AI for Material Quotes, Site Deliveries, Billing & Service Requests
Converiqo automates material enquiries, BOQs, quotations, site dispatches, billing queries, collections and service tickets so hardware contractors and building material suppliers stay in sync with projects and contractors on every channel.
Pressure points
Key Challenges for Hardware Contractors & Material Suppliers
Automation connects enquiries, BOQs, stock, dispatches, billing and service requests into one predictable workflow.
Unstructured Enquiries, BOQs & Quotes
Enquiries, BOQs and rate requests arrive via calls, WhatsApp, email and site visits, teams struggle to log, qualify and respond consistently for each project and contractor.
Inventory, Stock Reservation & Shortages
Without real-time visibility into stock, reserved quantities and site-wise issues, over-commitment, last-minute shortages and wrong material dispatches are common.
Site Dispatch, Delivery & Proof-of-Delivery
Coordinating vehicle dispatch, drop locations, gate entries and PoDs across multiple sites and contractors creates confusion, delays and billing disputes.
Billing, Collections & Credit Control
Invoices, dispatches and payments are not always linked; ageing is unclear; and chasing overdue payments becomes personal and reactive instead of structured.
Service Requests, Damage & Replacement
Complaints about damaged, wrong or short-supplied material get handled in ad-hoc chats, with no tracking, SLA or coordination with vendors and store teams.
Knowledge Spread Across People & WhatsApp
Brand options, alternates, technical specs, fixing guidelines and warranty terms live in heads and chats, not in a structured knowledge base accessible to sales and sites.
How Converiqo Transforms Hardware Contractor Operations
Automation & AI synchronize every step from enquiry and BOQ to dispatch, billing and service resolution.
AI-Powered Enquiry, BOQ & Quotation Engine
Capture enquiries, structure BOQs and generate professional quotations or rate contracts faster, with clear specifications, brands, taxes and validity.
Customer Self-Service for Material & Billing
Let contractors, builders and site engineers self-serve status on quotes, orders, dispatches and invoices across WhatsApp, web and email.
Ticketing & Field Service for Sites
Route issues, service requests and on-site visits through a unified ticketing layer with SLAs, technician assignment and escalation paths.
Workflow & Knowledge Automation for Teams
Standardize workflows from BOQ to collection, and centralize product, application and process knowledge in one searchable layer for your teams.
Core module
Modules Tailored for Hardware Contractors
Automated lead capture, BOQ structuring and quote management for hardware contractors and material suppliers.
Automation Flow
Sales / Leads Engine: Enquiries, BOQs & Quotes
Capture project and material enquiries from website, counter walk-ins, site visits, phone calls, WhatsApp and email with automatic tagging by contractor, project and location.
Structure enquiries into BOQs with items, brands, alternates, quantities, specifications, taxes and discounts ready for quote generation.
Auto-classify leads by segment (residential, commercial, industrial), ticket size, project stage and urgency to prioritize high-value opportunities.
Generate professional quotations and rate contracts with configurable terms, validity dates, delivery conditions and payment terms.
Track quote status across sent, under discussion, revised and approved, with automated reminders for pending approvals and follow-ups.
Convert accepted quotations into orders with mapped line items and handover to procurement, inventory and dispatch workflows without re-entry.
Automation Flow
Customer Self-Service: Quotes, Dispatches & Billing
Contractors and site engineers can check quote status, approvals and validity via WhatsApp, web portal or SMS without calling sales or store teams.
Allow customers to view item-wise dispatch status, vehicle details and expected delivery windows for each site and order.
Expose invoice, payment and credit note information per project with outstanding amounts, due dates and payment links.
Enable self-service download of soft copies: quotations, invoices, delivery challans, PoDs and warranty documents.
Let clients raise change requests, add-ons and re-orders by referencing past quotes or delivery challans instead of starting from scratch.
Automate proactive notifications for partial dispatches, back-ordered items, revised ETAs and upcoming payment due dates.
Automation Flow
Feedback / Survey: Material, Delivery & Service Experience
Trigger feedback forms after major deliveries, project phases or service visits to capture contractor and site engineer experience.
