Order and quote creation
Orders, quote requests and delivery notes arriving by email, phone message and PDF read, matched to your products and account terms, and raised in your ERP for approval.
Take the re-keying out of the branch, from orders and quotes arriving by email, phone and PDF drawing to take-offs and delivery runs, so your counter and yard teams serve customers instead of typing.
Orders, quote requests and delivery notes arriving by email, phone message and PDF read, matched to your products and account terms, and raised in your ERP for approval.
Drawings and plans read and measured, with quantities turned into a quote from your own product list, and hand-drawn sketches digitised in minutes rather than hours.
Delivery requests grouped by route, vehicle and time slot, runs planned for the yard, and customers told when to expect their delivery without ringing the branch.
These are the problems we see most often in trade and building suppliers. Yours won't be identical, so every build starts with understanding how your business works, then shaping the solution around your systems, team and goals.
We learn your business first: a half-day mapping an order from the first email to the delivery, and every point it gets re-keyed.
Usually order and quote creation, connected to your inbox and ERP.
Extend into take-offs and delivery scheduling, run by your own team.
Incoming requests read and raised end to end, saving 75% of staff time per job. The same pattern turns trade orders and quote requests into ERP entries.
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Automated BigChange job creation from inbound emails and safeguard SLA compliance across their client base consisting of tens of different insurance clients.
Not sure where AI fits yet? Tell us what's slowing your team down and we'll show you what's possible, whether it's on this page or not.
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