What’s Included
Full List of Wheelhouse Features
Compare packages and see what’s included with each Wheelhouse plan.
Compare packages and see what’s included with each Wheelhouse plan.
Business Intelligence & Dashboards
Dashboard & Reporting
Real-Time Dashboard & Analytics
Personalized Business Dashboards
Custom Business Intelligence Reports
Collaborative Dashboard & Report Sharing
Manufacturer Rep Commission Tracking
Manufacturer Rep Commission Tracking
Configure-Price-Quote (CPQ)
Integrated Order & Product Management
QuickBooks Online Customer & Invoice Sync
Quote-to-Invoice Order Management
Professional Sales & Invoice Document Creation
Streamlined Return Authorization Processing
Custom Document Templates
Directly Email Quotes & Order Confirmations
Centralized Customer Database
Multiple Customer Price Tiers
Document Attachment & File Management
Customer-Specific Price Overrides
Multi-Product Line Management
Customer-Specific Product Access Control
Hierarchical Customer Relationship Management
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Sales Product Configuration
Advanced Product Configuration Engine
Intuitive Configuration Option Tree Structure
Intelligent Configuration Rule Engine
Flexible Customer-Specific Pricing Control
Professional MS Word Document Templates
Reusable Configuration Templates
Team Configuration Template Sharing
Configuration-Driven BOM Automation
Additional Customer Service Tools
Automatic Customer Record Lookup on Incoming Calls
Comprehensive Customer File & Notes Management
Integrated Shipment Tracking
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Item BOM & Inventory Location Management
ITEM MANAGEMENT
Comprehensive Item Database
Bill of Materials Designer
Visual Item Documentation & Image Library
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Inventory Location Management
Inventory Location Organization
Organized Bin Location System
Rapid Inventory Counting
Serial & Lot Number Tracking
Production Routing, Tracking, & Instructions (MES)
Production Management, Procedures, & Tracking
Work Order Management System
Real-Time Production Tracking
QR Code Work Order Tracking
Work Order Document & Instruction Management
Structured Labor Routing & Workflow
Interactive Step-by-Step Work Instructions
Detailed Work Order Time & Progress Tracking
Real-Time Production Issue Alerts & Tracking
Production-to-Shipment Tracking Integration
Production Analytics & Reports
Production Analytics & Reports
In Process Quality Inspection
Integrated Quality Control Checkpoints
Standardized Quality Inspection Templates
Digital Quality Inspection Documentation
Visual Quality Documentation with Photos
Non-Conformance Tracking & Resolution Reports
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Inventory Purchasing & Replenishment
Inventory Management
Automated QuickBooks Purchase Order Integration
Automated QuickBooks Purchase Order Integration
Streamlined Purchasing & Receiving
Visual Kanban Inventory Replenishment System
BOM-Based Inventory Tracking
Flexible Build-to-Stock & Build-to-Order Production
Automated BOM Cost Calculation & Analysis
Serial & Lot Number Tracking
Serial & Lot Number Tracking
Channel Partner Portal (CPP)
Secure Partner Portal Access & Management
Channel Partner User Logins ($50/month/per Hundred)
Dealer & Distributor Portal Access
Manufacturer Rep Access
Multi-Location Customer Access Control
Role-Based Document Visibility & Security
Customer-Managed User Access Control
Shopping Cart Website Integration
Serial & Lot Number Tracking
Productivity & Automation Tools
Productivity & Automation Tools
Excel Export Capabilities
Flexible Custom Data Fields
Custom Domain Integration
Branded Email Communications
Professional Custom Automation Development
Professional Custom API Development
Professional Custom API Development
Hosting Options
Enterprise-Grade Cloud Hosting
Geographic Disaster Recovery & Backup
Secure Cloud Data Storage
High-Performance Dedicated Server
Professional Custom API Development
Support
Comprehensive Online Documentation Library
Professional Email Support Services³
Premium Support ($499/month for up to 3/hrs/month)⁴
Professional Custom API Development
Professional Services
Comprehensive Training & Implementation Support⁵
Expert Product Configuration Setup Services⁵
Custom Analytics & Dashboard Development⁵
Tailored Business Process Automation⁵
Enterprise-Level Software Customization Services
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Optional: $324/month
400 included with CPP
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OPTIONAL
1Full Access Users can access all apps (Wheelhouse modules and features) included at the selected subscription level. Each user’s app access is controlled by the company’s system administrator. Subscription levels are subject to reasonable minimum subscriber requirements to ensure viable service delivery and support quality. Minimum thresholds vary by plan and are communicated during signup.
2Limited Access Production Users have access only to the WorkFlow production application application for processing orders on the production floor. Multiple Limited Access Production Users share a single Full Access User account to log in to a work center. For optimal efficiency, companies may assign a dedicated Full Access User to each work center so the system automatically filters to the correct production data upon login.
3Standard Email Support includes up to 3 support requests per month, each up to 15 minutes of email-based assistance.
Response Time: Same-day response for requests submitted before 2 p.m. Eastern Time (initial reply, not necessarily final resolution).
Overage: Additional email support beyond the monthly 3 × 15-minute allotment is billed in 15-minute increments, or you can upgrade to our Premium Support plan for more included support.”
4Premium Support includes up to 3 hours of email or virtual meeting assistance per month, ideal for customers with more frequent questions or who require deeper engagement.
Priority Response: Same-day response with priority in the queue for requests submitted before 2 p.m. Eastern Time.
Overage: Additional support beyond 3 hours is billed in 15-minute increments.”
5Professional Services include extended training, configurator setup assistance, custom report development, business process automation, and advanced software customization. 30 minute minimum, billed in 15 minute increments. ($280/hour)