Baucore for Agencies
Your Inbox Is Running Your Agency· Oct 8, 2026

Your agency's spec-to-commission workflow, finally in one place

The modern operating platform for the rep agency.

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.

See Baucore Inbox in action
Baucore for Agencies — one quote-to-commission workflow across lighting, electrical, HVAC, and architectural rep agencies

Rep agencies run their whole business through email and spreadsheets, even though the work itself is highly structured.

Everything is manual. An inquiry comes in as an email thread with attachments. Someone has to read it, figure out the scope, and manually key it into a quote — line by line, manufacturer by manufacturer.
No single view of a project. The same project inquiry often goes out to several distributors at once. Without a shared system, nobody on the team sees the full picture — which distributor has which version, what's been quoted where, or what's changed.
Price books everywhere. Pricing comes from multiple manufacturers, each with their own format, and it changes monthly (sometimes daily). Reps end up manually cross-referencing spreadsheets and vendor portals instead of trusting one current source.
The handoffs are where things get lost. Quote, order, shipment, and commission each involve different people, different paperwork, and mostly different tools — so status, history, and accountability get lost between steps.
The project was decided before you saw it. Specification and relationship work happens months before a request for pricing arrives, and most of what the field team learned lives in their head, their phone, or a visit report nobody opens again.

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, inquiry, quote, order, submittal, shipment, service, commission. All on one project record.

  1. 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.

  2. 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.

  3. Quote

    The system prepares the quote automatically from what it read — broken out per manufacturer where a project spans several vendors — with full version history and audit trail as it's revised.

  4. Order

    Once a quote is won, it converts into an order with each manufacturer's purchase order generated and tracked individually — including validation against what the manufacturer confirms back.

  5. Submittal

    Submittal documents are generated and tracked against project requirements as part of the same record, approved before anything is built, not as a separate manual process.

  6. Shipment

    Shipments are tracked per manufacturer and order line, so the agency always has current visibility into what's shipped, what's outstanding, and expected delivery — without chasing tracking numbers by email.

  7. 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.

  8. Commission

    Commission is calculated and reconciled automatically against what actually 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 rather than instead of it.

What changes when you run your agency this way

One view of every project, no matter how many distributors or manufacturers are involved — no more piecing it together across inboxes.
Faster quotes, because the intake and first draft happen automatically instead of manual line-by-line entry.
Current pricing, not stale spreadsheets — one place for manufacturer price books instead of cross-referencing vendor portals by hand.
Nothing falls through the handoffs — quote, submittal, order, shipment, and commission stay on one record instead of scattering across email and separate tools.
Works across trades — built for rep agencies broadly, including lighting, electrical, HVAC, and architectural products today, not a single-vertical tool.
You are on the project before the request arrives. Field and specification activity is recorded as it happens, so an RFQ lands against a project the team already knows rather than starting a fresh one.
Works with

Baucore Inbox

The AI agent doing the inquiry-reading and quote-prep work behind Baucore for Agencies — see it running on real inbound email.

Learn more

See how this works for your trade

Lighting Rep AgenciesElectrical Rep AgenciesHVAC Rep AgenciesArchitectural Rep Agencies

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