Daybook
Sales agency (manufacturers’ rep)
Sign up as a manufacturers’ rep agency and Daybook is built for a business that makes, ships and installs nothing: a page for every line you carry, your manufacturers’ quotes and orders read into one place, how many of your quotes became orders, what each product was charged, and the commission statements followed month by month — Canadian and US dollars kept apart.
What a rep answers to
The territory, when you were appointed, whether you are exclusive, the house accounts a line keeps for itself, what commission is taken of and when it is due — recorded on the line’s page, with the date you last confirmed it. Daybook keeps what you write. It never works out a commission from a rate.
A line that pays in US dollars stays in US dollars. Orders and statements keep the currency they were printed in, and Canadian and US totals sit side by side — never added together. A statement is what a line says it is paying you; nothing counts as income until it lands.
A house account is the line’s own: you are paid nothing on its orders, whoever specified the job. Record it on the agreement, and Conversion points out an open quote that is for one.
A quote or an order you add is read and shown to you row by row, and nothing is saved until you have checked it. Price lookup only ever reflects the documents you added — not every quote your lines write — and says so.
Daybook names these so you can see where it helps. It is not a legal or accounting product: it does not draft or enforce an agreement with a manufacturer, and it does not calculate what you are owed — your agreement and your accountant have the last word.
Three things that go wrong
Six lines, six statements a month, each on its own schedule — and the one that is late is the one nobody notices until the quarter has gone.
In Daybook Every month names each line you are still waiting on, beside what the others say they are paying you — each in its own currency.
You quoted the job in March. The order went from the distributor to the factory, and the only place it shows up is a statement months later — or never.
In Daybook Where a line sends its orders and they print the quote number, Daybook matches them: per line, how many quotes came back as orders, the ones still open, and a quote an order names that you never received.
A specifier asks what the phenolic compartments came in at on the last job, and the answer is a PDF in somebody’s inbox.
In Daybook Price lookup lists every product from the quotes and orders you added — what it was charged, to which account, by material — searchable by a door, a code or an account.
On top of everything Daybook does for every business — the full list is here — a rep agency gets its own: lines, coverage, orders, conversion, price lookup and commissions, in a rep’s words — accounts, opportunities, bid requests, a sales call. And the parts a business with no crew never opens are switched off: timesheets and pay, hazard assessments and subcontractors.
Lines
Each manufacturer gets its own page: what they make, where the plant is, and how their paperwork reaches you — their quotes, their orders, or only a monthly commission total, by email or by post. Under it, the agreement as you record it, their contacts and the documents on file. A line is archived, never deleted.
Coverage
Coverage reads every line’s page back to you as one list: what reaches you from each, what never does, and the one thing worth asking them for — to be copied on their quotes as they go out, or for copies of the orders behind a commission total.
Orders
Add a manufacturer’s quote or order — a PDF or a photo — and Daybook reads its lines. You confirm the line and the account and check every row before anything is saved. Orders then search by the PR number, the distributor’s PO, the manufacturer or the account, and an order links to the opportunity it came from.
Conversion
Where a line sends both its quotes and its orders, and the order prints the quote number, Conversion counts how many of your quotes came back as orders — per line. It lists the quotes with nothing back yet, names a quote an order points to that never reached you, and says why when a line can’t be counted.
Price lookup
Every product on the quotes and orders you added, with what it was charged and to whom. Open one and the materials sit side by side — phenolic beside HDPE beside powder-coated steel, with the difference — then every record with its date, line and account. Search a door, a code, a species or an account.
Commissions
Log a commission statement against its line and its month — or, with your email connected, let a weekday look through your inbox suggest the ones it finds, for you to review and save. Each month shows what your lines say they are paying you, Canadian and US dollars kept apart, and names every line that still owes you a statement.
Accounts and opportunities
Each account carries its part in a sale — a specifier who writes your lines into the spec, a distributor you quote and the order comes back from, a contractor or an owner. An opportunity climbs Sales call · Quote · Mark won · Ordered · Commission, and the last two tick from the orders and statements on file, never by hand.
On the road
A rep sells from the car and the job site. The whole app works on the phone — the account and its contacts before a sales call, the opportunity and how far it got, the month’s commissions and the lines you carry — added to the home screen from the browser.
The economics
A small agency tends to run on a spreadsheet per line, an inbox full of factory paperwork and a general CRM that knows nothing about either. Daybook is one app built around the lines you carry, in Canadian dollars.
| Workflow | A spreadsheet, an inbox and a general CRM | Daybook |
|---|---|---|
| Commissions | A spreadsheet per line, matched to the statements by hand. | Statements per line and month, in their own currency, with the lines still owing one named. |
| Factory paperwork | Quotes and orders in the inbox, found by searching for a PR number. | Read into one place, searchable by PR number, distributor’s PO, manufacturer or account. |
| Conversion | Rarely counted: the quote lives in one place and the order in another. | Counted per line wherever the paperwork allows it — and why not, where it doesn’t. |
| Prices | Whatever someone remembers, or the last PDF. | Every product’s price by account and by material, from the documents you added. |
Nothing here is a discount, and there is no setup fee.
A rep agency has its own rate card. Solo Rep $89 / Agency $249 / Principal $449 a month CAD. Office seats on every plan; field-rep seats included on Agency and Principal. Agency and Principal include selling online, and Principal also includes your own domain and texting — a plan without them can add them.
Switching
There is no importer for another product’s export or a manufacturer’s price book, and the page does not pretend there is. What there is gets one line running first.
Import your accounts from a CSV or Excel file — QuickBooks, a CRM or a spreadsheet — then give each one its part in a sale.
Add a line for each manufacturer: what they make, how their paperwork reaches you, and the agreement as you understand it.
Add a quote and the order that names it: the order lands on the line, the prices land in Price lookup, and — where the order prints the quote number — the two are matched.
No. A commission is what your line’s statement says it is: you log each statement — or save one the inbox look found — and Daybook keeps it against its line and its month. It never multiplies a rate by an order, and an opportunity shows the order value and the commission recorded side by side, never a figure worked out between them.
Not as an import. Each quote or order is one document: add it, check every row Daybook read, and save. Price lookup is built from the documents you added — not every quote your lines write.
It stays in US dollars. Each order and each statement keeps the currency it was printed in, and Canadian and US totals sit side by side — never added together.
No. The manufacturer tag on a quote line stays on your side of the quote; the account sees the line.
Record them on the line’s agreement — the accounts a line keeps for itself, whoever specified the job. Conversion then points out an open quote that is for one.
It tells you: every month names each line you are still waiting on. Asking them is yours — Daybook never writes to a manufacturer by itself.
Your own line beats any feature list — add a manufacturer, record how they work, and drop in a quote and the order that names it.
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