Every department. Every workflow.
One platform.
Cascade Prime is divided into independent modules that work together. Below is the full breakdown of every module in the system — what it does, what it tracks, and how it connects to the rest.
Customer Relationship Management (CRM)
The foundation of the system.
Every customer record is a complete digital file — quotes, history, communications, documents, photos, contracts, purchase orders, emails, phone calls, internal notes, and ownership live in one place.
Quote Management
From request to PDF.
Originally Cascade Quote, this has matured into a full quotation system with a drag-and-drop quote builder, item catalog, automatic pricing, customer pricing levels, margin calculations, markup controls, discount management, multiple revisions, version comparison, revision history, engineering notes, drawing attachments, terms and conditions, digital signatures, approval workflow, automatic quote numbering, expiration tracking, and PDF generation.
Sales Order Management
Approved quotes become orders in one click.
Approved quotes convert to Sales Orders without duplicate data entry. The order surface tracks production status, engineering approval, purchasing status, parts availability, manufacturing progress, estimated completion, customer requested delivery, shipping information, change orders, and progress payments.
Repair Order / Work Order Management
The largest module in Cascade Prime.
Inspired by modern heavy truck service systems. Each repair order cascades: Customer → Vehicle → Repair Order → Individual Repair Tasks → Labor → Parts → Photos → Inspection Reports → Final Invoice. Every repair task carries a customer complaint, cause, correction, technician story, labor hours, parts used, photos, inspection results, status, technician assignment, time tracking, internal notes, quality control, and a digital signature.
Manufacturing Management
Every unit, from sold to delivered.
Tracks every unit from the day it is sold until it leaves the facility through every production stage. Managers can instantly see current department, completion percentage, estimated completion, delays, missing parts, and the responsible employee.
Unit Registry
A lifelong history of every vehicle.
Every truck ever built or serviced receives its own permanent digital record. The unit registry creates a lifelong history covering VIN, serial numbers, tank and frame details, original buyer, build date, every inspection, every warranty event, every service repair, every modification, and every change of ownership.
DOT Compliance Management
A specialized module unique to Cascade Prime.
Tracks every regulated event and document associated with safety-critical equipment. Automatic reminders notify users months before certifications expire.
Inventory Management
Parts, assemblies, and consumables — under control.
From serialized parts to consumables, the inventory system tracks stock locations, bin numbers, minimum and maximum stock, vendor pricing, average cost, lot numbers, barcode-supported receiving, inventory adjustments, and cycle counts.
Purchasing
From PO to receiving to backorder.
Manage purchase orders, vendor receipts, partial receipts, lead times, vendor performance, and price history — with automatic purchasing suggestions and inventory forecasting built in.
Vendor Management
Approved, rated, audited.
Stores every vendor detail in one place — preferred vendors, lead times, pricing agreements, payment terms, certificates, insurance, purchase history, and performance ratings.
Document Management
Every document, attached everywhere.
Every document can be attached anywhere — engineering drawings, W9s, reseller certificates, inspection reports, hydro reports, DOT certificates, photos, purchase orders, invoices, CAD files, warranty forms, emails, signed contracts, employee documents. Nothing is stored outside Cascade Prime.
Accounting Integration
Operational accounting, optionally external.
Designed to manage AR, AP, invoices, credit memos, deposits, payments, taxes, statements, vendor bills, GL export, financial reports, and bank reconciliation. While capable of operating independently, it can also integrate with external accounting software.
Employee Management
Department → certification → performance.
Tracks employees, departments, certifications, training, time clock, job costing, payroll export, vacation, safety training, performance reviews, and a skill matrix.
Technician Management
Skills, time, and outcomes — per tech.
Each technician has a complete profile — certifications, specialties, current jobs, labor hours, efficiency, productivity, clocked time, story history, photos, completed repairs, and inspection certifications.
Scheduling & Dispatch
Color-coded clarity across the shop.
An interactive scheduling board shows technician availability, the production schedule, inspection appointments, deliveries, customer pickups, vendor appointments, and project deadlines — with color-coded priorities.
Reporting & Analytics
Real-time dashboards for every manager.
Real-time dashboards provide visibility into sales, production, inventory, profit margins, employee productivity, technician efficiency, inspection due dates, outstanding quotes, purchase orders, warranty claims, revenue, expenses, cash flow, and manufacturing capacity — graphed for clarity.
Security & Permissions
Role-based access with full audit trails.
Role-based permissions ensure users only access the data they need. Every change is logged through an audit trail.
Automation
Repetitive work, handled.
Cascade Prime automates the repetitive tasks that consume a working day in any manufacturing business.
Walk through every module.
Schedule a live demo and our team will walk you through Cascade Prime's modules against your real workflow.
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