AI automation for building materials and trade supply teams.
ClearGuide helps regional building-material distributors and pro dealers clean up messy contractor requests before they become orders, quotes, delivery problems, credit delays, or billing issues.
Work still gets stuck before the system of record.
Contractor requests arrive through branch inboxes, phone notes, PDFs, spreadsheets, photos, POs, material lists, portals, fax/email routes, and special-order follow-up before BisTrack, Agility, Spruce, Prophet 21, or the ERP has enough structure.
Messy intake
Requests arrive through email, forms, portals, PDFs, spreadsheets, and notes that need structure before review.
Exception drag
Missing details, stale files, inconsistent fields, and unclear owners slow the work before someone can make a decision.
Review still matters
The goal is not autonomous decisioning. It is cleaner information and better handoffs for the people responsible.
Start with one queue your team already feels.
The best first automation is narrow enough to trust, visible enough to measure, and useful enough that the team wants to keep using it.
Extract customer, job name, products, SKU/part numbers, quantities, delivery dates, jobsite notes, POs, missing info, and rep-ready summaries.
Turn mixed-format material lists, plan notes, spreadsheets, and quote requests into draft tables, missing-item flags, and confidence notes for review.
Draft responses for ETA questions, POD requests, reschedules, shortages, damaged material, backorders, and “where is my order?” follow-up.
Organize credit applications, tax-exempt certificates, references, W-9s, terms questions, missing fields, and follow-up drafts.
Summarize photos, delivery tickets, order history, PODs, branch notes, emails, and vendor/customer handoffs before review.
We work around the systems you already use.
ClearGuide is not trying to replace the operational system of record. We map the workflow around it, reduce manual prep, and keep review points clear.
Examples of systems we design around. ClearGuide is vendor-agnostic and is not claiming a formal partnership with these providers.
AI supports the work. People keep the judgment.
ClearGuide keeps final decisions, approvals, professional judgment, and sensitive exceptions in the hands of the responsible team.
Kept as a human-owned review point, approval, or responsibility.
Kept as a human-owned review point, approval, or responsibility.
Kept as a human-owned review point, approval, or responsibility.
Kept as a human-owned review point, approval, or responsibility.
Kept as a human-owned review point, approval, or responsibility.
Direct answers before a pilot starts.
Use these answers to see where AI can help, what should stay human, and how a focused first workflow could be scoped.
Will this replace our ERP or branch system?+
No. ClearGuide focuses on the messy intake and follow-up work around the ERP, not replacing it.
Where should a distributor start?+
Shared order and quote inbox triage is often the clearest first workflow because it touches sales, branch service, delivery, credit, and customer follow-up without replacing the ERP.
Can this handle photos, PDFs, and spreadsheets?+
Yes, those inputs are exactly where a human-reviewed workflow can reduce sorting and retyping.
What stays with the team?+
Pricing, credit, delivery commitments, and customer judgment should stay with people.
See where AI can reduce the manual work around your building materials & trade supply workflow.
ClearGuide can help you map one practical workflow, define the review points, and decide whether a focused AI build is worth it.
No obligation. Just clarity.