Work queue
| Done | Source | Customer | Due | Assignee |
|---|
Dashboard
Header info
Customer
Company
Address
Contact
Quote / order
Reference
Job details
Pricing
Amounts
Options
Instructions & logistics
Delivery & terms
Dates
Document options
Notes & summary
Summary
Product details
| # | Supplier | Category | Product | Size | Colour | Qty | Cost | Sell | Line total |
|---|
Job card / production
Garment details
Specifications
Number / name list
| Code | Name | Category | Price | Variant image URL | Variants | Branding | Actions |
|---|
Add or edit customers in a popup. Use + New customer on the quote or order screen to create a customer without leaving your document.
| Company | Contact | Phone | Actions |
|---|
Search and filter any field below. Right-click a quote row for Comments, column layout, or Excel export.
Upload artwork
Artwork library
Orders are created from quotes. Search all fields or use field filters; right-click to export filtered rows to Excel.
Pipeline
Leads
| Company | Contact | Status | Value | Actions |
|---|
Tax invoices are VAT documents. Download the Tax invoice PDF from Actions, or open a row for tax / pro forma PDFs. Right-click the table for columns or Excel export.
Orders with an outstanding deposit past the due date. Receive a deposit from Actions, the order finance panel, or a deposit invoice.
| Order | Customer | Expected | Received | Outstanding | Due | Days overdue | Actions |
|---|
Send individual or bulk messages. Email uses configured SMTP senders; WhatsApp uses Meta Cloud API settings in Administration.
Queued
0
Sent
0
Failed
0
Logged
0
Send message
| When | Channel | To | Subject | Status | Details |
|---|---|---|---|---|---|
| Loading… | |||||
Suppliers
Role dashboard (live KPIs)
Factory pricing calculator (Phase 2)
Schedule customer callbacks. Use Schedule callback from a quote (right-click the quote panel) to book with quote details filled in.
Upcoming callbacks
Manage users, company details, PDF templates, branding, integrations, dashboard reports, and role-based widgets for your business.
Company
Documents
Messaging
Connections
Reporting
Company users
| Name | Contact | Roles | Status |
|---|
Legal & contact information
Legal and billing information for this business. The trading name is shown in the app header.
Social media
Links to your company social profiles. Saved together with legal & contact information.
Branding
Company logo
Your logo appears in the sidebar and login screen for all users in this company.
Theme colors
Colors apply across the app for everyone in this company.
Company documentation
Upload compliance documents such as CIPC and VAT registration certificates.
| Name | Type | Uploaded |
|---|
Quote screen setup
Choose which fields appear on the New quote screen for all users in this company.
Job card template
Configure the production job card Excel layout: header fields, specification tick lists, size groups, and sections. Data is filled from the quote when you export.
Factory settings
Configure factories used on the Purchase Order dashboard. Include contact details and any additional costing that applies when placing work with each factory.
Action types
Catalogue of actions that can be added to an order action list. Inactive types cannot be added to new lists.
| Name | Active | Sort |
|---|
Follow-up rules
Clone a seed or create a protocol with a trigger, wait, and actions. You can add more steps on the canvas after save. Inactive seeds enqueue nothing. Run log stays below.
| Name | Group | Seed | Authoring | Active |
|---|
Protocol canvas
If a Condition has no No path, the flow stops.
Run log
Recent chase attempts. Retry a failed run to queue it again.
| Entity | Attempt | Due | Status | Sent | Error |
|---|
PDF templates
Configure quote, invoice, pro forma, order, mockup, and design approval PDFs. The company logo is taken from Company details.
| Name | Document type | Default | Updated |
|---|
Email templates
Configure outbound emails. Inactive templates are never sent. Attach a PDF template where applicable.
| Name | Trigger | Subject | PDF attachment | Active |
|---|
Document email assignments
Choose which email template is used when a quote, invoice, or other document is emailed. The selected template supplies the subject and body (with merge fields filled in) and attaches the PDF configured on that template.
Email senders
Configure SMTP settings for each outbound sender address. Settings are stored per company in the database.
| Label | From email | Username | Outgoing server | Default | Enabled |
|---|
WhatsApp Business (Cloud API)
How to connect your WhatsApp number
- Create a Meta Developer account and a Business app with the WhatsApp product enabled.
- Open WhatsApp Manager and add or verify your business phone number.
- In the app, go to WhatsApp → API Setup and copy the Phone number ID (not the phone number itself).
- Generate a permanent access token (System User token recommended for production) with
whatsapp_business_messagingpermission. - Enter the display number, Phone Number ID, and access token below, then save.
- While your app is in development mode, add recipient numbers under API Setup → To in Meta, or send the 24-hour session template for new contacts.
- Use Send test message to confirm delivery before bulk sends from Communications.
Recipient numbers must use international format without the plus sign, e.g. 27821234567 for South Africa.
| Label | Display number | Phone number ID | API version | Default | Enabled |
|---|
Saved reports
KPI widget reports for dashboards, or custom field reports you build below.
| Name | Type | Details | Dashboards | Order | Active |
|---|
Report builder
Choose KPI widgets and saved reports for each role's dashboard in AI & Analytics.
Accounting connection
Not connected — no accounting package adapter. Posts are skipped, not posted.
Accounting posts
Outbox of invoices, credit notes, and bills. Retry failed posts. Skipped and disabled rows are not posted.
| Document | Operation | Status | Attempts | Error | Posted |
|---|
COMMENTS
Each Save adds a new comment. Use the search row to filter the list below.