Dealer Analytics
CDK / IntelliDealer-style operating snapshot
Customer Revenue
Top accounts in window
Parts Velocity
Most ordered line items
Activity Feed
Recent counter and back office movement
Quick Search
Search all customer fields
| Code | Business | Contact | Phone | City |
|---|
Customer Database
Business profiles and order history
| Code | Business | Contact | Phone | Actions |
|---|
Parts Database
Catalog by category, brand, and type
| Category | Part | Brand | Type | Price | Actions |
|---|
Quote System
Customizable quotes with internal notes
| Quote # | Customer | Status | Total | Created | Actions |
|---|
Invoice System
Auto-numbered billing with attachments
| Invoice # | Customer | Status | Total | Created | Attachments | Actions |
|---|
Company Settings
Logo, disclaimer, and numbering
Next Auto Invoice
MEI-000001
Each new invoice and each quote converted to invoice takes the next number automatically.