Background to Business Operations
A.M. Richards is a glass shop based in St. Louis. With a lean team, they needed a software platform that could help them run a tighter, more tech-enabled operation, without the paperwork and process chaos.
Key Business Challenges
Before Glazier, the team used QuickBooks and paper-based workflows to quote, track, and place orders. Quotes often went out late, materials got re-ordered due to mistakes, and everything took longer than it should.
The Goal
“We’re pretty much paperless now because of Glazier… everything from the past is scanned in and on the cloud. Now we’re moving forward, and there’s not going to be a bunch of paper. That makes things quicker too.”
Cathy joined A.M. Richards with a clear mission: eliminate paperwork and streamline operations. Today, that vision is a reality.
Glazier’s Solutions
Glazier didn’t just replace filing cabinets — it overhauled how the company quotes, orders, tracks, and wins jobs.
1. Instant POs = 5+ Hours Saved Weekly
Before Glazier, Cathy built purchase orders in QuickBooks manually:
“You’d have to type in each line item, select the supplier, set the account, and reenter all the same info — it took five to ten minutes per PO.”
Now?
“It takes a second. All I do is hit ‘purchase’ and send it. It’s great. I love it.”
Cathy estimates she sends 15–20 purchase orders per day. Even conservatively — 15 POs × 5 minutes saved = 75 minutes saved per day. That’s:
- 6.25 hours/week
- ~325 hours/year
“That might even be on the low end.”
Bonus benefit: fewer ordering mistakes.
“I used to accidentally order one window instead of two or three. That doesn’t happen anymore.”
2. Field Estimates = More Jobs Won
Thanks to Glazier, estimators now quote on-site — and it’s making a measurable difference:
“I found that when they do estimates in the field, they get approved right away. In the past, they’d get busy, come back a week or two later — and we’d lose the job.”
She compares the old delay to online shopping:
“It’s like Amazon — when you leave it in your cart and come back, you’re like, ‘I don’t really need that.’ Our customers are the same way. Now we don’t give them the chance to change their mind.”
Once approved, customers pay a deposit, locking them in. While Cathy couldn’t quantify the exact win rate increase, she’s confident:
“I feel like we’re getting more jobs approved than we did in the past.”
What Cathy Says Now
- “Once you get the hang of it, it’s amazing. I’m so glad we switched.”
- “We’re sending POs in seconds now — it saves hours every week.”
- “We almost went with Housecall Pro before we found you guys. I’m so glad we found you.”
- “We’re getting more jobs approved because we’re quoting in the field.”
- “Rami’s been awesome… very patient with me. He’s in the right spot for you guys.”
Want to see how Glazier can help you win more jobs by quoting right on-site?
Book a demo: https://glaziersoftware.com/book-a-demo
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