Before
- Orders arrive as emails, texts, photos of a takeoff and phone notes: “20 sticks 3/4 L”, “50 3/4 90s”, “same as last week”.
- An inside sales rep turns each line into a SKU, converts sticks to feet, checks stock and the account, and keys it into the system.
- Questions (sweat or press? which job? PO?) go back one by one, often after the truck is loaded.
After
- Each line is matched to your price and stock list, with units converted and stock checked.
- Anything that could be two items, isn't stocked or is short is flagged, and account gaps (PO, new job site) are marked needs a look. Your inside sales team makes every call.
- The order lines come out ready to check and enter, with a draft reply to the contractor that asks only what's unclear. Nothing is entered or sent on its own.
Incoming order (pick a sample, edit it, or paste your own)
Sample orders:
This page reads text only. In a pilot, emailed PDFs, texts and photos of takeoffs are read first, and anything that can't be read with confidence is shown as "needs a look" instead of being guessed.
Pick a sample order or paste your own.
Line-by-line check
What the contractor wrote, next to the item it matched.Order lines, prepared
For review · not enteredYour inside sales rep checks these and enters them in your own system, as today.
Draft reply to the contractor
Draft · not sentTo: Subject:
Edit freely. In a real build it opens as a draft in your own mailbox or text tool; nothing goes out on its own.
Under the hood: fields read from each document (JSON)
How the check works
- Read. Each order line becomes a quantity plus words and sizes. Trade shorthand is normalised: sticks and lengths, ells and 90s, 1.5 and 1-1/2, sweat, press, threaded, no-hub. This page uses a deterministic parser; a production build adds reading of PDFs, texts and photos and is held to the same rules.
- Match. A line matches an item only when every key word for that item is present. One match is filled; two or more (sweat or press?) or a near miss is held for a person.
- Hold, don't guess. Items not on the stock list become a quote or special order, short stock is flagged with what's on hand, and a missing PO or a job site not on the account is marked for your team.
- Prepare. Matched lines come out with SKU, quantity, net price and stock, ready to enter, and the reply to the contractor confirms what's good and asks only what's open.
Production architecture
