Complete command of your shop.
Every order. Every dollar. Every deadline. One dashboard.
As the owner or admin, you see everything — from the moment a Square payment clears to the day the sign ships. Manage production phases, approve designs, run payroll, track revenue, and handle client communication without switching between five different apps.
Dashboard
Customizable widget-based overview — active projects, revenue, leads, overdue orders, upcoming due dates, recent activity, and quick links to everything. The whole shop, first thing in the morning.
- ✓Live revenue and project metrics
- ✓Lead pipeline summary
- ✓Overdue and due-this-week alerts
- ✓Customizable widget layout
- ✓Recent activity feed
Production Kanban
Every order on one drag-and-drop board. Cards show client, material, size, deadline, design status, and priority tags. Filter by phase, material, staff, urgency. Switch to list view for sortable tables.
- ✓Customizable production phases
- ✓URGENT + FIRM DATE flags with color-coded deadlines
- ✓Split orders into multiple production items
- ✓5 views: Kanban, List, Card Grid, Status Board, Calendar
Project Detail
Click any card to see the complete record — client info, item specs with dimensions and materials, production items, design status, renderings, messaging, and full phase history.
- ✓Full item breakdown (shape, material, finish, mounting)
- ✓Production items tracked as siblings
- ✓AI-generated descriptions
- ✓Phase change audit trail
Leads & CRM
Track every prospect from inquiry through closed order. Lead scoring, source tracking, quote amounts, follow-up reminders, and one-click conversion to project or invoice.
- ✓Stages: Inquiry → Handshake → Quoted → Obtained → Dead
- ✓Lead scoring (hot/warm/cold) with reasoning
- ✓Message threads per lead
- ✓One-click convert to project or invoice
Design Management
Manage the entire design pipeline — assign designers, track revisions, review renderings, and push to client approval. Design status badges show live on the kanban.
- ✓Assign designers and track priority
- ✓File versioning (reference, rendering, source)
- ✓Client approval flow (no login required)
- ✓Design archive with jurisdiction tagging
Invoices & Payments
Native invoicing with milestones, split payments, dispute tracking, and Square card integration. Clients pay through the portal. Event audit trail tracks every touch.
- ✓Milestone-based billing
- ✓Square payments online
- ✓Dispute tracking with resolution
- ✓Event audit trail (created, sent, viewed, paid)
Consultations & Video
Propose time slots, let clients pick, then meet face-to-face with built-in video. Split-screen workspace with pricing builder, file sharing, and notes during the call.
- ✓Built-in Daily.co video calling
- ✓Live itemized pricing with client toggle
- ✓Shared + private notes
- ✓One-click convert to lead or invoice
Inventory
Track HDU, mahogany, hardware, finishing supplies — every material with stock levels, costs, and low-stock alerts tied back to production items.
- ✓Real-time stock levels
- ✓Low-stock alerts
- ✓Cost per unit + supplier info
- ✓Usage linked to production
Shipping & Delivery
Local delivery, freight, customer pickup — all tracked with carrier, tracking number, and automatic client notifications.
- ✓Shippo integration
- ✓Auto client notification on shipment
- ✓Firm deadline tracking
- ✓Delivery confirmation
Staff, Time Clock & Payroll
Manage your team — roles, permissions, assignments. Digital time clock feeds directly into payroll with automatic overtime calculation. No paper, no spreadsheets.
- ✓Role-based access (Admin, Production, Design, Sales)
- ✓Per-employee granular permissions
- ✓Time clock → payroll pipeline
- ✓1.5× overtime after 40 hours
Analytics & Reporting
Revenue by month, on-time delivery rate, lead conversion, material usage, staff productivity, design turnaround — all in one dashboard. Export to CSV.
- ✓Revenue, production, and delivery metrics
- ✓Lead conversion funnel
- ✓Staff productivity
- ✓CSV export
Data Sources & Integrations
Selective Square invoice import, Trello migration, Google Drive folder mapping, Meta lead webhooks, Shippo sync, Twilio SMS — all configurable from one screen.
- ✓Square order + invoice import
- ✓Trello card migration with attachments
- ✓Google Drive auto-linking
- ✓Meta, Shippo, Twilio, Resend connectors
Be first on the shop floor.
ShopFlow OS opens up to a limited group of founding shops first. Join the waitlist to lock in early access and founding-shop pricing before we open the doors.