Welcome, there.
Manage customers, vendors, quotes, invoices, orders, and assets — all from one place.
Company Information
Manage your company details, locations, and sales representatives.
Quotes
Create, load, preview, and save quotes
| ⇅ | Part # │ | Description │ | Qty | List | Cost | Cust Price | Total | Tax |
Order |
Hide |
Hide $ |
Insert |
|---|
| Part # | Description | Customer Price | Qty | Total |
|---|---|---|---|---|
| Subtotal: | $0.00 | |||
| Quote Summary | Amount |
| Products | $0.00 |
| Discount | -$0.00 |
| Subtotal: | $0.00 |
| Shipping | $0.00 |
| Tax (7.75%) | $0.00 |
| Total: | $0.00 |
Create Invoice
Review, save, or export the invoice below
| Date | Invoice |
|---|---|
| — |
| Terms | Due Date | Customer PO | Reference |
|---|---|---|---|
| — |
| Products & Other Charges | Quantity | Price | Amount |
|---|
Charges: $0.00
| Invoice Subtotal: | $0.00 |
| Shipping | $0.00 |
| Sales Tax: | $0.00 |
| Invoice Total: | $0.00 |
| Payments: | $0.00 |
| Credits: | $0.00 |
| Balance Due: | $0.00 |
Quotes
All quotes in the system · double-click any row to open it
| Quote # ⇅ | Title | Customer | Rep | Date Issued ▼ | Valid Until ⇅ | Status | Total ⇅ |
|---|---|---|---|---|---|---|---|
| Loading quotes… | |||||||
Customer Database
Manage companies and their contacts
Add Company
Add Contact
Confirm Delete
Vendor Database
Manage vendors and their contacts
Add Vendor
Add Contact
Confirm Delete
Order History
Ordered on Execute Quote · upgrades to Invoiced when invoice is created
| Invoice # / Quote # ⇅ | Description | Customer | Order Date ▼ | Status | Tracking # | Warranty | Period | Total |
|---|---|---|---|---|---|---|---|---|
| Loading order history… | ||||||||
Purchase Orders
Vendor purchase orders generated from executed quotes
| PO # | Vendor | Quote Ref | Ship To | Purchase Date | Entered By | Total | Actions |
|---|---|---|---|---|---|---|---|
| Loading purchase orders… | |||||||
Invoices
View and manage all saved invoices
| Invoice # ⇅ | Customer | Quote Ref | PO # | Date | Due | Total | Balance Due | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading invoices… | ||||||||
Reports
Select a report to view and print
📥 Import from Spreadsheet
Upload any .xlsx or .xls file — map the columns to our fields manually
The importer has made its best guess below. Adjust any dropdowns as needed. Set a field to "— Skip —" to ignore it.
| Part # | Description | Qty | List Price | Cost |
|---|
Load saved quote
📋 Execute Quote — Generate Purchase Order
PO Number: · Fill in vendor details below.
Pre-filled from the quote — edit if needed.
🧾 Create Invoice
Fill in the details below before generating the invoice.
Defaults to today; change if back-dating.
Pre-filled from the quote — edit to override for this invoice.
Pre-filled from the quote — edit to override for this invoice.
Enter the warranty, then list the serial numbers it covers. Add another warranty for hardware on a different plan.
Applied to all serial numbers above when assets are created.
Asset Manager
Manage customer hardware, software, and infrastructure assets
| Asset Tag | Name | Type | Company | Manufacturer / Model | Serial # | Location | Status | Warranty Exp. | Invoice # | |
|---|---|---|---|---|---|---|---|---|---|---|
| Loading assets… | ||||||||||
Add Asset
Import Assets from CSV
Bulk-import assets and assign them to a customer company.
asset_tag, name, asset_type. If a row's asset_tag is blank, the serial_number is used. If name is blank, manufacturer + model is used.✏️ Edit Line Item
CRM
Track contacts, opportunities, and sales activity
| Name | Company | Title | Phone | Stage | Last Contact | ||
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
| Opportunity | Company | Contact | Stage | Value | Close Date | Rep | |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
| Date | Type | Contact | Company | Notes | Rep | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Add Contact
Add Opportunity
Log Activity
Admin
Manage users, roles, and company assignments
| Name | Role | Assigned Companies | ||
|---|---|---|---|---|
| Loading… | ||||
Add User
This will be used to filter the customer's portal data.
Select the companies this rep can access. Leave all unchecked to grant no access.