Toolbx
AI Order Entry

Turn material lists into drafted quotes in seconds

Your Pro sends the list the way they always have. It comes back matched against your own catalog, so your desk gets more quotes out, more accurately, and spends its day on the ones that need a person.

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Handwritten material list: Harley Homes

Matched 3 / 4 · Review 3
material-list.jpgDownload
Photo of a customer's handwritten material list on lined paper
Selected line
FRAMING LUMBERMatched

2x4 SPF studs 92 5/8 — 40

Matched product

2x4x10 SPF Dimensional Lumber

SPF41010 · 40 EA

Match insights

Exact match: 2" x 4" x 92-5/8" SPF precut stud

Tip: Account:48210Tip: 2x6, 2x4, lumber, spruce, pine, SPF
FRAMING LUMBERNeeds review

2x6x16" SPF — 8

Matched product

2x6x92-5/8" SPF Precut Stud

SPF62092 · 8 EA

FRAMING LUMBERNeeds review

I-Joists - 16 foot - RFPI 2x4 — 2

Matched product

RFPI-Joist 16', 2x4 flange

RFPI16-24 · 2 EA

TOOLSNeeds review

6 1/2 circ saw Dewalt

Matched product

No match found

The agent runs the order until a person needs to take over

Your Pro sends a list

Forward the email, drop in a batch, or let it arrive straight from a customer. A PDF, a spreadsheet, or a photo of handwriting lands in an inbox we set up for you.

Your team reviews the matches

The agent handles the lines it is sure of. Anything below that bar is flagged for review and comes first, so a person only touches the lines that need one.

It goes out as a quote

One click in Toolbx turns the reviewed draft into a quote, ready to send back to your Pro.

Nothing retyped

Everything on the document lands in the draft, down to the notes

The customer, the account, the job site and the notes come off it too, along with the requested date and the will-call details, if your Pro wrote them down. Your desk gets the whole draft in as little as 90 seconds, and takes it from there.

Pick any line and the agent shows you the writing it came from.

LMBR YARDBUILDING MATERIALSDealer admin
J
1. Document Intake2. Review & Match

Handwritten material list: Harley Homes

Forwarded email · 1 attachment (photo)Sep 10, 2026 · 7:52 AM

Document

material-list.jpg

10 lines read off this document

Extracted from the document

CustomerHarley Homes
ContactDave Kruger
PhoneNot extracted
AccountACCT-4471
Job site100 Fir Street, Richmond
RequestedSep 11, 2026 · will call pickup
NotesWill call pick up tmrw AM
  • Fractions and typos, both matched
  • Each, EA and LF on one order
  • A full spreadsheet in one pass
  • Trade sections kept in the draft
Where a person steps in

Your team works the messy lines, not all of them

Anything the agent isn't sure of comes back flagged for review, so your team's time goes to the lines that need a person. The odd shorthand, the special orders and anything it could not place come first; everything else is confirmed in one click. You send the approved quote from Toolbx, and it syncs to your ERP.

Bring someone from your order desk to the demo
5I-Joists - 16 foot - RFPI 2x4 — 2EA

Edit Match

Line 5 · I-Joists - 16 foot - RFPI 2x4 — 2

Quantity

2

Unit of measure

EA

Current product match

RFPI-Joist 16', 2x4 flange

RFPI16-24

I-Joists - 16 foot - RFPI 2x4 — 2

RFPI-Joist 16', 2x4 flange

RFPI16-24

Current

RFPI-Joist 16', 2x6 flange

RFPI16-26

RFPI-Joist 16', wide flange

RFPI16-WF

Create new product
Remove Match
CancelSave

Mark as Special Order

Line 10 · 6 1/2 circ saw Dewalt

Type

Don't HaveModified SKUMade to OrderNonstock - Supplier Direct

Code / SKU (optional)

Add a code
  • Swap a match from a live catalog search
  • See the rule that made the match
  • Tag a special order
  • Check stock at each store
Rules you write

Test it on your own descriptions, then teach it how your yard talks

You type a description like 4" PVC Pipe, S40 into Test Product Match and see the match it would make, before a single order runs through it. The rules are plain English and you write them yourself, and a correction on a line can be saved as a rule, so the same miss does not happen twice.

