Cascadia Prime
Operations PlatformBuilt for Industry
Cascadia Prime

One platform.
Every operation.
Connected.

Cascadia Prime unifies the ten core operations every equipment business runs on — from a customer's first quote to the final invoice and every record in between. Built for companies that build, repair, service, and maintain equipment, vehicles, units, and complex assets.

10
Core Operations Covered
70+
Industry Verticals
1
Connected Source of Truth
0
Duplicate Data Entry
Introducing Cascadia Prime

The operating system for equipment operations.

Most equipment businesses run on a patchwork of disconnected software — quoting tools, spreadsheets, inspection trackers, inventory systems, document storage, and service management. Every system lives in its own silo. Data drifts. Customers get conflicting answers. Inspections fall through the cracks.

Cascadia Prime unifies those systems — and the operations behind them — into one connected platform. Every customer, vehicle, part, inspection, document, and financial transaction lives in the same ecosystem.

Designed around real shop-floor workflow, not the abstracted workflow of generic accounting software.

The Core Operations

Ten areas. One platform.

Every area your business touches is captured, connected, and queryable — so work flows without re-entry, lookup, or guesswork.

Area 01

Quotes

Drag-and-drop quote builder, item catalog, automatic pricing, discounts, revisions, and PDF output. From request to signature.

Area 02

Work Orders

Customer → vehicle → work order → tasks → labor → parts → photos → signature. Every step is captured, searchable, and traceable.

Area 03

Parts & Labor

Track every part, assembly, and labor hour on every job. Visibility from quote to invoice — without duplicate entry.

Area 04

Inventory

Parts, subassemblies, and consumables under control. Locations, bins, min/max, vendors, lot numbers, and barcode receiving.

Area 05

Approvals

Quote approvals, change orders, maintenance sign-offs, and custom workflows — every decision routed, logged, and timestamped.

Area 06

Invoices

Generate, send, and reconcile. Deposits, progress payments, credit memos, statements, and full AR with tax handling.

Area 07

Documents

Engineering drawings, certificates, contracts, photos, and reports — attached to the right record, visible to the right people.

Area 08

Compliance

Inspection due dates, hydrostatic tests, certifications, vapor recovery, and audit-ready reporting for regulated operations.

Area 09

Customer Communication

Emails, calls, photos, internal notes, and quotes — logged against the customer record so the next person picks up where the last left off.

Area 10

Reporting & Analytics

Real-time dashboards for every manager. Sales, production, inventory, margins, productivity, and compliance — graphed for clarity.

Continuous Workflow

Quote to invoice. One record.

Every step in the lifecycle of a unit, repair, or service feeds the same record. When a quote becomes an order, the customer data travels with it. When parts are pulled, inventory updates. When work is completed, invoicing already knows the numbers.

Customer Record → End-to-End Lifecycle
01
Quote
Configure, price, and present
02
Approve
Route for sign-off, version locks
03
Build / Service
Stage tracking or work order
04
Inspect
Compliance + QC sign-off
05
Deliver
Customer-ready, documented
06
Invoice
AR with full traceability

One customer file. One history. Every department — sales, production, service, and accounting — seeing the same truth at the same time. No duplicate entry. No drifted spreadsheets. No lost work orders.

Best-Fit Industries

Built for businesses that build, repair, service, and maintain.

The strongest fit is any company that manages quotes, work orders, parts, labor, inventory, approvals, invoices, documents, compliance, and customer communication around equipment, vehicles, units, or complex assets. 67 verticals and counting.

Truck & Specialty Vehicle Builders

11 verticals
Truck Equipment ManufacturersTank Truck BuildersVacuum Truck BuildersSeptic Truck BuildersSewer Jetter BuildersUtility Truck UpfittersService Truck UpfittersMunicipal Equipment BuildersTrailer ManufacturersSpecialty Vehicle ManufacturersCommercial Vehicle Upfitters

Repair & Maintenance Shops

10 verticals
Fire Apparatus Service CompaniesEmergency Vehicle UpfittersFleet Maintenance CompaniesHeavy-Duty Truck Repair ShopsDiesel Repair ShopsTrailer Repair ShopsRV Repair & Upfit ShopsBus Repair & Conversion CompaniesConstruction Equipment Repair ShopsAgricultural Equipment Repair Shops

Industrial Equipment & Fabrication

13 verticals
Hydraulic Repair ShopsPump Repair ShopsVacuum Pump Repair ShopsCompressor Repair ShopsGenerator Repair CompaniesWelding & Fabrication ShopsMetal Fabrication CompaniesMachine ShopsCustom Manufacturing ShopsAssembly-Based ManufacturersJob ShopsEquipment RebuildersRemanufacturing Companies

Municipal & Public Works

8 verticals
Municipal Fleet DepartmentsPublic Works DepartmentsWater & Wastewater Service DepartmentsSewer & Drain Service CompaniesSeptic Service CompaniesEnvironmental Service CompaniesWaste Management Fleet OperationsUtility Service Contractors

Field Service & Mobile Operations

15 verticals
Field Service CompaniesMobile Mechanic BusinessesOilfield Service Equipment CompaniesMining Equipment Service CompaniesRailroad Maintenance Equipment CompaniesMarine Equipment Repair CompaniesBoat Repair YardsIndustrial Maintenance ContractorsHVAC Commercial Service CompaniesPlumbing Service Companies (Inventory-Heavy)Electrical Contractors (Service/Project)Elevator / Escalator Service CompaniesCrane Service & Inspection CompaniesForklift Repair CompaniesMaterial Handling Equipment Companies

Rentals, Dealerships & Compliance

10 verticals
Rental Equipment CompaniesTool & Equipment Rental Repair DepartmentsParts Distributors with Service DepartmentsIndustrial Supply Companies with Repair ServicesOEM DealersEquipment DealershipsTruck Dealerships with Service / Body Shop OperationsParts & Service DepartmentsWarranty Administration TeamsCompliance-Heavy Repair / Manufacturing Businesses
Don't see your industry? Talk to our team — Cascadia Prime adapts to your operation.
Why Cascadia Prime

Replace the patchwork.
Connect everything.

Built around industry

Designed for trucks, tanks, heavy equipment, and complex assets — not adapted from generic accounting tools.

One source of truth

Quotes, work orders, parts, labor, inventory, approvals, invoices, documents, and compliance — all in one record.

Zero duplicate entry

Enter once in sales. Engineering, purchasing, production, service, accounting, and management all see the same record.

Shop-floor speed

Fast keyboard navigation, large searchable grids, drag-and-drop. Power users finish most workflows in seconds.

Compliance baked in

DOT hydrostatic tests, vapor recovery, meter certifications, annual inspections — automatic reminders, never missed.

Automation that scales

Numbering, replenishment, reminders, follow-ups, expirations, and approvals — repetitive work runs itself.

Long-Term Vision
“Cascadia Prime is the digital backbone of the equipment business — enabling sales, manufacturing, service, compliance, and management to work from the same accurate, real-time information.”
Read the full vision →
Get Started

See Cascadia Prime
in your operation.

Walk through the platform against your real workflow — your quoting process, your shop floor, your service bays, your compliance record. One demo, against your operation.

Quote-to-invoice traceable· Compliance tracked· One source of truth