Z‑TARK
Vision Quest CRM
Dashboard Trends At Risk Leads New Dealer Warranty CS Claims Conference Dealer Success Inventory Dealer Locator QBO Sync Admin Activity Expenses Territory Map
🧭 Prospecting — plan a visit
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Dealer balances show ▾

Monthly — 2026 actual vs goal

All reps — 2026 year to date

Top 10 customers — 2026 revenue

Rep detail

All customers

Company monthly — 2026 actual vs goal

Year-over-year by rep (YTD)

Accounts at risk

Lead assignments

Potential dealer leads assigned in Teams — auto-labeled “Converted” once they become a BigCommerce customer.

Set up a new dealer

Fill this out and the dealer's BigCommerce account is created automatically — their login is posted to the account support Teams chat.

Autobahn dealership agreement

Autobahn dealers e-sign a dealership agreement before the account goes live. Fill these in — after you submit you'll get a signing link to send the dealer.

Requests

Warranty Center

Registrations, claims & payouts — Autobahn, Huper Optik, and Edge.

Too few registrations to rank

These dealers have filed claims but not installed enough for a percentage to mean anything yet.

Dealer QR code
Generate a shop-branded QR. When a dealer scans it in their shop, the warranty registration form opens with their shop already filled in.

2027 Dealer Conference — Hawaii 🌺

Feb 23–26, 2027 · Hilton Hawaiian Village · packages from the Edge dealer store. Send each dealer their private link; their flight picks & extra nights land here for you to book.

CS Claims

Internal claims — UPS losses, shipping delays, returns, fulfillment & production errors — plus a board for inventory shipping back to HQ.

BC → QBO Sync

Automated BigCommerce → QuickBooks Online order sync — last run, exceptions, and recent history.

BC → QBO Sync
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Team activity

Every team member's usage of Z‑TARK, feature by feature. Visible to you only.

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Users & access
Books & month close
Closing a month freezes every rep's sales for it. From then on the dashboard shows the frozen number, not a fresh pull — so removing a customer later can’t rewrite a closed month’s history. Finished months lock on their own; reopen one if you need a correction to flow through, then resume.
Deleted records
Warranty claims, registrations and CS claims you delete land here. Restore puts a record back exactly as it was, with its notes and photos. After 30 days it is purged for good.
How access works
Every person is set by two separate questions. Whose numbers can they see — everyone, just their own, or only the reps you tick. And what can they open and do — the checklist. Picking a role only fills those in as a starting point; you can change any single box afterwards.

Managing users is deliberately not one of the checkboxes — it stays with Supervisor, so no combination of ticks can lock you out of this page.

Access

Inventory & internal POs

H-PDFC supplies TX, FL, UT and GA. Anything already on its way to a facility counts as that facility’s stock, so it is never ordered twice.

Weekly count
Listening…
Recent count sheets 0 show
⚡ Quick order — no count needed for same-day runs from H-PDFC
Goes straight to the pick room — it doesn’t wait for the daily release.
Purchase orders
Build a PO from a submitted count above — it lands here and moves through the pick room to the FC.
Item costs

Dealer Success — onboarding board

Every new dealer account lands here automatically the moment it is created. Edge onboards virtually; Autobahn and Huper Optik are in person.

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Customer

Z‑TARK
VISION QUEST CRM
Z‑TARK
Vision Quest CRM

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