The production dashboard
The back room gets a command center.
Every order taken at the counter lands here the same second. The print department opens to a morning briefing strip with the overdue count, what's due today, and clickable status pills that filter the board.
✓A five-column drag board that can't be brokenDrag orders between stages, but only legal transitions are allowed, so nothing skips a step. Sort order is remembered per column, and each column pages independently so busy stages stay fast.
✓Calendar view with an unscheduled traySee the week's workload by due date, with unscheduled jobs held in a tray until someone commits to a day.
✓Order cards that tell the whole story at a glanceRUSH, QUOTE, SENT, APPROVED, PAID, and INVOICED badges, color-coded due-date chips, inline operator assignment, and a mini calendar for rescheduling without opening the order.
✓A detail panel that runs the whole jobEdit line items in place. Track per-item outsourcing with vendor and cost. Add internal comments. Duplicate the order for repeat clients. Every action lands in a full activity timeline.
✓Quotes the customer can act onSend a quote email and watch approve or request-changes activity come back, tracked on the order.
✓Invoicing through Square, printing on your letterheadSend a Square invoice, resend it, refresh its status, or print an invoice on store letterhead for the counter.
✓A real payment ledgerMultiple payments, deposits, refunds, and a running balance on every order. You always know what's owed, not just whether it's "paid".
✓Proof approval from the customer's phoneSend versioned artwork proofs to a tokenized page. The customer taps Approve or requests changes, time-stamped, no login needed.
✓Customer pages that close the loopTokenized quote approval that submits the job straight to production, and account statements where the customer can Pay per invoice or Pay All through Square.
✓Clients tabOrder history per client, one-click Reorder, an Open in CRM deep link, and a guarded delete so nobody wipes a client by accident.
✓Products tab for adminsPrice tiers with inline click-any-cell editing, duplicate a tier to start a new one, and bulk repricing with a percentage preview before anything changes.
✓Finance tab built by someone who files these reportsPOS reconciliation grouped by store with inter-store badges, unpaid invoices with a Send Statement button, a tender report, and a royalty-exclusion report with CSV export and email-per-store.
✓ReportsDate-range KPIs, sales by store, customer, and product, a discount report, and Excel and PDF export for all of it.
✓Settings you controlTax, shipping, and email configuration, plus fully editable email templates with merge fields. Your wording, not ours.