Enter your project's URL and publishable key. Never enter a secret/service_role key. Settings are saved only in this browser.
You can find both in Supabase Project Settings → Data API / API Keys.
Employee sign in
Only enabled Iowa Hub users can view equipment and internal prices.
Dealership Management System
Choose your workspace. Department access is being introduced in stages; your existing Sales Hub permissions remain unchanged.
Access to future departments will be controlled by job-title permissions and individual grants enforced in Supabase. These future modules are not active yet.
Equipment Inventory
Administrator · CRM inventory update
Upload a CSV exported from CRM, with the same column headings as the original import. Existing machine photos, warranty, specifications, notes, and Iowa price overrides will be preserved. No machines are deleted.
Internal company pricing. For authorized Rudd Iowa employees only. Confirm availability and terms before quoting customers.
Administration · Employee Management
Employee access is managed here. DMS job titles and individual permissions can only be changed by Super Administrator. Create a login first in Supabase → Authentication → Users, then authorize the employee here. No secret keys or passwords are used in this page.
Authorize existing login
Authorized employees
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Administrator edit
Leave pricing overrides blank to use automatic 12% retail and 10% minimum gross-margin prices.
Customers
Shared customer directory for authorized Iowa Hub employees. Customer records will be available for automatic quote population in the next phase.
Administrator · Import customer accounts
Upload an Excel (.xlsx) or CSV file. Preview matches before importing. Existing customers will never be overwritten. Only new, nonduplicate accounts are added.
Customer
Tax exemption certificates
Private documents available to authorized Hub users. Upload a PDF or photo from your phone.
Additional contacts
Customer Quotes
Internal quotes and approval workflow. Prices below the machine's minimum sale threshold require Super Administrator approval before sharing.
Close quote
Prepare quote
Reduces amount financed, not the equipment purchase price or sales tax.
Automatically 5% when Taxable; $0 when Tax Exempt.
Automatically 15 calendar days after quote creation.
Select an employee with a completed contact profile.
Customer tax exemption certificate
Attach a PDF or take a photo. Documents are saved privately to this customer profile and can be reused on later quotes.
VFS Program Management
Super Administrator only. Review the VFS bulletin before publishing. Rates are manually reviewed and published. The source check only detects a change in the viewer page, not a verified change to PDF rates; automatic PDF extraction is not connected. Conversion offers require separate VFS verification and are excluded from automatic matching.
Daily VFS source monitoring
Loading monitor status…
This monitors the FlippingBook viewer page only. A change requires manual review of the PDF before publishing; it does not verify rates.
Program JSON (review every rate, year, and eligibility rule against the VFS bulletin before publishing)
Source: VFS FlippingBook. New publications supersede earlier ones only within their effective dates. Existing quotes do not yet store a financing snapshot.
Sales CRM & Customer Activity
Shared activity history and follow-ups. No quotas. All authorized employees can see activity; administrators can view team totals.
Daily Sales Dashboard
Overdue Follow-ups
Due Today
Today's Customer Activities
Upcoming Expected Closings (Next 30 Days)
Active Quotes
Active quote totals reflect all open quotes. Follow-up dates and expected closing dates are calendar dates. Quotes marked rejected, Closed Won or Closed Lost are excluded from the active pipeline.
Sales Opportunities
Track potential sales before a formal quote. Estimated opportunities are separate from quoted-equipment pipeline totals.
Log an activity
CRM Dashboard · Salesperson Performance
Customer Activity by Salesperson
Open Pipeline · Quoted Equipment by Salesperson
Closed Won vs. Closed Lost · Dollars by Salesperson
Closed Won vs. Closed Lost · Deal Count by Salesperson
Open pipeline is a current snapshot of all unclosed quotes, regardless of creation date. Closed deals use their closing date and the reporting-period filter. All values are equipment selling prices before trade allowance.
