Customer Portal
One place for devices, agreements, billing, quotes, and support.
Some device and billing data is seeded for the walkthrough, but the support path is real in the story: customers can always call Alltech when the next step needs a person.
Shared onboarding
3
Self-serve and quote-led records together.
Pending signature
1
Starter agreements ready to move.
Onboarding started
1
Kickoff and downstream setup already visible.
Portal ready
2
Accounts with customer-facing portal access staged.
Managed print flow
Public intake and named-account quotes now land in one onboarding pipeline.
These records are seeded and persisted for the walkthrough. The useful point is the handoff: every path gives Alltech the same company, agreement, onboarding, and support context.
West End Pediatrics
Maya Reynolds
- Hardware path
- Guidance requested
- Mono
- 1,200
- Color
- 0
- Contract state
- Draft
- Portal access
- Queued after Alltech review
North Creek Dental Group
Alicia Moreno
- Hardware path
- New hardware requested
- Mono
- 2,400
- Color
- 350
- Contract state
- Pending Signature
- Portal access
- Ready
Cedar Point Property Management
Dana Wells
- Hardware path
- Existing fleet review
- Mono
- 7,200
- Color
- 650
- Contract state
- Active
- Portal access
- Ready
Walkthrough path
Devices, quotes, contracts, billing, and support stay in predictable places.
Quote-led acceptance does not move navigation around. Contracts remain visible, billing shows imported usage previews, and future live meter sync still has a clear home.
Managed accounts
7
Self-serve and sales-led records share the same shell.
Quotes
3
Sales-assisted work now converges here.
Contracts
4
Draft, signature-pending, and active states all remain visible.
Devices
11
Placeholder inventory is still ready for live sync.