SALES
Quote pipeline, client repository, opportunity management, and 3D machine demonstrations — all revenue-facing tools, zero operational access.
The Sales role owns the revenue generation side of OPS Companion — building and managing quotes, maintaining client relationships, tracking opportunities through the pipeline, and using the optional 3D Viewer to demo equipment to prospects. Sales can see financial data relevant to their pipeline; they have no access to operational modules, employee data, or fleet positions.
The Sales interface is designed for both office and field use — clean and professional for client-facing moments, deep and functional for pipeline management.
Quote Pipeline
Sales creates and manages quotes through the full Quotation module pipeline. They can build line-item quotes, send them with automated email delivery, and track client engagement (viewed, time spent on page, signature status).
Line-item editor with parts, labour, travel, and custom items. Tax auto-applied (QST + GST).
Kanban view of all quotes by stage — Draft through Accepted. Filter by client, value, or date.
See when a client opened the quote email, how long they spent reviewing, and any rejection reason.
Automated reminder emails at configurable intervals. Manual follow-up notes logged per quote.
Clone a declined quote and adjust pricing or scope — zero re-entry of repeated fields.
On client signature, Sales sees the real-time status change and can begin the next opportunity.
Client Repository
Sales has read access to the full client repository — every client site, contact, machine in their fleet, and service history. This context enables Sales to understand a prospect's existing equipment and position service contracts intelligently.
- ▸Client sites with GPS coordinates and machine inventory
- ▸Contact directory — multiple contacts per client with role designation
- ▸Service history per client — how many work orders, last service date, open issues
- ▸Machine list per client — make, model, age, and current wear state
- ▸Quote history — all quotes issued to this client and their outcomes
3D Machine Demonstrations (Add-On)
With the 3D Viewer add-on, Sales can launch a client-facing demo mode that shows an interactive 3D model of any machine in the catalog. The demo mode has a clean branded interface — no OPS Companion operational chrome, no pricing visible — designed for tablet or large-screen presentations to prospects.
Access Summary
FULL — create, send, track, manageREAD — all clients, sites, contacts, machine historyOWN QUOTES — pipeline values and acceptance dataREAD — for quote line items and 3D demosNONENONENONEREAD — parts pricing for quote building