RFQ intake
Turn customer emails and attachments into structured quote requests, identify missing details, and prepare the next reply.
Iron Lever helps manufacturers, machine shops, fabricators, contractors, and industrial service companies cut repetitive office and operations work—without replacing the systems or people they already rely on.
Material specification is unclear. The email mentions stainless but does not specify grade.
Draft a reply asking for stainless grade and drawing revision, then create the quote task once confirmed.
We look for repetitive work that already happens every day: reading emails, moving data between systems, organizing requests, chasing follow-ups, and turning rough notes into usable records.
Turn customer emails and attachments into structured quote requests, identify missing details, and prepare the next reply.
Track open quotes, surface the ones going cold, and prepare consistent follow-ups so opportunities do not disappear in an inbox.
Turn technician, operator, or field notes into clean summaries, action lists, customer updates, and internal records.
Automate repetitive reports, spreadsheet updates, reminders, document handling, and routine handoffs between office and operations.
We do not start by asking a small business to buy a new platform. We start with a workflow that costs time every week and build around the tools already in use.
See the first engagement →Email, spreadsheet, form, PDF, notes, or repeat handoff.
Extract, organize, draft, route, update, or remind.
Review before anything customer-facing or business-critical happens.
If it works, expand. If it does not, we do not force it.
If the owner, office manager, estimator, supervisor, or lead technician is still doing repetitive administrative work because “that’s just how we do it,” there is probably an Iron Lever opportunity.
Small enough that wasted hours are visible. Big enough that repetitive work piles up.
No giant digital-transformation project. We prove one use case before expanding.
We start with the email, spreadsheet, forms, and systems already in the business.
Our first engagement is a focused workflow review: identify the repeat task, map the current process, estimate the time it consumes, and build a small automation around it.
RFQs, reports, follow-ups, job notes, data entry, scheduling handoffs, or another repeat task.
Who touches it, where the information lives, and where time gets wasted.
Automate the boring parts while keeping your team in control.
Track hours saved, response time, missed follow-ups, or another simple business result.