Access sales contract engines, web quote request queues, POS retail receipt generators, subcontractor credentials, and employee HR change requests.
Review incoming website quote requests. Separate customer phone & email fields are captured into prospect records for Jamie & sales staff to respond or delete spam.
Sign in before opening contracts or estimates. The default login opens the V1 Test Phase; use the original portal only if V1 is in maintenance.
Process walk-in cash retail transactions or named customer card/check payments. Auto-generates petty cash receipts or attaches payment records to customer accounts.
Onboard independent installers, engineers, and architects. Register Florida Sunbiz #, GL policy, Workers' Comp / Exemption certificate, and trade licenses.
Personal employee records are not submitted from this public hub. Staff must sign in first and open their own employee page.
Review prospect submissions. Staff can enter response notes or flag/delete spam entries.
Sole Proprietors or LLCs: Enter Sunbiz, COI insurance, and license details.
