Elevated Deck Systems. Estimates, invoices, POs, and AI-generated quotes in one system.
A construction business's entire operation, custom built.
Elevated Deck Systems is a commercial construction supplier serving architects, contractors, and building owners across the country.
The business had grown well beyond what a generic CRM could handle. Estimating a project meant pulling from a scattered library of specs. Producing a quote meant duplicating data across three systems. Every invoice, purchase order, and payment record lived in a different tool. Sales, ops, and accounting couldn't see each other's work.
- 01Built a single custom operations system: customer management, estimating, quoting, invoicing, purchase orders, pick-pack-ship, credit card processing, and accounting integration
- 02Added AI models trained on the company's historical estimates and product specifications, capable of generating quotes from a phone call transcript or an email intake
- 03Built a knowledge base that captures product specs, pricing rules, and sales playbook into one queryable source
- 04Integrated with the company's existing accounting stack so the finance team never had to leave their tools
- 05Rolled the system out with training, documentation, and ongoing support
EDS now runs its entire operation on one custom-built system. Estimates that used to take days can be produced in minutes. Quotes generated from a customer call transcript match the specificity of a hand-written proposal. Sales, ops, and accounting see the same data in real time.
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