For operations
Quotes, orders and deliveries in one place
Less rekeying and fewer phone calls, across every yard and branch.
Book a Demo
Your questions, answered
What operations teams ask us
How do quotes turn into orders without rekeying?
Assign reps, track revisions and due dates, and convert approved quotes into orders, which sync to your ERP.
See quotesCan we stop retyping takeoffs?
Yes. The Takeoff Agent reads a takeoff document with your rules, builds the product list, matches it to your catalog and drafts the quote for your team to review.
See the Takeoff AgentCan we see every order's status and the exceptions?
Yes. Orders carry a status from pending to delivered or picked up, and exceptions such as on hold, backordered, payment failed or shipment held are called out.
See ordersCan we manage inventory across locations?
Yes. Manage inventory, pricing and orders across every location, with each store synced in real time and fulfillment enabled per location.
See store locationsCan we fulfill in more than one way?
Yes. Your own delivery zones, ShipStation or Shippo, or your distributor, all in one shipping module.
See shippingCan the team handle messages in one place?
Yes. One company number for SMS and WhatsApp serves the whole team, and Assist AI brings emails, texts and quote requests into one inbox.
See messagesWill it stay in sync with our ERP?
Yes. Orders, pricing, inventory, invoices and payments sync with your ERP, and our team handles the setup.
See integrationsCan we control who does what?
Yes. Assign roles with permission settings and limit access by role and store.
See roles and permissions
In practice
A day in operations
- 1
Morning: the queue
New quotes and orders, with drafts waiting for review.
- 2
Midday: fulfillment
Picking, packing and delivery statuses update as the work happens.
- 3
Afternoon: exceptions
Backorders, holds and failed payments are called out, not discovered.
- 4
Evening: everything synced
Orders and inventory stay in step with your ERP.
Built for you
What operations teams get
Quotes to orders
Assign reps, track revisions and convert approved quotes into orders.
Learn moreTakeoff Agent
Turn takeoff documents into draft quotes instead of retyping them.
Learn moreShipping and fulfillment
Own delivery, integrated carriers or distributor fulfillment.
Learn moreMulti-location inventory
Inventory, pricing and orders across every location.
Learn moreOne company number
SMS and WhatsApp for the whole team through a single number.
Learn moreSynced with your ERP
Orders, pricing and inventory stay in sync with the system you run.
Learn moreSee it in action
Quotes, orders, payments and shipping, side by side
One view of what is moving through the business, from the first quote to the final delivery.
- Live statuses across the workflow
- Exceptions called out
- Every location in one view
General
Analysis
Customer
Sales Channels
Integrations
Operations
Quotes, orders, payments and shipping
Quotes
Orders
Payments
Shipping updates
Related
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