Your first job, end to end

One job, every screen it touches. Do this once with a test customer and the rest of the product makes sense.

The example: Northside Football Club, 120 black tees, one-colour front print, needed Friday.

1. The enquiry becomes a customer

Records, then Customers, then Create. Name, primary contact, email, phone. Put them on the right price list, which decides the rate they get quoted.

If they already exist, open their record instead: it shows their history, their designs and their terms while you are on the phone.

2. Quote it

+ New quote from the customer record, so the customer and their price list are already set.

Set required by to Friday. Then Add line:

Field	Value
Garment SKU	GIL-5000-BLK-M and the rest of the size run
Decoration	Plastisol screen print
Print colours	1
Quantity	120

The right-hand panel shows every rule that fired: the club discount, the volume break, the decoration cost. Check the total against what you would have quoted by hand. If it is wrong, the trail tells you which rule did it.

Download PDF and send it, or Mark sent to trigger the quote email.

3. They say yes

Accept and convert to order. That single action:

• Creates the order in the Artwork stage.
• Copies the lines with cost snapshots.
• Reserves the stock.
• Sends the thank-you email.

4. Art it and get it approved

Prepare the artwork, then Upload artwork version on the order: the proof file, the printed size in mm, the colour count, and a note if the customer needs one.

Send for approval. The customer gets a signed link, valid 7 days, no login needed. They approve on their phone and the job moves to your print queue by itself. If they ask for a change, their note lands on the order, you upload V2 and send again.

Nothing sits waiting on you at this point. If they go quiet, the chase email goes out after three days.

5. Print it

Print the worksheet from the order, which carries the barcode.

On the floor, the job is advanced by scanning that barcode at /workspace/scan, or by dragging its card on the production board.

Moving into In production consumes the stock for the order's SKUs and writes it to the movement ledger.

Whoever runs the job clocks on at the time clock with the order number, and off when they finish. Those hours cost at their own rate and land on the job.

6. QC and pack

Advance to QC + Pack. Print the packing slip. Generate a shipping label if you are using a carrier integration.

7. Dispatch

Advance to Dispatched. In one move:

• The dispatch email and SMS go out with tracking.
• The invoice is issued and emailed.
• The order closes and stops counting against your plan's open-order limit.
• Any webhook subscriber is notified.

8. Get paid

The invoice carries a hosted pay link. The customer pays, and the invoice flips to paid on its own.

If it goes unpaid, the reminder email goes out by itself, with the pay link. If it goes properly overdue, the dashboard's cash flow panel surfaces it in the 60-plus bucket, which is your cue to ring rather than email again.

9. Look at what it earned

Insight, then Reports. The job now appears in:

Section	What it tells you
Revenue	What you billed
Decoration mix	Units by method
Margin	Revenue against the cost snapshots
Labour on jobs	The hours booked and what they cost
Sales commission	The rep's share, if one was assigned

Margin after labour is the number worth looking at. It is the one most shops have never actually seen for an individual job.

10. The reorder

Next season, Northside logs into the portal, taps the reorder tile for the same kit, and it lands in your workspace with the design already on file. No quote, no proof, no phone call.

That is the whole loop. Everything else in the product is a variation on it: a team store that lets club members order individually, a campaign with a deadline, a kiosk order from a walk-in, or a batch that gangs three of these jobs onto one press run.

Now do it for real

Run one real job through end to end before you switch your process over. Then work through the installation guide properly, so your prices, workflow and team match how your shop actually operates.