NewTakeoff Agent turns takeoff PDFs into draft quotes

Counter, yard and job site, all online.

ToolSwift is the eCommerce platform for lumber yards, hardware stores and dealers that sell both. One catalog runs your storefront, contractor dashboard and branded app, with quotes, credit-aware checkout and AR built in. It connects to the ERP you already run.

Connects to Spruce, BisTrack, Eagle, Prophet 21, QuickBooks, NetSuite and more, plus Orgill, Do it Best and Emery Jensen catalogs.

Demo Lumber Co. · QuotesDemo data

deck-takeoff.pdf

Deck 12 x 16, 42 in. height

Product list from your rules

2x4x10 SPF Stud
7/16 OSB Sheathing
Joist Hanger 2x10
Deck Screws, 5 lb

Matched to your catalog. Draft quote ready.

Overview

Main Store

1
Search products

2X4X8 CONSTRUCTION

Lumber

$4.45

1

Concrete Mix 80 lb

Masonry

$7.95

1

View All Products

Quote Updates

#00059

Received
Date RequestedTotal
Jul 14$1,361.76

Order Now

Overview
Orders
Quotes
Shop
More

Your branded mobile app

Integrations

Connects to the ERP you already run

ToolSwift connects to the ERP and accounting systems below, and builds connectors for others.

EpicorBisTrack
EpicorEagle
EpicorProphet 21
EpicorEclipse
ECISpruce
ECIDeacom
DMSiAgility
DMSiFrameworks
Paladin
Genetiq
Sandbox ERP
Profit Master
PRISM
Ogasys / Acceo
QuickBooks
NetSuite

What stays in sync

Orders

Orders placed in ToolSwift sync to your ERP.

Pricing and inventory

Customer pricing and stock levels stay in sync with your ERP.

Invoices and payments

Invoices and payments stay in sync, so your books stay matched.

Our team does the integration work

Setup is handled by ToolSwift, so there is nothing for your IT team to build.

Distributor catalogs

OrgillDo it BestEmery Jensen

Payments

StripeVersaPayCloverSquareMoneris

Names and logos belong to their respective owners. Listing an integration does not imply endorsement.

See all integrations

The platform

One platform to sell, serve, and get paid

From the first search to the final payment, every step runs on the same catalog and the same customer record.

01 · Sell

A storefront your contractors order from any hour

Your catalog, each customer's pricing, your brand. Contractors reorder past jobs in a few clicks, and retail shoppers buy from the same catalog, so nothing is entered twice.

Learn more
Your jobs · ReorderDemo data

Reorder a past job

Your pricing is applied automatically

Contractor pricing

Decking Project

15 items · Last ordered Aug 12

$1,284.50Reorder

Basement Renovation

18 items · Last ordered Jul 29

$2,106.20Reorder

Fence Line, Oak Street

9 items · Last ordered Jul 14

$642.75Reorder
02 · Takeoff Agent

Send a takeoff PDF, get a draft quote

The Takeoff Agent reads a takeoff document, applies the rules and product data set up for your business, matches the items to your catalog and drafts the quote. Your staff review it before it goes out.

Learn more
Takeoff AgentDemo data

deck-takeoff.pdf

Read with your rules and product data

4 pages

Product list, matched to your catalog

2x4x8 SPF Stud
× 120
7/16 OSB Sheathing
× 36
Joist Hanger 2x10
× 48
Framing Nails 3in, 50lb
× 2
Draft quote · staff reviewReview and send
03 · Quote

Quotes become orders in one click

Build quotes for customers, assign sales reps, track revisions, and convert approved quotes into orders without rekeying a line.

Learn more
Quote QB-20844Demo data

Quote QB-20844

Pickup · Valid until Oct 6

Ready to accept

2x4x10 SPF Stud

40 × $4.23

$169.20

2x6x92-5/8 Precut Stud

24 × $8.17

$196.08

Cedar Fence Board 1x8x8

12 × $8.81

$105.72
Total$471.00
Accept quoteDecline
04 · Get paid

Credit-aware checkout, paid the way you want

Net terms, ACH, cards and Konek, tied to each customer's credit limit and AR status, so limits enforce themselves.

Learn more
Pay statement 52846Demo data

Amount due

$4,812.60

Credit used$121,043 of $150,000

Card •••• 4430

Surcharge applies

ACH •••• 6390

No surcharge

Net 30 terms

On account

Pay $4,812.60
05 · Deliver

Shipping your customers can follow

Connect ShipStation or Shippo, set your zones and rates, or run your own fleet. Customers track orders without calling in.

