Salesperson Guide
Step-by-step walkthrough for configuring a system and generating a quote
1
System Identification
Start on the ⚙️ Configurator tab. Fill in:
Tag ID — The unique identifier for this system (e.g. WTP-AIT-001)
Customer — Customer name for reference
HubSpot Deal Name — Must match exactly the Deal name in HubSpot. Be precise — this links the configuration to the sales pipeline.
If this is for a Channel Partner, select "Yes" and enter the partner discount percentage.
2
Choose Transmitter
Select the transmitter type:
Neon One Core with Hub — Full-featured platform with expansion capability. Automatically includes Modem, SIM, Node Input, Hub, Hub Cable, Nodes, and Sensor Cables.
Neon One Compact — Smaller form factor for simpler installations. Automatically includes Modem, SIM, and Sensor Cable.
The "✓ Automatically Included" section shows what comes with your selection.
3
Configure I/O, Software & Flowcell
I/O Boards — Select relay type, mA outputs, analog inputs, and digital I/O as needed. Maximum 3 I/O boards (excluding relays). A warning appears if exceeded.
Software Options — Enable DIS Auto Self Clean, Sensor Validation, or Tool Kit as needed.
Flowcell Assembly — If the application requires a StabiFlow, select Yes and choose Acrylic or PVC, plus quantity. The StabiFlow automatically includes the Board + Fittings, Argon Backplate, FT Sensor, Node, and Cable.
4
Add Sensors & Service Plans
For each sensor type (pH, ORP, DIS, TCL, Sulfite), choose one of three options:
Hardware Only — Sensor hardware with no service contract
Sensor Service — Annual sensor replacement, Cloud Connect premium, remote monitoring
Field Service — Everything in Sensor Service plus on-site field service visits
If any sensor has a service plan, you'll be asked about Customer Reports ($100/sensor added to service cost).
5
Review & Save Configuration
The right-side Configuration Output panel updates in real time showing:
Hardware Config ID — Unique code encoding your hardware selections
Service Config ID — Unique code for service plan (if applicable)
QR Codes — Scannable codes for both IDs
Financials — List price (and partner net price if Channel Partner)
Click 💾 Save to save this configuration. You can name it (e.g. "Cold Water Loop", "Cooling Tower 1"). Saved configurations appear in the 💾 Saved tab and are used to build the project quote.
6
Generate Quote & Copy to HubSpot
Go to the 📝 Quote tab. All saved builds are combined into a project quote showing:
• Hardware sections with detailed BOM per build
• Service sections with sensor plans and descriptions
• Project Summary with totals
Copying to HubSpot: Use the two orange buttons to copy content for HubSpot line items:
📋 Copy Hardware for HubSpot — Copies the hardware section as formatted rich text
📋 Copy Services for HubSpot — Copies the services section as formatted rich text
Paste directly into HubSpot's Full Description field on each line item. Formatting (bold headers, bullet points, indentation) is preserved.
7
Export for Assembly Team
Click 📦 Export Project for Assembly to download a Word document containing:
• Each build's tag name, config IDs, and QR codes
• Full Bill of Materials (Part Number, Description, Quantity)
Important: After downloading, attach this file to the associated Deal in HubSpot. The assembly team uses this document to identify the correct parts for each build.
🔧 Platform Expansion (Optional)
If you're adding sensors to an existing Neon One installation:
1. Set "Platform Expansion" to Yes
2. Enter the existing transmitter type, hub count, and sensor count
3. The configurator calculates what additional hardware is needed (new hubs, nodes, cables)
4. Only the new components appear in the quote — the existing system is not re-quoted
Admin Guide
Managing pricing, costs, assemblies, and system defaults
🔐 Logging In
Click the 🔐 Admin button in the top-right corner. Enter the admin password to unlock:
• 🔒 Cost Breakdown tab — Full cost and pricing management
• 📊 Business Summary tab — Margin analysis and build comparison
• Sensitive data (Your Cost, Margin columns) in the Pricing tab
• Verbiage Editor in the Quote tab
Non-admin users see the Configurator, Quote, Pricing (limited), Parts List, and Saved tabs only.
💰 Cost Breakdown Table
The Cost Breakdown table shows every cost item organized by category (color-coded). Each row has:
CAT — Category assignment (dropdown to reassign)
KEY — Unique identifier for the item
CODE — Part number
DESC — Description
LIST COST — Base cost from supplier
DISC% — Volume discount percentage
TAR — Tariff checkbox (applies tariff rate to this item)
EUR — Euro checkbox (applies euro conversion rate)
YOUR COST — Calculated: List Cost × (1 - Disc%) × (1 + Euro) × (1 + Tariff)
TARGET % — Target margin percentage (🔓 unlock to edit)
SELL PRICE — Sell price (🔓 unlock to edit directly)
MARGIN $ — Sell Price minus Your Cost (color-coded: green ≥40%, orange 20-39%, red <20%)
ASSY — Assembly membership (see Assemblies below)
DEL — Delete (only for user-added items)
🔒 Lock/Unlock Pricing
The TARGET % and SELL PRICE columns each have lock/unlock controls:
🔒 Locked (red tint) — Shows calculated value, read-only
🔓 Unlocked (green tint) — Editable input field
Rules:
• Only one column can be unlocked per row (mutual exclusion)
• Unlock TARGET % → type a margin %, sell price is back-calculated and stored as an override
• Unlock SELL PRICE → type a price directly, it's stored as an override
• Locking preserves your override — it doesn't revert to calculated
• Click the 🔒/🔓 icon in the column header to lock/unlock the entire column at once
🔧 Assemblies
Assemblies group related components under a parent item with a single list price.
