Work 02 / 10

Orders

Quotes, orders, and fulfillment in one thread from first contact to delivery.

What it does

Orders is the spine of the system. A quote becomes an order, the order becomes the work, and the work becomes the invoice, all in one thread instead of across email, notes, and a spreadsheet.

Everything else connects here: inventory is reserved, the customer record updates, and messages stay attached to the order they belong to.

  • Quote to order to delivery in one record
  • Status the whole team can see
  • Feeds invoicing, inventory, and reports
Connects to 05

Data from Orders flows straight into 5 other modules. Nothing is typed twice.

  1. 01

    Inventory

    What you have, where it is, and when to make or order more.

  2. 03

    Invoicing

    Invoices generated from orders, sent, tracked, and reconciled.

  3. 04

    CRM

    Every customer, conversation, and job history in one place.

  4. 09

    Messaging

    Customer and team communication tied to the order it belongs to.

  5. 10

    Reports

    The handful of numbers each role needs, ready every morning.

In use at 02

Start with the friction.

A 15-minute demo. You tell me what's slow; I show you how I'd fix it. You work directly with me, start to finish.

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