Auth State
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Tenant
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QBO
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Apex Powersport Portal
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Workspace
Move between operational customer work, order work, and admin/configuration without carrying the full page stack at once.
Admin
Choose an admin area first, then narrow to the exact screen you want to work in.
Admin Tools
Use these utilities for connection checks, environment readiness, and coverage review. They are helpful, but they do not need to dominate day-to-day admin work.
Create Tenant
Owner-only tenant creation. This is hidden from the public sign-in screen in production and does not replace your current session.
Get Started
Create the first tenant locally or sign back into an existing tenant session.
Connection & Session
Reference details for the current tenant session and connected QuickBooks company.
Tenant Name
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Tenant Slug
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Tenant ID
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User ID
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Roles
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Session Expires
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QuickBooks Connection
Use this when you need to confirm session context or diagnose the QuickBooks connection.
Coverage Snapshot
Quick operational visibility into customer coverage, unassigned accounts, pending conversions, and territory gaps.
Summary counts first, then the short lists that need attention right now.
Accounts by RepDirect overrides and auto-assigned territory ownership
| Rep | Total | Direct | Auto Assigned |
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No Rep AssignedCustomers with no direct override and no auto-assigned territory rep
| Account | Customer Type | Location | Commission |
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Pending ConversionsRequested lead conversions waiting on manager/admin/owner action
| Account | Requester | Requested | Notes |
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Territory Coverage GapsCustomers with no effective rep coverage or multiple matching territory reps
| Account | Location | Customer Type | Coverage |
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Dealer Lead Queue
Recent dealer applications submitted from the public intake form. Open the lead directly to review territory assignment, attachments, and conversion readiness.
Public dealer applications appear here until they are converted.
New Dealer LeadsNewest submissions first, with click-through into the CRM lead record
| Account | Primary Contact | Submitted | Rep | Status |
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Company Settings
Control whether optional CRM fields are shown and keep default conversion values aligned with the company workflow.
Readiness Check
Run a readiness scan when onboarding or troubleshooting a company. This checks the connected QuickBooks environment for the assumptions our workflow depends on.
Checks connection, default terms, managed customer types, active inventory, category coverage, custom-field discoverability, managed values, and assignment readiness.
No readiness scan yetPass / warn / fail checklist for the connected company
| Check | Status | Detail |
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Managed Value Lists
Tenant-managed segments and interaction types for guided CRM data entry.
Pricing Rules
Assign customer pricing profiles, define category quantity discount tiers, and optionally override terms when category totals hit the configured thresholds.
Users & Roles
Manage active team access for this tenant, including role assignment for reps, managers, admins, and owners.
Territory & Assignment Admin
Manage territory coverage and rep options. Matching customers auto-assign to territory reps, and Direct Rep Override always wins when a manager needs an exception.
CRM Accounts
Lead and customer records in the CRM layer, with search-first account handling and an inline selected-account workspace.
No account lookup yetName, type, conversion state, assignment, phone, city/state
No account selected
Selected account overview
Selected Account Workspace
Use internal tabs to move directly between contacts, interactions, conversion work, and attachments without carrying every section at once.
ContactsCRM-owned contacts for the selected account
| Name | Phone | Role | Primary | Action |
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InteractionsRecent CRM activity for the selected account
| Date | Type | Notes | Next Action | Due | Action |
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Conversion RequestsApproval workflow records for lead-to-customer conversion
| Requested | Status | Requester | Notes | QBO Customer |
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AttachmentsOptional resale certificates and other CRM-side supporting files
| File | Purpose | MIME | Size | Created |
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QBO Customer Reference
Use this as a direct QuickBooks reference surface when you need to inspect raw QBO customer records outside the main CRM account workflow.
No customer lookup yetDisplay name, type, terms, email, billing address, QBO ID
| Name | Customer Type | Terms | Billing Address | QBO ID |
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QBO Customer Defaults
Use this to confirm the raw QuickBooks bill-to, ship-to, and terms defaults that feed estimate creation.
No customer selected
Click a customer name from the QBO reference table.
Active Inventory
Read active inventory items only, with category and quantity-on-hand fields surfaced for early CRM decisions.
No inventory lookup yetName, SKU, category, qty on hand, price, cost, vendor, QBO ID
| Name | SKU | Category | Qty On Hand | Unit Price | Cost | Preferred Vendor | QBO ID |
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Order Draft
Draft Only
No order customer selected
Choose a customer, then add inventory items to the draft.
Create Lead?
No matching account was found. Do you want to create a new CRM lead from this search?
Confirm Action
Download Price List
Choose a customer type and format, then download the current price list or email it to your signed-in address.
Price List Ready
Email Price List
Send both PDF and CSV versions of the current customer price list to the customer primary email, a CRM contact, or a custom address.