What this is. A live view of Prophet 21 sales orders for Tesla. Order, line, invoice and fulfillment data are read from P21 in real time; you can download invoice copies and proof-of-delivery documents, attach your own files to an order, record key contacts, and schedule report emails. Anything you add (tracking #, carrier, contacts, files, notes) is stored locally and layered on top — P21 itself is never changed by this tool.
1 · Find & sort orders. Use the Search box (SO#, PO#, job, contact), the Status filter, and the From/To date range. Click a column header — Sales Order #, Customer PO, COMPAS Job, Contact, Order Date or Status — to sort; click again to reverse (the ▲/▼ marks the active column). The Documents column shows how many files are attached to each order. Page through with the top/bottom pager and the 10 / 25 / 50 / 100 selector.
2 · Open an order. Click a row (or Open →). The left card shows account #, PO, contact, order date, carrier, status, delivery instructions and an editable Key Contacts block. The right side shows Ship To (with phone) and Uploaded Documents. The line grid lists each item with quantities, dates, tracking, carrier, invoice #, POD and ship-from/to; UPS/FedEx/USPS tracking numbers are clickable.
3 · Key Contacts. In the order's left card, fill in up to four Title / Name pairs (e.g. “Account Manager / Nick Abbott”, “Tesla Lead Contact / Jane Smith”) and click Save Contacts. They save per order and reappear whenever you open it.
4 · Attach documents. In an order's Uploaded Documents box, click Upload document and pick one or more files (PDF, Word, Excel, CSV, images, zip; up to 25 MB each). They appear as download links with size and date, and the count shows in the Documents column on the main list. Use the × to remove one.
5 · Download an invoice or proof of delivery. In the line grid, click a number in the Invoice # column to download a branded PDF copy of that P21 invoice; click a POD#### link in the POD column to open the proof-of-delivery document (signature, photos, driver, delivery details). Both open in a new tab.
6 · Add / edit tracking. Use Edit on a line (or Edit Header) to record tracking #, carrier, ship dates and notes. These save to the local overlay only — the P21 order and lines are untouched.
7 · Email a document now. On an order, click ✉ Email for a preview, choose recipients (blank = the default list), an optional subject, and PDF/CSV attachments, then Send. Download PDF saves it locally without sending.
8 · Schedule recurring reports. Click ✉ Reports in the header. Create a schedule: name it, pick the report (All / Open / In Process / Shipped / Cancelled / RMA orders, or a specific Order / PO), enter recipients, choose Daily/Weekly/Monthly and a time, and whether to attach PDF/CSV. Send now emails it immediately to test; otherwise it goes out automatically on schedule. Edit or delete schedules from the same screen.
9 · Export to Excel. ⇩ Excel on the main page exports the filtered order list; on an order it exports that order's line items.
10 · Shipment notifications. When a line gets a tracking number, a scheduled job emails a shipment notice once per order and never resends.
Tip: the header badge shows the data mode — Live P21 data means real ERP data. Use ↻ Refresh to reload.
What this is. The Switchgear Project Tracking Tool for Apex Power. At its core is a live view of Prophet 21 sales orders (read in real time), with layered-on tools for quoting, project boards, vendor lookups and quote activity. Anything you add here — tracking #, contacts, files, notes, uploaded exports — is stored on top; P21 and the vendor systems are never changed by this tool.
1 · Orders & the order detail. The main list is your P21 sales orders. Use Search (SO#, PO#, job, contact), the Status filter and the From/To dates; click a column header to sort (▲/▼ marks the active one). Click a row (or Open →) to see the order: account #, PO, contact, dates, carrier, status, an editable Key Contacts block, Ship To, uploaded documents and the line grid (quantities, tracking, invoice #, POD). Click a number in Invoice # to download that invoice PDF, or a POD#### link for the proof of delivery. Attach files to an order from its Uploaded Documents box.
2 · Getting around — the Back button. The portal is one page that swaps views in place. Use the header ← Back button (it appears once you’ve navigated) to return to the previous view; your browser’s Back button now does the same and keeps you inside the portal. ↻ Refresh reloads data from the server, and the header badge shows the data mode (Live P21 data = real ERP data).
3 · Trello. The ☷ Trello ▾ dropdown lists your boards (Switchgear Project Management and Closed Projects 2026). Open a card to see its checklists and comments (comments sit on the right, like Trello). You can write comments back, create a card, tick checklist items, and drag-and-drop cards between lists — changes save straight to Trello. The 📊 Summary button on a board gives an executive summary of closed quotes by sales rep.
4 · Parspec. The 💼 Parspec ▾ dropdown holds the quoting tools: Quotes, Opportunities, Bid Board (opportunities by due date), Contacts, BOMs (projects & bills of material), Products (by BOM/project), and Manufacturers. Each view is searchable and sortable, with Excel export where shown.
5 · Eaton. The ⚡ Eaton tab opens the Eaton Direct Connect lookup (credentials are held server-side). Tabs: Product lookup (specs, docs, price, availability), Search & cross-reference, Sales orders and Shipments (by PO or Eaton SO#), Customer accounts, Quotes (loads automatically — click a PO # or SO # in a quote to jump straight to that order’s status or shipment), Rebates, and ERP orders (P21) which lists your Eaton POs from P21.
6 · ABB. The 📄 ABB tab has five sub-tabs: Summary, Orders, Shipments, Quotes and Submittals. ABB has no API, so you feed it exports: click ⇩ Upload ABB export and drop in an Orders or Shipments report from empower, or a QuoteList (open & closed quotes). Uploads append and update in place (orders match on Order No., quotes on Quote No.) — nothing is deleted, so re-uploading a fresh export just refreshes statuses and adds new rows. On the Orders/Shipments tabs you can click an Order No./PO No. to attach and view that order’s detail export. The Summary tab rolls it all up (scoped to the current year) with breakdowns by account, rep and status.
7 · HubSpot. The 📈 HubSpot tab tracks quote-request email activity for the switchgear reps. It counts each rep’s quotes and flags Open, Closed and Stale (no activity in 14 days). Click a quote to read the conversation in-portal, with a link back to the thread in HubSpot.
8 · Reports & export. ✉ Reports creates scheduled email reports (All / Open / In Process / Shipped / Cancelled / RMA, or a specific order), with recipients, a Daily/Weekly/Monthly cadence, and PDF/CSV attachments; Send now tests one immediately. ⇩ Excel exports the current list (or, inside an order, its line items).
Tip: most tabs cache their data and refresh in the background; use ↻ Refresh (or a tab’s own refresh) to pull the latest. Your uploads and edits are layered on top and never change P21 or the vendor systems.