Your process, built in
Checklists on every job, rollout tasks after approval and a quality check on every order in production.
When a job starts it gets two checklists from your published templates: one for the project admin and one for the designer. Required closeout tasks must be done, or marked N/A by a super admin, before the job is ready to close out. After the client approves, rollout tasks track that each order was added to QuickBooks and the production board was updated, and orders in production wait in the QC queue, where Pass marks the order complete.
Request an invitationThe essentials
How the process runs
Templates you publish
Draft a checklist, preview it and publish it. Jobs already underway keep the version they started with.
Required and optional
Required tasks hold the closeout. Optional tasks guide the work without blocking it.
N/A with a reason
Anyone can mark an optional task N/A with a short reason. Only a super admin can mark a Required task N/A.
Tasks that check themselves
When the app completes a task for you, it links to the record that shows why.
Rollout
After approval: Added to QuickBooks, Production board updated, Notes copied and, for pillows and cushions, Inserts ordered.
Quality check
Orders in production wait for a sign-off. Pass marks the order complete. Fail needs a note.
Keep exploring
More of the suite
Private beta
See it with your own numbers.
During the private beta, we load your pricing, costs and process before your team signs in.