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.
Access the V1 Test Phase contracts engine (`https://contracts.edgefam.com`) to generate cabinet estimates, floor material quotes, and customer contracts.
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.
Submit profile updates, legal name changes, address changes, or renewed driver licenses/certifications. Sends encrypted notification to admin.
Review prospect submissions. Staff can enter response notes or flag/delete spam entries.
Sole Proprietors or LLCs: Enter Sunbiz, COI insurance, and license details.
