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.
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.
Requests arrive through email, forms, portals, PDFs, spreadsheets, and notes that need structure before review.
Missing details, stale files, inconsistent fields, and unclear owners slow the work before someone can make a decision.
The goal is not autonomous decisioning. It is cleaner information and better handoffs for the people responsible.
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.
Emails, takeoffs, purchase orders, product specifications, delivery addresses, jobsite restrictions, and requested dates often arrive with missing or conflicting details.
Inside sales must connect customer, project, product, quantity, and delivery context before quoting.
The system prepares a quote brief and identifies product, availability, and delivery questions.
Product selection, pricing, availability promises, credit decisions, and customer commitments stay with the sales and operations team.
The team receives a clearer request, visible exceptions, and an owned next step without replacing the ERP.
Unstructured requests • product ambiguity • repeated clarification • delayed quote response
Normalized items • visible constraints • reviewed commitment • clean ERP handoff
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.
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.
Use these answers to see where AI can help, what should stay human, and how a focused first workflow could be scoped.
No. ClearGuide focuses on the messy intake and follow-up work around the ERP, not replacing it.
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.
Yes, those inputs are exactly where a human-reviewed workflow can reduce sorting and retyping.
Pricing, credit, delivery commitments, and customer judgment should stay with people.
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.