Introduction
Tempr overview for new users, including the main business objects, core workflows, and the panels you will use day to day.
Tempr is an internal operations platform for managing the full lifecycle of a deal after it enters the business. It brings lead intake, customer records, project scoping, proposal review, e-sign, payments, scheduling, work orders, field updates, reporting, and operational integrations into one system.
For most teams, Tempr is the system of record for the work that happens between first contact and completed installation.
What Tempr Manages
The Main Records You Will See
| Record | What it represents |
|---|---|
| Lead | A new opportunity that still needs qualification, assignment, or follow-up. |
| Customer | A person or business that Tempr can contact, quote, invoice, and service. |
| Project | A scoped sale or service engagement tied to a customer. |
| Measurement | An individual quoted or installed line item inside a project. |
| Work Order | A scheduled execution package for field or install work. |
| Task | A follow-up, handoff, or operational action assigned to a user. |
The Typical Lifecycle
A web lead or internal intake record lands in Tempr and is assigned to a consultant or sales owner.
The lead is marked as qualified, unqualified, or scheduled for follow-up. Qualified leads become customers and usually start a project.
The team scopes the project, adds measurements or products, calculates totals, and prepares the customer-facing proposal.
The customer reviews proposal details in the customer portal, approves or rejects line items when required, signs, and submits payment.
The project moves into scheduling, procurement, manufacturing, or install preparation depending on its state and fulfillment needs.
Work orders are executed, field teams update status, photos can be attached, and the project moves toward final payment and completion.
Where Users Work
New users usually interact with one or more of these areas:
- Main application routes such as
/leads,/tasks, and project or customer pages. - Specialized Filament panels such as
/config,/manage,/reportal,/inventory,/telephony, and/qbo-manager. - External customer-facing flows such as proposal review, signing, payment, and invoice pages under the customer portal.
Who Should Read What Next
- Start with Quickstart if you are brand new and need a practical first-day checklist.
- Read System Overview for terminology, ownership boundaries, and state-driven behavior.
- Read Navigation And Panels to understand where each team works.
- Read the workflow pages in
User Docsfor leads, projects, work orders, tasks, and integrations.
Tempr now relies on an external authentication server. New users should expect login and account provisioning to happen outside Tempr rather than through local username and password setup inside the app.