Your Entire Lumber and Building Materials Operations Automated and Enabled with AI

Gridlex unifies project management, compliance, CRM, quoting, warranty tracking, installer management, portals, ticketing, and financial visibility into one AI-powered platform—purpose-built for LBM manufacturers & distributors. Say goodbye to fragmented systems and manual processes, and unlock faster fulfillment, tighter compliance, and total control from quote to jobsite to credit claim.

Gridlex Capabilities, Apps & Features for Lumber and Building Materials Wholesalers & Distributors

Gridlex’s Unique Solutions for Lumber and Building Materials Manufacturers and Distributors

No Code Ultra-Customizable AI Builder for LBM Operations

The Problem:

LBM wholesalers and manufacturers often operate within a maze of disconnected systems—Excel sheets for compliance, legacy CPQs, CRM systems blind to projects, and emails for service issues. Every business shift—like introducing a new installer network, updating FSC certifications, or enabling customer portals—forces another tech workaround or system. This patchwork leads to bottlenecks, miscommunication, and fragmented data across teams from procurement to field service.

How Gridlex Helps:

Gridlex brings it all together with a No Code, Ultra-Customizable AI Builder designed for LBM operations. Build your own apps—CRMs, CPQs, submittal trackers, warranty logs, installer portals—without writing a line of code. Custom objects like “Rebate Terms,” “SKUs,” “Quality Test Reports,” or “Submittals” can be structured, related, and connected visually. AI agents auto-extract data from test certificates, rebate emails, or field defect images—transforming them into structured workflows. Whether you’re configuring a quality control log or building a branded installer portal, Gridlex lets your teams do it fast—without waiting on IT.

CRM & 360° Project Management of Customers, Suppliers, and Jobs

The Problem:

Traditional CRMs in the LBM sector aren’t built for job-site realities. For distributors, each project spans phases, contractors, submittals, and custom compliance needs. For manufacturers, every customer interaction is tied to specs, certificates, delivery windows, or field escalations. Yet most systems remain account-centric, blind to job-specific contexts, and disconnected from supplier insights or contract terms.

How Gridlex Helps:

Gridlex turns CRM into a full project and relationship operating system. Model construction phases, link SKUs to job stages, track vendor performance, and capture field notes—all in one place. Submittals, warranty terms, job site photos, and RFI responses are tied to specific projects, suppliers, or customer records. Finance sees retention terms; sales sees delivery progress. Field reps log job phase issues with GPS; QA sees defect history per project. Whether you're coordinating LEED specs with a GC or managing change orders across a multi-site build, Gridlex gives you 360° project intelligence across your LBM business.

Supplier & Product Compliance, Certification & Documentation

The Problem:

Managing product and supplier compliance in LBM is overwhelming. VOC data in inboxes, FSC certs buried in folders, expiring SDS documents flagged manually—this mess not only increases audit risk, but slows down quoting, shipment, and job-site inspection prep. When sustainability and compliance matter more than ever, many LBM firms are stuck in reactive, unscalable processes.

How Gridlex Helps:

Gridlex gives compliance a system. Every certificate—SDS, VOC, FSC, ICC-ES—is tracked, tagged, and tied to SKUs, vendors, and projects. Need to check if that panel meets CARB II? Or confirm your installer has current OSHA insurance? It’s all structured and searchable. Expiring documents trigger auto-reminders. Field teams pull certs from a self-service portal. Sales sees only compliant SKUs during quoting. QA flags a batch? Gridlex blocks the SKU in CPQ and notifies sourcing. From builder bids to regulatory audits, Gridlex turns compliance into a competitive advantage—not a liability.

Warranty & Product Defect Management

The Problem:

In LBM, defects often surface months after install. For distributors, it's field calls about warped panels or cracked siding. For manufacturers, it's a contractor dispute tied to a job six months back. Yet warranty claims remain fragmented—buried in inboxes, disconnected from lot data, or lost in ERP notes. Teams scramble to find batch IDs, photos, or invoices—often too late to recover vendor credits or defend against claims.

How Gridlex Helps:

Gridlex makes warranty management traceable, structured, and fast. Each claim becomes a live, linked case—with SKU, batch, job site, installer, and delivery context. Field teams upload photos; AI tags the product, lot, and project. Approval workflows guide every step—from inspection to credit memo. Repeat issues trigger vendor scorecards. At-risk SKUs can be blocked from quoting. Every action—site notes, emails, approvals—is logged in one case record. Whether you’re defending a claim, processing a credit, or identifying recurring product issues, Gridlex brings full-chain visibility and control to warranty ops.

