Demo Mode

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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

Tasks / Projects

Break work into assigned tasks, project stages, and client-visible progress.

Open Tasks

4

Blocked

0

Projects

4

Budget

$6,250

Assigned

2

Complete custom order for Repair Client

high

Repair Client

Technician

Due 2026-05-20

Follow up on Local School deposit

high

Local School

Store Manager

Due 2026-05-19

Accepted

1

Repair Smith Family item

medium

Smith Family

Technician

Due 2026-05-21

In Progress

1

Inventory count - home goods

medium

All Customers

Store Manager

Due 2026-05-18

Blocked

0

No tasks.

Completed

1

Assemble Corporate Gift boxes

medium

Corporate Gift Co

Sales Associate

Due 2026-05-15

Approved

0

No tasks.

Sales Orders

Track customer orders, service add-ons, deposits, and final payment.

$7.8K today
2 special orders
Deposit received
Pickup reminder sent

Service Add-ons

Attach installation, repair, or customization work to a customer sale.

18% upsell
3 add-ons pending
Repair estimate approved
Install task assigned

Daily Closeout

Reconcile sales, card payments, cash drawer, and expense receipts.

98% matched
Card batch matched
$62 cash variance
Owner review queued