Releases come in from the OEMs as portals, EDI, and emailed schedules, and someone keys the same line items into your quote, the job traveler, and QuickBooks. BOMs live in three spreadsheets, the schedule lives on a whiteboard, and a model-year change means editing five files by hand. The floor is dialed in — the paperwork wrapped around it is the bottleneck.
Rather not get on a call? Do the audit by chat instead →
You never miss a line-side delivery. The friction is in everything around actually building the part.
No two-year ERP replacement you'll never finish rolling out — just the specific fixes that pay off this model year.
We start with one conversation. You walk me through a normal release — how it comes in from the OEM, becomes a quote and a traveler, hits QuickBooks, ships line-side, and gets invoiced — and where the same information gets typed twice. I listen for the repetitive and the manual, especially the EDI and the glue between systems that don’t talk.
A few days later you get a short, plain-English report: what’s costing you time, what fixes each thing, what it runs a month, and where to start. Most of it is connecting the tools you already pay for — EDI releases that stop being hand-keyed, reports that build themselves, one clean entry point instead of five. Some of it I can build once and hand you with no new subscription. The report is yours either way.
It usually pencils out fast: retyping one OEM release into the quote, the traveler, and QuickBooks runs about 10–15 minutes, and at 30–40 releases a week that's most of a day gone to typing. We work it out from your real numbers on the call — the tools to stop it usually run around $75 a month, before anything custom gets built.
An illustrative example — not a specific client.
Take a 24-person cabinetry shop. Every release from its biggest OEM lands in a portal, gets retyped into QuickBooks and the traveler by hand, then the shipment gets retyped back out. Add it up and it's hours a week nobody was counting.
→ One bridge from the OEM release straight into the traveler and QuickBooks, built once. The retyping — and the typos — stop. No new monthly subscription.
Book a time, walk me through how an OEM release actually moves through the shop, and get back a plan to get those hours back — whether or not you ever hire me again.
Book the audit — $999