Introduction
Dashpivot helps you manage purchase requests with structured approval workflows, cost code assignments, and automatic registers. Use purchase request forms to control spending, maintain oversight across teams, and keep projects on budget.
How it works
Key Features
Control and process site purchase requests in a consistent way
Send automatic notifications when a request moves to the next workflow stage for electronic sign-off
Generate a register of all purchase requests automatically
Create purchase requests from the Dashpivot app on site to communicate quickly with your project manager or financial controller
Best Practices
Set up your purchase request template as a workflow to standardize the approval process. Include an "approved/closed" column as the final stage to clearly indicate items that need no further action.
Set up workflow notifications to alert the right person for sign-off at each step
Include a single-line text field for the purchase item description, then set the form thumbnail in template settings to display that field — making it easy to identify which form relates to which item
Storm AI Templates
Use Storm AI Templates to generate purchase request forms tailored to your project needs.
Getting Started
Browse free templates in Dashpivot to get started with purchase requests. Go to Templates > Browse free templates.
Learn more
Learn more about time and materials software.
FAQs
Can I use purchase requests on the Dashpivot mobile app?
Yes. You can create purchase requests from the Dashpivot app on site and they'll be immediately visible to your project manager or financial controller.
Can I automate approvals for purchase requests?
Yes. Set up a workflow template with notifications at each stage so the right person is alerted automatically when a request needs their sign-off.
Can I track spending against cost codes using purchase requests?
Yes. Purchase request forms support cost code assignment so you can allocate spend accurately and maintain budget visibility across your project.