✦The challenge
Where the time and money were leaking
RFQs arrived as emails with drawings attached and waited for the one estimator to get to them — often two days. Customers then called the office repeatedly for order status the ERP already had.
✦What we built
- 1
Replaced email RFQs with structured web intake (drawings, material, quantity, recurrence), instant acknowledgement, and priority routing to estimating.
- 2
Automated order confirmations, production-milestone updates, shipping documents, and invoicing from ERP events.
- 3
Built an order-book, capacity, and quote win-rate dashboard with a weekly summary to the owners.