Introduction to CADrivit
CADrivit is the online platform for window and door manufacturers (producers of windows, doors, rolling shutters, Venetian blinds, and mosquito nets). With CADrivit you manage the entire commercial and production cycle: customer database, quotes with automatic technical drawings, orders, cutting plans, bill of materials, and professional PDF documents.
This guide describes every page of the application and every function available, indicating for each one who can use it.
Who this guide is for
CADrivit is multi-tenant: each company (called a tenant) has its own isolated space with its own users, customers, and data. Within a company there are two roles:
| Role | What they can do |
|---|---|
Administrator (tenant_admin) | Full access: all pages, team management and invitations, company settings, billing, analytics. |
User (tenant_user) | Daily operational work: customers, quotes, orders, inventory, tasks. Does not see company statistics (Analytics) and does not manage team or subscription. |
Throughout the guide, features marked with the badge
Administrator are available only for
the tenant_admin role.
There is also a platform role (root), reserved for the service provider: it is not covered by this guide and is not accessible to customers.
Access and first login
- Registration — from the public site you choose a plan and fill in the signup form.
- Email verification — you confirm your address via the link sent to you by email.
- Payment — an invoice is generated and you pay by card via Stripe Checkout. When payment is confirmed, your company is activated.
- Login — you log in with email and password from the login page.
- Onboarding — the Dashboard displays a guided checklist to complete the first steps (company data, first customer, first quote).
14-day free trial
Upon registration you get 14 days of free trial with full platform access, no credit card required. When the trial expires, if the first invoice has not been paid, your company enters read-only mode: the data remains visible but you cannot create or modify new ones until you pay the invoice.
How the app is organized
After login you find on the left the navigation menu with all sections:
- Dashboard — overview and quick actions.
- Tasks — activities and internal projects.
- Customers — customer database.
- New Quote — drawing editor and quoting.
- Quotes — list and management of quotes.
- Orders — board of confirmed orders and production.
- Inventory — profiles, accessories, items, installers, and costs.
- Analytics — company statistics. Administrator
- Team — users and invitations.
- Billing — subscription and invoices.
- DoP Archive — declarations of performance/conformity.
- Activity Log — action log.
- Settings — company configuration.
In the top right you find the Account menu for your personal profile, security, branding, and privacy (GDPR).
How to read each page of the guide
Each page follows the same structure:
- What it is for — the purpose of the section.
- How to access it — path in the menu and address.
- Who can use it — enabled roles.
- Interface — description of each element (buttons, fields, filters, columns).
- Operations — the steps for each action.
- States and messages — warnings, errors, and blocks you might encounter.
- Notes and limits — constraints to know.
Start from the Dashboard.