Dashboard
Overview of business performance
Upcoming Lease Renewals
Lease dates and monthly values
Inventory Summary
Live available stock by size
Open Leads by Stage
Pipeline status overview
Recent Activity
Calendar-style timeline
Customers
| Customer ID | Name | Type | Phone | City, State | Total Business | Status | Actions |
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Lead Tracking
| Lead ID | Name | Type | Interest | Stage | Assigned To | Est. Value | Date Added | Actions |
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Inventory
Current in-stock units by size and grade
Advertising Inventory
Stack units kept for advertising and display
Sold Inventory
Historical and completed sold units kept separate from live stock
Quotes
Track active proposals and convert them into sales
| Quote ID | Customer | Container | Location | Salesperson | Base Price | Delivery | Total | Valid Until | Status | Actions |
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Sales Tracking
| Sale ID | Customer | Container | Size | Grade | Location | Buy Price | Sale Price | Delivery | Total | Profit | Salesperson | Date | Status | Actions |
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Leasing
| Lease ID | Customer | Container ID | Size | Monthly Rate | Start Date | End Date | Next Payment | Balance Due | Status | Actions |
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Rent To Own
| Agreement ID | Customer | Container ID | Size | Down Payment | Monthly | Term | Buyout | Contract Value | Status | Actions |
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Invoices
Billed quotes and invoice-ready customer documents
| Invoice ID | Customer | Container | Location | Salesperson | Base Price | Delivery | Total Due | Due Date | Status | Actions |
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Payment Tracking
| Payment ID | Customer | Type | Reference | Amount | Method | Date | Status | Notes | Actions |
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Commission Tracking
Click a salesperson to view their details
Commission Payouts
Payout summary for the selected pay period
| User | Role | Sales Count | Revenue | Commission Due | Status |
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User Management
Admin can create users, assign teams, and set manager overrides
| User ID | Name | Role | Status | Manager | Default Commission | Manager Override | Actions |
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Delivery Quote Calculator
Choose your branch and start the right delivery quote
Use full street address for route mileage when online, or leave address blank and use ZIP only for approximate mileage.
New Orleans mileage pricing is not loaded yet. This branch will create a draft quote using the New Orleans office address and leave delivery pricing for manual entry.