CCS AcctIQ

Sign in to look up account, invoice, equipment, and AR details.

Username Password

CCS AcctIQ

View as:

Loading dashboard…

By Salesman

Rep	Overdue	Never Visited	Due Soon	Up to Date

Clients Needing a Visit

Client	Monthly Sales	Status	Rep #

Locating…

Radius: 10 mi

Status

Offender

Visit

Search for an account number or client name to view their details.

Acct Status

Offender Status

Check for Contract

Address ⌖ Directions

Install Date

Contact

Client Emails

Internal Team

Total Open Balance

Cost and G.P. figures are hidden by default — tap a masked value to reveal it for a few seconds.

🚧

The ability to post certain memos to Metroplex is coming soon!

No photos yet — tap Add Photo to start.

Estimated Total $0.00

Additional items / notes

Completed Items

Change Your Password

You must set a new password before continuing. Passwords must be at least 8 characters.

Current (Welcome) Password

New Password

Confirm New Password

Request Service History Report

Start Date

End Date

Machine Type / Location Notes (optional)

Log BDR Visit

Time of Visit

Who did you meet with?

Topics Discussed

Follow-up Needed

Schedule Follow-up

Subject

Date

Start time

Duration

Invite client contact?

Notes

Connect Outlook

Sign in with your Microsoft 365 account to schedule follow-ups directly to your Outlook calendar.

Settings

Manage Users

Username Full Name

Role Temporary Password

Email Phone

ERP Salesman #

Visit Program

Loading settings…

General

Loading settings…

Login Audit

Loading…

Activity Log

Filter by user:

Loading…

Send Document

The document will be emailed as a PDF attachment.

Recipient Email

Request New Quotes

Selected items

Notes / additional context