Retail & Local Shops demo
Owner viewTrack sales, average ticket, inventory commitments, and closeout exceptions.
Closeout match
Daily closeout
98%
Special orders
2 open
Welcome to your Retail & Local Shops workspace
Financial, operational, and automation activity across the business.
Owner command view dashboard
Revenue, receivables, approvals, clients, automations, and all workspace actions are visible.
Receivables control
$2,500
Can send reminders, record payments, and void invoices.
Approval queue
2
Estimate approvals convert into invoices, jobs, and tasks.
Automation health
3
Active rules update dashboards and notification trails.
Industry command center
Closeout match
Track sales, average ticket, inventory commitments, and closeout exceptions.
98%
$62 cash variance needs review
98%
Card batch is matched with a small cash variance.
2 open
Deposits and pickup reminders are connected to orders.
5 ready
Customer orders have stock reserved for pickup.
Proof packet
Required records before handoff, billing, or client approval.
Revenue YTD
$4,050
Outstanding A/R
$2,500
Active Clients
4
Open Estimates
4
Active Jobs
4
Workflow Pipeline
1
Leads
3
Estimates
3
Invoices
3
Payments
Quick Actions
Recent Activity
Corporate Gift Co paid bulk order invoice - $2,400
1 hour ago
Repair Client viewed invoice INV-2026-0187
4 hours ago
Local School equipment deposit is overdue
2 days ago
New custom order estimate sent to Repair Client
3 days ago
Smith Family repair item checked in
4 days ago
Interactive Runbook
0/6$62 cash variance needs review
Role View
Track sales, average ticket, inventory commitments, and closeout exceptions.