Learn more
Order TB-7392 · ShippingDemo data

Order TB-7392

3 items · Delivery

Order placed

Label created

In transit

Delivered

Live carrier rates at checkout, labels printed from the dashboard.
06 · Run it

One dashboard for every location

Orders, quotes, customers and sales trends across every location, in one view.

Learn more
Dashboard · AnalyticsDemo data

Orders

183

Open quotes

27

Past due

$9.4k

Sales by week · top customers, top products, one view.

Native mobile app

Your business in every contractor's pocket

ToolSwift comes with a real native app for iOS and Android, not a mobile website, branded for your business. Contractors order by voice or barcode, message your team, approve quotes and pay from the job site, and it runs on the same catalog, pricing and accounts as your storefront.

  • Shop your whole catalog

    Contractors browse with their own pricing and stock levels.

  • Request and approve quotes

    Quote updates land in the app, and approving one takes a tap.

  • See credit and pay on the spot

    Balance, available credit, invoices and statements in one place.

  • Track every order

    Orders and quotes stay in sync with your dashboard and ERP.

  • Voice to order

    Say what you need and the app turns it into an order.

  • Barcode scan

    Scan a product barcode to find it and add it to the cart.

  • Direct messaging

    Message your sales team from the app, with no phone tag.

  • Branded as your business

    Your logo, your colors and your name on the home screen.

See the app in a demo
Download on theApp Store
Get it onGoogle Play

Overview

Main Store

1
Search products

2X4X8 CONSTRUCTION

Lumber

$4.45

1

Concrete Mix 80 lb

Masonry

$7.95

1

View All Products

Quote Updates

#00059

Received
Date RequestedTotal
Jul 14$1,361.76

Order Now

Overview
Orders
Quotes
Shop
More

Demo data

Messages · Company lineDemo data

Company line

(555) 012-0100

HH

Harley Homes

Two sheets came in damaged

2
KC

Kettle Creek Builders

Can I pick up at 7 tomorrow?

1
RF

Ridgeway Framing

Thanks, that works.

FM

Fairlane Mechanical

Sending the PO now

Harley Homes

via WhatsApp · Dave Kruger

2 reps in thread

Morning, two sheets in yesterday's bundle came in damaged.

Dana R.

Got it, thanks Dave. I'll put two replacements on the Thursday run.

Perfect. Can someone confirm the delivery window?

Marcus T.

Confirmed: Thursday between 9 and 11.

WhatsAppSMS Reply from the company number

Demo data

Unified messaging

One company number for your whole team

SMS and WhatsApp messaging are built in. Your team messages customers through a single company phone number, so every conversation between reps and customers lives in one place.

  • One company number

    Use a single company phone number, landline included, instead of reps texting from personal phones.

  • The whole team, one inbox

    Give your entire team access to message through that number, so any rep can pick up a conversation.

  • SMS and WhatsApp together

    Customers reach you on the channel they prefer, and both land in the same place.

  • One thread per customer

    Reps and customers share one unified history, with attachments and every reply tracked.

Explore messaging

Shipping and fulfillment

Every way you fulfill an order, in one module

Run your own trucks, connect a carrier, or let your distributor ship it. ToolSwift is not a delivery-only network, so each order takes the path that fits.

Works withShippoShipStation
Explore shipping
Demo Lumber Co. Search Anything73DRDana R.Admin

General

Dashboard

Orders

Quotes

Payments

Products

Catalogs

Discounts

Content

Analysis

Reports & Analytics

Reviews

Customer

Companies

Customers

Messages11

Sales Channels

Store Locations

Integrations

Integrations

Settings

Logout

Store

Account

Notifications

Terms

Payment Settings

Shipping Settings

Return & Refund Policy

Reviews

Email (Branding & SMTP)

Back to List

Edit Zone

CancelUpdate Zone

Zone Details

If an address qualifies for more than one zone, priority is given to the most specific geographic definition (ZIP/Postal Code → City → State → Country).

Zone Name

North Yard Delivery

Select Store Location

Main Yard

Estimated Delivery Time (days)

1

Select Area Type *

CountryStateCityZip Code
L4B 1C2✕L4B 1C3✕L4B 2A1✕L4B 2A4✕L4C 0A9✕L4C 1B2✕L4C 3E7✕L4E 2K1✕L4E 3P5✕L4E 4T8✕L4G 1S2✕L4G 6W7✕L4H 0B3✕L4H 2N6✕

+

−

Messages10+

Demo data

AI built in

AI that works on your catalog, your quotes and your customers

Six AI features, built into the platform instead of bolted on.

