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.
