Effortless Quote & Invoice Creation.

With our system, no quote falls through the cracks. Each quote is pre-organized by age and paired with built-in follow-up tasks to help you stay on top of each opportunity for a sale. Then, instantly convert a quote into an invoice with a single click for a seamless transaction.

Professional Quotes & Invoices

Fully formatted

Ready in seconds

Customized with your logo

Smart AutoFill

Populates customer & building details

Calculates sales tax based on address

Reduces manual entry & costly errors

Single click Actions

Create, print, or email with one click

Convert quotes to invoices instantly

Add related items, services, or promos

Live Inventory & Sales Data.

Our live inventory and sales data feature updates the building’s inventory and sales status instantly with every activity – creating quotes, making deliveries, placing order, or receiving payments. This real-time accuracy enhances your operations and customer satisfaction with precise, up-to-date data.

Real-Time Inventory Status

Avoid shortages

Prevent overstocking

Optimize stock levels

Instant Customer Demand Insight

Quickly see buildings that are invoiced

Easily identify buildings with deposits paid

Keep track of buildings paid in full

Effortless Building Search & Filter

Locate specific buildings without scrolling

Sort by size, color, or style

Filter any feature with immediate results

Dynamic Sales Tasks Tool.

Unlock the power of our sales task feature to stay engaged and ahead of potential sales without the complexity.

Streamlined Task Management

Easily create, prioritize, and track

Ensure nothing is overlooked

Promptly meet deadlines

Collaborative Features

Facilitates teamwork by sharing tasks

Enhances accountability

Linked to quotes or invoices for easy reference

Auto-Generated Follow Ups

Leads to pro-active measures

Minimizes risk of forgetting a quote

Defines responsibilities clearly

Streamlined Delivery Calendar.

Our delivery calendar simplifies logistics management by providing a clear and organized view of all upcoming deliveries. It allows for quick adjustments to accommodate changes keeping your operations agile.

Full Delivery Overview

Streamline scheduling

Ensure on-time deliveries

Comprehensive snapshot of commitments

Effortless Drag & Drop Scheduling

Intuitive and user-friendly

Quick, easy, and very efficient

Easily adjustable

Coordinated Team Visibility

Keep team aligned with shared access

Foster collaboration

Reduce miscommunication

Engaging Interactive Dashboard.

Our effective interactive dashboard serves as a powerful tool for data visualization and analysis, transforming complex data into actionable insights. With user-friendly features, it allows users to explore key metrics and trends through dynamic charts, graphs, and data.

Empower Decisions with Instant Data

Seize opportunities strategically

Respond to changes confidently

Address issues proactively

Navigate a Cutting-Edge Dashboard

Consolidated data in a single view

Brings all your key metrics in focus

Access more details through a single link

Visualize Sources of Your Sales

Optimize marketing strategies

Allocate resources that drive the most revenue

Stay ahead of competitors

Seamless ShedPro Configurator Integration.

ShedPro integration streamlines workflows by automating data transfer, reducing manual tasks, and improving accuracy. Real-time syncing ensures up-to-date information, enabling faster, data-driven decision.

Effortless Data Synchronization

Automatically sync inventory and sales

Auto import customer data

Ensures consistency and accuracy

Real-Time Updates

Receive instant updates on quote and order changes

Automatically update inventory order status

Allows informed decision making without delays

Streamlined Workflow

Simplify operations with direct integration

No need to enter order/quotes

Reduce manual entry and errors

Comprehensive Reporting.

Access a complete set of reports that cover all aspects of your business, from sales to inventory. Gain valuable insights with details, easy-to-read data, helping you make informed decisions and track performance effortlessly.

Inventory Reports

Tracks what’s on-lot and on-order for precise inventory control

Provides cost data to manage resources and expenses

Keeps a reliable record for easy reference

Accounts Receivable Reports

Tracks outstanding payments

Improves cash flow management

Facilitates collection efforts

Sales Tax Reports

Applies correct tax rate for each county & state

Streamlines tax filing for easy tax submissions

Enhances compliance through precise records

Convenient RTO Integration.

When customers decide that rent-to-own is the better financial option, our streamlined process lets you convert a quote or invoice into a rent-to-own agreement. Customer and building information automatically fills, reducing manual entry. This approach saves time, simplifies implementation, and helps you close sales more efficiently.