Dashboard
What needs your attention today. Press Ctrl + K or ? for shortcuts.
Sales — Deal Pipeline
Closed deals. Click + New Deal in the header to add one. Click any card to edit.
Pipeline
Finance — Payments
Confirm down payments and schedule installments. Confirming a down payment unlocks the onboarding form for the client.
Operations — Delivery, Install & Run
Visible once a deal completes onboarding. Flag who runs the operation (us vs. client).
Maintenance — Fleet Health
Preventive visits, machine repairs and the components inside every deployed unit.
Production — VM Manufacturing
Each VM is tracked individually. Mark off as you build them.
Supply Chain — Products
Only active for deals where iVend operates the machine. Propose products for each VM.
Branding — VM Wraps
Logo, colors, custom branding requirements per deal. Mark each VM branded.
Software
Workflow TBD — define what software does per deal (telemetry config, payment integration, mobile app, etc.) and we'll wire it in.
Machines
The fleet register — machines that belong to no deal. Name, category, GPS and type. Open to every department.
Parts — Catalog & Traceability
Search any part by serial or code. Track location, install in a VM, view full movement history.
Clients
All clients derived from deals. Edit names, merge duplicate client records, or view deal history per client.
Customer Service
Post-sale tracking: deal status, tickets, follow-ups, and conversations.
Commission
Salesperson commission per deal — earned vs. paid. Sales-only.
Admin — Users & Roles
Invite teammates, assign roles, deactivate accounts. Sales-only.
Settings
Database connection.
Supabase
Configure URL and anon key in config.js.
Status: checking…
Telegram alerts
Get every notification meant for you as a Telegram message — no need to have the ERP open.
System overview
Closed deals flow: Sales enters deals manually via the + New Deal button → Finance confirms down payment (unlocks onboarding link) → client fills onboarding form → Production / Branding / Supply chain work in parallel → Operations handles delivery + install (and refilling if iVend operates). Software only sees deals flagged as needing customization.
Realtime pop-ups fire whenever any department adds a comment, changes a stage, or receives a payment.