LMBR YARDBUILDING MATERIALSDealer admin
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Test Product Match

Try a description against your catalog before you use it on real orders.

Product description

2x6x12 dimensional, kd

Quantity

48

Unit

Each

Context

This is for exterior deck framing, pressure treated, ground contact

Test Match
Match

2x6x12 Pressure-Treated Dimensional Lumber, Ground Contact

SKU PT62012GC

Your context rules decided this one. Edit them in AI Context.

  • A rule for everyone: assume kiln dried
  • A rule for one account: always Pine
  • Your own shorthand: s40, pc, ply

Also on the order

  • Add a line the agent missed

    Type it in by hand, inside the trade section it belongs to.

    LMBR YARDBUILDING MATERIALSDealer admin
    D

    Handwritten material list: Harley Homes

    Forwarded email · 1 attachment (photo)Received Sep 10, 2026 · 7:52 AMUpdated 2 minutes ago
    ArchiveEmail DetailsConvert to Quote
    Customer
    NameHarley Homes
    ContactDave Kruger
    PhoneNot extracted
    Delivery
    Address100 Fir Street, Richmond
    RequestedSep 11, 2026 · will call pickup
    Account #ACCT-4471
    Matching
    Matched9 / 10
    Review5
    Notes from the file

    Will call pick up tmrw AM

    Products

    Matched to your catalog. Your team confirms every line.
    #DescriptionQtyUOMMatched ProductStatus
    FRAMING LUMBER5 lines
    12x4 PT 10' — 2525EA

    2" x 4" x 10' Pressure-Treated Lumber

    PT41010

    Matched
    22x4 PT 8' — 1010EA

    2" x 4" x 8' Pressure-Treated Lumber

    PT4108

    Matched
    32x4 SPF studs 92 5/8 — 4040EA

    2x4x10 SPF Dimensional Lumber

    SPF41010

    Matched
    42x6x16" SPF — 88EA

    2x6x92-5/8" SPF Precut Stud

    SPF62092

    Needs review

    Unit read as feet, not inches. Confirm 16' is intended.

    ConfirmFlagEditSpecialInventory
    5I-Joists - 16 foot - RFPI 2x4 — 22EA

    RFPI-Joist 16', 2x4 flange

    RFPI16-24

    Needs review

    Series and flange width unclear. Three I-joist series carried.

    Add line item
    DRYWALL2 lines
    6UL drywall, 54 x 8 - 1/2 inch - 10 boards10BOARD

    1/2" x 54" x 8' UltraLight Drywall Panel

    DWUL5408

    Needs review

    Synonym applied: UL ↔ ultralight.

    7500 box of #6 drywall screws500BOX

    #6 x 1-1/4" Drywall Screw, 500 ct

    SCR6500

    Matched
    Add line item
    FASTENERS & HARDWARE2 lines
    8100 box of #10 screws - gdd100BOX

    #10 x 3" Exterior Wood Screw, 100 ct

    SCR10100

    Needs review

    Unrecognised term "gdd". Matched general purpose; confirm the finish.

    9LUS Hangers 2x8 — 2020EA

    LUS28 Face-Mount Joist Hanger, 2x8

    LUS28

    Matched
    Add line item
    TOOLS1 lines
    106 1/2 circ saw Dewalt1EANo match foundNeeds review

    Nothing close in your catalog. Special order, or add the product.

    Add line item

  • Create a product on the spot

    When nothing in the catalog fits the line, make the product without leaving the order.

