Industries · Electrical

Your reps walk into every contractor knowing what changed

Your outside reps, inside sales and counter ask Workd for account history, tier pricing, stock at every branch and what’s late on an open PO, and it logs their visits and orders. Run your electrical distribution business by voice.

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The reality

Electrical moves at the speed of construction. Your systems don’t

Contractors need answers mid-project: is the wire in stock, what’s my price, when does the backordered conduit land. Your people know where to find those answers, but it takes screens, lookups and calls to other branches.

So reps skip the CRM, visit notes never get written, and managers learn about a lost account at the quarterly review. The big nationals are investing in apps and instant quoting; you win on relationships, local knowledge and speed, when your people have the information.

Reps walk into contractors without the account history
Commercial bid sheets take hours to quote by hand
Slipping accounts surface at the quarterly review
Visit notes never make it into the CRM
An electrician beside her stepladder speaking into her phone
Electrical

Answers from the job site, by voice.

  • Tier pricing on the spot
  • Stock across every branch
  • Will-call ready texts
A day in electrical supply

The same day, run two ways

  1. 7:30 AMRep’s first stop
    Today

    A rep heads to a contractor with no idea that their wire buying dropped or that a PO line is backordered. He finds out in the meeting.

    With Workd

    The rep asks Workd on the drive. Romex buying is down a third, EMT on the open PO is late until Thursday, and the Riverside job is in rough-in.

  2. 8:30 AMAvailability questions
    Today

    Counter and inside sales field question after question about breakers, conduit fittings and wire gauges. Every one needs an ERP lookup.

    With Workd

    Staff ask Workd out loud. Live stock across branches and the contractor’s tier price come back before the customer finishes the sentence.

  3. 10:00 AMBid sheet quote
    Today

    A contractor sends a bid sheet for a commercial job with dozens of lines. Inside sales builds the quote by hand, item by item.

    With Workd

    Workd reads the bid sheet, matches items to inventory, applies contract pricing and flags substitutions. Inside sales reviews it the same morning.

  4. 12:30 PMAccounts slipping
    Today

    A sales manager finds out three accounts bought from a competitor last month. Nobody noticed until the quarterly review.

    With Workd

    The manager asks Workd which contractors are ordering less. It names them, their reps and the last visit, weeks before the quarterly review.

  5. 3:00 PMMystery part
    Today

    An apprentice describes a part to the counter. Staff spend a long time on it and still aren’t sure.

    With Workd

    The counter describes the part to Workd. It matches the catalog, confirms the right part and checks stock at every branch.

  6. 5:00 PMDay logged
    Today

    Visit notes go unwritten. The CRM shows nothing about today.

    With Workd

    Reps talk through their visits on the drive back. Workd logs each one, adds quantities to open POs and sets the follow-ups.

Ask it anything. Tell it what to do.

One rep, one visit

A rep’s contractor visit, from briefing to logged

  1. 1
    In the truck

    Rep asks for a briefing

    What the contractor bought, what changed and what’s late.

  2. 2
    In the meeting

    Answers on the spot

    Stock at the nearest branch and the contractor’s tier price, by voice.

  3. 3
    Before leaving

    Added to the PO

    The rep says “add 8 rolls to PO 3390,” and the line is in your ERP.

  4. 4
    Back in the truck

    Visit logged

    Notes, follow-ups and the backorder date are recorded for the rep.

An example visit, from the first question to a logged follow-up.

How Workd fits

How Workd works for electrical distribution

For your outside reps

Reps get a briefing before every contractor and log the visit by talking. They spend their time winning project bids and growing accounts.

  • ✓Project history and job tracking
  • ✓Contractor pricing on hand
  • ✓Visits logged by voice
  • ✓Cross-sell by job type

For the counter and inside sales

Stock, tier pricing, order status and backorders come back from your ERP when staff ask out loud. People who avoided the ERP finally get answers from it.

  • ✓Plain-language product lookup
  • ✓Stock across every branch
  • ✓Open POs and backorders
  • ✓Drafted quotes for review

Contractor management

Contractor accounts, job sites, credit limits and preferred products in one place. Workd tells the rep when an account needs attention.

