The product
One place for the whole job.
Customer, quote, proof, job, invoice, paid. In that order, because that is the order it happens in the shop. Nothing in between the steps and nothing to keep in a second system.
01 Quote
Priced off your own templates, not ours
Pick a product, set the size and the quantity. Material, labour, machine time, setup and your markup come off a template you set up once. Override any line when the job is unusual.
Sales tax is computed from your rate and your customer's exemption, and frozen onto the quote as it is totalled. Never typed, and never recomputed behind you after a customer has seen it.
- Ten product templates cover most of a small shop's volume
- Per line override for the job that does not fit
- Describe a job in shorthand and it fills the line in
- Sales tax computed, with per customer exemptions
- A PDF that carries your logo and your colour
02 Approve
A link, not an attachment
Your customer opens it on a phone, sees your brand, and approves or asks for a change. No account, no password, nothing to download.
You are not in the loop at the moment they say yes, which is the whole point. If a deposit is due, they pay it right there while they are still engaged.
- No login for your customer, ever
- Your logo, your colour, your name
- Deposit collected at approval, if you want one
- A change request comes back to you, not into a void
03 Proof
Every version stays on the job
Upload artwork and your customer approves that version or asks for a change. The history stays attached to the job, so nobody is digging through email to find which one was signed off.
- Version history on the job, not in a mailbox
- Approve or request a change, from a phone
- A draft quote shows no prices until you send it
04 Produce
Your stage names, and your crew on a phone
A board with the stages you actually use. Your crew opens their own screen, sees only what is theirs, soonest due first, and moves one job forward with one button.
A production checklist comes from the product being made, so a banner job arrives carrying the banner steps. Each tick records who did it and when.
- Your own stage names on the board
- A separate crew screen, not the office's edit form
- Checklists that follow the product, with sign off
- Photos from the back camera, onto the job
- What the week's open jobs need, as a shopping list
05 Invoice
Deposit up front, balance at the end
Or one invoice for the whole thing. The final invoice is the quote minus the deposit to the cent, computed rather than split again, so the two always add up to the job.
- Deposit and final, or a single invoice
- Sales tax on the right basis, frozen at issue
- Record a check or a transfer you took yourself
- Refunds, full or partial, with our fee returned
06 Get paid
The pay link is already in the email
Card or bank transfer, from the invoice your customer already has. Overdue reminders go out on their own at one, seven and fourteen days, and they carry the link again.
You can also write a follow up yourself, from a draft, in your own voice.
- Card and bank transfer at checkout
- Automatic reminders, one per milestone, never twice
- A draft follow up you approve before it sends
- What each payment cost you, itemised, on the invoice
Why the template is worth setting up once
Your setup cost stops being charged ten times
The same banner, 13oz vinyl at 36 by 96 inches, priced by the real engine. Setup is charged once for the run, not once per unit, which is what makes the per unit price fall the way a shop expects it to.
| Quantity | Total | Each |
|---|---|---|
| 1 | $109.60 | $109.60 |
| 10 | $961.00 | $96.10 |
What is in it
Ten pieces, one price, one place.
Not a starter tier with the useful half behind an upgrade. This is the whole list.
- Quoting
- Ten product templates priced your way, a per line override for the job that does not fit, and sales tax computed from your rate and your customer's exemption.
- Proofs
- Upload artwork, your customer approves that version or asks for a change, and every version stays attached to the job rather than living in a mailbox.
- Job board
- Your own stage names, not ours. Everything in the shop on one screen, in the order it is due.
- Shop floor
- A separate screen for the crew: only their jobs, one button for what is next, photos from the back camera, and a checklist that follows the product being made.
- Invoicing
- A deposit up front and the balance at the end, or one invoice. The final is the quote minus the deposit to the cent, so the two always add up.
- Catalog
- A published price grid for what you sell often, priced by you rather than by a formula, so a customer can price a job themselves.
- Your shop's page
- A page per product that we host, or two lines pasted onto the website you already have. Either way the request lands in your pipeline.
- Job costing
- Log what a job actually took in material and hours, and read that margin next to the one you quoted.
- Reports
- Sales invoiced and collected, sales tax on two bases, what is late, how the money arrived, and margin by month.
- Export
- One click takes your customers, quotes, jobs, invoices and payments out as CSV, line items and notes included.