Sales & customers

Add and manage customers

Keep each customer's contact details and sales history in one place.

2 min read

Track customer requests

Write down custom requests as they come in, then move each one from quote to approval to deposit to production.

4 min read

Create and send a quote

Price custom work from your products, send a link, and turn it into an invoice when they say yes.

4 min read

Manage orders

Every customer order on one board, from new to ready for pickup or shipping.

4 min read

Invoices and getting paid

Send an invoice with your payment link, then record the payment when the money comes in.

5 min read

Pickup and shipping

Track what's ready for pickup, shipping or local delivery, and what's already out the door.

3 min read

Customer messages and follow-ups

Ready-made messages for approvals, deposits, pickups and follow-ups. Nothing is sent until you press send.

3 min read