What Contractors Expect from Demo checklist for evaluating ERP vendors

Choosing the right ERP system can make or break operational efficiency for contractors in the building materials sector. That’s why the demo phase is more than just a product walkthrough—it’s a critical moment of evaluation. Contractors expect a demo to address their real-world challenges and show exactly how the system fits into their workflows.

Here’s what contractors typically look for in a demo checklist when evaluating ERP vendors:

✅ 1. Industry-Specific Functionality

Contractors don’t want a generic system—they want to see how the ERP handles their specific needs:

Quote-to-cash workflows

Job costing and tracking

Inventory linked to project sites

Purchase orders and supplier management

Subcontractor integration

✅ 2. Real-Life Use Cases

It’s not enough to click through menus. Contractors expect demos to walk through real-life scenarios:

Ordering materials for multiple job sites

Managing backorders and delivery schedules

Tracking job profitability in real time

Dealing with last-minute change orders

✅ 3. User Experience and Ease of Use

The system needs to work for everyone—from the field to the front office. Key expectations:

Intuitive dashboard for quick access to key data

Mobile accessibility for field crews

Role-based views (project manager, warehouse lead, accountant)

✅ 4. Reporting and Analytics

Contractors rely on data to make fast decisions. A great demo should showcase:

Real-time reporting on costs, labor, and materials

Custom dashboards and KPIs

Integration with estimating and scheduling tools

✅ 5. Integration Capabilities

No ERP lives alone. Contractors want to know:

Can it integrate with estimating, accounting, or CAD tools?

Is there support for vendor portals or supply chain systems?

What’s the ease of importing legacy data?

✅ 6. Support & Implementation Approach

The vendor’s service model matters. Contractors expect:

A clear implementation roadmap

Dedicated onboarding and training

Localized or industry-savvy support

✅ 7. Customization and Scalability

As contractors grow, their ERP should grow too:

Can workflows be customized?

Are there modules for future needs (fleet management, HR, etc.)?

How does licensing scale with user count?

Pro tip: Contractors appreciate vendors who ask questions before the demo and tailor the experience. A one-size-fits-all presentation can be a red flag.