Dealer Portal
Stop managing your dealer network through phone calls and email chains. ActionFlow’s Dealer Portal gives kitchen and bath shops secure, real-time access to quote jobs and track production — without creating more work for your team.
Give Your Dealers Access. Keep Your Shop in Control.
When dealers do not have direct visibility into your system, they call. You answer. Your team stops what they are doing to give updates that were already in ActionFlow the whole time. The Dealer Portal eliminates the three most common breakdowns that come with managing an active dealer network.
Constant Status Calls Dealers contact your office to ask where jobs stand — templated, in fabrication, scheduled for install. Your team becomes a message relay instead of a production team.
Quote Requests Through Email Dealers email specs, you build the quote, you send it back, they respond with changes. A process that should take minutes takes days — and your margin is never quite protected in the back-and-forth.
Miscommunication and Remakes Specs get lost between email threads, phone notes, and your production system. The wrong edge profile gets fabricated. A job gets scheduled before templating is complete. These mistakes cost real money.
Everything Your Dealers Need. Nothing They Should Not Have.
The Dealer Portal extends your ActionFlow system to your dealer network with the right permissions, the right visibility, and none of the risk.
Controlled Quoting Access
Dealers Quote Within Your Pricing Rules — Not Their Own Interpretation of Them
Give dealers the ability to generate estimates inside ActionFlow using pricing parameters you set and control. Your margins stay protected while your dealers get the fast, accurate quotes they need to close sales on the spot.
- Dealers build quotes within your pre-approved pricing rules
- Approval workflows keep high-value or complex jobs in your hands
- No more quote discrepancies between what dealers promise and what you build
- Quotes flow directly into your production pipeline — no re-entry required
Real-Time Job Tracking
Dealers See Exactly Where Every Job Stands — Without Calling You
When a dealer can see that a job is in fabrication or scheduled for Thursday, they stop calling your office to ask. Real-time status visibility keeps your dealer network informed and your team focused on production, not phone updates.
- Live job status from order through installation, visible to dealers at any time
- Dealers can set accurate customer expectations without involving your office
- Automatic status progression tied to your actual production workflow
- No more dealers hearing different answers from different people on your team
Secure Login With Role-Based Permissions
You Control Exactly What Each Dealer Can See and Do
Not every dealer needs the same level of access, and not every dealer has earned the same level of trust. Role-based permissions let you customize what each dealer can view, edit, and submit — protecting your pricing, your operational data, and your margins without limiting the visibility dealers actually need to do their jobs.
- Set unique permission levels per dealer based on volume, relationship, or product type
- Protect sensitive margin data, production schedules, and pricing structures
- Adjust access levels at any time as dealer relationships evolve
- Sync automatically with your main ActionFlow system — no duplicate setup required
Want to see how permissions work inside a live account? Schedule a 30-minute walkthrough for ActionFlow rto show you exactly how your team would set this up.
Dealer Activity Reporting
See Which Dealers Are Performing — and Which Relationships Need Attention
Track quote volume, job frequency, and production activity across your entire dealer network in real time. Instead of managing relationships by gut feel, you have the data to identify your most valuable dealers, catch problems early, and make better decisions about where to focus your time and resources. ActionFlow’s reporting tools make this visibility available without building a single custom dashboard.
- Monitor quote volume and job totals per dealer at a glance
- Identify your top-performing dealer relationships by revenue and volume
- Spot inactive dealers before the relationship drifts away entirely
- Report on production status across your full network inside one view
Schedule Your Free Inventory Control System Demonstration
Are you interested in seeing ActionFlow’s inventory management software? If so, reach out today to schedule your free demonstration to experience the impact it can have on your countertop fabrication business.
What This Looks Like in Your Shop
The Dealer Portal does not just change how dealers interact with your system — it changes how your entire operation runs when dealers are part of the workflow.
Scenario 1: A K&B Client Wants a Same-Day Quote A kitchen and bath dealer has a homeowner in the showroom asking for a countertop price. Without the Dealer Portal, they take measurements, email your shop, and wait. With it, they open ActionFlow, enter the specs, and generate a professional estimate inside your pricing rules before the customer leaves. The job enters your production pipeline immediately — no follow-up required.
Scenario 2: A Dealer Wants to Know If a Job Is Ready An install is coming up and the dealer’s customer is asking whether the countertop will be ready in time. The dealer logs into the portal, sees the job is in fabrication and on schedule for its install date, and communicates directly with their customer — without involving your office at all. Your team stays focused on production.
Scenario 3: A Dealer Tries to Promise a Discount A dealer is negotiating with a customer and wants to offer a lower price to close the deal. Because their quoting access is governed by your pricing rules, they cannot undercut your margins without triggering an approval workflow. Your shop is protected from quotes you never agreed to honor.
Scenario 4: One Dealer Goes Quiet for 60 Days A dealer that used to send consistent volume has gone quiet. Without reporting, you would not notice until revenue had already dropped. With dealer activity reporting in ActionFlow, you see the decline in quote volume early and reach out before the relationship drifts completely.
Stop Managing Your Dealer Network Through Phone Calls
See how the ActionFlow Dealer Portal gives your dealers the access they need while keeping your shop in complete control of margins, workflows, and production.
