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Retail & Local Shops demo

Full revenue, workload, and automation view

Sales Orders: $7.8K todayService Add-ons: 18% upsellDaily Closeout: 98% matched

Client Portal Preview

Approvals, payments, documents, and work status from the client role.

Customer Order Portal

Walk-In Customer

Secure link

Open approvals

2

Balance due

3

Documents

4

Progress

24%

Approval

Custom Order - 12 Engraved Items

EST-2026-0051 · Repair Client

$850

Payment

Repair + Parts

INV-2026-0185

$450

Work Status

Inventory count

completed

2026-05-17 · Store Floor