Operations console
Dashboard
Operational alertsRole-safe current exceptions
AI Attention List
Live recommendationsRecent Activity
Audit trailMy Tasks
Sales follow-ups, proofs, accounts escalations and production steps in one role-safe queue0 tasks
Production steps are completed through their job ticket. Lead follow-ups close through the lead workflow. Staff-created reminders and governed reply, proof and collections escalations expose a direct completion action.
Operations Reports
Authoritative sales, cash, production, purchasing and email outcomesSales Funnel
Period activityFinance & AR
Invoices created in periodProduction
Throughput, timeliness and qualityPurchasing
Supply risk and supplier healthEmail Outcomes
Governed queue and delivery eventsManagement Attention
Current operational riskMonthly Trend
Quoted, invoiced and completed jobsCapture Lead
Creates a follow-up task and approval-queued acknowledgementLead Pipeline
Ownership, next contact and follow-up statusInbox Lead Review
Metadata-only Gmail candidates; staff acceptance is requiredReply Follow-up
Owned sales work created from tracked journey and campaign repliesProof Approval Escalations
Owned internal follow-up; proof artwork and customer messages remain privateNew Customer
Contacts and addressesCustomers
Companies, contacts, shippingCustomer Activity
Role-aware chronology across commercial, production and communication recordsChoose View Activity on a customer to load their timeline.
New Customer
Save returns to your previous screenProduct Quote
Template pricingRaw Material Estimate
Custom workVersioned Sticker Pricing
Authoritative server calculationQuotes
Approve, invoice, and convertSales Orders
Create jobs from approved workProduction Board
Configurable workflows by productAll Jobs
Fast list for operators and managersWorkflows
Create templates, assign products, and route jobs through production sectionsWorkflow Builder
Templates, steps, sectionsProduct Assignments
Choose default workflow by productWorkflow Library
Pre-Press, Production, FinishingOnline Order Intake
Approval required before productionApproval Queue
No automatic production releaseWooCommerce Status Delivery
Customer-safe production updates with acknowledged deliveryNeeds Purchasing
Live job and reorder demand, net of approved orders and active sourcingSupplier Sourcing
Versioned catalog prices, comparable quotes and evidenced awardsPurchase Approval Policy
Versioned authority limits and distinct high-value reviewsPurchase Orders
Draft, approve and receive without bypassing stock controlsMaterials & Purchasing
On hand, allocated, available, on order and job backordersAccounting Connections
One authoritative outbound ledger with two-way invoice and payment statusReconciliation & Exceptions
Exact provider-ID matching and missed-webhook safety checksCollections Escalations
Owned accounts work bound to the current authoritative invoice balanceProduct Accounting Mappings
Reviewed item, sales account and tax routingInvoices & Accounting Sync
Exact invoice linking, governed payment posting and authoritative balance read-backLast Sync Payload
Provider request and reconciliation detailNo sync has been run yet.
Automation Rules
Triggers and actionsFormula Advisor
AI estimating helperAutomation Results
Latest scanAI Product Builder
Reviewed draft — staff pricing remains authoritativeNo proposal generated.
AI Quote Intake
Extracts inputs; deterministic pricing stays authoritativeNo proposal generated.
AI Email Draft
Draft only — never sends or enters the approval queueReview every fact and risk flag. Move approved wording through the relevant governed template, campaign or message workflow; this draft cannot send email.
No email drafted.
AI Schedule Planner
Validated draft; human review required before committingNo proposal generated.
Google Workspace Email
Gmail delivery, thread IDs and reply trackingAI Campaign Wording
No customer data, audience, campaign or email is createdOnly the approved campaign merge fields are supplied to AI. Human review is required before wording can enter the campaign form; audience approval, scheduling and Gmail delivery remain separate.
No campaign wording drafted.
Consent Register
Auditable Australian spam controlsRecipient preferencesTopic choices are versioned; staff re-consent resets all topics on.
New Journey
Versioned activation and every email require approvalReorder Cadence Policies
Customer override → product default → history prediction → journey fallbackAudience Segments
Versioned, deterministic rules with preview before activationCampaign Draft
Exact audience snapshot, merge-field allowlist and campaign-level approvalSegments
Draft revisions cannot silently change an approved campaign audienceCampaigns
Preview → internal A/B tests → approve exact allocation → scheduled Gmail batches → outcomesRecurring Campaign Plans
Generate fresh Drafts on cadence; every occurrence still requires test, audience approval, schedule and sendRecurring plans never approve, schedule or send email. They create at most one fresh audience-snapshotted Draft while any prior occurrence remains open.