ToolSwift for lumber and building materials dealers

Yes. They send a takeoff PDF, and the Takeoff Agent, trained on your rules and product data, reads it, builds the product list, matches it to your catalog and drafts the quote. Your team reviews it before it goes out.

Yes. Place customers in groups with tiered pricing, and assign credit limits to Pro accounts, with balance, credit due and usage in view.

Draw delivery zones by postal code, city, state or country, set rates and rules, and show an estimated delivery time at checkout. Or connect ShipStation or Shippo, or have your distributor fulfill. Contractors can organize orders by job.

ToolSwift connects to ERPs such as Epicor (BisTrack, Eagle, Prophet 21, Eclipse), ECI (Spruce, Deacom), DMSI (Agility, Frameworks), Paladin, Genetiq and Sandbox. Orders, pricing, inventory, invoices and payments sync, and our team does the setup.

Yes. The native mobile app, branded as your business, lets them order by voice, scan barcodes, approve quotes, pay and message your team.

Assign a sales rep to each quote, track revisions and due dates in one dashboard, and let Assist AI turn emails, texts and WhatsApp messages into draft quotes your reps review and send.

Yes. Offer net terms, ACH, cards and Konek, tied to each customer's credit limit. Payments can be applied to invoices in full or in part, and you bring your own payment gateway with no transaction fees from ToolSwift.

Yes. Orders carry a status from pending through delivered or picked up, and customers are notified in the app or by email when it changes.