For Dealers
Dealer Services · Spec to Close
From the first spec to financial close, Avanto works the dealer's side of the workflow: tracking orders, receiving product, closing punch lists, and reconciling the paperwork that keeps projects profitable.
Every stage of the industry workflow, in order. Highlighted stages are the ones Avanto runs today.
Avanto service
We map your operations either against one specific pain point or across your entire workflow, whichever fits. Either way you know exactly where time and margin are leaking before anything gets automated.
Avanto service
We convert PDFs to SIF and XML, turn RFQs into quotes, and build multi-manufacturer proposals so every quote goes out fast and accurate.
Avanto service
We submit purchase orders and track order entry through to confirmation. We compare acknowledgements against your POs line-by-line, catching discrepancies early and ensuring installation timelines are met.
Avanto service
We keep projects tracked so nothing falls through the cracks between order and install.
Avanto service
We monitor shipment alerts and track logistics, and we receive the product information into your warehouse and into the system, keeping your team and your clients ahead of every delivery.
Avanto service
We manage customer sign-off and drive punch list items through to closure, so projects finish clean and close on schedule.
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We manage warranty claims and coordinate MACs as the space evolves, keeping your clients supported long after installation.
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We run customer invoicing across deposit, progress, and final billing, apply cash, and manage collections and check runs so revenue lands on time.
Avanto also runs the order and quote work that slows a sales desk down: quoting and proforma, order entry and purchase orders, acknowledgment comparison, status reporting, and the sales admin that follows the order through to close.
Beyond the workflow itself, Avanto runs the finance and admin back office: payables, receivables, the books and the close, payroll and HR, and controller-level reporting.
Avanto combines trained industry specialists with AI-powered automation, so the load of quoting, order entry, ACK comparison, project tracking, receiving, warranty, and billing comes off your team's desk.
Strata integrates with industry-standard dealer systems, sitting on top of those platforms rather than competing with them. Data flows between Strata and your ERP automatically.
One connected network: Strata connects manufacturers, reps, dealers, and installers, so every partner works from the same real-time information.
The result: faster order cycles, fewer errors and manual touches, lower back-office cost, and full visibility across your workflow.
See all integrationsFree · Under 2 minutes · Instant results
This is a starting point, not a deep dive. In under two minutes it asks how your team handles quoting, order entry, and back-office work today, and gives you a high-level readiness score with a personalized guide pointing at the parts of your workflow worth looking at first. The detailed operations mapping comes after, once we know where to look.
Take the assessmentAbout your current workflows, systems, and team.
A high-level read on where you stand on operational AI.
A personalized PDF with your first automation opportunities.
Avanto runs these areas of the commercial interiors workflow for dealers: the initial operations assessment, quoting including PDF to SIF and XML conversion and multi-manufacturer proposals, purchase order submission with line-by-line acknowledgement comparison, project tracking between order and install, shipment alerts and warehouse receiving, punch list closeout and customer sign-off, warranty and MAC coordination, and customer invoicing with cash application and collections.
An acknowledgement, or ACK, is the manufacturer's confirmation of a purchase order. Discrepancies between the PO and the ACK, such as a changed finish, quantity, price, or ship date, are common and easy to miss when orders are checked by eye. Avanto compares acknowledgements against your POs line by line and flags differences early, which protects margin and keeps installation timelines intact rather than surfacing the problem on the dock.
No. Strata sits on top of the platforms you already run rather than competing with them, integrating with industry-standard dealer systems. Data flows between Strata and your ERP automatically, so your team keeps its system of record and gains a connected view across manufacturers, reps, and installers.
Yes. Beyond the workflow itself, Avanto runs the finance and admin functions behind them: fully automated accounts payable and vendor bills, W-9s and 1099s, bank and credit-card reconciliation, sales tax, commissions, work in process, and month-end close, along with payroll and HR administration and controller-level reporting.
Let's walk through your workflow and show you exactly where Avanto plugs in, starting with the work that costs your team the most time today.
