// Plumbing distributors · Job releases
Releases against a quoted job, drafted at the job's price and counted against what's left.
A mechanical contractor wins the job, and for months the releases come in: pipe for the slab, then valve bodies and carriers for the walls, then fixtures and trim. Each one should be priced from the job quote and counted against it. In a free AI proof of concept, AI drafts 20 to 30 releases your desk already keyed, each set beside the quote it drew on. Your reviewer, the person who knows your job accounts best, checks every line.
- Releases tested
- 20 to 30, already keyed
- Orders entered
- None
- First step
- An NDA
// The one job
From a foreman's release to an order on the right job
A release can be a PO, an email from the project manager or a photo of a list from the site, and it often names little more than the job and what the crew needs this week. Someone on your desk finds the job quote, prices each line from it, works out how much of the quoted quantity is still open, and keys the order with the date the crew needs it.
For the test, AI reads copies of past releases with the job quotes behind them and drafts each order: job, items, quantities, the price from the quote and a running count of what remains. A line that isn't on the quote, or that runs past it, goes to your desk with the reason. Nothing is entered anywhere.
against the job quote
// The hard parts
Why a release is harder than a reorder
Releases follow the inspections. Building departments inspect plumbing in stages. Augusta, Georgia, for one, calls for an underground inspection with a pressure test before backfill, a rough-in inspection before insulation covers the walls, and a final once fixtures are connected. Material moves in the same order, so a job quoted once is drawn down over months: pipe and fittings for the slab, valve bodies and carriers for the walls, china and trim at the end. The draft works out which phase a release belongs to and leaves the quote's later lines open.
Rough and trim ship months apart. Delta's MultiChoice R10000 shower valve body goes in at rough-in with a supplied test cap, so it can be pressure tested with air at 200 psi or water at 300 psi before any cartridge is in it; the cartridge ships with the trim. When the crew calls for trim on a building's showers, the release has to name trim that fits the bodies already delivered. The draft checks each trim line against the rough lines released earlier on that job.
The quote's terms set the price, line by line. A Kentucky supplier's 2024 quote, filed with the state's Public Service Commission, held PVC pipe prices for 30 days to order and 30 more to ship, other material for 90 days, and assumed the entire list would be ordered. A waterworks distributor's quote to an Arizona city priced material at the manufacturer's price in effect at shipment, said unit prices prevail over totals, and marked nonstock items that can't come back. A release in month five can fall outside some of those windows, so the draft applies your own quote's terms to each line and shows the date any window closed.
The job changes after the quote. Epicor's job management add-on for Eclipse handles this with purchase order types: a hold-for-release PO tells the vendor what the job will need without letting it ship, a release PO authorizes a shipment and creates a direct order, and a release of stocked items becomes a standard sales order instead. Change orders adjust quantities and prices, and the add-on compares the original bid totals with the job's current ones. However your system records it, the draft works from the latest accepted quantities and says when a release would push past them.
What your reviewer watches. Usually the project desk lead or the inside salesperson who owns the contractor: a release priced at the everyday account price instead of the job price, a line that was never quoted, quantities beyond what the quote allows, trim going out before its rough-in, and the job's lot price. Eclipse lets a job carry unit prices or a lot price, and how your team bills a release under a lot is a rule written into the success criteria before anything is judged.
// What you send
What the test needs from your project desk
20 to 30 keyed releases
Each release as it reached you, with the order your desk keyed from it. Spread them over a few jobs and phases, and include some that ran past the quote.
The job quotes behind them
The quote each job was priced from, with its terms and validity dates, and any change orders your team accepted along the way.
Items and what already shipped
An export of your item list, plus what had shipped on each job before each release, if your system can pull it.
NDA first, copies only
The NDA comes before the first file, and we never sign in to your ERP. If job files have to stay in-house, we build a look-alike job with your reviewer.
// Before it starts
Agreed before any release is read
The owner decides how a release is priced when it doesn't match the quote, before any file moves.
- Your reviewer
- Named by the owner, often the project desk lead
- Lines not on the quote
- Priced at the account's usual price, or held for a person
- Past the quoted count
- When your desk lets it through, and when it asks
- Success criteria
- Written and agreed, for price, quantity and phase
- Price
- A range for running releases live
- NDA
- Signed before the first release is shared
// How it's judged
Each draft beside the order your desk keyed
| On the same 20 to 30 releases | The order your desk keyed | The AI draft |
|---|---|---|
| Release matched to the right job and quote | Filled in on your releases | Filled in on your releases |
| Each line priced from the quote, or marked off-quote | Filled in on your releases | Filled in on your releases |
| Quantity still open on the job after the release | Filled in on your releases | Filled in on your releases |
| Price windows on pipe and other lines respected | Filled in on your releases | Filled in on your releases |
| Trim matched to the rough-in already shipped | Filled in on your releases | Filled in on your releases |
| Accepted change orders applied | Filled in on your releases | Filled in on your releases |
| Lines held for your desk, and why | Filled in on your releases | Filled in on your releases |
// After a yes
About 30 days on incoming releases
Once your reviewer says yes against the success criteria, the same job runs on new releases for about 30 days.
Each drafted order waits for someone on your desk to approve it before it reaches your ERP, and nothing goes to a vendor or a job site without that person.
The live run's price is fixed before you sign. A next job is decided and priced on its own.
// What could come next
Jobs that could follow, ranked
- 01Next
Job closeout
At the end of a job, what was quoted set against what shipped, with leftover material and open returns listed for your project desk.
- 02Then
Price holds running out
Open jobs with pipe lines near the end of their price window, listed so a salesperson can talk to the contractor before the next release.
- 03After that
Vendor releases on direct jobs
Contractor releases for lines that ship from the manufacturer, drafted as release POs for your buyer to check and send.
// One hard limit
No order is entered and no job price is changed.
Drafts land on a review sheet and stay there. Nothing is keyed into your ERP, no vendor is told to ship, no job quote is repriced, and no contractor hears from us. In a live run, an order posts only after a person on your desk approves it.
Releases are priced as their own job: a range before the test, and a fixed price before you sign.
The range depends on how many releases your desk keys in a month, how many open jobs you carry, and how often releases come as photos or emails instead of POs.
// Questions
Questions from project desks
Our foremen send photos of handwritten lists. Can those be tested?
What if a release asks for something that was never quoted?
Does it know when a pipe price hold has run out?
Do we need a jobs module in our ERP?
Who should be our reviewer?

Rob Eason, founder
// Book a call with Rob
Bring one job from underground to trim.
Thirty minutes with Rob. He'll ask about your company and your role, the job you want tested, and roughly how many releases your desk keys each month. Hold quotes and releases 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.