Measure satisfaction on material quality, brand mix, on-time delivery, documentation accuracy and responsiveness of sales and support teams.
Identify repeat issues like recurring damages, frequent shortages or wrong material dispatches across projects and locations.
Run NPS-style surveys for key contractors and builders to understand loyalty, reference willingness and areas of improvement.
Segment feedback by project type, geography and account manager to identify patterns and training needs.
Feed insights back into inventory planning, dispatch processes, vendor selection and service SLAs for continuous improvement.
Automation Flow
Field Service Management & Ticketing: Site Visits & Service Requests
Convert all issues, short supply, damage, wrong item, on-site fitting support and inspection requests, into structured tickets with IDs.
Assign tickets to field staff or service partners based on location, skill set, workload and response SLAs.
Track the full lifecycle of each ticket: logged, acknowledged, planned, on-site, resolved, pending material and closed.
Capture on-site photos, notes and client sign-offs as part of the ticket record to reduce disputes and rework.
Link service tickets with underlying orders, invoices and vendors to coordinate replacements, credits or additional dispatches.
Provide clients with real-time ticket status updates and closure summaries via WhatsApp or email for full transparency.
Automation Flow
Workflow Automation & Knowledge Management Across Hardware Operations
Standardize workflows across enquiry capture, BOQ preparation, quotation approvals, order booking, procurement, dispatch and billing.
Use rule-based approvals for discounts, credit limit exceptions, special payment terms and project-level negotiations.
Automate low-stock alerts, procurement triggers and cross-location stock visibility to avoid last-minute shortages.
Map every dispatch and PoD to billing and collections workflows, reducing manual reconciliation and missed invoices.
Centralize product catalogues, technical data sheets, alternates, installation guides and FAQs in a searchable knowledge base for teams.
Provide guided responses to sales, stores and field staff so they can answer technical and application questions consistently from any channel.
Stakeholder outcomes
Benefits Across Owners, Teams & Contractors
Owners, sales, stores, procurement, finance and contractors align on one automation layer for every project.
Owners & Business Heads
- Get a single view of enquiries, quotes, orders, dispatches, invoices and collections across branches and segments.
- Reduce leakage from missed follow-ups, unbilled dispatches and unstructured credit control.
- Use data on margins, fulfilment performance and client satisfaction to decide which segments, brands and projects to double down on.
Sales & Project Coordination Teams
- Handle more projects without losing track of quotes, BOQs, revisions and approvals.
- Respond faster to enquiries with guided BOQs and quote templates tuned to your product mix.
- Spend less time hunting for information in WhatsApp chats and more time building relationships with contractors and builders.
Store, Inventory & Dispatch Teams
- Get clear visibility of reserved vs free stock, site-wise requirements and dispatch priorities.
- Reduce disputes with traceable material issues, PoDs and exception handling workflows.
- Coordinate better with procurement and transporters through structured tasks and alerts.
Procurement & Vendor Management
- Plan purchases using consolidated project requirements, historical usage and vendor commitments.
- Track vendor performance on price, delivery timelines, shortages and damages with clear metrics.
- Co-ordinate replacements, warranty claims and damage settlements inside structured workflows.
Finance, Billing & Collections Teams
- Link dispatches and PoDs to invoicing and collections to improve accuracy and speed.
- Use ageing dashboards, credit limit rules and automated reminders to professionalize collections.
- Reduce time spent reconciling project-wise accounts and answering “how much is due?” queries.
Contractors, Builders & Site Engineers
- Get transparent, timely updates on quotes, dispatches, material status and invoices without repeated calls.
- Raise issues, service requests and add-on requirements from one place, with clear ticket IDs and follow-up.
- Build more trust with material partners through predictable, visible and documented workflows.
Deployment fit
Capabilities for Every Hardware Contractor Setup
From city-based gypsum contractors to multi-branch hardware and industrial traders.
Gypsum & False Ceiling Contractors
Coordinate BOQs, brand choices, cutting lists, site deliveries and replacement requests for gypsum, grids, channels and accessories across multiple jobs.
