Operational Dashboard
Manage requests from intake through proposal, order, completion, invoicing, and payment.
Service Requests
The full service request number remains visible and connects customer details, proposals, orders, files, notes, activity, and pricing.
Proposals
Track drafts, sent proposals, follow-up dates, acceptance, expiration, and conversion into orders.
Orders
Manage open, scheduled, completed, invoice-pending, paid, and cancelled orders without breaking the service-request connection.
Contacts
Maintain Grainger sellers, FSP or territory managers, customer contacts, and internal team members.
Grainger Calculator
Create customizable pricing versions connected to a service request, then copy proposal and RFQ totals directly into the related proposal.
Reports and Activity
Review status changes, notes, file events, proposal actions, order milestones, completion, invoicing, and payment activity.
CRM and Calculator Settings
Adjust roles, rates, Grainger percentage logic, rounding, and global calculator defaults.