fulcrum Horizon

Like managing a team of estimators who only ask when they're not sure.

An RFQ lands in Outlook. Horizon reads the drawing, finds the last job, asks two vendors for lead time, and drafts the quote. Pat reviews before it goes. Simulated on sample data.

Horizon reads your inbox, your drawings, and your history, then handles the quote, the vendor lead times, the PO, and the "where's my order" on your behalf. It comes to you when it can't.

Today Horizon handled 14 things. Two need you.

Most of the day never reaches you: RFQs read, repeat parts priced, vendors asked and chased, status replies sent. Anything that touches a price, a delivery date, or a drawing waits for your OK. Two from Pat's morning at Halden Metal, our sample shop:

Needs you 2 of 16 today
LILarkspur Implement Co.10 parts · Tessa BrandvoldNeeds review
TBTessa Brandvoldto Pat · via Outlook11:40 AM
Re: Quote 2207, LA-400 lift arm parts

Thanks Pat. Purchasing is pushing me on this one. Can you take 8% off the quote? That puts us at about $54,500, and I can get the PO cut today.

Quoted $59,241 · at 8% off, margin is 26.5%, under your 28% floor
Checked capacity · the brake has room the week of Nov 10
Pulled the history · pays in 18 days, took a split shipment in August
Needs youApprove 8% off the quote

Under your floor, so it comes to you. Horizon's read: take it. Margin holds, the brake has room, and Tessa pays in 18 days. Acceptance drafted in your voice.

Accept and sendCounter at 5%
Simulated on sample data.
Larkspur Implement Co.Tessa Brandvold, purchasing
The email

Tessa asked for 8% off the $59,241 quote. PO ready today.

What Horizon did

Recommended yes, with reasons

At 8% off the job runs at 26.5%, under your 28% floor, so it comes to you. Its read: take it. Margin still holds, the brake has room that week, Larkspur pays in 18 days, and took a split shipment for you in August. The acceptance is drafted. You send it or counter.

Needs you · pricing
MMMarlin Marine4 parts · Dev CastilloNeeds review
DCDev Castilloto Pat · via Outlook7:48 AM
SO3301: can we get it sooner?

Hi Pat, our boat show build moved up. Can we get SO3301 by Nov 2 instead of Nov 9? Let me know what it takes.

Checked the schedule · 3 of 4 lines make Nov 2 with the Saturday shift
The brackets wait on anodize · back Nov 5
Drafted the reply · yes to three, Nov 5 on the brackets, $980 expedite fee
Needs youApprove the expedite fee

Three lines make Nov 2 with the Saturday shift. The brackets can't; anodize is back Nov 5. Horizon's read: say yes to three with a $980 fee, not four.

Send with the feeSend without it
Simulated on sample data.
Marlin MarineDev Castillo, purchasing
The email

Dev needs SO3301 a week early. Four lines, already a sales order.

What Horizon did

Said yes to three, not four

It checked each line against the schedule. Three make Nov 2 with the Saturday shift. The brackets are out at anodize until Nov 5, so it will not promise them. The reply says so, adds the $980 expedite fee on the three, and waits for you.

Needs you · delivery date

The quote is one email. Horizon works the whole thread.

A quote is never just a quote. Someone reads the drawing, asks a vendor for lead time, chases the answer, prices it, sends it, and catches the PO that doesn't match. Horizon does the noticing, the chasing, and the remembering, in your voice. It comes to you when it can't.

RFQ to sales order in one thread. Next: shipping documents and invoices.
See it on your own quotes
How it gets fluent

Install it. Let it read. It comes back fluent in your shop.

It isn't learning estimating. It's learning your shop: your run times, your rules, the way each customer writes. And it never stops. Every email that arrives, every job that runs, and every number you change teaches it something, so there is nothing to set up and nothing to keep updating.

The first weekend on the shop's inbox and files: 4,259 emails, 721 drawings, and 1,847 jobs, typed up as a first read of the shop. Simulated on sample data.

It reads what you already have

Your inbox: every RFQ, PO, revision, and reply, from customers and vendors. Your drives: drawings, models, PDFs, and the spreadsheets. Your Fulcrum history: every job, quote, and what each one actually took.

Your shop profile

What you make, who you make it for, what an hour on the brake costs. Written down before anyone fills in a form.

How you work

Real run times, with the outliers set aside before it learns from anything. Which jobs go outside and who gets them. How each customer writes, and how you write back.

Rules, written down

Iridite on the drawing means an outside process. Quotes over $60,000 wait for your OK. Written like a note to a new estimator, not a formula, and kept up as it works. Change one and it remembers.

No forms. No routings. Nothing to keep updating. It reads, then it works.

You used to do all of this yourself. Now you manage a team of agents.

Each agent owns a job: reading RFQs, pricing repeat parts, chasing vendors, matching POs, answering the status emails. They work on an exception basis: what needs you comes to you, the rest goes out. Early on you check most of it. As each agent earns your trust, you put more on autopilot.

