Intelligence reviews the BOM, sources parts, suggests pricing, and presents a finished draft quote for your team to review. The research is done before your team opens the work order.
A teardown comes in. Your team inspects it, builds the BOM, then starts the long process of quoting: searching for each part across inventory locations, looking up historical pricing, assembling a quote line by line. For a complex job with dozens of BOM lines, that research takes hours. Then there's technician scheduling, customer communications, approvals, and keeping the whole job on track.
April 2026
Building a work order quote means reviewing every BOM line from the inspection, searching for parts across multiple inventory locations, looking up historical pricing, and assembling a quote the customer can approve. That research happens across multiple screens and takes significant time, especially for complex teardowns with dozens of lines.
The Work Order Agent reviews the BOM records from the inspection, runs the Source of Supply Model to find parts across on-hand inventory, alternates, on order, on repair, and secondary locations, then reviews historical pricing to build quote suggestions. All of this appears in a recommendation pane right next to the work order quote. Your team reviews a finished draft with pricing rationale instead of building every line from scratch.
The agent reads the BOM from the inspection and runs the Source of Supply Model for every line. Parts are matched by condition, trace, and availability across your entire supply picture. No manual line-by-line searching.
Historical pricing, cost data, and your configured pricing factors are applied to every BOM line. The agent suggests a price with rationale so your team can see the reasoning and adjust where needed.
All suggestions appear in a pane right next to the work order quote. Your team reviews sourcing, pricing, and availability side by side, then approves, adjusts, or overrides without switching screens.
April 2026
A work order touches estimators, shop managers, technicians, purchasing, and customer service. Today, the coordination between all of them is manual: emails, phone calls, spreadsheets, and hoping nothing falls through the cracks. The Work Order Agent acts as a personal assistant across all of it. It runs directly on the work order record, coordinates the handoffs between teams, and follows the instructions you configure.
The agent sends work order quotes to customers from the assigned rep's email, with signature and documentation attached. Quote status tracks automatically ("Pending" vs "Ready to Send").
Work order quotes include an approval link. Your customer reviews the scope, pricing, and terms through a secure link and approves. Partial approvals supported for line-by-line decisions. Post-approval flow (SO creation, allocation, notifications) triggers automatically.
Automated notifications on approval, status changes, and milestones. The Follow-Up Agent extends to work orders with configurable sequences: send updates on schedule, chase approvals, notify on completion.
The AI-enabled Parts Tab brings sourcing and material management actions together on the work order. Source of Supply results, allocation actions, and material status in one view.
April 2026
Analysis on every work order record. Insights refresh automatically via batch job or on demand with the "Enrich WO Insights" action.
On-time, scope, and budget indexes tracked per work order. See at a glance whether a job is on track, expanding in scope, or running over budget.
The WO Overview component surfaces key intelligence right on the work order record: status, risk signals, and recommended actions. No separate report to pull.
Account Insights give you context on the customer before you start a job: payment patterns, relationship health, risk signals. Part Master Insights show demand and pricing trends on every part in your inventory.
Manages automated communications with customers on work order status. Configurable sequences: send updates on schedule, chase approvals, notify on completion. Sends from the assigned rep's email.
MRO workflows depend on finding the right parts at the right time. These shared models power the sourcing decisions across your shop.
This is how Intelligence finds parts for your work orders.
When a work order needs a component, the Source of Supply Model defines the search: which inventory locations to check, how to match condition codes, what trace documentation is required, and how to rank by lead time. Instead of your team manually searching across locations, the model finds the best match automatically.
This is how Intelligence knows who should work on what.
When a work order needs a technician assigned, the Technician Suggestion Model recommends the best match based on certifications, qualifications, availability, and skills. Instead of shop managers manually checking who's qualified and who's free, the model surfaces the right person for the job.
This is how Intelligence helps plan the work.
The MRO Planning Model assists with work order scheduling: date validation, task sequencing, and timeline estimation based on historical performance on similar work scopes. It helps shop managers plan realistically instead of optimistically.
When you don't have it, this is how Intelligence knows who does.
For parts not in stock, the Vendor Suggestion Model identifies the best vendors to source from based on your transaction history, past pricing, vendor performance, and lead times. Combined with the RFQ Agent, it turns a stock-out into an automatic sourcing action.
Import pre-built MRO workflow configurations. Get Intelligence running on your work order processes in days, not months. Customize from a working starting point designed for repair shop operations.
April 2026
Intelligence agents don't work in isolation. When one agent encounters a condition, it triggers another, automatically, within the rules you've set.
MRO example: A work order requires a part that isn't in stock. The Source of Supply Model finds no matching inventory and triggers a NO_STOCK signal. The RFQ Agent picks it up, identifies qualified vendors, and prepares outbound RFQs (sending automatically or pausing for approval, depending on your configuration). When the vendor responds, Smart Inbox parses the reply and matches it to the original request. The work order parts list updates with sourcing options, before the shop manager knew there was a gap.
From work order to delivery. Intelligence keeps your shop ahead of the schedule.
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