Metal Fabrication
Custom metal fabrication shop with a growing team and high-volume quoting demands
From 60-minute quotes to under 5 minutes, with zero errors.
How an Oklahoma metal fabrication shop eliminated their quoting bottleneck and tripled daily output.
The Meridian Shield dashboard: real-time KPIs, active jobs, and production status at a glance
The Meridian Shield dashboard: real-time KPIs, active jobs, and production status at a glance
The Problem
Quoting took 30 to 60 minutes per job using pen, paper, and phone screenshots. Material calculations were done by hand, leading to costly errors. The owner was the only person who could produce accurate quotes. If he was unavailable, the business stopped.
Quoting took 30 to 60 minutes per job using pen, paper, and phone screenshots
Material calculations done by hand led to costly pricing errors
Only the owner could produce accurate quotes, creating a single point of failure
When the owner was unavailable, the quoting process stopped entirely
“Quotes used to take an hour each. Now they’re under five minutes, and our close rate is up because we’re always first in the door. Paid for itself in six weeks.
What We Built
A custom quoting and job management system that auto-calculates material costs, generates professional quotes in under 5 minutes, and allows any trained team member to produce accurate estimates. Integrated with their existing supplier pricing and shop floor workflows.
Instant Quoting Engine
Auto-calculates material costs based on dimensions, material type, and current supplier pricing. Generates professional PDF quotes in under 5 minutes, down from 30 to 60.
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The Results
3x
Daily quote capacity. Same shop, triple the revenue surface.
<5 min
Per quote, down from 30 to 60 minutes
0
Pricing errors. Used to cost thousands per quarter.
The Transformation
Before
- Quoting took 30 to 60 minutes per job with pen, paper, and phone screenshots
- Material calculations done by hand, with costly pricing errors every quarter
- Only the owner could produce accurate quotes, creating a single point of failure
- No visibility into job status, customer history, or business performance
After
- Professional quotes generated in under 5 minutes with auto-calculated costs
- Zero material miscalculations since launch. Supplier pricing stays current
- Any trained team member produces accurate quotes with role-based access
- Full analytics suite with revenue tracking, customer intelligence, and job management
The owner is no longer the bottleneck. Multiple team members now produce accurate quotes in minutes, not hours. Material pricing errors (which used to cost thousands per quarter) dropped to zero. The shop processes three times as many quotes per day, directly increasing revenue capacity.
How We Got Here
Week 1 to 2
Discovery
Sat with the owner through a full quoting cycle. Documented every material lookup, calculation, and pricing decision.
Week 3 to 5
Build
Built the quoting engine with supplier pricing integration and material calculator. Tested against 50 historical quotes for accuracy.
Week 6 to 7
Launch
Rolled out to the team with hands-on training. Ran parallel quoting (old vs. new) for one week to validate.
Ongoing
Optimize
Supplier pricing updates automatically. New material types added as the business takes on new project categories.
Week 1 to 2
Discovery
Sat with the owner through a full quoting cycle. Documented every material lookup, calculation, and pricing decision.
Week 3 to 5
Build
Built the quoting engine with supplier pricing integration and material calculator. Tested against 50 historical quotes for accuracy.
Week 6 to 7
Launch
Rolled out to the team with hands-on training. Ran parallel quoting (old vs. new) for one week to validate.
Ongoing
Optimize
Supplier pricing updates automatically. New material types added as the business takes on new project categories.
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