Role-based backend demo
Choose a portal workspace.
Each workspace is powered by the same wholesale operations data model, with views scoped to the selected role.
Internal
Staff operations
Inventory, quotes, orders, invoices, purchasing, receiving, cases, and reports.
Open workspaceWholesale
Dealer portal
Account pricing, quote history, reorder, invoices, balances, and support cases.
Open workspaceJobs
Installer workspace
Job-based product lists, document requests, warranty claims, and rebate packets.
Open workspaceReferral
Homeowner referral
Installer match status, contact history, and recommended efficient systems.
Open workspace