Installer & Subcontractor Management, Credentialing & Insurance Tracking

The Problem:

Installed LBM services—whether millwork or wall systems—come with a new liability: managing installers. But credentialing, insurance, and incident tracking are usually buried in spreadsheets, expired certificates, or word-of-mouth. When something goes wrong on-site, there's no paper trail. Worse, expired insurance or missing OSHA certs go unnoticed—putting your business at risk.

How Gridlex Helps:

Gridlex turns every subcontractor into a governed, trackable vendor profile. Insurance, OSHA certs, background checks, W-9s—it’s all structured and expiration-tracked. Field teams log job-site issues (e.g., poor install, late arrival) on mobile, linked to the crew and project. Dashboards track installer performance by region, incident type, or compliance status. Need to re-certify crews annually? It’s automated. From onboarding to dispute management, Gridlex builds accountability and risk governance into every installed job—protecting your margins and your brand.

Master Data, Catalog & Price Feed Management

The Problem:

LBM product data is a minefield. One SKU may go by 3 names, prices fluctuate weekly, units change (board feet vs. bundles), and spec updates confuse teams. Distributors misquote. Manufacturers mis-ship. Reps sell expired SKUs. Catalogs are siloed across CPQ, ERP, portals, and spreadsheets—causing chaos across quoting, fulfillment, and compliance.

How Gridlex Helps:

Gridlex creates one master system of truth. Every SKU is modeled with hierarchy—species, fire rating, VOC tag, packaging. Pricing feeds sync automatically from vendors. AI dedupes aliases (“PT 2x6” = “Treated Pine 2x6”), preventing double entries. CPQ, portals, and ERP auto-update from the master catalog. Quotes expire when pricing does. Segmented catalogs power tailored portals by region, job type, or compliance need. Whether it’s managing a rebate SKU in Q2 or adjusting to a packaging change mid-year, Gridlex gives you real-time, structured control over your product data.

External Portals for LBM Distributors and Manufacturers

The Problem:

Builders, contractors, and vendors constantly ask: “Where’s my delivery?”, “Can I get that MSDS?”, “What’s my rebate status?”—and most of these answers live in someone’s inbox or a hard-to-navigate shared drive. Legacy portals are clunky, unbranded, or lack the permissions and real-time data needed. The result? Endless support tickets, frustrated customers, and delayed jobs.

How Gridlex Helps:

Gridlex lets you launch fully branded, role-based external portals—for builders, contractors, distributors, installers, or suppliers. Give stakeholders real-time access to quotes, orders, submittals, MSDS, warranty docs, rebate accruals, or return workflows—filtered by project, role, or product. Portals sync live with CRM, CPQ, and compliance databases. Contractors can pull LEED docs by SKU. Installers can download batch-specific warranty forms. No more support bottlenecks. Whether it’s inspection prep or RFP submissions, Gridlex portals make your ops team look world-class.

Order Management Across Quoting, Fulfillment, and Change Orders

The Problem:

An LBM order isn’t one transaction—it’s a live, evolving flow: quotes change, deliveries get staggered, credits are triggered, and phases shift. But traditional systems treat it like a static PO. Midstream edits fall through cracks. Credit holds block fulfillment too late. Job-site delivery changes aren’t logged. Teams lose track. Margins suffer.

How Gridlex Helps:

Gridlex treats order management as a dynamic, traceable workflow. Every quote, approval, delivery, and exception—credit flags, change orders, substitutions—is tracked in one place. Need to swap 2x10s for 2x12s mid-order? Gridlex logs the version, updates pricing, and alerts the yard. A delivery gets delayed? Field reps and finance see it in real time. Submittal docs expire mid-project? You’re notified before inspection day. Whether you’re a manufacturer coordinating production batches or a distributor handling multifamily deliveries, Gridlex gives you visibility, control, and traceability across the full order lifecycle.

Lot, Recall, Return, & Rebates Management (Where Traceability Matters)

The Problem:

In LBM, not everything needs lot tracking—but when it does (treated lumber, adhesives, engineered wood), missing it can mean lawsuits, failed inspections, or wasted inventory. Returns get decoupled from the original order. Rebates are missed or mispaid. And when a recall hits, it takes days to know who got what—and when.

How Gridlex Helps:

Gridlex builds smart traceability where it counts. Assign lot numbers to high-risk SKUs only—tracking deliveries, returns, and complaints back to batches. Trigger automated recall notices via portal or email. Link warranty cases to specific lots and jobs. Block repeat-defect SKUs in quoting. On the rebate side, Gridlex tracks qualifying SKUs and customers—auto-accruing amounts, sending alerts, and simplifying claims. Whether it’s preventing non-compliant deliveries, reconciling credits, or managing vendor escalations, Gridlex gives you legal-ready, ops-friendly control over what matters—without bogging down what doesn’t.