In the Cost Breakdown:
• Parent items (like NEON ONE CORE, NODE) show ▶ N (component count) and a 🔧 edit button
• Click ▶ to expand and see component items indented below with blue tint
• Component items are hidden by default to keep the table clean
• The closing row shows "└─ End of [Assembly Name] • Assembly Price: $xxx.xx"
Assembly Editor: Click 🔧 to open the assembly editor where you can:
• Change the assembly name and list price
• Add/remove components
• Map components to cost keys for pricing
Assembly Pricing: The assembly's listPrice overrides the sum of component sell prices on the quote. Component-level pricing in the Cost Breakdown is for internal margin tracking only.
📋 Managing Defaults
Three buttons for controlling factory defaults:
📋 Export Defaults — Downloads a .txt file containing all current costs, assemblies, assembly map, verbiage, and rates. Use this to share defaults between machines or create backups.
📥 Import Defaults — Load a previously exported defaults file. This becomes the new factory default and applies immediately.
✅ Set as Defaults — One-click save of the current state as factory defaults. After this, "Factory Reset" restores to this state instead of the original built-in defaults.
🏭 Factory Reset — Resets everything to factory defaults. Checks for user-saved defaults first (from Import or Set as Defaults), then falls back to built-in defaults. Status bar shows "(user-saved)" or "(built-in)" to indicate the source.
Workflow tip: Get your pricing dialed in, then click "✅ Set as Defaults" so you can always get back to your baseline.
✏️ Verbiage Editor
Found at the bottom of the 📝 Quote tab (admin only). Edit the descriptive text that appears in quotes for each item. Changes are saved and included when exporting defaults.
Common verbiage keys: NCORE (Neon One Core description), NCOMP (Compact description), SEN_DESC (Sensor Service description), FLD_DESC (Field Service description), and individual sensor keys.
📊 Business Summary
Admin-only tab showing margin analysis and build comparison:
Build Comparison: Select two saved builds (Build A / Build B) to see cost deltas, margin deltas, and line-by-line differences with ➕/➖ indicators.
Use this to compare different configuration options and optimize margins before presenting to the customer.
FAQ & Troubleshooting
Common questions and solutions
Q: My saved configurations disappeared. What happened?
Configurations are saved in your browser's local storage. They will be lost if you clear your browser data, use a different browser, or switch devices. Always export a backup using the 📥 Import/Export buttons on the Saved tab to keep a file-based backup.
Q: Why is the I/O warning showing?
The system allows a maximum of 3 I/O boards (excluding relays). If your combined mA Outputs, Analog Inputs, Digital Inputs, and Digital Outputs exceed 3 boards, the warning will appear. Reduce the quantities or remove an I/O type.
Q: What's the difference between Hardware Config ID and Service Config ID?
The Hardware Config ID encodes all physical components (transmitter, I/O, flowcell, sensors). The Service Config ID encodes which sensors have service plans and what type (Sensor Service vs Field Service). Together they fully describe a system configuration.
Q: When I paste into HubSpot, the formatting looks wrong.
Make sure you're using the orange "Copy Hardware/Services for HubSpot" buttons, not selecting and copying text manually. These buttons copy formatted HTML that HubSpot's rich text editor understands. Paste with Ctrl+V (or Cmd+V on Mac) directly into HubSpot's Full Description field.
Q: Can I edit a saved configuration?
Yes — go to the 💾 Saved tab and click Load on the configuration you want to edit. This restores all the settings to the Configurator tab. Make your changes, then click 💾 Save again. You can save it as a new name or overwrite the existing one.
Q: I can't see the Cost Breakdown or Business Summary tabs.
These tabs are admin-only. Click the 🔐 Admin button in the top-right corner and enter the admin password. If you don't have the password, contact your system administrator.
Q: I accidentally changed pricing and want to go back to the defaults.
In the Cost Breakdown tab, use 🔄 Reset to revert to your last saved state, or 🏭 Factory Reset to restore factory defaults. If you previously used "✅ Set as Defaults", Factory Reset will restore to that saved baseline. If not, it restores to the original built-in defaults.
Q: What does the Assembly Price mean vs. individual component prices?
The Assembly Price (list price) is what the customer sees on the quote. Individual component sell prices in the Cost Breakdown are for internal margin tracking only. The assembly's list price overrides the sum of component prices when generating quotes.
Q: Can I delete a default cost item?
Default items cannot be deleted directly (the DEL column shows "--"). However, as an admin you can adjust their cost to $0 or reassign their category. Items you add manually via the ➕ Add Item button can be deleted.
Q: How do I move defaults between computers?
Use the defaults management system in the Cost Breakdown tab:
1. On the source computer: Click 📋 Export Defaults — this downloads a .txt file
2. Transfer the file to the target computer
3. On the target computer: Click 📥 Import Defaults — select the file
The imported defaults become the new factory baseline on that computer.