PATH PRICING

Ready to Elevate Your Operations?

Get started with PATH and revolutionize the way you manage your window and door dealer operations.

LITE
$
1,295
/mo
$995 – $2,995
one time Implementation fee

✔ Up to 6 Users

✔ 1 Location

✔ CRM & Sales Management

✔ Order Management

✔ Installation Management

✔ Service Management

PREMIUM
$
1,695
/mo
+ metered charge of 0.2% x List Price
of orders processed.
$8,995 – $12,995
one time Implementation fee

✔ Lite Features Included

✔ Up to 30 Users

✔ 1 Location

✔ Barcode Scanning

✔ Warehouse Management

✔ Accounting Integration

PLATINUM
$
2,695
/mo
+ metered charge of 0.2% x List Price
of orders processed.
$12,995 – $19,995
one time Implementation fee

✔ Lite Features Included

✔ Up to 60 Users

✔ Up to 3 Locations

✔ Barcode Scanning

✔ Warehouse Management

✔ Accounting Integration

Applicable taxes not included.

Metered Pricing Example
The fee for an order with a list price of $50,000 is $100.
For orders without list price, 2x cost is used for List.

WHAT YOU GET

Platform Wide Features

✔ Desktop, Tablet & Mobile apps
✔ Personalized Dashboard
✔ Workflow Tracking

✔ Shared and Personal Calendars
✔ Internal Messaging
✔ Integrated Files and Photos

✔ System-wide Search
✔ Google Maps Integration
✔ Human Support

CRM & Sales
Management

✔ New Lead Tracking
✔ Open Jobs Oversight
✔ Quote Creation & Revisions
✔ e-Signatures
✔ Task Tracking & Automation
✔ Outreach Recording
✔ Customer Success & Revenue Reports

Order
Management

✔ Purchase Order Tracking
✔ Acknowledgement Processing*
✔ Shipment Tracking & Updates
✔ Automated Customer Updates
✔ Logistics Reports

*extract order lines from PDFs with no manual data entry

Installation
Management

✔ Job Scheduling & Dispatch
✔ Material Management
✔ Digital Inspection Forms
✔ Photo & Video Documentation
✔ e-Signatures

Service Management

✔ Warranty Management
✔ Work Order Management
✔ Preventative Maintenance Scheduling
✔ Field Service Technician Management
✔ Service History Management
✔ e-Signatures

Barcode
Scanning

✔ Individual Tag Tracking
✔  Tag Based Receiving
✔ Tag Based Inventory Check-In
✔ Tag Based Loading and Delivery
✔ Tag Printing
✔ No Manual Data Entry

Warehouse Management

✔ Partial vs Fully Received Tracking
✔ Automated Receiving
✔ Automated Inventory Tie-In
✔  Inventory Based Scheduling 
✔ Stock Item Tracking

Accounting Integration

✔ Seamless Quickbooks Integrations
✔ Automated Estimates
✔ Automated POs
✔ Automated Invoices
✔ Automated Payments
✔ Financial Reporting