Retail & Local Shops demo
Owner viewTrack sales, average ticket, inventory commitments, and closeout exceptions.
Closeout match
98%1 watch
Daily closeout
98%
Special orders
2 open
Sales Orders: $7.8K todayService Add-ons: 18% upsellDaily Closeout: 98% matchedDeposit receiptInventory pickPickup confirmationDrawer closeout
Retail & Local Shops Hub
Templates, automations, and tools for your industry
Industry Workflows
Template Packs
Automation Presets
When: Estimate approved
If: order is ready to start
Then: Create invoice, project, tasks, and client notification
active
When: Assigned work starts
If: Employee clocks in from mobile
Then: Notify manager and update dashboard workload
active
When: Invoice overdue 7 days
If: Balance is greater than $0
Then: Send reminder and add owner approval task
active
When: Document uploaded
If: Document is required for this workflow
Then: Mark checklist item complete and log audit event
paused