Retail & Local Shops demo
Owner viewFull 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
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
2026-05-17 · Store Floor