SideQuest for Jan-San distributors on QuickBooks Online
If you run a Jan-San distribution business on QuickBooks Online, your customer mix runs on repeat. Building service contractors reorder the same SKUs every two weeks. Schools order on quarterly cycles tied to the academic calendar. Healthcare facilities order weekly with strict pack-size requirements. SideQuest reads the POs out of your inbox, learns the customer's typical line items, and builds the draft Estimate. Your CSR reviews instead of re-typing the same 12 SKUs every other Tuesday.
What changes for you
Repeat orders stop requiring fresh data entry
A BSC reorder runs the same 12 SKUs every two weeks. SideQuest's learned-rules path remembers what that customer ordered last time. The draft Estimate comes up with the customer's standard pack sizes and quantities pre-filled. Your CSR confirms instead of typing.
Pack-size variations route to the right SKU
Jan-San catalogs carry the same chemical in five pack configurations. 'Each, case of 12, case of 24, gallon, drum.' The matcher reads pack-size language in the line text. A line like '4 × disinfectant case 12 gallon' lands on the case-of-12-gallons SKU, not the each-quart sibling.
Reply drafts confirm long lists in one email
When a 30-SKU reorder clears the clean gate, SideQuest drafts the confirmation reply. The customer sees line totals and ship date in one email. Your CSR clicks send. No back-and-forth about whether the order is in.
Why this fits Jan-San
Catalog quirk: pack-size variations as separate SKUs
Same chemical, five pack sizes, five SKUs. The matcher reads pack-size language ('case of 12', 'gallon', 'drum') in the line text and routes to the right SKU. If the language is ambiguous ('disinfectant' with no pack call-out), the line gets flagged for review.
Customer mix: BSCs, schools, healthcare, facilities
Building service contractors reorder predictably. Schools order on quarterly cycles. Healthcare orders weekly. SideQuest's per-customer learned rules track each customer's typical pack sizes and quantities. A school customer who always orders trash bags in case-of-250 gets that match prioritized over the case-of-100 sibling.
Repeat-order patterns reward learned rules
Most Jan-San orders are repeat orders with minor variation. The learned-rules path (per-customer match memory) means the second order from a customer is faster than the first. SideQuest stores the customer-to-SKU mapping in your local database and applies it on every subsequent parse.
Start free for 30 days
The Solo tier covers up to 100 POs per month. Setup is install the connector, point it at your Gmail and your QuickBooks Online file, and let it parse your next inbound PO. No credit card to start.
Quick-start guide See pricingFAQ
Does SideQuest handle the long item descriptions Jan-San catalogs use?
Yes. The matcher reads descriptions up to 200 characters and ignores trailing marketing text. A line like 'XYZ HD Disinfectant Cleaner gallon ready-to-use EPA registered' gets matched against the description in your catalog.
What about customers who PO the wrong pack size and expect us to figure it out?
The matcher flags pack-size mismatches as variance items. If a customer orders '12 gallons' but your catalog only stocks the case-of-12-quarts SKU at that PN, the line gets flagged. Your CSR sees the variance and decides: substitute, call the customer, or pull from the case-of-12-gallons SKU.
Can we route healthcare POs to a separate review queue (different pack-size compliance rules)?
Yes through Gmail labels. If your healthcare customers email a dedicated address (or you apply a label via Gmail filter), SideQuest reads the label and can route those POs to a tagged review queue. Your CSR sees 'healthcare-review' as a separate stack inside Claude.