Keep QuickBooks. Run the rest of your business on one platform.
The whole life of a job — lead to load to invoice — on one system built for lumberyards, electrical and plumbing supply houses, roofing, landscape and masonry suppliers, and every independent distributor that sells material to contractors. Every dollar still lands in the QuickBooks file your accountant already trusts.
What changes for each person in the building
Same crew, same jobs — and the day stops running on re-keying, callbacks, and paper riding around in trucks.
Estimating desk
Price faster, and price right the first time.
- An estimating queue that suggests what to price next
- Take-off import — the plan's quantities land on the estimate instead of being re-keyed
- Packages: the items you sell together, dropped in as one set
- Contract, tier, or base pricing applied automatically
- The approved estimate becomes a sales order without re-keying a line
Sales
Every bid, every follow-up, every customer's price — in one place.
- The project pipeline: every bid, its stage, and who owns it
- Contract and tier pricing per customer, honored everywhere
- An AI assistant that writes up orders, drafts follow-ups and returns for a person to approve, attaches documents, and answers where-is-it questions
- Follow-ups managed in one list, so nothing goes quiet
Purchasing
Buy what the orders need, and know what landed.
- Special orders become purchase orders — several at once, one per supplier
- Stock planning against what is sold and what is on the shelf
- An open-and-receiving queue: what is ordered, what has landed, what is late
- Three-way match: the purchase order, what was received, and the supplier's bill agree before it is paid
Yard & drivers
The whole yard on a phone — and it keeps working when the signal doesn't.
- Pick lists on a phone, with substitutions and backorders handled on the spot
- Receiving on the dock: what came off the truck is what hits inventory
- A dispatch board with loads, trucks, and drivers
- Load and proof-of-delivery photos
- Works offline in the yard and catches up when coverage returns
- Planned cycle counts instead of the annual scramble
Office
Invoice what was delivered, once, and let QuickBooks stay QuickBooks.
- Invoice from the sales order — never typed from scratch — and one audited push into QuickBooks
- The receiving-versus-billing guard: a load never gets billed twice
- Clear COD and account terms on every customer, visible at the counter
- Easy navigation: the whole job is one click from anywhere
Owner
See the whole job, and trust that no step got skipped.
- Gates that keep the process honest end to end — nothing skips a step
- Margin on every line; commissions and returns computed, not remembered
- One place for the whole job, lead to load to invoice
Does it do…
The list a general manager keeps in their head.
- Project pipeline and follow-ups
- Estimating queue with suggestions
- Take-off import
- Packages — items sold together
- Contract, tier, and base pricing
- Sales orders released from estimates
- Special orders to purchase orders, in bulk
- Stock planning
- Open and receiving queue
- Three-way match on supplier bills
- Pick lists on a phone, with substitutions and backorders
- Receiving on the dock
- Dispatch board, loads, and drivers
- Load and proof-of-delivery photos
- Works offline in the yard
- Planned cycle counts
- Invoicing from the sales order, pushed to QuickBooks
- Returns and credits
- COD and account terms on every customer
- Commissions
- Projects with multiple jobs
- Counter sales
- Document attachments and templates
- AI assistant that drafts, never posts
- Unlimited users, priced per location
The third path
You’re growing a tight-margin business with the crew you’ve got, and the day still runs on spreadsheets, a CRM that stops at the estimate, and paper riding around in trucks. The software that would fix it costs tens of thousands a year, prices by the seat, and wants your accounting ripped out to get it. This is the third path: your accountant keeps QuickBooks, your operations get one modern platform, and if we disappeared tomorrow your books would be intact and current in your own file.
The deal
Keep QuickBooks
We replace the spreadsheets, Method, and the paper on the counter — never your ledger. Your accountant keeps working exactly the way they do today.
Unlimited users, priced per location
The warehouse crew, the counter, the drivers, the office — everyone gets a login. Per-seat pricing is exactly what people hate about the incumbents, so we don't do it.
Built in a working material supply business
Not by a software company guessing at the trade. Built by the person who runs daily operations at a Michigan supply business — the same business that runs on it every day.
AI that drafts, never touches your books
The built-in assistant writes up documents for a person to review. Every write to QuickBooks goes through one audited, allow-listed door with a kill switch.
Ready to see it on your own orders?
Twenty minutes, on a real order, no sales pitch.