View Delivery Photos, Interactive Maps, Calendar Features and More
We're excited to announce a major upgrade to our customer portal: customers can now view their sales order history in WimsattDirect! By navigating to Orders > View Orders, customers can now review their sales order history as well as upcoming scheduled jobs. With this enhancement, you can now:
Enjoy Maximum Order Visibility
- Filter order results by order date, branch, and sub account
- View orders as a list view, calendar month view, or week planner view - plus interactive map view
- Search sales orders in the portal search bar by your PO or Wimsatt SO#
- Mobile friendly for easy access on the go
Review Completed Jobs
- View and download high-res delivered job photos
- Duplicate previous orders for similar jobs easily
Stay On Top of Today
- Snapshot of current weather, sunrise/sunset, and 5-day forecast
- See up-to-the-minute jobs status, from scheduled to enroute --> on site --> delivered!
Plan for Your Upcoming Work
- Add upcoming jobs to your personal calendar - just click the "add to calendar" icon!
- Quickly create material lists generated from EagleView Reports and your preferences with a single click
These new features truly establish WimsattDirect as a one-stop resource for all things related to your account:
- Easy Access to all of your Wimsatt points of contact
- Custom Sales Tools
- Product Pricing, Stocking Info, Photos, Installation Instructions, Literature and more
- Aerial Measurement discounts and easy material list creation from reports
- Material Ordering
- QuickOrder Personalized Order Templates based on your preferences
- Online Bill Payment
- Multiple User Management & Permissions
- NEW TODAY! Sales order visibility, delivery tracking & photos
Sales Order Visibility is LIVE on WimsattDirect today! Don't have a WimsattDirect login yet? Contact your Territory Manager to sign up!
About Dave Karras
Dave Karras is the Marketing Manager at Wimsatt Building Materials.
August 08, 2020
July 07, 2020