Order intake for supply houses and trade counters

Take the order the way they give it.

Contractors call, text, email, and send photos in their own shorthand. OrderDesk learns how your counter talks, then writes each order into your system line by line.

Book an intake session See sample orders
TEXT · (316) 555-01426:12 AM

need 40 2x4x8 stud grade, 12 sheets 3/4 cdx and 2 boxes 16d sinkers. hendricks job tmrw am

Matched to Keller Construction by phone
Field order No. 004417
Account
Keller Construction
Ship to
Hendricks job
Deliver
Tue, AM window
QTY UNIT ITEM CODE
40EA2x4x8 SPF StudSPF248S
12SH23/32" CDX Plywood 4x8PLY34CDX
2BX16d Vinyl Sinker 3-1/4"NL16DVS
ASKED Stud grade 8 ft or 92-5/8 precut? Texted the customer to confirm.
Drafted 6:13 AMCopies: Office · Yard · Driver
Built for the supply counter
  • Lumber
  • Landscape
  • Plumbing
  • Roofing
  • Electrical
  • Mechanical
Also quarries, aggregate yards, and auto parts counters.

How it works

However the order shows up

Customers keep ordering the way they already do. Nobody downloads an app or fills out a form.

Call

Live calls and voicemail are transcribed and read for items, quantities, job names, and timing.

Text

Orders texted to your order line, abbreviations and typos included.

Email

Typed lists, forwarded threads, and PDF purchase orders from your customers' own systems.

Photo

Handwritten lists, takeoff sheets, a whiteboard, or a picture of the worn-out part.

Your vernacular

It learns how your customers talk

Every lumber yard, plumbing house, and electrical counter has its own words. We build that list with your people, and OrderDesk applies it to every order that comes in.

THEY SAY IT GOES ON THE ORDER AS TRADE
"sinkers"16d Vinyl Sinker Nail, 3-1/4"Lumber
"GC"#2 Pressure Treated, Ground ContactLumber
"3 yards of double-ground brown"Double-Ground Hardwood Mulch, Brown, 3 CYLandscape
"3/4 L"3/4" Type L Copper TubePlumbing
"3/4 ells"3/4" Copper 90° Elbow, C x CPlumbing
"10 squares of architectural"Architectural Shingles, 10 SQ, converted to bundlesRoofing
"a box of 12/2"12/2 NM-B with Ground, 250 ftElectrical
"lineset, 3/8 by 3/4"Line Set, 3/8" x 3/4"Mechanical
"AB3"AB-3 Aggregate BaseQuarry
"serp belt"Serpentine Belt, fitted to the vehicleAuto parts

Sample orders

Same intake, every counter

Supply houses come first: lumber, landscape, plumbing, roofing, electrical, and mechanical. The same setup fits quarries, parts counters, and any business that takes orders by phone, text, email, or photo.

01 Lumber yard

Came in by email
From Mike Ortega, Ortega Framing
Subject Will call Friday, Lot 14 deck

Can you pull these for pickup Friday?

30 2x6x12 treated
6 4x4x10 GC
1 box 3" tan deck screws

Put it on our account. Thanks, Mike

Field order No. 004418
Account
Ortega Framing
Fulfill
Will call, Fri
Ref
Lot 14 deck
QTY UNIT ITEM CODE
30EA2x6x12 #2 PT Ground ContactPT2612GC
6EA4x4x10 #2 PT Ground ContactPT4410GC
1BX#10 x 3" Deck Screw, Tan, 5 lbDS3TAN5
REVIEW "Treated" with no rating. Ortega has taken ground contact on every past order, so it was drafted that way and marked for the counter.
Drafted 7:48 AMCopies: Office · Yard · Driver

02 Plumbing supply

Came in by text
TEXT · (316) 555-01639:14 AM

need 10 sticks 3/4 L, 20 3/4 ells and 2 rolls 1/2 pex red and blue. oak st remodel, will pick up at 3. luis

Field order No. 004421
Account
Rivera Plumbing
Job
Oak St remodel
Fulfill
Will call, 3:00 PM
QTY UNIT ITEM CODE
10EA3/4" Type L Copper Tube, 10 ftCU34L10
20EA3/4" Copper 90° Elbow, C x CCU34E90
1RL1/2" PEX, RedPending
1RL1/2" PEX, BluePending
TO COUNTER PEX type and roll length were not given. This yard sends questions to a person, so it is waiting in the counter queue.
Drafted 9:15 AMCopies: Counter · Will call

03 Quarry

Came in by voicemail
VOICEMAIL · (316) 555-01870:41

"Hey, it's Dale with Prairie Ridge Paving. I need three loads of inch and a half clean and two of AB3 out to the Maize Road job. Quads. First thing Thursday if you can."

Field order No. 004419
Account
Prairie Ridge Paving
Job
Maize Rd
Dispatch
Thu, first load out
QTY UNIT ITEM CODE
3LD1-1/2" Clean Washed RockCR150
2LDAB-3 Aggregate BaseAB3
Truck: quad axle, tons per your truck table
ASKED Two Maize Rd jobs on this account, at 21st St N and 37th St N. Texted Dale to pick one.
Drafted 4:52 PMCopies: Office · Scale · Driver

04 Auto parts counter

Came in as a photo
Westside Auto, bay 3
16 F150 2.7 EB
frt pads + rotors
serp belt
on the 2:00 run
PHOTO · IMG_2207.jpgSent by text, 11:52 AM
Field order No. 004420
Account
Westside Auto Repair
Vehicle
2016 Ford F-150 2.7L EcoBoost
Deliver
2:00 PM run
QTY UNIT ITEM CODE
1SETFront Brake Pad SetPending VIN
2EAFront Brake RotorPending VIN
1EASerpentine BeltPending VIN
ASKED Requested the VIN from the shop to confirm fitment before anything is pulled.
Drafted 11:53 AMCopies: Counter · Driver

When it isn't sure, it asks.

A wrong SKU costs you a truck trip. If an order is missing a size, a grade, or a job site, OrderDesk gets the answer before anything is pulled or loaded. You set who it asks.

Mode 1

Ask the customer

OrderDesk texts or emails the customer back in plain words and finishes the draft when they answer.

Mode 2

Hand it to your counter

The question goes to someone on your team with the original message and the draft attached.

Setup

How we set it up with you

OrderDesk is configured for each business. We do that work alongside the people who answer your phone today.

  1. 01

    Sit with the counter

    We pull a few weeks of real orders: call notes, texts, emails, and the photos on the counter phone.

  2. 02

    Build your word list

    Product nicknames, units, job names, delivery windows, and which customers mean what by "the usual."

  3. 03

    Map to your intake

    Orders land in the fields you already use, starting with email or CSV and working up to a direct ERP connection.

  4. 04

    Your counter signs off

    OrderDesk drafts each order. Your staff reviews it before it is released, and every change is logged.

Bring us last month's orders.

Sit down with us and whoever answers your phone. We will run a stack of your real orders through OrderDesk and show you the drafts.

Book an intake session or email james@apextechnologyllc.com