Long-term and multi-unit quotes for contractors

How it works

1. Learns the project

   A four-storey wood-frame build, a warehouse fit-out, a winter hoarding job. The project tells your rep what else they'll need.

2. Lists the machines

   Each unit and class, the attachments, and how many: two 26-foot scissor lifts, a 10,000-pound telehandler with forks and a jib.

3. Asks the months

   Start date, expected length and whether units come and go as the job moves. Long rentals price differently, and your rep needs it.

4. Checks the account

   An existing account, a new one, or a credit application to send. It notes the purchase order process if they use one.

5. Books the rep

   A call or a site visit with your commercial account rep, with the quote request already on their desk.

Example call

1. CustomerHi, it's Ben Okafor with Cornerstone Framing. We start a four-storey job in Guelph in April and I need some equipment priced.
2. AI agentHappy to help, Ben. What are you thinking for machines?
3. CustomerTwo scissor lifts, the 26-foot ones, and a telehandler with forks. Maybe a light tower later.
4. AI agentAnd for how long, roughly?
5. CustomerFour months, maybe five.
6. AI agentThanks. I see Cornerstone already has an account with us. Shauna looks after your account, and she can call you tomorrow at 9 or 1:30 with pricing. Which is better?
7. Customer9 is good.
8. AI agentBooked. She'll have the two lifts, the telehandler and the light tower in front of her, starting in April in Guelph.

After the call: Shauna has a 9:00 call with Ben tomorrow and a quote request for two 26-foot scissor lifts, a telehandler with forks and a possible light tower, four to five months from April in Guelph, on the Cornerstone account.

What your team gets

• Long-term and multi-unit requests scoped in one call
• Quote requests on the account rep's desk the same day
• Existing accounts and PO rules found and noted
• Credit applications sent to new contractors
• A booked call or site visit with the rep

Questions