01 — Booking & scheduling
MarchPacific
SMTWTFS
2526271234
567891011
12131415161718
9:0010:301:00
✓Confirmation sent — SMS and email
Booking & scheduling
Customers, reps, or crews book against real availability. Confirmations, reminders, and reschedules happen without anyone typing them.
- Live availability by person, crew or bay
- SMS and email confirmations
- Calendar sync, deposits, cancellation rules
- Route and capacity aware scheduling
02 — Quote & pricing calculators
Material$24,110
Labor$11,240
Freight$1,186
Quote total$41,880
Send quote
Quote & pricing calculators
Your real pricing logic — material, gauge, finish, waste, labor, freight, margin — turned into something a customer or a rep can run in a minute.
- Your formulas, your tiers, your contract pricing
- Waste, drop and setup built into the math
- Instant PDF quote with your branding
- Version history, approvals and expiry dates
03 — Shipping, tracking & freight cost
Released to shopMar 04
Formed & finishedMar 11
In transit · Reno NVETA Mar 14
Delivered to jobsite—
FREIGHT QUOTED / ACTUAL$1,240 / $1,186
Shipping, tracking & freight cost
One place that knows where every order is, what the freight was supposed to cost, and what it actually cost. Customers can see their own without calling.
- Order status your customers can check themselves
- Carrier rates, BOLs and proof of delivery
- Quoted versus actual freight, per order
- Margin leak reporting by lane and customer
04 — Sales & quoting back office
Open38
Win rate34%
Margin27.8%
JANQUOTEDDEC
Sales & quoting back office
A full custom back office: quotes, orders, customers, pricing rules, and the reporting that tells you which of it is actually making money.
- Quote to order to invoice, in one system
- Role-based access for reps, estimators and admin
- Pricing rules and approval thresholds
- Dashboards built around your numbers, not a template
05 — Accounting & payment integration
Quote→Order
Invoice→QuickBooks
Deposit→Stripe
SYNCED 2 MIN AGO0 unsynced
Accounting & payment integration
Your systems should work together. We integrate the platforms you already use — or help implement the ones you need — creating a connected workflow with less manual entry, fewer handoffs and better visibility across your business.
- QuickBooks export or live API sync
- Stripe and ACH, deposits and progress billing
- Xero, Sage and NetSuite where it fits
- Reconciliation reporting so nothing goes missing
Product literature
Catalogs, spec sheets and capability books generated from one source — press-ready for print and downloadable as PDF, always matching what is on the site.
- Line cards and sell sheets
- Spec sheets built from live product data
- Capability and submittal packages
- Press-ready output and web PDF from one source