Retail & Local Shops demo
Owner viewFull revenue, workload, and automation view
Tasks / Projects
Break work into assigned tasks, project stages, and client-visible progress.
Open Tasks
4
Blocked
0
Projects
4
Budget
$6,250
Assigned
2Complete custom order for Repair Client
highRepair Client
Technician
Due 2026-05-20
Follow up on Local School deposit
highLocal School
Store Manager
Due 2026-05-19
Accepted
1Repair Smith Family item
mediumSmith Family
Technician
Due 2026-05-21
In Progress
1Inventory count - home goods
mediumAll Customers
Store Manager
Due 2026-05-18
Blocked
0No tasks.
Completed
1Assemble Corporate Gift boxes
mediumCorporate Gift Co
Sales Associate
Due 2026-05-15
Approved
0No tasks.
Sales Orders
Track customer orders, service add-ons, deposits, and final payment.
Service Add-ons
Attach installation, repair, or customization work to a customer sale.
Daily Closeout
Reconcile sales, card payments, cash drawer, and expense receipts.