What’s Included

Full List of Wheelhouse Features

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

Cornerstone

$69/user

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Optional: $324/month

400 included with CPP

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1GB/user

Framework

$82/user

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400 included with CPP

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Professional

$96/user

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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)

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