Every tool your shop needs.
Fifteen modules, one unified platform. From the first customer inquiry through production, design, delivery, invoicing, and payroll.
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.
- ✓Customizable production phases with drag-and-drop
- ✓Cards show project, client, material, size, and weeks remaining
- ✓URGENT and FIRM DATE priority tags, color-coded deadlines
- ✓Split one Square sale into multiple tracked production items
- ✓Design status badges inline on every card
- ✓Kanban view or sortable list view
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.
- ✓Live revenue, project count, and lead metrics
- ✓Overdue and due-this-week alerts
- ✓Recent activity feed
- ✓Quick-access links to every module
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.
- ✓Full item specs: shape, material, finish, hardware
- ✓Production items tracked as siblings with group indicators
- ✓AI-generated descriptions, editable with history
- ✓Linked design requests and rendering approvals
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.
- ✓Prioritized queue separate from production
- ✓Queued → In Progress → Admin Review → Client Review → Approved
- ✓Client-facing approval flow (no login required)
- ✓Revision round tracking
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.
- ✓Stages: New Lead → Quoted → Follow-up → Won → Lost
- ✓Lead source tracking and quote amounts
- ✓One-click lead → project conversion
- ✓Follow-up reminders and lost reason analytics
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.
- ✓Categories: HDU, Mahogany, Frames, Hardware, Finishing
- ✓Low-stock alerts and reorder reminders
- ✓Cost per unit and supplier tracking
- ✓Usage history linked to production items
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.
- ✓Local delivery, freight, or customer pickup
- ✓Carrier and tracking number entry
- ✓Automatic client shipment notifications
- ✓Delivery confirmation with address management
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.
- ✓Line items pulled from order details
- ✓Square card payments integrated
- ✓Client-facing invoice portal, no login required
- ✓Monthly revenue tracking
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.
- ✓Role-based access control
- ✓Project assignments per staff member
- ✓Performance notes
- ✓Admin, Production, Design, Sales roles
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.
- ✓Clock in/out from any device
- ✓Optional GPS location tracking
- ✓Automatic break deductions and overtime alerts
- ✓Weekly timesheets per employee
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.
- ✓Automatic hours from time clock
- ✓1.5× overtime calculation
- ✓Weekly or bi-weekly pay periods
- ✓Export-ready payroll 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.
- ✓Staff-side appointment booking
- ✓Consultation notes and follow-up tasks
- ✓Link consultations to leads or projects
- ✓Dashboard widget for upcoming appointments
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.
- ✓Revenue by month, quarter, and year
- ✓On-time delivery rate and average production time
- ✓Lead conversion and material usage
- ✓CSV export
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.
- ✓Email notifications via Resend
- ✓SMS notifications via Twilio
- ✓Overdue and phase-change alerts
- ✓Per-event notification preferences
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.
- ✓Square order auto-parsing into production items
- ✓AI-drafted item descriptions from specs
- ✓Design brief generation
- ✓Review & Split workflow for multi-item orders
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 →