Assist AI

Every request in one inbox, a draft quote ready for review

Emails, texts, WhatsApp messages and quote requests land in one place. Assist AI reads the message and its attachments, matches the items to your catalog and drafts the quote. Your rep reviews and sends.

See Assist AI
EmailSMSWhatsAppQuote requestsMessagesDraft quote for review

AI-powered search

Customers search the way they talk

Fuzzy search indexed on your product metadata, combined with OpenAI for natural-language queries. Typos and plain-English project descriptions still find the right products.

demolumber.toolswift.ca · SearchDemo data

Demo data

AI quoting and takeoff

The Takeoff Agent reads a takeoff document, builds the product list with your rules and matches it to your catalog, then drafts the quote for your team to review.

Draft quote

Customer AI in the app

In the mobile app, customers scan a UPC barcode or snap a photo to find a product.

UPC scan Image input

AI product enrichment

Cleans up and completes the product data from your catalog, so listings are accurate and searchable.

Before

STUD 2X4 8 SPF

After

2x4x8 SPF Stud

Kiln-dried · Dimensional lumber

AI analytics

Insight across sales, customers, products and inventory.

Sample insight

Which products and customers are driving growth.

Discoverability

Get found on Google and in AI assistants

Your catalog should be found when a contractor or homeowner asks Google or an AI assistant where to buy. Platforms that render client-side often never show up.

  • Server-side rendered pages

    Product pages are visible to Google and to AI crawlers. Client-side rendered catalogs are often invisible to them.

  • Dynamic sitemaps

    Sitemaps generated from your catalog, so search engines can find every product.

  • Universal Commerce Protocol

    UCP support, so your catalog can be read by ChatGPT and Gemini.

  • Merchant feeds and Analytics

    Native connections, set up on your own accounts, so your products reach shopping surfaces and you can measure results.

    Google Merchant CenterMicrosoft Merchant CenterMeta MerchantGoogle Analytics
See it with your catalog
AI assistantDemo data

Where can I buy pressure treated 2x6 lumber near me?

Demo Lumber Co. has pressure treated 2x6 in stock, for pickup or delivery.

2x6x12 Pressure Treated

demolumber.com · In stock

$11.80

demolumber.com › products › pressure-treated-2x6x12

2x6x12 Pressure Treated Lumber | Demo Lumber Co.

$11.80 In stock· Pickup or delivery

Demo data

Rewards

Reward the person who chooses where to buy

Points on app and portal orders move orders off the counter and the phone, speed up collections and cut card fees.

  • You set the rules, promotions and caps
  • Points scale with how fast invoices are paid
  • Earn only on ACH, cash or account to cut card fees
See how Rewards work
Your cart, in the app or portalDemo data

Cart, 3 items

  • 2x4x8 SPF stud, 120 pcsEarn 64 pts$642.00
  • Deck screws 3 in, 5 lbEarn 9 pts$86.40
  • Joist hangers, 50 pcsEarn 12 pts$118.00
Points you will earn on this order85

Pay by ACH or on account to earn the full amount.

Built for your trade

Powering suppliers across wholesale

ToolSwift fits how each trade sells, prices and gets paid.

Lumber and building supply

Quotes, contractor pricing and reorders for yards and dealers.

Hardware store chains

One catalog and one dashboard across every store.

HVAC, electrical and plumbing

Trade accounts with their own pricing and credit terms.

Industrial and safety supply

Large catalogs, tiered pricing and account-based ordering.

Foodservice and packaging

Repeat orders and reorders for wholesale buyers.

Every customer

Retail counter and contractor accounts on one system

Your team, your contractors and your customers work from the same catalog, quotes and account records.

Book a demo

Frequently asked questions

Still stuck on something? Our team is happy to answer your questions on a call.

Talk to us

ToolSwift is a headless B2B eCommerce platform built for distributors, wholesale suppliers, and multi-location building supply operations. It includes built-in quoting, reordering, credit-aware checkout, AR management, and ERP integration, purpose-built for wholesale rather than adapted from retail software.

See what ToolSwift does for your business

Book a demo and we'll walk through the platform with your catalog and your workflow in mind.

Book a demo