30-min call with RobBook a proof-of-concept call
Job 01 · Counter and inside sales

// Bearing and PT distributors · Part cross-reference quotes

Bearing cross reference by part number, from a plant's worn-parts list to a draft quote.

A maintenance planner emails a list: numbers read off worn bearings, an old maker's number nobody stocks, a handwritten bore and width. Someone at your counter works out what each line is and what might replace it. In a free AI proof of concept, AI reads copies of 20 to 30 lists your team already quoted and drafts each quote with its candidate interchanges and the lines that need a person. Your reviewer, the person who knows your interchanges best, compares every draft with the quote that went out.

Book a proof-of-concept call30 minutes with Rob
Lists tested
20 to 30, already quoted
ERP, inventory or live quotes touched
None
Interchanges approved by the AI
None

// The one job

From a customer's list to a quote your counter can check

The list comes as an email, a spreadsheet, a scanned page from a planner's notebook or a photo of a shelf tag. One line gives a maker's number with a suffix, the next an old number from a line you never stocked, and the next a bore, outside diameter and width in a mechanic's handwriting. Somebody works out the basic bearing, reads each suffix, looks up what you stock and decides what to offer.

For the test, AI reads copies of those lists and drafts each quote line: the number as written, the basic size, bore, outside diameter and width, the seal, cage, clearance and precision codes it found, and candidate interchanges from your own files with the reason for each. Where the number is ambiguous or a suffix changes the fit, the line says so and goes to a person.

Worn-parts listEmail or handwritten
Plant / planner
Machine
Old maker
Needed by
As writtenQtySize noted
Made-up example list
Read and cross-referenced
for your counter
Draft quoteFor review
Account
Source file
Suffixes read
Needs a person
Candidate itemBore x OD x widthFlag
Made-up example quote

// The hard parts

What a bearing number says, and what it leaves out

The basic number gives an envelope, not a bearing. From bore code 04 upward, the last two digits times five give the bore in millimeters, and 00, 01, 02 and 03 stand for 10, 12, 15 and 17. ISO 15 sets preferred boundary dimensions for radial bearings, which is why a size can line up across makers. It also means a caliper reading of 25 by 52 by 15 fits a 6205 deep groove ball bearing, a 7205 angular contact bearing and an NU205 cylindrical roller bearing. The letters decide the rest: an NU lets the rings shift along the shaft, an NJ takes limited axial force one way, and on one maker's list an A, B or C after an angular contact number means 30, 40 or 15 degrees. A handwritten line with three dimensions gets candidates of each kind and a question about what came off the shaft.

Some numbers come in halves, and some in two spellings. A tapered roller bearing's cone and cup separate, and a list may name only the half that wore out. On one maker's inch list a 1.75-inch cone in the 355 series mates with cups numbered 352 and 354A, and those two cups have different outside diameters, about 3.548 and 3.347 inches. ABMA 19.2 is the inch-design standard, while ISO 355 gives metric tapered bearings boundary dimensions and a series designation of their own. Inch insert bearings split the other way: a 1-3/16-inch bore is a UC206-19 on one list, counted in sixteenths, and a UC206-103 on another, one inch and three sixteenths. A plain UC206 is a 30-millimeter bore, and 1-3/16 inches is 30.16, close enough that a caliper won't settle it. The draft keeps inch and metric candidates apart and asks.

On spherical roller bearings the suffix decides how it mounts. On one maker's list K means a 1:12 tapered bore, K30 a 1:30 taper, and W33 an annular groove with three lubrication holes in the outer ring. Another maker's code for that lubrication feature is E4. Cage codes travel worse. One list writes M for a machined brass cage; another writes MA for a machined brass cage centered on the outer ring and J for a stamped steel cage centered on the inner ring. The draft shows each spelling as the customer wrote it beside the candidate, and a line where the cage or bore code was dropped comes back marked.

Clearance and precision are separate scales, and they run opposite ways. ISO 5753-1 gives radial internal clearance values for radial bearings and sends insert bearings to a different standard, ISO 9628. On one maker's list C2 is less than Normal, C4 more than C3 and C5 more than C4, and Normal clearance is left off entirely. Precision runs on ABEC 1, 3, 5, 7 and 9, where a higher number is tighter, beside ISO Normal, 6, 5, 4 and 2, where a lower number is tighter, and Normal is left off the number too. Inch tapered bearings use another set again: Class 4, 2, 3, 0 and 00. So P6 on one line and ABEC 3 on the next may ask for the same tolerance class, and a missing code may mean Normal or may mean nobody copied it. The draft never assumes which.

A customer may tell you which makers it will take, and your reviewer checks all of it. The City of Winnipeg's 2012 bid form for bearings names acceptable makers line by line: nine on the first five lines, including 32310J2/Q and 32022 XU, four on the next six, two on the next five and one on the last. The draft keeps a list like that on the line and proposes nothing from outside it. Your reviewer, usually the person others call about an odd number, checks that the basic size was read right, that every suffix survived or was flagged, that a missing half or a missing code became a question, and that any number that could mean two things went to a person.

