Quick Guide
A plain-English map of where to go and what each part of CASCADIA does.
Main Workflow
The daily control room for work that needs attention.
- See stuck jobs
- Find approvals
- Review late invoices
- Jump into the right screen
Build customer quotes from approved conditions and packages.
- Create quotes
- Send PDFs
- Handle approvals
- Convert approved work
Manage customer repair orders from intake through invoice.
- Create repair orders
- Add tasks
- Assign technicians
- Close and invoice work
Shop-floor workflow with large buttons and quick updates.
- Clock in/out
- Upload photos
- Request parts
- Update task status
Track builds, BOMs, manufacturing work orders, and schedules.
- Track build stages
- Create BOMs
- Schedule production
- Upload QC documents
Create parts, scan barcodes, receive POs, and manage stock.
- Create parts
- Manage bins
- Receive inventory
- Handle technician requests
Manage invoices, AR/AP, payments, statements, and exports.
- Create invoice PDFs
- Record payments
- Run statements
- Export to QuickBooks
Configure company defaults, users, billing, integrations, and system controls.
- Set defaults
- Manage users
- Configure billing
- Connect integrations
Best Starting Points
Use Command Center first. It shows work stuck in approvals, parts, labor, invoice, payment, or reporting.
Open Command CenterUse Technician Mobile. It is the fastest place to clock in, update tasks, upload photos, and request parts.
Open Technician MobileUse Invoices, Accounting Reports, and Cash & Payments for billing, statements, payment tracking, and exports.
Open Accounting ReportsUse Setup Wizard first, then Security, Subscription Billing, Quote Branding, and Integrations.
Open Setup Wizard