FOR THE SALES ADVISOR
Stock Check
Stock availability you confirm before committing.
The Sales Advisor locks in install dates knowing the equipment is there. Availability is already in front of them when they sit down with the customer.
- Time back
- 10 min
- per order request
- Cost
- 30¢
- 60 Rivets per order request
How it works.
5 steps, and your team only touches the ones that need a person.
- 1.
See what's available
The Sales Advisor opens Stock Check and sees current install-equipment availability.
- 2.
Request a short item
When a needed item is out of stock, they submit a request with one tap, naming the item.
- 3.
Parts gets it right away
The request moves to the top of the parts team's board and notifies them by email so it does not sit unseen.
- 4.
Resolve it in one place
Sales and parts settle the request in a comment thread attached to it, so the answer is clear and on record.
- 5.
Book on a confirmed answer
With the resolution in hand, the Sales Advisor confirms equipment they know is available for the customer.
Try it.
A small working model of Stock Check. Nothing here touches a real customer.
Request a unit that's out of stock and follow the request until parts answers and the job is booked.
A day for the Sales Advisor.
- 9:30 AM
At a replacement quote, the Sales Advisor needs a specific unit to lock in Thursday's install. They step outside to call the warehouse and get voicemail.
- 10:30 AM
The customer is ready to book. With no availability answer, they promise the mid-tier unit and hope it is in stock.
- 1:00 PM
Between visits they finally reach the parts team. The unit they promised is short, so they have to call the customer back and rework the date.
- 6:00 PM
Updating the CRM, they have no record of the availability back-and-forth, so tomorrow's similar quote starts from scratch.
- 9:30 AM
At the quote, the Sales Advisor opens Stock Check and sees the unit is short before they promise anything.
- 10:30 AM
They tap one request on the short unit. It hits the top of the parts board and their inbox while they keep talking options with the customer.
- 1:00 PM
The parts team has answered in the request thread with an available equivalent. They book Thursday's install on a confirmed unit.
- 6:00 PM
The request and its resolution are on record. Tomorrow's quote starts with availability already in front of them.
What it won't do.
So nobody's surprised later.
- Full parts and consumables inventory. Stock Check covers install equipment only.
- Placing purchase orders or ordering equipment from vendors.
- Tracking shipments or carrier status for equipment already on order.
- A general sales-to-parts messaging channel beyond the per-request threads.
- About 220,000 calls a month analyzed across 31 shops
- 139 shops use Graphite Lab tools
- 108 ServiceTitan data types synced, including for multi-location operators
- 66 to 93 mobile PageSpeed, from a contractor's old site to the preview we built in under 10 days
Let’s talk about your shop.
No slide deck. Tell us how your team runs today and we'll show you what we'd build first. If it's a fit, we send you a quote.
