Specification and technical sales
We take off your hands: tracking specified projects through to order, answering technical enquiries and following up open quotes.
You get: a warning when a specified product may be switched, plus drafted technical answers and submittal packs for your specification managers to check.
Get a price for thisOr check first: Are we ready for AI?
The problem
We lose specified jobs on the way to the order, and our technical team is stuck answering the same questions.
What is in this package
- Track projects where your product is specified and warn of a swap
- Flag quotes and orders priced below your margin floor before they go out
- Produce O&M manuals for each order from your product library
- Assemble product submittal packs for contractor approval
- Specified project at tender to consistent quotes and the winning orderWhole process
- Keep the training and competence matrix current, with expiry alerts
- Sort the customer service inbox and draft replies to routine queries
- Find the closest past jobs, drawings and quotes for a new enquiry
- Architect specification to protected orderWhole process
- Check product literature against the Code for Construction Product Information
- Follow up open quotes and record why orders were won or lost
- Log and check every product enquiry before it reaches an engineer
- Use won and lost quotes and market prices to guide your pricing
- Track approved installers' training, audits, inspections and guarantees
- Technical enquiry to answered customer and clearer product instructionsWhole process
- Show which products, suppliers and installers drive your warranty costs
- Take in warranty claims and check them against the terms and records
- Check installer guarantee registrations and issue the ones that qualify
- Log architect sample requests and follow up the projects behind them
12 more parts, which a call confirms.
We price a whole package as one build (our rule). A call confirms it.
What it needs to work
- Current technical documents
- Project lead data
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Manufacturers and suppliers
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?