Track customer requests
Write down custom requests as they come in, then move each one from quote to approval to deposit to production.
When you're done
Never lose a custom request in your messages again.
Add a request
Go to Sales > Customer Requests and click New request
Use the tabs to see what needs you
Needs Quote, Awaiting Approval, Deposit Needed, Due This Week.
Click a request to open it
Work a request
Fill in the details
What they want, how many, colors, sizes and the due date.
Move the stage
Needs Quote, Quote Sent, Awaiting Customer, Approved and so on.
Plan production when it's ready
Once approved and the deposit is in, Create production plan puts it on the Production Board.
Tip: Add artwork and reference files to the request so everything for the job is in one spot.
Was this guide helpful?
Related guides
Sales & customers
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
Making orders
Use the Production Board
Every job from every studio and every order on one board, from new to done.
4 min read
Sales & customers
Add and manage customers
Keep each customer's contact details and sales history in one place.
2 min read
Still stuck?
Send us a note. A real person who uses the app will get back to you.