Inventory
| SKU | Type | Size (W × H) | Price | Qty | Status | Notes |
|---|
Invoices
| Invoice # | Customer | Phone | Subtotal | Tax | Total | Date |
|---|
Sales Rep Invoices
| Invoice # | Customer | Phone | Subtotal | Tax | Total | Date |
|---|
Quotes
| Quote # | Customer | Phone | Subtotal | Tax | Total | Date |
|---|
| SKU | Description | Qty |
|---|
Window Orders
| Invoice # | Customer | Phone | Property Address | Windows | Expected Delivery | Status | Actions |
|---|
Completed Invoices
| Invoice # | Customer | Phone | Subtotal | Tax | Total | Processed |
|---|
Backorders
Customer Profiles
Profiles are created automatically when invoice info is saved. Search by name or phone to find a returning customer.
| Name | Phone | Property Address | Purchases | Last Purchase |
|---|
No documents uploaded yet.
| Invoice # | Total | Items | Date |
|---|
Window Types
Each type can have multiple size sub-categories with fixed prices. When adding inventory, select a type then choose a size.
Settings
Tax rate is locked to new invoices at the time they are created.
Per-window add-on cost for each option. These are added to the base window price when selected on an invoice.
Default delivery timeframe applied to all window orders when they are processed. Employees can adjust per-order later.
Example: "2" to "3" shows customers a delivery window of 2–3 weeks from order date.
Used to send signature links and window-ready notifications to customers. Get credentials at twilio.com.
Upload your logo to display it on the signature pad kiosk. Recommended: PNG with transparent background, at least 400px wide.
Fill in SMTP credentials to enable emailing invoices and quotes to customers. For Gmail: use smtp.gmail.com, port 587, your Gmail address, and a Gmail App Password (not your regular password — create one at Google Account → Security → 2-Step Verification → App passwords).
| Username | Role | Created |
|---|