A rush used to mean a walk to the floor, a call to the anodizer, and a guess at the fee.

Before: the rush
Dev Castillo7:48 AM
SO3301: can we get it sooner?

Hi Pat, our boat show build moved up. Any chance the four lines on SO3301 ship a week early? Let me know what it takes.

call anodize re: brackets??Sat shift - ask Mikefee ???reply by Fri
With Horizon

Horizon checks the request against the schedule, finds what can move and what cannot, and drafts the reply with the fee. You see it before it goes.

MMMarlin Marine4 parts · Dev CastilloNeeds review
DCDev Castilloto Pat · via Outlook7:48 AM
SO3301: can we get it sooner?

Hi Pat, our boat show build moved up. Can we get SO3301 by Nov 2 instead of Nov 9? Let me know what it takes.

Checked the schedule · 3 of 4 lines make Nov 2 with a Saturday shift
The brackets wait on anodize · back Nov 5
Drafted the reply · $980 expedite fee, in your voice
Needs youApprove the expedite fee

Three of four lines make Nov 2 with a Saturday shift. The brackets follow Nov 5. Reply drafted with a $980 fee.

Send with the feeSend without it

Every customer used to get the same template.

Before: the template
Quote templatelast edited 2019
Quote #_____ for your review

Dear Valued Customer,

Please find attached quote #_____ for your review. Pricing is valid for 30 days from the date above. Please do not hesitate to contact us with any questions.

Thank you for the opportunity to earn your business.

same email to Tessa (formal) and Dev (two lines, boat guy)
With Horizon

Horizon knows the relationship: who Tessa is to you, what she ordered last, how she writes, and how you write back to her. Same facts, in the voice each customer already knows from you.

HHorizonto Tessa Brandvold · draft
Quote 2207: LA-400 lift arm parts

Hi Tessa,

Attached is quote 2207 for the LA-400 lift arm parts. 100 kits come to $59,241.00, black RAL 9005 fine texture included as before. The first 25 kits ship Dec 7.

Let me know if purchasing needs anything else for the PO.

Pat

HHorizonto Dev Castillo · draft
Re: MM-220 parts

Dev, same four as last run. $18,640, ships Nov 9. Want me to lock it in?

Pat

Two drafts, both from your history. Pat sends.

Your data stays your data.

Installed in your shop

A desktop app on your own machine, Mac or PC. Not a portal, not another browser tab.

Your files stay local

Horizon indexes your drives and your inbox on your own machine. Nothing it reads leaves the shop.

Zero retention

Nothing you send to the model is kept. Nothing you teach Horizon is stored anywhere but your shop.

ITAR shops

Shops that need it run in our government-cloud environment, on the same model as everyone else.

Microsoft 365 or Gmail

Connect the mailbox your quotes already come through. It drafts, a person sends.

Built around Fulcrum

It reads your Fulcrum jobs, quotes, and history as they are. No export, no second system to keep in step.

See it on your own quotes.

Bring three RFQs from last week. We'll show you what Horizon would have drafted, live on a call. Already on Fulcrum? Your account manager is taking names for the next wave. Pick a time →

FAQs

What does Horizon need from me to start?

The mailbox your quotes come through, the folders where your drawings live, and your Fulcrum history. Horizon reads them on your own machine over the first weekend, then starts drafting. No forms to fill in, no routings to set up.

Our actuals are messy. Does that break it?

No. Horizon learns from what actually happened on your floor, and it sets the outliers aside before it learns from anything. Cleaner actuals make it sharper. Messy ones do not stop it.

Do I have to keep tuning rules?

No. The rules read like a note to a new estimator, not a formula, and Horizon keeps writing them as it works. Change one and it remembers. When a customer or a process changes, it notices from the work, not from you.

Does it send emails on its own?

It drafts, shows its reasoning, and a person sends. Anything that touches a price, a date, or a drawing waits for your OK. As you trust it with more, the routine replies go out on their own.

How does it price a part it has never seen?

It finds the closest part you have already made, then compares the two: thickness, welds, surface area, volume. The routing and the run times come from the difference, with the reasoning on every line. Change a number and it learns from that too.

What happens when the PO comes in?

Horizon matches it to the quote line by line: parts, revisions, quantities, prices, dates, and terms. When it matches, the sales order is ready for your OK. When it does not, you hear about it before the order exists, with the ask for a revised PO already drafted.

Will it replace my estimator?

No. It takes the reading, the chasing, and the repeat quotes, and brings the hard ones to your estimator with the history attached. Your estimator spends the day on the parts that need an estimator.

Where does our data go?

It stays in your shop. Horizon runs on your own machine and reads your files there. Nothing it reads leaves the shop, nothing you send to the model is kept, and nothing is pooled with another shop. ITAR shops run in our government-cloud environment on the same model as everyone else.

We don't run Fulcrum. Can we get Horizon?

Fulcrum shops first, and the next wave is small. Not on Fulcrum yet? Tell us what you run and where your actuals live, even a spreadsheet, and we'll tell you when it's your turn.