Estimate · Quote · Deliver · Invoice
Order management, disciplined.
One record from estimate to invoice.
Estimate. Quote. Deliver. Invoice. Every order on one record, so nothing gets re-typed between the office and the floor.
Sell a made-in-house item and the warehouse knows to make more.
The system
Six modules, one record.
Pipeline, catalog, freight, documents, and forecasting share the same order record. Add plan extraction and the AI reads the bid — a person still sets every price.
Pipeline & lifecycle
Accounts, primary contacts, lead source, owner, follow-up dates. Manual or auto lead scoring. Behavior segments: high-value, repeat, quote-heavy, follow-up, inactive.
Products & price guide
Products with applications, SKUs, units, retail prices. A printable retail Price Guide for the sales floor and counter, with markup control.
Truck-fit math
Unit-aware shipping counts — Pcs/Pallet, Rolls/Pallet, Bundles/Pallet. The system knows what fits on a truck before you commit a delivery date.
Quote → Order → Invoice
One artifact moves through three states. Quotes show per-unit pricing. Invoices add extended totals. The customer never sees the seam.
FOB freight
Carrier records, recommended and active flags, FOB charges that flow to the order total. Pickup or Delivery — your call, your account.
Forecast & analytics
Range and status filters, billed value, weighted forecast, calendar-ready orders. The dashboard knows what is open, what is due, and what is likely to close.
AI reads the bid. You close the deal.
The extraction module reads uploaded plans and recommends products from your own catalog — each one linked back to the exact spot in the source document it came from. Review the evidence, confirm what needs a second look, and price it. The AI does the reading; a person still makes the call on every price.
Connections
Wire it into the tools your team already uses.
The core workflow needs none of these. Sync the parts that need to live elsewhere.
QuickBooks Online Beta
Push invoiced orders to QuickBooks Online. Payment status pulls back automatically. DocketCRM IDs stay authoritative; QuickBooks IDs live as external refs, with retry on failure.
Google Calendar
Push open orders into the operations calendar with the delivery window, line-item context, and customer contact details already formatted for the team.
AI extraction providers
Bring your own key. OpenAI, xAI, Anthropic, or Microsoft — configured per account from Settings. Used by Site Plan Extraction and other future extraction tasks.
CSV import
Standardized templates for products, customers, and carriers. Ship-day import without spreadsheet acrobatics. Field mapping is documented for the operator handling onboarding.
Demo
See if the workflow fits the way your team sells and ships.
Tell us how you quote, sell, coordinate, and close work today. We will show you where DocketCRM fits, where it does not, and what a cleaner process could look like.
- 30-minute walkthrough on your real workflow
- No deck — direct line to the team that builds it
- Reply within one business day