Order System

Quote-to-Order Management System

Comprehensive solution for managing quotes, orders, production tracking, and financial management with role-based access control.

Portal Features

Rep Portal
Sales representatives management
  • • Quote creation and management
  • • Customer link generation
  • • Order conversion and tracking
  • • Change order management
  • • Production status monitoring
  • • Performance metrics
Office Portal
Financial management and oversight
  • • Revenue recognition
  • • Profit margin tracking
  • • Material group cost analysis
  • • Financial reporting
  • • Budget monitoring
  • • Change order pricing
Shop Portal
Production floor management
  • • Production queue view
  • • Material group tracking
  • • Status updates per group
  • • Ship date management
  • • Touch-friendly interface
  • • Real-time notifications
Delivery Portal
Delivery driver management
  • • Assigned deliveries view
  • • Mark deliveries complete
  • • Delivery photo capture
  • • Customer address info
  • • Delivery notes & history
  • • Mobile-friendly interface
Project Manager Portal
Field oversight & documentation
  • • Assigned projects view
  • • Progress photo uploads
  • • Photo categorization
  • • Customer visibility control
  • • Project status tracking
  • • Builder coordination
Customer Portal
Secure customer interactions
  • • Quote review and signing
  • • Payment processing
  • • Change request submission
  • • Order status tracking
  • • Progress photo viewing
  • • Mobile responsive
Admin Portal
System administration
  • • User management
  • • Builder management
  • • System configuration
  • • Audit log viewing
  • • Email logs & templates
  • • Analytics dashboard

7 Specialized Portals

Rep

Sales & Quotes

Office

Financial

Shop

Production

Delivery

Logistics

PM

Field Oversight

Customer

External

Admin

Full Access