Dashboard
Overview of customer onboarding activity
Recent Customers
No customers yet. Add your first one.
Quick Actions
New Customer Onboarding
Step 1 of 8
Customers
All onboarded customer accounts
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Analytics
Pricing insights, averages, and alerts across all customers
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Street Pricing Rates
Edit the pricing sheet. Click Print PDF to export in the standard one-page format.
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.
Cost & Burden Settings
Set your fully burdened hourly rates here. These are used in the Analytics tab to calculate gross margins for each customer.
Portal Users
Sourced from profiles. Technicians do not have access to this portal.
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