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ERP for oil & gas service companies and machine shops — from lead to lien release, in one database.

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← BLOG · SALES & QUOTING · 2026-07-15 · 5 MIN READ

Quote from the routing, not the gut

The most dangerous number in a job shop is a price someone felt good about. Here's what changes when every quote line builds its cost from an actual routing.

COST IS A ROUTING, NOT A GUESS
A quote line for a 7-1/16 gate valve body doesn't start at 'about $2,000.' It starts at routing R-104: six operations, each with setup and run standards, a material line priced at last-paid from the heat you'd actually buy, and overhead applied at your department rates. The price sits on top of a cost you can defend.

MARGIN GUARDRAILS BEFORE SEND
Set a floor — say 28% — and the system blocks any quote below it without an approval. Reps can still discount to win strategic work; they just can't do it silently. The margin conversation happens before the PO arrives, not at month-end.

WIN RATES YOU CAN LEARN FROM
Because quotes carry structured cost and price, you can finally answer questions like 'what margin do we win recert work at?' and adjust. The AI copilot watches the same data and flags quotes drifting from the pattern.

ONE CLICK TO ORDER AND SHOP PAPER

Convert to a sales order, and each line spawns a work order carrying the estimate as its baseline — which is what makes live estimate-vs-actual costing possible from the first chip.

Explore the module → · 60-second video walkthroughs →

See it on your data. Bring one real job — a quote, a traveler, and the invoice — and watch it flow end to end in a 30-minute live demo.

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