01
Quote desk
Reads emailed requests for quote, matches each line to your catalog, pulls price and stock, and drafts the quote for a rep to approve.
ServicesEndcap / Back office automation
Back office automation in Laguna Hills, Orange County
Back office automation for Orange County companies
Software that reads quote requests, purchase orders and invoices, drafts the work for your team to approve, and puts it into the systems you already run. The first workflow runs within two weeks.
We reply within an hour during business hours. Or email hello@endcap.design
Example
Customer email
need pricing asap on: 50 1/2 copper 90s, 6 rolls 3/4 pex red 100ft, 40 1/2 push couplings, 12 ball valves 1in
| Qty | Matched item | Unit | Status |
|---|---|---|---|
| 50 | Copper elbow 90°, 1/2 in | EA | Matched |
| 6 | PEX tubing, red, 3/4 in, 100 ft coil | CL | Matched |
| 40 | Push fit coupling, 1/2 in | EA | Matched |
| 12 | Ball valve, 1 in (2 options) | EA | Rep to choose |
- Two weeksFrom the first interview to a working build
- Your systemsQuickBooks, NetSuite or the ERP you already run
- People approveNothing reaches a customer or your books without your team
- In writingWorkflow, schedule and fee agreed before work starts
When it pays
When back office automation is worth doing
- 01
You’re about to hire another clerk
If the job is retyping quotes, orders or invoices, software can draft most of it for the people you already have.
- 02
Slow quotes are losing bids
A request answered in minutes reaches the buyer while they are still deciding, not the next morning.
- 03
Someone who knows the process is leaving
Writing the steps into software keeps that knowledge in the company after they go.
- 04
You already have the software
We build around QuickBooks, NetSuite or the ERP you run now. Nothing gets replaced.
What we automate
THE WORK YOUR
TEAM retypes
Six common first builds. Each one drafts the work, and a person approves it.
02
Order entry
Turns purchase orders that arrive by email or PDF into draft sales orders in your system.
03
Vendor invoices
Reads invoices as they arrive, codes them, and queues them in QuickBooks or your ERP for approval.
04
Customer inbox
Sorts incoming email, answers order status questions from your system, and routes the rest to the right person.
05
Dispatch and scheduling
Builds the day’s schedule from new jobs, crew availability and locations, for a dispatcher to adjust.
06
Owner report
Assembles the weekly numbers someone currently pulls together by hand.
Two weeks
HOW THE FIRST
BUILD works
01Week 1
Interviews
You and three to five people from the desks that handle quotes, orders, invoices and customer email.
02Week 1
The map
The three to five workflows that take the most time, each with an estimate of what it costs you per month.
03Week 2
The first build
The most valuable workflow, built and running on your real data. Your team approves every output.
04End of week 2
The plan
A written plan for the rest, with costs. You decide whether to continue.
Your project
YOUR FIRST
build
The proposal confirms the workflow, schedule and fee before work starts.
- Interviews with you and your team
- A map of the workflows that cost the most, priced per month
- One workflow built and running on your data
- A written plan for the rest
- After the buildAn optional monthly plan for new workflows, monitoring and fixes, month to month.
Software subscriptions and model usage are passed through at cost and listed in the proposal.
We reply within an hour during business hours, and we only use your details to answer you. No mailing lists.
Plan your first buildQuestions
What kinds of companies is this for?
Distributors, wholesalers, contractors and manufacturers, usually with 20 to 250 people and a team that retypes quotes, orders or invoices every day.
Do we have to replace our software?
No. We build around what you run now, such as QuickBooks, NetSuite or Acumatica, or an older system like Prophet 21, Epicor or Sage 100. Older systems usually accept a file import, which we set up.
Is this AI?
Partly. A language model reads messy emails and documents. Matching, prices and rules come from your own data, and a person approves anything the software is unsure about before it goes anywhere.
What happens to our data?
Access can only read wherever your systems allow it, using keys limited to the task. Your data stays in your systems and the tools set up for your project, and it isn’t shared with other clients. The work is covered by a written agreement and an NDA.
What if it gets something wrong?
Lines the software is unsure about go to a person instead of being guessed, and your team approves outputs before they reach a customer or your books. Every change is logged.
What does it cost?
The first build is a fixed fee, agreed in the proposal before work starts. After it, an optional monthly plan covers new workflows and upkeep. Software subscriptions and model usage are passed through at cost.
Who does the work?
Noah builds it himself, from the interviews to the finished workflow. He has built and maintained software and websites for businesses since 2014.
Do you build websites too?
Yes. Endcap designs websites and brands, and some companies need both. See website design.
Our work
SOFTWARE WE
build
Products Endcap designed and built: a hiring service that screens applicants by phone, a lease review tool and a home design product. They show how we build. They are not back office automation clients.
Contact Endcap
YOUR FIRST
build
Send what your team retypes most: a quote request, a purchase order, or the spreadsheet you update every week. We reply with what a first build would cover.
We reply within an hour during business hours, and we only use your details to answer you.
Plan your first build or email Noah at hello@endcap.design