Pilot case study

From loose inquiry to manufacturer handoff — without retyping the job.

A practical pilot pattern for PEMB dealers and erectors: capture the concept, qualify the lead, close the budgetary quote, and export a supplier-ready scope package while keeping engineering and fabrication in the manufacturer system.

2–3 fewer handoff passes
targeted pilot outcome
One commercial loop
lead → quote → accept → handoff
JSON/CSV package
neutral supplier export

Before ForgeFrame

Website form or voicemail with missing openings and site details
Estimator chases basics before quoting
Spreadsheet pricing notes drift away from customer context
Supplier handoff rebuilt manually from email history

After ForgeFrame

3D concept captures dimensions, cladding, openings, and schedule intent
Lead arrives scored with missing-field prompts and next action
Budget proposal links back to the same scope record
Manufacturer handoff package exports from the accepted version

The pilot loop

Built to prove speed, scope quality, and retyping reduction.

01 · Inquiry intake

Missing details become a structured scope

The buyer starts with dimensions, use case, location, openings, timeline, and budget instead of a loose voicemail or email thread.

02 · Sales follow-up

Sales sees the next move

Completeness and urgency scoring show whether the job is hot, what is still missing, and which call should happen next.

03 · Commercial close

Budgetary quote stays honest

The proposal is clearly labeled budgetary until reviewed. Manufacturer pricing, engineering, freight, tax, and contract terms remain the source of truth.

04 · Handoff

Supplier package leaves once

The accepted concept exports as versioned JSON/CSV with buyer context and scope decisions so the team stops retyping into manufacturer software.

Pilot offer

Run one real handoff through the system.

Bring one active PEMB opportunity. ForgeFrame helps your team turn it into a clean concept, budgetary proposal, accepted scope, and manufacturer handoff package. No takeoffs, no fabrication claims, no supplier replacement.