    5I-Joists - 16 foot - RFPI 2x4 — 2EA

    Edit Match

    Line 5 · I-Joists - 16 foot - RFPI 2x4 — 2

    Quantity

    2

    Unit of measure

    EA

    Current product match

    RFPI-Joist 16', 2x4 flange

    RFPI16-24

    I-Joists - 16 foot - RFPI 2x4 — 2

    RFPI-Joist 16', 2x4 flange

    RFPI16-24

    Current

    RFPI-Joist 16', 2x6 flange

    RFPI16-26

    RFPI-Joist 16', wide flange

    RFPI16-WF

    Create new product
    Remove Match
    CancelSave

    Mark as Special Order

    Line 10 · 6 1/2 circ saw Dewalt

    Type

    Don't HaveModified SKUMade to OrderNonstock - Supplier Direct

    Code / SKU (optional)

    Add a code

  • Rerun the matching

    Select the lines you want looked at again, and the agent takes another pass at them.

  • Go back to the original

    Download the document your Pro sent, from the order it became.

    LMBR YARDBUILDING MATERIALSDealer admin
    D

    Handwritten material list: Harley Homes

    Forwarded email · 1 attachment (photo)Received Sep 10, 2026 · 7:52 AM
    Convert to Quote
    Matching
    Matched9 / 10
    Review5

    Products

    Select store to view availability
    #DescriptionQtyUOMMatched ProductStatus
    FRAMING LUMBER5 lines
    12x4 PT 10' — 2525EA

    2" x 4" x 10' Pressure-Treated Lumber

    PT41010

    Matched
    22x4 PT 8' — 1010EA

    2" x 4" x 8' Pressure-Treated Lumber

    PT4108

    Matched
    32x4 SPF studs 92 5/8 — 4040EA

    2x4x10 SPF Dimensional Lumber

    SPF41010

    Matched
    Match insights

    Exact match: 2" x 4" x 92-5/8" SPF precut stud

    Tip: Account:48210Tip: 2x6, 2x4, lumber, spruce, pine, SPF
    ManageContextSynonymsSpecial orders
    42x6x16" SPF — 88EA

    2x6x92-5/8" SPF Precut Stud

    SPF62092

    Needs review

    Unit read as feet, not inches. Confirm 16' is intended.

    ConfirmFlagEditSpecialInventory
    5I-Joists - 16 foot - RFPI 2x4 — 22EA

    RFPI-Joist 16', 2x4 flange

    RFPI16-24

    Needs review

    Series and flange width unclear. Three I-joist series carried.

    Add line item
    DRYWALL2 lines
    6UL drywall, 54 x 8 - 1/2 inch - 10 boards10BOARD

    1/2" x 54" x 8' UltraLight Drywall Panel

    DWUL5408

    Needs review

    Synonym applied: UL ↔ ultralight.

    7500 box of #6 drywall screws500BOX

    #6 x 1-1/4" Drywall Screw, 500 ct

    SCR6500

    Matched
    Add line item
    FASTENERS & HARDWARE2 lines
    8100 box of #10 screws - gdd100BOX

    #10 x 3" Exterior Wood Screw, 100 ct

    SCR10100

    Needs review

    Unrecognised term "gdd". Matched general purpose; confirm the finish.

    9LUS Hangers 2x8 — 2020EA

    LUS28 Face-Mount Joist Hanger, 2x8

    LUS28

    Matched
    Add line item
    TOOLS1 lines
    106 1/2 circ saw Dewalt1EANo match foundNeeds review

    Nothing close in your catalog. Special order, or add the product.

    Add line item
    Next item to review (5 remaining)
    material-list.jpgDownload
    Photo of a customer's handwritten material list on lined paper
    Read from the documentSelected line

  • Send it on, then close it out

    Email the order details to whoever asked for them, and archive the order once it is done.

Frequently asked questions

Still stuck on something? Our product specialists are happy to answer your questions on a call.

Talk to us

It comes back flagged for review, with no SKU beside it. You can search your catalog from that line, or mark it as a special order. A rule or a synonym in your own words stops the same miss from happening twice.

See a material list become a quote

Bring a list of your own, or we’ll use one of ours.

Book a demo

45 minutes with a product specialist.