AlphaWorks
Work Automation Software Built for Sales Reps & Contractors
Do Takeoffs, track data and documents related to customers, projects, quotes and more in one app.
Save time performing takeoffs using AI technology, searching for information and documents by customer, project, vendor, or any other work type in one centralized app from anywhere.
AlphaRep replaces spreadsheets, email chaos, and disconnected tools with a single platform designed specifically for multi-line manufacturer rep firms.
👉 Includes AlphaTakeoff AI technology
The Problem: Rep Firms Are Forced to Work in Fragments
Manufacturer reps sit at the center of engineers, contractors, distributors, and OEMs—but most software wasn’t built for how reps actually work.
You’re expected to:
Perform time-consuming plan takeoffs
Master multiple product lines and pricing structures
Organize plans, documents, photos, files by project
Complete quotes and submittals around faster than competitors
Track projects across spec, bid, award, and order
Defend product selections during substitution and value-engineering
Track and Follow-up on quotes provided
Forecast accurately—for your company and your manufacturers
And you’re doing it with emails and a time-consuming file system storing spreadsheets, email threads, PDFs, and siloed information.
AlphaWorks fixes that.
The Problem: Contractors Need Job Information Everywhere
Contractors have a constant influx of plans, permits, documents, quotes, warranties, change orders and other project information that needs to be available in the office, home, or jobsites. But most software doesn't link the documents with the projects, vendors, and customers.
Instead, information is buried in emails, file folders, and in hard to access office server. With AlphaWorks, it can all be organized in one platform, accessed anywhere.
Perform time-consuming plan takeoffs to quotes in minutes
Manage multiple jobs, customers, suppliers, and subs
Organize plans, documents, photos, files by project
Complete and revise quotes faster than competitors
Track projects across spec, bid, award, installation, and warranty
Track substitution and value-engineering
Track and Follow-up on quotes and change orders
Great for sales, installation, and service teams
And you’re doing it with a time-consuming file system storing spreadsheets, email threads, PDFs, and siloed information.
AlphaWorks fixes that.
AlphaWorks: Purpose-Built To Work The Way You Work
AlphaWorks brings together AI Takeoffs, project tracking, quoting, documents, notes, tasks and product information—into one secure cloud system. It gives a 360 view of office workflow.
Quotes and Estimates done faster
Single source of project information from start to finish
Super-fast data and file searching by customer, project, etc.
Easy to learn and use for busy professionals
Central hub - perfect for remote and hybrid workforce
360 View of data for simplified management
Every step in the process you do every day involves lots of files, tasks, information, and collaboration. AlphaWorks saves valuable time by organizing information to help teams work smarter and more efficiently.
How AlphaWorks Solves the Biggest Challenges
FasterTakeoffs
Upload PDF drawings and get quantity takeoffs in minutes instead of hours using artificial intelligence technology
Saves valuable time to perform equipment and measurement takeoffs from plans
Reads PDF plans and equipment schedules and returns takeoffs in editable spreadsheet
Any equipment with schedule can be included in the takeoff
Linear and area takeoffs are easily done with your mouse
Automatically creates a quote with takeoff quantities
Easily edit the takeoff line items.
Result: Save hours and avoid costly mistakes doing equipment quantity takeoffs using proprietary AlphaTakeoff technology.
Faster Quotes
AlphaWorks with AlphaTakeoff technology is the only software that automatically converts takeoffs to quotes
Structured project-to-quote and quote-to-order workflows
Fast product item and price look-ups
Quick links to manufacturer's and vendor's online pricing tools
Create and send same quote to different customers or different quotes to different customers
Save manufacturer submittals and product files with project and quotes
Automates copies of quote revisions as requirements change
Jump from one project and quote to another in busy office environment
Saves proposals and spreadsheets to projects
Result: Information and files are organized by customer and project instead of buried in thousands of emails.
Less Admin. More Selling.
AlphaWorks handles saving the data and organizing the files so your sales team doesn't have to.
Bid board deadline tracking
Project tracking
Document management by project and customer
Follow-up reminders so nothing gets dropped
Easy sharing information, tasks, and files between accounting, assistants, sales
Super-friendly search
Result: More time selling, building relationships, and revenue.
Full Project Pipeline Visibility
Know exactly where every job stands.
Track projects from start to closeout
Save plans, specs, correspondence and other documents to projects
Track project data by manufacturer, territory, office and rep
Assign projects to salesperson, office, A/E, GC, and others
Result: Better project tracking, forecasting, and stronger relationships because you have information at your fingertips.
One System for All Your Manufacturer’s Product Information
Stop jumping between files, emails and portals.
Centralize manufacturer's data and documents product lines, pricing, discounts and other information
Import products and add to quotes fast
Quickly find stock and non-stock items
Reduce errors from manual lookups
Result: Faster information look-ups means faster answers to customers questions and more time selling.
Centralized Communication & Documentation
Have one platform to store data and files so the team has the information they need to succeed.
Look up information by name, not searching through emails and file folders
Keep notes and tasks tied to the project, quote, and customer
One source of truth for the entire team and office
Access data and files anywhere
Result: A single source of truth for all resulting in fewer mistakes and less stress.
Designed for Your Workflow
AlphaWorks isn’t generic software. It is a customizable cloud platform that works alongside your existing Office, Outlook and Accounting software to organize information and files the way manufacturer reps and contractors work.
It’s designed for Sales reps and Contractors:
Companies who have teams working in the office, home, and on the road
That have to organize documents with customers, projects, buildings, suppliers, and vendors
That need a online project and document management system
Have both short and long sales cycles with technical complexity
That need a system to automate their workflows to get more done faster and easier
AlphaWorks helps you and the entire office get work done faster, become more organized, and win more projects—while reducing time, complexity and stress.
READY TO reduce information chaos and make multi-tasking easier?
See AlphaWorks in Action
Schedule a personalized demo and see how AlphaWorks with AlphaTakeoff technology helps organizations save time doing takeoffs, quoting, and project management with a integrated document management system.
Developed and supported by PhaseAlpha, LLC
9393 W 110th Street, Suite 420
Overland Park, KS 66210
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