CCS AcctIQ

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

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CCS AcctIQ

View as:

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By Salesman

Rep	Overdue	Never Visited	Due Soon	Up to Date

Clients Needing a Visit

Client	Monthly Sales	Status	Rep #

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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!

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Estimated Total $0.00

Additional items / notes

Completed Items

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

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General

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Login Audit

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Activity Log

Filter by user:

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Send Document

The document will be emailed as a PDF attachment.

Recipient Email

Request New Quotes

Selected items

Notes / additional context

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

Send Welcome Email

Resets each selected user's password and emails them their login credentials.

Temporary Password

Select All

📅 Plan My Day

Choose your starting mode and how many accounts to visit.

Number of stops: 8

315

Starting point

🌟

Find Best Start

System finds the densest cluster of overdue accounts so you visit the most in the least driving.

📍

Set My Start

Start from your current location or enter an address and route from there.

Starting address (or use GPS)

Finding your best route…

Send Meeting Inquiry

Check the accounts you'd like to email asking for availability. Emails go to the account's general contact.

Change Password

Current Password

New Password (min 8 chars)

Confirm New Password

Reset Password

New Password (min 8 chars)