PR-4694 · Live
Stock Check
Before the Sales Advisor books a customer an install date, they open Stock Check and see what install equipment is on hand. When the unit they need is short, they submit a request with one tap. The request jumps to the top of the parts team's board and lands in their email. The parts team answer in a thread tied to that request. The Sales Advisor gets the answer they need without leaving the customer hanging or walking back to the warehouse.
The promise
The Sales Advisor locks in install dates knowing the equipment is there. Availability is already in front of them when they sit down with the customer. The answer to a short item comes back on the request itself. They no longer have to make a string of calls to the parts room or guess at a date they then have to walk back. The time they used to spend chasing availability goes back into the next quote.
How it works
The path from input to value.
- 01
See what's available
The Sales Advisor opens Stock Check and sees current install-equipment availability.
- 02
Request a short item
When a needed item is out of stock, they submit a request with one tap, naming the item.
- 03
Parts gets it right away
The request moves to the top of the parts team's board and notifies them by email so it does not sit unseen.
- 04
Resolve it in one place
Sales and parts settle the request in a comment thread attached to it, so the answer is clear and on record.
- 05
Book on a confirmed answer
With the resolution in hand, the Sales Advisor confirms equipment they know is available for the customer.
The day before. The day after.
Same moments. Lived differently.
At a replacement quote, the Sales Advisor needs a specific unit to lock in Thursday's install. They step outside to call the warehouse and get voicemail.
9:30 AMAt the quote, the Sales Advisor opens Stock Check and sees the unit is short before they promise anything.
9:30 AMBefore
At a replacement quote, the Sales Advisor needs a specific unit to lock in Thursday's install. They step outside to call the warehouse and get voicemail.
After
At the quote, the Sales Advisor opens Stock Check and sees the unit is short before they promise anything.
The customer is ready to book. With no availability answer, they promise the mid-tier unit and hope it is in stock.
10:30 AMThey tap one request on the short unit. It hits the top of the parts board and their inbox while they keep talking options with the customer.
10:30 AMBefore
The customer is ready to book. With no availability answer, they promise the mid-tier unit and hope it is in stock.
After
They tap one request on the short unit. It hits the top of the parts board and their inbox while they keep talking options with the customer.
Between visits they finally reach the parts team. The unit they promised is short, so they have to call the customer back and rework the date.
1:00 PMThe parts team has answered in the request thread with an available equivalent. They book Thursday's install on a confirmed unit.
1:00 PMBefore
Between visits they finally reach the parts team. The unit they promised is short, so they have to call the customer back and rework the date.
After
The parts team has answered in the request thread with an available equivalent. They book Thursday's install on a confirmed unit.
Updating the CRM, they have no record of the availability back-and-forth, so tomorrow's similar quote starts from scratch.
6:00 PMThe request and its resolution are on record. Tomorrow's quote starts with availability already in front of them.
6:00 PMBefore
Updating the CRM, they have no record of the availability back-and-forth, so tomorrow's similar quote starts from scratch.
After
The request and its resolution are on record. Tomorrow's quote starts with availability already in front of them.
What it doesn’t do
The edges we drew on purpose.
A product that tries to do everything ends up doing nothing well. Here’s what we left out, and why we don’t feel bad about it.
- ×Full parts and consumables inventory. Stock Check covers install equipment only.
- ×Placing purchase orders or ordering equipment from vendors.
- ×Tracking shipments or carrier status for equipment already on order.
- ×A general sales-to-parts messaging channel beyond the per-request threads.