Dashboard
Overview of customer onboarding activity
Total Customers
0
All active accounts
Onboarded This Month
0
New since 1st of month
Compliance Required
0
Need compliance forms
Team Members
0
Active in portal
Recent Customers
No customers yet. Add your first one.
Quick Actions
New Customer Onboarding
Step 1 of 8
Customers
All onboarded customer accounts
| Customer | Contract | Payment | Hourly Reg | Parts MU | Compliance | Created | |
|---|---|---|---|---|---|---|---|
| Loading customers... | |||||||
Pricing Reference
Refrigerant calculator and misc charge schedule
Refrigerant Pricing Calculator
Default 195%
Customer Cost
$0.00
Almcoe Refrigerant Fixed Pricing
| Type | Average Cost | Customer Cost | Markup |
|---|
Almcoe Misc Charges
| Misc Charge | Amount | Reason |
|---|
Company Contact Sheet
Share contact info and offerings with new customers
Admin Settings
Manage form fields, pricing tiers, and users
Onboarding Form Fields
Use the arrow buttons to reorder. Default fields are locked but can be hidden.
Parts Markup Tier Table
Adjust markup percentages for each tier and cost bucket.
Portal Users
Sourced from profiles. Technicians do not have access to this portal.
| Name | Role | Access | |
|---|---|---|---|
| Loading users... | |||