A cabinet quote intake worker reads dealer emails, web forms, PDFs, room lists, model names, finishes, notes, and attachments. It pulls out the quote details, flags what is missing, asks for missing information when allowed, and keeps the request moving until inside sales gets a clean handoff. Pricing, substitutions, and inventory promises stay with a person.
Bring this jobA dealer sends a rough email with a cabinet line, finish, a few dimensions, and two attachments. The worker creates a clean summary, marks the missing wall measurements and hinge preference, drafts a short reply, tracks whether the missing details came back, and routes the packet to inside sales.
If this work doubled next month, what would break first?
It can prepare the packet, ask for missing details, and compare against approved rules, but final pricing, discounts, substitutions, and inventory promises should be reviewed by a person.
No. It sits before or beside the tools you already use. The first job is to turn messy inbound requests into clean information that your team can quote faster.
Bring 10 to 20 real quote requests, including the ugly ones. The examples show what the worker should extract, what it should ask for, what it can chase, and where it must stop.
