Solution
Manufacturers' representatives coordinate dozens or hundreds of lines across territories, divisions, and contacts, and the field needs a current line card or brochure now, not after a request to marketing. We build the internal system and the field tool as one platform, on a stack your team can own. McMillan James Equipment Company (MJEC) runs 125+ lines on it.
Who This Is For
HVAC, mechanical, plumbing, electrical, and building systems reps coordinating 50 to several hundred lines across territories and divisions.
People who need target versus actual sales by line and territory, contract expirations before they arrive, and one place for every manufacturer relationship.
Staff who need a current brochure, line card, or contact sheet for a customer meeting without waiting on headquarters.
The team that currently rebuilds the line card by hand and answers every "who do we rep for this?" question from memory or a spreadsheet.
Not for
A generic CRM rollout or a Power Apps implementation. We build a system around how the firm actually represents its lines.
What We Build
Company details, marketing and sales contacts, active locations, divisions and departments, contract start and expiration dates, target and actual sales, notes, and documents, attached to the manufacturer they belong to.
Field staff filter the manufacturer directory and generate a branded PDF from live data. Logos, descriptions, and contacts reflect the database the moment the document is created.
Prospective customers get a clean, filterable view of the equipment lines and brands the firm represents, on the firm’s own domain.
Every edit to a manufacturer record is captured with who, what, and when. Snapshots give the team a disaster-recovery window.
Administrators control who can view, edit, or manage records. One role-based authentication layer spans the internal app and the public client tool.
Rep firms change lines, territories, and document types every year. The platform has to grow with them.
How We Work
Map the real objects first: manufacturer, line, territory, division, contract, contact. Then the roles. Then the screens.
Which manufacturers, which territories, which divisions, which contacts, which contracts. The existing spreadsheets and line card are the starting input.
One database, one auth layer, two surfaces. The brochure generator is designed alongside the admin, not bolted on later.
Principals click real manufacturer records on a shared staging environment. Field staff generate a brochure before launch.
MJEC meets with us each quarter to review usage, prioritize feature requests, and ship enhancements.
Work
A dual-platform system for a Texas manufacturers' rep for HVAC, mechanical, and building systems: an internal app for 125+ manufacturers and partners, and a public client tool that generates branded PDF brochures from live data.
View case study125+
manufacturer lines
Role-scoped product data, sales history, and forecasts up to five years out for internal sales teams, replacing shared workbooks.
5-yearforecast horizon
View case studyLive inventory, real-time reporting, and automated SEO audits for a 15-facility operator on a custom dashboard.
15facilities
View case studyLive demo
Coming soonAn interactive demo on synthetic data: filter a directory of fictional manufacturers by location, equipment type, and product, then generate a branded PDF in the browser. Modeled on the MJEC client tool without any MJEC data.
Synthetic data. No sign-in.
Technology
Application
Identity, data, and hosting
FAQ
Yes. MJEC owns a dual-platform system we built and still iterate on quarterly. You own the code and the data.
Yes. The PDF is a designed template filled from live manufacturer data: logos, descriptions, and contacts. It looks the same every time and is current every time.
Yes. Contract start and expiration dates, target and actual sales by line, and internal notes are first-class fields on each manufacturer record.
No. The tools are browser-based with mobile workflows for staff in the field, so there is nothing to install.
Yes. MJEC has a public manufacturer directory with location and category filters, while the internal app stays behind role-based login.
A CRM tracks deals. This tracks lines: the manufacturers you represent, the territories, the contracts, and the documents the field needs. It can sit next to a CRM later.
Keep Going
Admin consoles, RBAC, dashboards.
Start A Conversation
The current line card, the spreadsheets behind it, and who in the field is waiting on it. A technical conversation, not a pitch.
Start a conversation