Tools

Everything else in ATLAS

Getting Started
Quick Guide
How to do the most common things in ATLAS
Sales & Territory
Prospects
New-market leads to call/visit
Route Planner
Pick today's visits, suggested trips
Territory Map
Your whole market at a glance
Contact Directory
All decision-maker contacts
Battlecards
Competitive reference library, brand by brand
Reports & Analysis
Win / Loss Report
Closed opportunities, sold equipment & Excel import
Energy Opportunities
What competitor motors cost your customers per year
Territory Priority
Rank all accounts — who to visit next
Territory Review
Quarter/year rollup across your whole territory
Customer Satisfaction
CSI / NPS dashboard
Export & Backup
Survey reports, Excel, JSON backup
Calculators
ROI Calculator
Payback on energy/water/chemical savings
Pump & Valve Sizing
Total head, NPSH check, Cv/Kv valve sizing, PUMP-FLO link
CIP Solution & ROI Engine
Cleaner sizing, water/chemical savings
Settings
Pricing Reference
Base prices, currency, exchange rates
Visit Planning
Visit cadence, contact lead time
Direct Sync
Send data phone ↔ laptop over Wi-Fi
Display & Accessibility
Text size, high contrast for outdoor use

ATLAS v101