Your whole shop.
One screen.
ShopFlow OS is the production management platform built for custom sign, woodworking, and fabrication shops. Track every order from Square to delivery, keep your team aligned, and give clients a portal they'll actually love — without the enterprise price tag.
Total order visibility
Every project on one kanban board. Drag to move phases, filter by material or urgency, and see at a glance what's overdue, due this week, or waiting on design.
AI-powered intake
New Square orders are automatically parsed by AI into structured production items — no manual data entry. Split a single sale into three production tracks in seconds.
Client portal included
Every client gets a branded portal with real-time order status, design approvals, and invoice payments. Fewer phone calls. Happier clients.
Sticky notes. Whiteboards. "Where's my order?"
- • Orders lost between Square, email, phone, and walk-ins
- • Production status lives in someone's head
- • Clients calling weekly to ask where their sign is
- • Design files buried in email threads
- • Payroll calculated by hand every Friday
- • No idea if the shop is profitable until month-end
One platform. Everything connected.
- ✓ Every Square sale auto-parsed into production items
- ✓ Visual kanban from intake to delivery
- ✓ Client portal replaces status phone calls
- ✓ Design approvals handled without email
- ✓ Time clock feeds payroll automatically
- ✓ Live revenue and delivery rate on your dashboard
15 modules. One unified system.
Production, design, CRM, inventory, shipping, invoicing, staff, time clock, payroll, analytics, and AI — built together, not bolted on.
Project Kanban Board
Every active order, one drag-and-drop view.
The heart of ShopFlow OS. Every order lives on a visual kanban with fully customizable production phases — from New Orders through Quality Check to Ready for Pickup. Drag a card to move phases, filter by urgency or material, and know at a glance what's overdue.
Admin Dashboard
Your whole shop in one glance.
The first thing you see when you log in — a real-time snapshot of active projects, revenue this month, new leads, overdue orders, and the next seven days of due dates. No more digging through spreadsheets to know how the shop is doing.
Project Detail
One record, every detail.
Click any card to see the full project: item breakdown with dimensions, material, finish, mounting, plaque text and color, production items, design status, renderings, and the full phase history. Manual edits are tracked with who and when.
Design Queue
Design work, organized and on-schedule.
A dedicated workspace for every design request. Track status from Queued through Customer Review to Approved, assign designers, count revision rounds, and let clients approve renderings without logging in.
Leads Pipeline
A real CRM, built for shops.
Track prospects from first contact to closed order. Visual pipeline stages, lead source, quote amount, follow-up reminders, and one-click convert-to-project. Lost reason tracking gives you the data to close more next quarter.
Inventory Management
Materials tracked without a spreadsheet.
Track HDU, mahogany, frame stock, hardware, and finishing supplies with live stock levels, cost per unit, and supplier info. Usage ties back to production items automatically, and low-stock alerts tell you when to reorder.
Shipping & Delivery
Outbound orders under control.
Manage every shipment from the shop floor. Pick carrier and method, enter tracking numbers, and trigger automatic client notifications on shipment and delivery. Local delivery, freight, and customer pickup all handled the same way.
Invoices & Payments
Invoicing integrated with production.
Generate itemized invoices directly from project data, accept Square card payments online, and give clients a no-login portal to pay. Track Draft, Sent, Paid, and Overdue status and watch monthly revenue in real time.
Staff & Team
Your crew, organized.
A clean staff directory with role-based access — Admin, Production, Design, and Sales each see only what they need. Assign projects, track performance notes, and keep your team aligned.
Time Clock
No more paper punch cards.
Employees clock in and out from any device — phone, tablet, or shop computer. Weekly timesheets, automatic break deductions, overtime alerts, and admin overrides. Everything feeds directly into payroll.
Payroll
Calculated from the clock, not by hand.
Pull hours straight from the time clock. Supports hourly and salary employees, automatic 1.5× overtime after 40 hours, weekly or bi-weekly pay periods, and export-ready summary reports.
Consultations
Every sales meeting on the calendar.
Book client consultations, take notes, and link them straight to a lead or project. Upcoming appointments show on the dashboard so nothing gets missed.
Analytics & Reporting
Know your numbers, finally.
Revenue by month, on-time delivery rate, average production time by phase, lead conversion rate, material usage trends, staff productivity, and design turnaround. Export to CSV for anything deeper.
Notifications & Alerts
The whole team, always in the loop.
Email via Resend and SMS via Twilio — clients get order updates, design approval requests, and shipment alerts. Staff get overdue warnings and phase changes. Configurable per event.
AI-Powered Features
Less typing, more building.
AI parses new Square orders into structured production items, drafts item descriptions from specs, and writes design briefs from order details. A human-in-the-loop Review & Split step keeps you in control of multi-item orders.
Integrates with the tools you already use
See your shop run itself.
Book a 20-minute walkthrough. We'll show you how ShopFlow OS handles a real Square order from ingestion to shipped — on your data, not a canned demo.
Request a Demo →