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Job 02 · Project desk

// 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.

Book a proof-of-concept call30 minutes with Rob
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.

Contractor releaseEmail, PO or photo
Job name
Release no.
Phase
Needed on site
What they wroteQtyFloor or area
Made-up example release
Drafted
against the job quote
Draft orderFor your desk
Job quote
Price window
Ship date
Left on job
Your item no.Quoted priceRemaining
Made-up example order

// 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

Copies and exports
No logins
01

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.

02

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.

03

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.

04

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.

Release test termsOwner decides
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

Release by release
Every line counted
On the same 20 to 30 releasesThe order your desk keyedThe AI draft
Release matched to the right job and quoteFilled in on your releasesFilled in on your releases
Each line priced from the quote, or marked off-quoteFilled in on your releasesFilled in on your releases
Quantity still open on the job after the releaseFilled in on your releasesFilled in on your releases
Price windows on pipe and other lines respectedFilled in on your releasesFilled in on your releases
Trim matched to the rough-in already shippedFilled in on your releasesFilled in on your releases
Accepted change orders appliedFilled in on your releasesFilled in on your releases
Lines held for your desk, and whyFilled in on your releasesFilled in on your releases
Nothing filled in yet. The table stays empty until your own releases have run through it.Your reviewer grades every line, and that grade decides.

// 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

Possibilities, not promises
One job at a time
  1. 01

    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.

    Next
  2. 02

    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.

    Then
  3. 03

    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.

    After that

// 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?
Yes, and they belong in the sample, because that is where releases are hardest to read. The draft reads what it can from the photo and marks anything it can't make out for your desk. Your reviewer judges those lines like any other.
What if a release asks for something that was never quoted?
The draft prices it the way your success criteria say, often at the contractor's usual account price, and marks it off-quote so your desk sees it. It never adds the line to the job quote itself.
Does it know when a pipe price hold has run out?
It applies the terms written on your job quote to the date of each release. A line past its window is marked for your desk with the date it closed. It does not look up current pipe prices.
Do we need a jobs module in our ERP?
No. The test works from copies of quotes, releases and the orders your desk keyed, wherever they live today. For the live run, drafts are shaped for your system, and that work is priced before you sign.
Who should be our reviewer?
The person your desk asks when a release doesn't match the quote, often the project desk lead or the inside salesperson who runs that contractor's jobs. The owner names them before the test starts.
Rob Eason

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.

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