system that actually fits how you work in the field.