Mix-Rite Employee Quote

Today / Dispatch

Loading today's work...

Field Forms Open today's delivery slips Calendar Open the week dispatch view

Pours today -- Loading schedule

Needs assignment -- Checking trucks and drivers

Pre-charges due -- Loading pre-charges

Completed today -- Loading slips

Needs attention -- Loading system health

Dispatch Queue

Today first, then upcoming scheduled pours

Loading scheduled pours...

Office Snapshot

Completed slips for today

Total--

Payments--

Balance due--

QBO pending--

Admin Tools

Data protection

Close Rate

Quote close rate will appear here.

Calendar/App Sync

Checks Google Calendar against scheduled quotes.

Issue	Quote	Delivery	Calendar	Actions
Open and refresh to check Calendar/App sync issues.

Quote Follow-Up

Quotes that need another touch will appear here.

Follow up after Show

Loading follow-up totals...

Quote follow-ups will appear here.

CC Auth Needed

Upcoming calendar deliveries marked CP.

Date / time	Truck / driver	Customer	Address	Status
CC authorization deliveries will appear here.

Pre-Charge Pours

Today and tomorrow calendar deliveries marked PRE.

Date / time	Truck / driver	Customer	Address	CC Pre Charge / Card
Pre-charge pours will appear here.

Daily Office Summary

Choose a date to review completed slips.

Delivery date Pending QBO only

Invoice	Customer	Driver	Total	Payments	Balance/refund	Status	QBO
Daily office summary will appear here.

Customer Slip Batch

Search completed slips, select the ones to download, then export one ZIP.

Customer / search From delivery date To delivery date

	Invoice	Delivery	Customer	Address	Total
Search for a customer to choose slips.

Problem Alerts

Items that need attention

Time	Area	Problem	Details
Admin problem alerts will appear here.

System Status

Configuration and data health

System	Status	Details
Open and refresh to load admin system status.

Customer Profiles

Customer accounts, contacts, and history.

Search customer accounts

Customer	Contact	History	Totals	Last activity	Actions
Customer accounts will appear here.

Customer profiles

Add customer

Add the customer now so office staff can find their details before the first pour.

Customer details

Name and contact information

Company/Customer Email(s) Main phone Customer PO#

Job defaults

Pre-filled on future quotes

Default job address Default town/city Site access Unload method Always tax exempt — automatically removes sales tax from this customer's future quotes, scheduled pours, and field slips.

Default contacts

Office and on-site contacts

On-site contact name On-site contact phone Office contact name Office contact phone

Square matching

Optional billing identifiers

Square billing email Square billing phone Square customer ID

Company/customer and at least one email or phone number are required. Office-created profiles do not assign a customer password.

Saved Quotes

Recent quotes

Search saved quotes

Quote	Customer	Job	Status	Total
Log in and refresh to load saved quotes.

Recent Activity

Admin audit log

Search activity Area Rows

Time	Who	Action	Target	Details
Open and refresh to load admin activity.

Recent Notifications

Email, Drive, and Chat

Notification health will appear here.

Time	Item	Email	Drive	Chat
Open and refresh to load notification results.

Quote total -- Enter concrete details to calculate.

Search customer

Project

Quote details

Editing quote

Changes will save to the loaded quote.

Company/Customer New customer Cash price 10% off, rounded up to the nearest $5 Email Customer PO# C.C. pre-charged amount Job address Town or city Job date Requested time Site access Unload method

Saved on-site contacts On-site contact name On-site contact phone

Office contact name Office contact phone

Job description Tax exempt job Prevailing wage job $4/min excess time + $250 fee per truck

Job Notes

Driver/internal notes

Extra job notes for driver

Concrete

Yardage

Dimensions Cubic yards Cylinders

We do not guarantee the accuracy of customer-provided dimensions.

Length

Width

Depth

Cubic yards

We do not guarantee the accuracy of customer-provided dimensions.

Number of cylinders Diameter

Depth / height

Waste factor Mix design Stone size Add second mix design

Mix design 2 Cubic yards for mix 2

Included on-site time will appear after yardage is entered. Additional time needed must be scheduled with the office when scheduling delivery.

Options

Add-ons and time

Accelerator Hot water

Hot water is automatically included from November 15 through April 15.

Expected on-site time per truck/load

min

Delivery timing

Employee Login