  • ✓Job-site level tracking
  • ✓Credit limit monitoring
  • ✓Certification tracking
  • ✓At-risk account warnings

Electrical reorder cycles

Workd follows project phases and contractor patterns and tells the rep when a job usually needs a wire restock or breaker order.

  • ✓Project milestone reminders
  • ✓Consumables reminders
  • ✓Van stock replenishment
  • ✓“Their usual order” ready to quote

For sales managers

Managers ask which contractors are ordering less, who visited them and what was said, and get the answer in a sentence.

  • ✓Accounts slipping, by rep
  • ✓Visit activity
  • ✓Pipeline by job
  • ✓Answers by voice
What it does

What your team can do with Workd

Ask about any account

“What’s open for Torres Electric, and what’s late?” Reps and inside sales get the answer from your ERP and CRM in one sentence.

  • ✓Order and quote history
  • ✓Open POs and backorders
  • ✓Contacts and last visit

Project quoting

Contractors send material lists by email, text or photo. Workd matches products to your catalog, applies job pricing and drafts a quote that converts to an order in one step.

  • ✓PDF takeoffs, lists and photos
  • ✓Match confidence shown
  • ✓Job pricing and volume breaks

Orders by voice

“Add a 200-amp panel and twenty 15-amp breakers to the Maple Street PO.” Reps and inside sales place and change orders by talking, at the contractor’s price.

  • ✓Contractor-tier pricing
  • ✓Substitutions and alternatives
  • ✓Written to your ERP

Will-call management

Workd tells contractors when orders are ready, reminds them about pickups and shows the counter who is coming and when.

  • ✓Ready texts
  • ✓Reminders for aging orders
  • ✓Counter sees arrivals

Job-site delivery

Workd schedules job-site deliveries, remembers gate codes and site contacts, plans routes and sends crews live ETAs.

  • ✓Delivery windows by site
  • ✓Live ETA notifications
  • ✓Photo proof of delivery

Backup on busy phones

In the spring rush or when the branch is closed, Workd can take a contractor’s order call, check stock and pass anything urgent to your team.

  • ✓Extra coverage, not a replacement
  • ✓Every call logged to the account
  • ✓Urgent calls passed to a person
Your numbers

Put your own numbers in

Move the sliders to match your operation. The result is an estimate from the numbers you enter, not a benchmark.

Estimated yearly cost of lookups and data entry
 
per year, calculated from the numbers you enter
Your systems

Works with the ERP you already run

Your team asks out loud and Workd reads live stock across every branch, customer pricing, open orders and account history from your ERP, then writes their visits, quotes and orders back to it. Nothing gets ripped out.

See every integration →

Related verticals and modules

Questions we hear

What can my reps actually ask Workd?

Anything your systems know about a contractor: what they bought, open POs and what’s late, tier pricing, stock at every branch and their last visit. They can also tell Workd what happened, and it logs the notes, adds lines to orders and sets follow-ups.

How does Workd handle commercial bid sheets?

Contractors send the list in any format. Workd matches each line to your catalog, shows how confident each match is, applies job pricing and flags substitutions, so your team reviews instead of typing.

What about will-call and job-site delivery?

Workd texts contractors when orders are ready and reminds them about pickups. For deliveries it remembers site instructions, plans the route and sends live ETAs.

Does Workd answer contractor calls too?

It can, as a backup in the busy season or when the branch is closed. It checks stock, takes the order and passes anything urgent to your team. The main job is giving your own people answers on demand.

Will this replace our counter or inside sales team?

No. Workd gives your people faster answers and takes the lookups and typing off their plate, so they spend their time on complex jobs and contractor relationships.

Which ERPs does it work with?

Workd connects to the ERPs electrical distributors run, including Epicor Eclipse, Epicor Prophet 21, Infor SX.e, NetSuite and SAP Business One.

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Give everyone on your team their own AI agent.

Distributors from $5M to $1.5B run their sales, orders and deliveries on Workd. Live on the ERP you already run in two to four weeks.