JRT Mechanical Inc.
JRT Mechanical broke free of their status quo and saw unbelievable efficiencies between Procurement, Field, and AP teams
The Story
At JRT Mechanical Inc., which has over 100 employees, purchasing across dozens of projects is no small feat. Meet Autumn and Lynda: two essential driving forces of JRT’s purchasing operations.
Prior to using Kojo, JRT's material ordering process was very manual, consuming precious time from the field, Autumn and Lynda. With field personnel sending material requisitions via paper, email, or text, it was challenging to keep track of orders and maintain consistency in the ordering process. Autumn and Lynda spent over 30 hours each week manually typing line items from requisitions into their accounting system to create purchase orders (POs) and request for quotes (RFQs).
This painful former process led to a loss of valuable data, field time, and office time that would otherwise be dedicated to pricing analysis and negotiations. After years of ordering this way, it was clear that JRT needed a more streamlined and efficient way to manage their material ordering process.
The Solution
JRT Mechanical turned to Kojo to streamline their material ordering process and cut down manual data entry. Field teams use the Kojo mobile app to create material requisitions that are automatically sent to the office team. The purchasing team reviews and approves the requisitions, which are then automatically turned into POs or RFQs and synced with JRT’s accounting system. Kojo also provides much needed visibility into the status of orders and deliveries across the organization, allowing JRT to better plan projects, manage their warehouse operations, and document deliveries.
In their first year, JRT Mechanical:
- Successfully placed over 1000 material requisitions
- 1500 purchase orders
- Decreased the time creating material requisitions by 80%
- Decreased the time processing POs by 70%
With the reduction in manual data entry, the team can focus on more valuable tasks.
Their Favorite Features
Kojo's Order Acknowledgement Scanning allows JRT to easily scan order acknowledgements and automatically update purchase order statuses, saving time and increasing accuracy.
"It's our favorite feature. It's changed our lives! It's like night and day because when we first started, we were still typing in some things, and it just works differently now before, the invoice team were having to try and reconcile what the Field team were writing to what we were invoiced, and now, that's not even an issue because of the intelligent scanning.”
Autumn Barton, Purchasing Assistant
