Internal sales backend
Blue Rhino Bath Operations
Sales, contracts, active jobs, ordering, scheduling, and finance.
Access
Back-office overview
Admin Dashboard
Website activity
What changed?
Analytics will appear after the site begins receiving tracked visits.
All Clients
Client records load automatically. Use Refresh Clients only when you need the newest server copy immediately.
Contract Activity
Open a client for resend, recipient correction, signing-link, and download controls.
| Customer | Recipient | Contract | Customer activity | Blue Rhino | Updated |
|---|
Payments & Financing
Payment tag: bluerhinobath
Run Credit & Payment Links
Upload Signed Paper Contract
Upload the PDF first. The system will read it, create the customer, build the materials list, and place the order in Signed (Order Products).
What Is Outstanding
Only jobs with a recorded unpaid deposit or balance appear here.
| Customer | Contract | Paid | Due | Payment method | Status |
|---|
Job Allocation & Profit Planning
Plan commissions, installation, owner allocations, materials, shipping, and the remaining operating profit for each sold job.
| Name | Seller | Contract | Paid | Due | Seller % | Installer % | Seller Pay | Installer Pay | Referral Fee | Products | Est. Shipping | Est. Tax | Robert | Charles | Other | Profit |
|---|
Sales Pricing Guide
Build a working product-cost and customer-allowance guide for estimates. Blank prices are still needed from BCI.
| Category | Product / option | SKU | BCI / local | Product cost | Sales allowance | Notes |
|---|
Materials Order Lists
Products and quantities read from electronic and uploaded paper contracts.
Ready to Order
Awaiting Delivery
Operations
Materials, installation, contractors, deposits, and balances.
| Customer | Materials | Arrival | Install | Contractor | Deposit | Balance |
|---|
Completed Jobs
Finished work is kept here instead of filling the active operations view.
| Customer | Installed | Contract | Paid | Seller |
|---|
Backups
A complete daily snapshot is retained on the server for 30 days. Download a copy regularly until an external destination is connected.
Sales workspace
Sales
New or Existing Customer
Start a new contract or open an existing client record.
Customer Financing
Open the saved customer credit application.
Square Invoice
Choose a saved customer, then select their deposit, balance, or a custom amount.
Checking Square connection...
Zelle
Payment tag: bluerhinobath
Price List Guide
Choose a category to see popular products, BCI costs, and exact SKUs.
Sales Calendar
Paper Contract
Website performance
Analytics Dashboard
Visitors, lead actions, and traffic sources compared with the preceding period.
Where Visitors Came From
| Source | Views |
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Most Viewed Pages
| Page | Views |
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How to read this
Visitors estimates individual people. Page views counts pages loaded. Leads counts successful arrivals on the thank-you page. Percentages compare this range with the immediately preceding range.
Pipeline
Drag a card to a different column to move it through the pipeline.
Calendar View
Click any date to schedule a sales appointment or installation. Click an appointment to change or cancel it.
Leads & Clients Database
| Name | Contact | Status | Rep | Appointment | Install | Price | Signature |
|---|