Example scenario
A spec and stock agent that drafts contractor quotes
A tile and stone showroom in Markham
- From quote request to a draft ready for review
- < 2 hrs
- From quote request to a draft ready for review
- Less counter time on stock questions
- 40%
- Less counter time on stock questions
Contractors email lists and photos of handwritten takeoffs, such as 80 boxes of 600×1200 matte porcelain with matching bullnose, and someone retypes each line into the quoting system. Questions about box counts and shade lots mean a search in the inventory system or a walk to the warehouse.
- Read quote requests from email and the website form, including photos of handwritten lists, and match each line to a product code.
- Check stock, shade lot and lead time for each line in the inventory system.
- Build a draft quote at the contractor's pricing tier for a sales rep to approve before it is sent.
- Answer spec questions such as slip rating and frost resistance from the manufacturer's sheet, naming the sheet.
First 90 days