QuoteToMe
Trimble Vista by Trimble · integration partner

Committed cost in Trimble Vista, the moment you place the order.

QuoteToMe pushes job-coded POs and matched invoices straight into Trimble Vista, so job cost is current before the invoice batch, and your accounting team works higher-value tasks.

Book a demo How the sync works
syncJob-cost sync to Trimble Vista lockMaps to your JC structure support_agentFree setup support
account_balanceQuoteToMe → Trimble Vista
Syncing
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PO #PO-1184 issued
Northgate Supply, job 118, phase 04-200
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PO written to Vista JC
Job cost committed, phase 04-200
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Delivery confirmed on site
14 items received, receipt attached
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4-way match complete
Quote · PO · Delivery Confirmation · Invoice reconciled
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AP invoice posted in Vista
Coded to job & phase, ready to pay
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verified
Job cost in sync
Committed cost updated, $187,400.00
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Trimble Vista stays your system of record.
QuoteToMe is the system of action.

We don’t replace your ERP. We feed Trimble Vista clean, job-coded, fully-matched cost the moment spend happens, so job-cost reports are right before anyone reconciles a batch.

What flows into Trimble Vista

Mapped to your job-cost structure, automatically.

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Purchase orders

Issued POs commit job cost in Vista against the right job and phase.

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Job & phase coding

Every line maps to your Vista JC structure, no manual coding.

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AP invoices

Matched invoices post to AP coded to job and phase, ready to pay.

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Suppliers

Supplier records stay in sync with Trimble Vista, no duplicates.

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Quote history

Leveled bids and award reasons stay attached to the cost.

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Committed cost

Job-cost reports reflect committed spend before the invoice batch.

QuoteToMe Trimble Vista

Live cost & procurement tracking plug-in for Trimble Vista

Pushed to Trimble Vista
Purchase Orders
PO Module
Matched Supplier Bills
AP Invoices
Committed Costs
JC Committed Cost
Payment Status
AP Payments
Subcontract Values
Subcontract Ledger
Synced from Trimble Vista
Cost Codes
JC Cost Types
Suppliers
AP Suppliers
Job Codes
JC Jobs & Phases
Payment Terms
AP Terms
Tax Codes
Tax Codes
How the sync works

Three steps, then it runs itself.

1

Connect Trimble Vista

We set up the secure Trimble Vista connector with your IT, scoped to the jobs you choose.

2

Map your JC structure

We pull your jobs, phases, and cost types and map them once, together.

3

Order as usual

Your team works in QuoteToMe; job cost flows to Trimble Vista on its own.

The proof

Job cost that's current before the batch.

Invoice INV-4471
Northgate Supply · $14,820.00
Matched
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Quote
RFQ-0421 · awarded low bid
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Purchase Order
PO-1184 · 14 lines
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local_shipping
Delivery Confirmation
Confirmed on site · Jun 24
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Invoice
Supplier total agrees
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verified4-way match passed, posted to Trimble Vista JC
100s of hrs
saved by accounting teams once Vista cost arrives matched and coded, not keyed by hand.

“QTM integrates seamlessly with Trimble Vista, saving countless hours, and they make sure their customers are always successful.”

George White
Assistant Controller · Hartman & Hartman

Gain control, visibility & confidence

Around how your business spends money, synced straight to Trimble Vista.

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