Multi-Branch Hardware & Building Material Dealers
Standardize enquiry, quotation, dispatch and billing workflows across city or region-wide branches while retaining location-specific flexibility.
Specialized Hardware Contractors (Locks, Glass, Fittings)
Manage specification-heavy orders, brand alternates, approvals and site-wise dispatches for specialized hardware categories.
Electrical, Plumbing & MEP Hardware Suppliers
Link project BOQs, material submittals, vendor coordination and phased deliveries with on-site ticketing for shortages and replacements.
Industrial & OEM Hardware Traders
Handle contract pricing, repeat orders, scheduled dispatches and warranty/service workflows for industrial clients and OEMs.
Retail + Project Hybrid Businesses
Serve both walk-in retail and project-based clients on a single automation layer, with clear separation of workflows, approvals and reporting.
Proof of impact
Real Hardware Contractors on Operational Discipline
Projects Run Smoother on Converiqo
35%
Faster quote-to-order turnaround
40-50%
Reduction in manual status follow-ups
20-30%
Improvement in on-time collections
25%+
Increase in repeat project engagement
Customer voice
“Earlier, quotes, BOQs, site dispatches and complaints were scattered across WhatsApp and spreadsheets. With Converiqo, every enquiry, delivery and ticket is traceable. Contractors get faster answers, our team has fewer fire-fights and collections are more predictable.”
Rahul Sharma, Partner, Prime Gypsum & Hardware Contractors
Need-to-know
Frequently Asked Questions
Answers for hardware contractors, material suppliers and project coordinators.
How can agentic AI support hardware contracting businesses?
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Agentic AI automates inquiries, organizes job requests, and improves coordination between field teams, procurement, and clients. It helps contractors manage installation schedules, repair workflows, material updates, and follow-ups with greater accuracy.
What operational challenges do hardware contractors face daily?
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Common issues include unclear job specifications, material shortages, inconsistent communication, technician delays, repeated client queries, and missed follow-ups. Automation brings structure and reduces operational friction.
Can automation improve installation and repair project workflows?
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Yes. Automation assigns technicians, tracks job stages, manages material dispatch, sends reminders, and handles approval flows. It ensures predictable timelines for both onsite installations and service visits.
How does AI enhance communication with hardware contracting clients?
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AI sends automated updates about technician arrival, job progress, material status, cost approvals, delays, and ticket resolutions. Clients get complete transparency without needing repeated follow-ups.
Which KPIs should hardware contractors track with automation tools?
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Key KPIs include job turnaround time, material readiness, technician productivity, ticket resolution speed, client satisfaction, and repeat service rate. These metrics help contractors improve service reliability and efficiency.
How does Converiqo’s Lead Engine increase contractor project bookings?
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The Lead Engine captures inquiries from websites, referrals, vendors, and field visits. It tags job type, urgency, location, material requirement, and budget, helping contractors convert high-intent leads into scheduled projects faster.
How does Customer Self-Service support contracting clients?
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Customer Self-Service enables clients to raise requests, track job progress, view material updates, check policies, upload images, and raise concerns anytime. It reduces repeated communication and improves clarity.
Why should hardware contractors use Converiqo’s Ticketing System?
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The Ticketing System organizes issues like installation defects, missing materials, delays, quality concerns, or billing disputes. It ensures structured ownership and quick resolution across teams.
How does Field Service Management improve technician dispatching?
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Field Service Management assigns technicians based on skill, location, availability, and job complexity. It tracks travel time, job completion, delays, and escalations, ensuring smoother onsite service delivery.
How do workflow automation and knowledge management strengthen contractor operations?
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Workflow Automation standardizes inspection steps, approval routines, dispatch processes, and escalation rules. Knowledge Management stores installation guides, SOPs, troubleshooting docs, and training materials, reducing errors and improving job quality.
Project discipline
Ready to Automate Quotes, Dispatches, Billing & Service Requests?
Plug Converiqo into your hardware and gypsum contracting operations to streamline enquiries, BOQs, quotations, inventory, dispatches, billing, collections and service tickets across every project.