// What you send

Finished lists and the files behind them

Copies and exports
No ERP or inventory access
01

20 to 30 finished lists

Each list as it arrived, handwriting and photos included, with the quote your counter sent and the order if one followed. Add a few where a number was misread or a part came back.

02

Your item file

An export with your item numbers, maker numbers and basic sizes, plus whatever bore, outside diameter, width, seal, cage and clearance data you keep.

03

Your interchange sources

The lists your counter maintains, the maker guides it opens most, and any approved-maker lists your customers have given you.

04

NDA first, no logins

The NDA is signed before any list moves. We never log in to your ERP or your inventory system, and plant names can be masked. If lists can't leave the building, we build look-alikes with your team.

// Before it starts

Decided before the first list moves

A wrong suffix can reach a machine, so the owner settles how candidates are judged before anything else.

Cross-reference test termsOwner signs off
Your reviewer
Named by the owner, usually the counter salesperson others call about an odd number
Candidate rules
When a draft may list a candidate, and how many per line
Success criteria
In writing, for basic size read, suffixes kept and lines sent to a person
Sample
Chosen by your reviewer, with handwritten lists and misread numbers in it
Price
A range for running this job live
NDA
Signed before any list or item file is shared

// How it's judged

Each draft beside the quote your counter built

Line by line
Every candidate explained
On the same 20 to 30 listsWhat your counter quotedThe AI draft
Basic bearing read from a worn number or handwritten sizeScored on your listsScored on your lists
Bore, outside diameter and width carried correctlyScored on your listsScored on your lists
Seal, cage and bore suffixes kept or flaggedScored on your listsScored on your lists
Clearance and precision codes readScored on your listsScored on your lists
Cone and cup, or inch and metric, kept apartScored on your listsScored on your lists
Customer's acceptable makers respectedScored on your listsScored on your lists
Lines sent to a person, and whyScored on your listsScored on your lists
Empty on purpose. No cell gets a mark until your own finished lists have been run.Your reviewer marks each row, and that call decides the test.

// After a yes

About 30 days on new lists

When your reviewer says yes against the success criteria, the same job runs on incoming lists for about 30 days.

A qualified person checks every interchange and approves each quote before it posts anywhere or reaches a customer. Anything the draft marked stays marked until someone settles it.

The live month carries a fixed price you see before signing, and the next job is priced on its own.

// What could come next

Possible next jobs, ranked

Possibilities, not promises
One at a time
  1. 01

    Gearbox repair quotes

    Teardown reports drafted into repair-or-replace quotes for your shop manager to check.

    Next
  2. 02

    Plant drive surveys

    A rep's walkdown notes and photos turned into a list of belts, sheaves, chain and couplings by machine.

    Then
  3. 03

    Customer interchange tables

    Interchanges your team confirmed during live quoting gathered by account, so a repeat number already has a candidate for someone to confirm.

    After that

// One hard limit

It never decides that one part may replace another.

The test works on copies and stops at a review sheet. It never touches your ERP, your inventory system or a live quote, and no interchange counts until a qualified person on your team has checked it. When a number is ambiguous or a suffix could change the fit, the line says so and waits.

Cross-reference quoting is a job of its own, priced with a range first and a fixed figure before you sign.

The range comes from three things: how many lists your counter answers each month, how many product lines they cover, and how your item file and interchange sources are kept.

// Questions

What counter managers ask

Can it read handwritten sizes and part numbers?
Often, when the writing is legible. A line it can't read comes back with whatever it could make out and a question, never a guess, and your reviewer sees exactly where that happened.
Will the draft tell us a substitute is fine?
No. It lists candidates and gives the reason for each: the basic size, the suffixes and the file it came from. Whether any of them may replace the worn part is a decision for a qualified person on your team.
What if the customer's number has no suffix?
The draft doesn't add one. It lists candidates for the basic size and marks the missing seal, cage, clearance or precision code as a question for your counter to ask the customer.
Does it look up interchanges on the open web?
No. Candidates come from the item file and interchange lists you send, and each one names its source, so your reviewer can see why it appeared on the line.
We sell belts, chain and motors on the same lists. Can they be in the sample?
Yes. Send lists the way they come in. Each product family is judged against what your team actually quoted, and the success criteria say how those lines are scored.
Will our customers know we are testing this?
No. The test runs on copies of finished work, and no draft reaches a customer. After a yes, your team still checks and sends every quote.
Rob Eason

Rob Eason, founder

// Book a call with Rob

Start with last quarter's worst-looking lists.

A half-hour with Rob on your company and role, the job you'd test and roughly how many cross-reference lists your counter answers in a month. Please hold every list and item file until the NDA is signed.

  • Co-owned a 60-employee financial services firm and sold his share to his partner.
  • Ran GOSO Technologies, a Boston solar company rated 5/5 across 24 Google reviews.
  • 5/5 across 83 reviews in HighLevel's Certified Admin Directory.
  • 4.3/5 from 6 Google reviews of Massmarket AI.
  • Every directory and Google review, critical ones included, is shown word for word at massmarket.ai/reviews.
  • Takes every proof-of-concept call himself.