All
Urgent
Reorders
Follow-ups
Today
| Account | Type | Location | County | Pref | Last Order | YTD |
|---|
← Accounts
| Name | Title | Company | Mobile | Pref |
|---|
| Date | Company | Type | Notes |
|---|
All
In Transit
Pending
Received
| Order # | Date | Product | Destination | Qty | Cost | Carrier / PRO# | ETA | Status |
|---|
All
Draft
Sent
Won
Lost
| Quote # | Date | Account | Product | Config | Qty | Del. Cost | Price | Margin | Status |
|---|
Location Goals — This Month
YTD by Location
Product Split — YTD
Recent Activity
Products & Configurations
| Product | Config | Unit | $/bag pickup |
|---|---|---|---|
| EZ Street Bags | Full Pallet | 56 bags | — |
| Half Pallet | 28 bags | — | |
| Individual | 1 bag | — | |
| EZ Street Bulk | — | per ton | — |
Drop ship cost: variable by distance — entered per order
Customer Tiers
| Tier | Discount | Notes |
|---|
Locations
| Name | Type | County | Lead Time | Reorder Pt | Annual Goal |
|---|
Active trigger rules — click any to configure
Import Data
Data Management
Danger zone
Data Summary
Account Setup
First Time? Run Setup Wizard
The wizard walks you through company info, locations, pricing, and goals step by step.
Pin Color
Urgent
Reorder
Follow-up
Active
| Date | Account | Location | Product | Qty | Amount | PO # |
|---|
All
Open
Awarded
Closed
🏗️
Projects & Bids
Track bid events, letting dates, specifier contacts, and win/loss outcomes. This feature is coming in the next build phase.
In the meantime, use Check-Ins to log project conversations and Quotes to track pricing.
In the meantime, use Check-Ins to log project conversations and Quotes to track pricing.
← Projects & Bids