Customers & Accounts
Full customer database with contact info, addresses, and account numbers.
- TP, EC, On Account, and Cash account types
- Visit-day scheduling (MonβSun)
- Import from legacy ToolMgr.mdb
- Route status: open, skip, or closed
Sales, routes, inventory, payments, and day-end operations β all in the browser. Desktop, tablet, or phone. Migrate from legacy desktop systems with confidence.
From counter sales to field routes, inventory to close-outs β designed for fleets upgrading from Access-based desktop software.
Full POS invoicing on the truck or at the counter
Daily boards, visit scheduling, and live GPS tracking
Catalog, barcodes, low-stock alerts, and PO receiving
Cash drawer, expenses, payments, and reconciliation
Role-based access for Super Admins, Admins, and Drivers β with a clean dashboard that puts fleet activity at a glance.
Full customer database with contact info, addresses, and account numbers.
Manage shop locations, daily routes, and real-time fleet visibility.
Product catalog with SKU, barcode, pricing, and on-hand quantities.
Full POS-style invoice editor for counter and truck sales.
Record payments and manage recurring billing with Square integration.
Live cash drawer widget with daily close-out and reconciliation.
Track vendor orders and tool repair tickets through completion.
Complete control over users, settings, taxes, and data.
Production-tested with large customer and inventory datasets.
Designed for fleets upgrading from Access-based desktop software. Import customers, route companies, tax zones, and inventory with safe merge or skip modes.
Customers, route companies, and tax zones with dedup by legacy IDs.
Hundreds of thousands of inventory items with vendor cross-reference.
Merge, skip, or replace modes for confident data migration.
Join fleets running sales, routes, inventory, and payments from one secure platform.