Industries · Plumbing and HVAC

Your counter and reps have every answer on the spot

Your counter, inside sales and outside reps ask Workd out loud for stock at every branch, contractor pricing, order status and account history, and it logs what they did. Run your plumbing distribution business by voice.

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The reality

The answers are in your system. Your people can’t get them fast enough

A plumber wants to know you have an unusual PEX fitting before he drives across town. The answer is in your ERP, but finding it means a lookup screen, a SKU guess and a call to another branch.

Plumbing supply serves service plumbers who need parts now and commercial contractors who need quotes and job tracking. Your counter, inside sales and reps juggle both, and the systems that hold the answers are the ones they like least.

Parts described in trade terms mean SKU guessing at the counter
Commercial quotes take hours to build line by line
Reps walk into contractors without the account history
Showroom leads get lost in a paper appointment book
Plumbing

The counter knows the answer before the plumber finishes asking.

A counter associate handing a bag of copper fittings across the will-call counter to a plumber
A day in plumbing supply

The same day, run two ways

  1. 7:00 AMCounter rush
    Today

    The counter is packed. Plumbers ask for parts by description, like “the brass thing that connects to the PEX,” and staff guess at SKUs or go find the one person who knows.

    With Workd

    Counter staff describe the part to Workd out loud. It matches the catalog, says which branch has it and what this plumber paid last time.

  2. 8:30 AMRep’s briefing
    Today

    An outside rep heads to a commercial contractor without knowing which jobs are open or what they bought elsewhere last month.

    With Workd

    The rep asks Workd on the drive: two jobs are in rough-in, fixture orders are late on one and water heater buying moved to a competitor.

  3. 10:30 AMRough-in quote
    Today

    A contractor sends a rough-in list for an apartment complex. Inside sales spends hours building the quote line by line across fittings, fixtures and pipe lengths.

    With Workd

    Workd reads the rough-in list, matches it to inventory, applies contract pricing and flags lead-time items. Inside sales reviews it the same morning.

  4. 1:00 PMWhere’s my order?
    Today

    Inside sales spends the afternoon looking up order status for contractors, one screen at a time.

    With Workd

    Inside sales just asks: “Where’s the Reeves order, and is anything backordered?” The answer comes back with dates from your ERP.

  5. 3:30 PMShowroom follow-up
    Today

    Showroom leads sit in a paper book. Nobody remembers which homeowner was waiting on a quote.

    With Workd

    The showroom consultant asks Workd who’s waiting on a quote and logs each follow-up by voice as it happens.

  6. 5:00 PMVisits logged
    Today

    Reps’ visit notes stay in their heads. The CRM is a week behind.

    With Workd

    Reps talk through the day on the drive home. Workd logs every visit, updates the job and sets tomorrow’s follow-ups.

Ask it anything. Tell it what to do.

One question at the counter

From “do you have it?” to parts waiting at the counter

  1. 1
    At the counter

    Staff ask

    Counter staff repeat the plumber’s description to Workd, in his words.

  2. 2
    Seconds later

    Workd finds it

    It matches the description to your catalog and checks stock at every branch.

  3. 3
    Same moment

    Held on his account

    Staff say “hold it,” and the order goes on his account for will-call.

  4. 4
    When he arrives

    Grab and go

    He gets a ready text, walks in and picks it up.

An example from the counter, from the first question to parts waiting for pickup.

How Workd fits

How Workd works for plumbing distribution

For your counter

Counter staff ask for parts by description, stock at other branches and what the contractor usually buys, without leaving the customer in front of them.

  • ✓Trade terms understood
  • ✓Stock across every branch
  • ✓Contractor pricing on hand
  • ✓Will-call held by voice

For your outside reps

Reps get a briefing before every contractor visit and log the visit by talking. Commercial projects and showroom sales get their full attention.

  • ✓Complete customer history
  • ✓Open jobs and late lines
  • ✓Visits logged by voice
  • ✓Drafted quotes for review

For inside sales

Order status, backorders, quotes and pricing come back from your ERP when inside sales asks, so they stop clicking through screens.

  • ✓Order status on request
  • ✓Material lists matched
  • ✓Job-tier pricing applied
  • ✓Follow-ups set for them

Plumbing reorder cycles

Workd learns each plumber’s pattern, from frequent PEX and fitting restocks to what each phase of a commercial job needs, and tells the rep who is due.

  • ✓Van stock replenishment
  • ✓Project phase reminders
  • ✓Fixture and trim reminders
  • ✓“Their usual kit” ready to quote

For the showroom

Consultants ask who’s waiting on a quote and log appointments and follow-ups by voice, so no homeowner falls through.

  • ✓Appointment book by voice
  • ✓Project details captured
  • ✓Follow-ups tracked
  • ✓Consultant matching
What it does

What your team can do with Workd

Ask about stock and price

“Do we have a three-quarter inch PEX to copper adapter, and what does Reeves pay?” Workd understands trade terms, checks every branch and offers alternatives when the exact item is out.

  • ✓Trade terms understood
  • ✓Stock across every branch
  • ✓Contractor pricing

Commercial quote building

Workd reads material lists in any format, from engineer PDFs to handwritten lists, matches products, applies job pricing and drafts a quote for inside sales to review.

  • ✓PDF, email, photo or spreadsheet
  • ✓Product matching with spec checks
  • ✓Job-tier pricing applied

Account briefings

Before a visit or a call, reps ask what a contractor bought, what’s open and what changed. After it, they say what happened and Workd logs it.

  • ✓Order and quote history
  • ✓Buying shifts flagged
  • ✓Visits logged by voice

Will-call management

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

  • ✓Ready texts
  • ✓Reminders for aging will-calls
  • ✓Counter sees arrivals

Who’s due to reorder

Reps ask who usually stocks up on PEX fittings about now. Workd lists the contractors and what they usually take.

  • ✓Pattern detection
  • ✓Commercial job milestones
  • ✓Seasonal suggestions

Backup on busy phones

When your team is slammed, Workd can take a contractor’s availability call, check stock and hand 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.

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Related verticals and modules

Questions we hear

Can Workd understand how plumbers describe parts?

Yes. Your counter staff can repeat a plumber’s words, like “three-quarter inch PEX to copper adapter,” and Workd matches it to your catalog. When the exact item is out of stock it offers alternatives.

What can my reps and inside sales ask?

Anything your systems know about a contractor: what they bought, open orders and backorders, job pricing, stock at every branch and their last visit. They can also tell Workd what happened, and it logs the notes and follow-ups.

Does Workd answer contractor calls too?

It can, as a backup when your team is busy: it checks stock, holds parts for will-call and passes anything urgent to your team. The main job is giving your own people answers on demand.

Will this replace our counter staff?

No. Workd gives your counter faster answers and takes the lookups and typing off their plate, so they can help the contractors with complex jobs.

Which ERPs does it work with?

Workd connects to the ERPs plumbing distributors run, including Epicor Eclipse, Epicor Prophet 21, Infor SX.e, NetSuite and Sage 100, and reads your live stock and pricing.

Try it right now: call our AI

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.