CPQ (Configure Price Quote) Integrated with MDM and Order Management

The Problem:

Quoting in the LBM sector isn’t just price x quantity. It’s board feet conversions, pack size logic, regional freight charges, promo rebates, and margin approvals—all changing week to week. Most reps juggle Excel, PDFs, and tribal knowledge. That means missed margins, non-compliant specs, and quote-to-order errors that delay jobs or damage trust.

How Gridlex Helps:

Gridlex’s CPQ is purpose-built for LBM complexity. It pulls real-time pack sizes, price feeds, rebate rules, and freight logic directly from master data. Reps can quote using pre-configured project templates (e.g., garage framing kit), apply customer-specific discounts, and get margin alerts—all without manual lookups. When approved, quotes convert directly into structured, staged orders—no rekeying. LEED requirements? Gridlex only shows spec-compliant SKUs. Vendor rebate logic? Auto-applied. Gridlex CPQ aligns sales, ops, and finance—turning complex quotes into clean, profitable orders.

Warehouse Integration for Real-Time Inventory and Fulfillment Visibility

The Problem:

Sales says it’s in stock. Ops says it’s on backorder. Finance bills for what was never delivered. Meanwhile, aged inventory sits unsold while newer stock gets shipped. Most LBM WMS systems are disconnected silos, blind to CRM, CPQ, and order management. That means misquotes, fulfillment chaos, and margin leaks.

How Gridlex Helps:

Gridlex makes your warehouse data actionable across the business. Sales reps see available-to-promise stock in CPQ. Field reps see if the job-site drop is queued or in transit. Aged inventory triggers sales campaigns. Partial deliveries are flagged before invoices go out. Whether your WMS is modern or semi-manual, Gridlex pulls in the data—via API or files—and pushes it to where it matters. From smarter quoting to fewer support calls, Gridlex turns warehouse visibility into a growth engine, not a bottleneck.

ERP & Accounting Integration for Finance-Sales Alignment

The Problem:

Sales wants to move the order. Finance sees a 90-day overdue balance. But they don’t talk—at least not through systems. Credit holds come too late. Outstanding A/R goes unnoticed. Quotes are issued to overdrawn accounts. ERP data is locked away from the teams who need it—leading to service delays and financial exposure.

How Gridlex Helps:

Gridlex brings ERP and accounting visibility into CRM and CPQ—without giving reps ERP access. Credit utilization, payment terms, open invoices, dispute flags—they’re visible where sales, service, and ops actually work. Quotes are flagged if customers exceed terms. Orders are paused automatically if credit thresholds are breached. Finance teams stay in control. Reps stay informed. Customers get proactive communication. Whether you're chasing cash, avoiding fulfillment mistakes, or protecting margin—Gridlex makes ERP data work for your whole business.

Contract Management & Intelligence for LBM Operations

The Problem:

In LBM, contracts are more than legal documents—they’re the rules that govern pricing, rebates, delivery SLAs, and volume commitments. But they usually sit in inboxes or shared drives, disconnected from quoting, service, or finance workflows. Miss a rebate threshold? Quote the wrong pricing tier? Deliver late without realizing? That’s margin lost—and trust eroded.

How Gridlex Helps:

Gridlex turns contracts into live operational intelligence. Every clause—rebate targets, volume breaks, discount thresholds, credit terms, delivery SLAs—is extracted and tracked. CPQ references active pricing terms. Renewals trigger alerts. Legal clause changes are versioned and routed for review. Rebate eligibility and volume performance are auto-monitored. From sales to finance to service, every team operates off one shared contract record—actionable, traceable, and defensible. Gridlex transforms contracts from static PDFs into real-time revenue protection engines.

Customer Service, Ticketing & Shared Inbox for LBM Teams

The Problem:

A contractor emails about damaged panels. The sales rep forwards it to QA. QA waits on photos. Finance never hears the outcome—but still gets a credit request. In LBM, customer service spans SKUs, job sites, subcontractors, and shipments—but most issues are handled in disconnected inboxes, making resolution slow and chaotic.

How Gridlex Helps:

Gridlex brings structure to LBM service. Shared inboxes are configured by function—logistics, QA, finance—and linked to CRM records. Tickets are tagged to orders, products, lots, and jobs. AI auto-extracts key info from emails. Field reps upload photos and notes. Issues are routed with defined workflows (inspection > refund > vendor escalation). Dashboards track SLA metrics, dispute types, and aging tickets. Whether it’s handling a warranty claim, a short delivery, or a sub install complaint—Gridlex helps your service team respond faster, stay compliant, and protect your customer relationships.