ℹ️ This integration is currently in alpha, so access is limited while we test, collect feedback, and improve it. To join the alpha, please sign up here. It will be available to all Pros later this summer.
Reece Purchase Orders (POs) let you order materials from Reece, track what's on the way, and link orders to jobs and customers. With Reece Purchase Orders in Housecall Pro, you can build an order, send it to Reece, and track it from draft to completion without leaving your workflow. This article guides you through creating, sending, and managing purchase orders for your vendors.
How to create a purchase order
First, ensure you have set up the Reece integration. If not, see this help article here to set it up.
Step 1: Start a new purchase order
From any job, click Create purchase order. If your job includes materials (in job inputs, flat rate services, material line items, or measurement-based pricing forms), you'll be asked whether to add them to the purchase order. You can continue with these materials or choose to build the order from scratch without adding any.
ℹ️ Note: Right now, only Reece Purchase Orders are supported within Housecall Pro, so only Reece materials will be selectable to include on your Purchase Order. Purchase Orders for vendors outside of Reece will be coming to Housecall Pro later this summer!
Step 2: Select the Reece store location and receiving method
Next, select your store location and fulfillment details like pickup or delivery. You can search for a Reece store by city or zip code.
Step 3: Add your materials
On the Purchase Order, click + Material to add line items.
You can add any Reece materials currently included in your Price Book. If a Reece material isn't in your Price Book, access the full Reece catalog from the Materials section of your Price Book and add the missing items to your Price Book. See this article here for more details on how to do this.
Step 4: Additional optional details
Set Needed by and Expected by dates (for internal tracking). You can always update these later.
Needed by — when you need materials in hand.
Expected by — when you expect the order to arrive.
Vendor Notes — appear on the purchase order and are visible to Reece. Use these for things like shipping or delivery instructions.
Other details
To change PO number formatting, click the Customize PO number link in the ‘Details’ card and update your settings. You can select a new ‘starting number’ and append the Job number to the PO #.
The details card includes a vendor sales number area. After submitting your order to Reece, this number populates automatically from their data. Use it as a reference when contacting Reece about your order.
Sending and managing the Reece Purchase Order
When your purchase order is ready, click Send to send it to Reece. After sending, its status changes from Draft to Issued automatically.
📌 Note: You must add at least one material, select the store location, and fill out receiving details before sending. The Send button remains grayed out until then.
From there, you and your team will update the remaining purchase order statuses manually as the order progresses. Available statuses include:
Confirmed — Reece has confirmed the order.
Partially received — some items have been received, but the order is not complete.
Received — all expected items have been received.
Completed — the purchase order is complete.
You can also update the status to Backordered or Canceled if Reece provides that information to you. After you click Send, Reece may contact you to confirm details such as quantities, pricing, or other order information before fulfilling the order. You can always contact Reece directly and use the vendor sales order number as a reference.
Purchase order permissions
Access to purchase orders depends on two permissions:
Manage purchase order — create, edit, and send purchase orders.
Read purchase order — view purchase orders.
Admins have both permissions by default. You can adjust these for other roles in settings. Currently, POs aren't available for field techs, but this will come later this summer.
Frequently asked questions (FAQs)
Can I create a Purchase Order without adding materials?
Yes. When starting a purchase order, you can continue without adding materials and add line items later.
Can I create Purchase Orders from a different vendor other than Reece?
Currently, only Reece Purchase Orders are supported. Purchase Orders for other vendors will be supported later this summer.
Can I add materials that aren’t sourced from Reece to my purchase order?
No, right now, only Reece Purchase Orders are supported. Purchase Orders for other vendors will be supported later this summer.
Why is my Send button grayed out?
You must add at least one material before and select the store location in order to send. Once added, the Send button activates.
Can I change how my PO numbers are formatted?
Yes. Click the customize PO number link in the order details to update the format in settings.
Who can create and view purchase orders?
Anyone with the Manage purchase order permission can create, edit, and send orders. Anyone with the Read purchase order permission can view them. Admins have both ON by default. Office staff and field techs have both OFF by default.
Does this work in the mobile app?
Currently, POs are accessible only on the web for Admins and Office Staff. Mobile app access and availability for field techs will come later this summer!
Need help or have questions?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or call us at (858) 842-5746.