NETFIBER
Network Cabling Solutions
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NetFiber Hub
RA
NETFIBER
Network Cabling Solutions
Overview
Dashboard
Sales
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Operations
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📥
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Management
RA
↩
New Bid
Ref #
Source
PlanHub
ConstructConnect
Buildingconnect
Reach out
Other
Project Name
Status
Under Review
Bid Sent
Win
Lost
GC / Client
POC Name
Email
Phone
Price ($)
Cost ($)
Due Date
Last Follow-up
Assigned Employee
— Unassigned —
Scope
Notes
GC Contact
Company Name
Contact Name
Email
Phone
City / State
Priority
1st
2nd
3rd
Do not call
Replied
No
Yes
First Email Date
Notes
Retail Contact & Project
Company
Contact Name
Project Name
Email
Phone
Role
Replied
No
Yes
Follow-Up Date
Follow-Up Method
— None —
Email
Phone Call
Site Visit
Notes
New Project
Estimate #
Status
Not Started
In Progress
Complete
Project Name
GC
Sold Amount ($)
Total Cost ($)
Paid to Date ($)
New Material Item
Item Name
Quantity
Unit Cost ($)
Tax ($)
— leave 0 to auto-calc 8.25%
Manufacturer
Vendor
Payment Status
Not Paid
Paid
Description
Notes
Edit User
Full Name
Email
Group
Admin
Sales
Staff
Field
Close
Status
Next action
Last contact
Log Follow-Up
Type
Email
Phone Call
Meeting
Note
Status after
Email Sent — awaiting reply (4d)
Need to Call — no reply (4d)
GC Waiting on Owner (7d)
GC Replied — interested
Closed
Next follow-up
Note
Log it
History
New Proposal
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Proposal Details
Estimate #
Date
Status
Draft
Sent
Approved
Lost
Project Name
SOW (Scope Type)
City
State
Zip
Ship-To Street Address
GC / Bill To
+ Add GC
Line Items
Tax rate:
%
+ Add New Section (Suite / Floor / Room)
🔒 Cost & Margin are internal — hidden on printed estimate
Subtotal
$0
Tax (
8.25
%)
$0
Total
$0
Total Cost
$0
Profit
$0
Scope of Work
Exclusions
General Terms
Payment Expectations
Notes
Acknowledgment
+ Add Custom Section
📄 Cover Page Logo
📁 Upload Logo
No logo uploaded
✕ Remove
Logo size:
120px
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Save Proposal
Item Library
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+ New Item
New Item
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Item Name (Product/Service)
Description
Default Rate ($)
Default Qty
Default Cost (Internal $)
Vendor (Internal — not printed)
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Create Invoice
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Invoice Details
Invoice #
Invoice Date
Milestone
1 — 60% Installation Phase
2 — 30% Testing & Certification
3 — 10% Final Completion
Work Completed To Date
+ Add Item
Payment Schedule
Cancel
Print Invoice PDF
Close
Status
Next Follow-Up
Last Contact
Log Follow-Up
Type
Email
Phone Call
In Person
Note
Update Status
📧 Intro Email Sent (3d)
📧 Email Follow-Up Due
📞 Called (7d)
💲 Quote Sent (7d)
✅ Interested — Follow Up (14d)
🚫 Not Interested
✔ Closed / Won
Next Follow-Up
Note
Log it
History
Close
Status
Next Follow-Up
Last Contact
Log Activity
Type
Email
Phone Call
In Person
Note
Update Status
📧 Intro Email Sent (follow up 3d)
📧 Email Follow-Up Due
📞 Called GC (follow up 14d)
📞 Active — keeps calling (30d)
📋 GC Sent Bid — Sent to Estimation
✅ Estimation Approved — We Bid
❌ Estimation Declined — Pass
📄 GC Needs Form (7d)
🚫 Not Interested
Next Follow-Up
Note
Log it
History
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Task
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Status
Pending
Done
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