Dynamic Systems

Three tools per PO? How one platform sped up 20+ sites.

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Austin, Texas
construction
Mechanical & Process Construction
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dsi.us

Founded in 1988, Dynamic Systems, Inc. is a national leader in mechanical and process construction. With offices and job sites across the U.S., DSI specializes in self-performed, high-precision construction projects for industries ranging from life sciences to data centers.

The Challenge

Fragmented procurement created daily bottlenecks

Dynamic Systems handles complex, multi-phase construction projects across the U.S. From clean rooms to high-tech manufacturing facilities, Dynamic System's field and procurement teams manage high-volume materials and labor coordination every day.

But their old requisition-to-PO process was painfully manual and scattered. Each PO required duplicating effort across three tools, costing the team 30+ minutes per transaction and creating gaps in visibility and accountability.

Field teams submitted requests in Smartsheet
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Purchasing sent quotes through Outlook
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AP placed final orders in Vista (ERP)

"We were constantly switching between tools."

If someone forgot to update Smartsheet, field teams had no idea what was ordered—or when.

The solution

One unified platform for field requisitions to ERP POs

Dynamic Systems adopted QuoteToMe, which eliminated redundant tools by handling:

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Field requisitions
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Supplier quoting and bid management
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PO generation and auto-posting to Vista

This end-to-end workflow meant purchasing teams never had to leave the platform—and neither did the field.

"The integration with Vista was a game-changer."

We didn’t need to rebuild our process—just make it smarter.
Create menu in the QuoteToMe app and a purchase order in the QuoteToMe web app

Key features adopted

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One-click quoting from submitted field requisitions

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Automatic PO generation and batch posting to Vista.

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Role-based access control to prevent unauthorized purchases.

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Vista-integrated job and phase code syncing

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Familiar Excel-based requisition form, digitized and automated

The rollout

From pilot program to SOP in months

Dynamic Systems started with a pilot in their pipe shop and clean room fabrication teams. The initial focus was on training field superintendents who were typically slow to adopt new systems.

To their surprise? Adoption was immediate—even from skeptics. The rollout success was driven by fast setup, intuitive user experience, and real-time support.

Welder working in a fabrication shop
Field testing at the pipe shop
Field Approved stamp
List of orders in the QuoteToMe app

As of today...

Active jobsites
45
Issued POs
1,000+
Onboarded users
100+

"We expected resistance..."

But once our most change-resistant foreman saw how easy it was to track his orders in real time, he was sold.

The results

Efficiency, visibility, and control at scale.

Metric
Before
After
PO Processing Time
30+ minutes
<10 minutes
Manual Touchpoints
3+ tools
1 platform
Visibility
Low
Full tracking + audit trail
ERP Integration
Manual posting
Auto-posted to Vista

"Everyone is aligned."

The field knows when materials are coming. Purchasing can move faster.
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Purchasing can process more transactions with the same staff.
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Field teams can see order status instantly, without needing follow-ups.
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Redundant data entry and missed updates have been eliminated.

"Fast value without the pain."

Others tried to sell us platforms with named licenses and high switching costs. QuoteToMe delivered fast value without the pain.

Why Dynamic Systems chose QuoteToMe

Dynamic Systems evaluated several competitors, including platforms that required suppliers to register, or lacked proper Vista integration.

Why QuoteToMe stood out

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Supplier-agnostic workflows. No supplier onboarding friction.
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Clean, intuitive design. Fewer training hours, faster adoption.
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Affordable pricing. No per-seat licensing constraints.
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Trusted Viewpoint Vista integration partner

What's next for Dynamic Systems

With 45 sites using the platform and positive feedback from across the organization, DSI now plans to:

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Expand to more teams

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Integrate into project planning

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Use data to forecast spend

"It simplifies everything."

If you do any material ordering—GC or subcontractor—you need to look at QuoteToMe.

Go live

in five.

Your 5-day launch plan

1

Kickoff call

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  • Meet your QuoteToMe onboarding lead
  • Align on business objectives and stakeholders
2

Account setup

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  • Activate QuoteToMe account and pilot users
  • Set up pilot project and suppliers
  • Test data sync with Procore or Vista (optional)
3

Training day

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  • Hands-on training for field and office teams
  • Provide self-serve resources for future reference
4

Go live

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  • Process first PO commitments
  • Validate workflows, collect feedback, and fine-tune
5

Track and optimize

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  • Performance tracking and check-ins
  • Discuss optimization recommendations
Book a Call to Get Started

From one builder to another

I’ve had the chance to sit down with thousands of contractors over the years — in jobsite trailers, across boardroom tables, and even on the back of a tailgate. What’s always stood out to me is how much pressure this industry carries: tight timelines, tighter margins, and zero room for error.

Construction is what builds our communities, but the people doing the building haven't always had tools that match the pace and pressure of the industry. That’s why we built QuoteToMe — to help teams work better together, take tedious admin work off your plates, and give you the visibility you need to stay on time and budget.

We're here to give the construction community the tools it deserves. Tools that are approachable and helpful for everyone from the field to the office. If you’re ready to take control of your spending, we’re ready to help.

CEO John Chabluk's signature

QuoteToMe CEO & Founder