PeasyOrders for field sales reps

What this role typically owns

• Visit accounts in person and take orders during meetings
• Relay orders to the office by email between stops or at the end of the day
• Call urgent orders in so the office can enter them same-day
• Follow up with customers on missing items, substitutions, and changes

Pain points we hear about

• Emailed orders that someone at the office reads and retypes into QuickBooks Online, line by line
• Delays between when an order is taken and when it appears in QuickBooks Online
• Callbacks from the office to clarify shorthand, quantities, or pricing
• Phoned-in orders that wait on a sticky note until someone types them up
• Mismatches between what the rep sent and what the customer actually wanted

Desired outcomes

• Orders that show up in QuickBooks Online quickly and accurately, without the office retyping them
• Fewer back-and-forth clarification calls with the back office
• The account's negotiated pricing applied without anyone looking it up
• More time on customer-facing work, less on re-explaining orders after the fact

How do rep orders reach QuickBooks today?

A field rep visits five accounts in a morning. At each one, the buyer talks through the order while the rep notes it down, and somewhere between stops the rep relays it to the office — usually a quick email, sometimes a call when it's urgent. Then the office does the work a second time: someone reads the rep's message, looks up what that account pays, and types the order into QuickBooks Online, line by line.

That second pass is where the day goes sideways. Shorthand gets misread, a quantity lands wrong, a phoned-in order waits on a sticky note, and the order the rep sent at 4:55 misses the cutoff because nobody had typed it yet. The rep sold it right; the relay lost it.

Where does PeasyOrders fit for field reps?

PeasyOrders is office-side order capture for small and mid-sized US wholesale distributors on QuickBooks Online. The rep emails the order from the field or at the end of the day — a few free-text lines, or a spreadsheet or PDF attached — and PeasyOrders reads it, identifies the account, matches each line to your catalog, and applies that account's negotiated pricing, with the rule that set each price shown on the line. When a rep calls an order in instead, the office adds it in one click as a manual entry — same editor, same pricing, same review.

Every rep order waits in one reviewed queue: ambiguous lines are flagged rather than guessed, every value shows which message it came from, and nothing exports until a person confirms it. The system suggests, the operator validates. Confirmed orders export to QuickBooks Online as an Estimate by default (configurable), or to Google Sheets or CSV.

Rep emails between stops

RV

Riley Vance

"Between stops — Blue Door Bakery order, PDF attached"

Office adds phoned orders

Urgent order called in — one click, entered same-day

One reviewed queue

• Blue Door Bakery

  Ready
  Email

• Elm St Café

  Needs review
  Email

• Harbor Café

  Ready
  Manual

QuickBooks Online

Estimate created

or Google Sheets / CSV

The rep changes nothing: no app to install, no login between accounts, no new habit. The office stops retyping.

What if your reps sell in person with a catalog?

Then a dedicated rep ordering app is the right tool, and PeasyOrders isn't one. Apps like Pepperi, Skynamo, and SimplyDepo give reps a mobile catalog with account pricing, order history, and offline mode — built for walking a buyer through products and building the order on the spot. That's a different job, and we don't pretend to do it.

PeasyOrders is for the other kind of team: reps who already know the account, whose accounts know what they want, and who just relay the order back. If that's your reps, capturing what they already send fixes the real problem — the office's retyping — without forcing a new tool on people who won't use it.

What doesn't PeasyOrders do?

It doesn't read photos, scans, or handwriting, and it doesn't capture texts or voicemails — a rep's order is captured when it's emailed in (a PDF attachment needs a text layer), and a phoned order takes the office one click to add. It isn't a CRM, a route planner, or a quoting tool; those stay where they are. And it isn't a rep ordering app.

Pricing is the one thing it does own. PeasyOrders applies each account's price itself, because QuickBooks Online's API doesn't expose customer-specific pricing to any integration: on setup it reads your past invoices once and proposes each account's pricing, which you accept, adjust, or discard before it applies.

What doesn't change?

Reps keep visiting accounts the way they always have. Customers don't have to learn anything new. QuickBooks Online stays your system of record, and your CRM stays your CRM. The only step that changes is the one in between — where orders used to be retyped, they're now reviewed.

What does it cost?

Plans run $99, $199, and $349 per month by confirmed order volume, with a 30-day money-back guarantee — details on the pricing page.

The bottom line

Reps should sell; orders should land. If your reps relay orders from the field, PeasyOrders reads what they email in, prices it for the account, and gives the office a reviewed draft instead of a retyping job. If your reps build orders in person with a catalog, buy a dedicated rep app with a clear conscience — that's the honest split. To see the office side of the workflow, start with how email orders reach QuickBooks Online.