Your agency's spec-to-commission workflow in one place
The operating platform for rep agencies.
A project starts in the field, long before anyone asks for a price. Baucore for Agencies keeps it on one record from there: the inquiry and its attachments, the quote, the order, the submittal, the shipment, the service questions that come afterwards and the commission at the end. One record across every manufacturer and distributor you work with, instead of a dozen inboxes and price books.
Rep agencies run their business through email and spreadsheets, even though the work is structured.
One system for the full lifecycle
Every stage of the agency lifecycle lives on one project record, from the first field conversation through to the commission statement.
Field
Visits, specification activity and early project signals land on the project record before any request exists. When the inquiry arrives, it joins a project the team already knows instead of starting a new one.
Inquiry
Baucore Inbox reads incoming project emails and attachments, matches them to the right account, contact, and project (or creates one), and keeps every reply on the same thread instead of spinning up duplicates.
Quote
The system prepares the quote from what it read, broken out per manufacturer where a project spans several vendors, with full version history and audit trail as the quote is revised.
Submittal
Baucore generates submittal documents and tracks them against project requirements on the same record, so approval happens before anything is built and no separate manual process is needed.
Order
Once a quote is won, it converts into an order, and Baucore generates and tracks each manufacturer's purchase order individually, including validation against what the manufacturer confirms.
Shipment
Baucore tracks shipments per manufacturer and order line, so the agency sees what has shipped, what is outstanding, and the expected delivery without chasing tracking numbers by email.
Service
Delivery questions, damage reports and replacement requests arrive against the same project. The person answering sees the quote, the order and the shipment without asking anyone.
Commission
Baucore calculates commission and reconciles it against what shipped and was paid, replacing manual statement matching. Agencies that also buy and resell run that business on the same project record, with the commercial result tracked alongside commission.
Field
Visits, specification activity and early project signals land on the project record before any request exists. When the inquiry arrives, it joins a project the team already knows instead of starting a new one.
Inquiry
Baucore Inbox reads incoming project emails and attachments, matches them to the right account, contact, and project (or creates one), and keeps every reply on the same thread instead of spinning up duplicates.
Quote
The system prepares the quote from what it read, broken out per manufacturer where a project spans several vendors, with full version history and audit trail as the quote is revised.
Submittal
Baucore generates submittal documents and tracks them against project requirements on the same record, so approval happens before anything is built and no separate manual process is needed.
Order
Once a quote is won, it converts into an order, and Baucore generates and tracks each manufacturer's purchase order individually, including validation against what the manufacturer confirms.
Shipment
Baucore tracks shipments per manufacturer and order line, so the agency sees what has shipped, what is outstanding, and the expected delivery without chasing tracking numbers by email.
Service
Delivery questions, damage reports and replacement requests arrive against the same project. The person answering sees the quote, the order and the shipment without asking anyone.
Commission
Baucore calculates commission and reconciles it against what shipped and was paid, replacing manual statement matching. Agencies that also buy and resell run that business on the same project record, with the commercial result tracked alongside commission.
What changes when you run your agency this way
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