ShopFlow OS
👤Client Portal

Your clients will love this.

No login. No phone tag. Just answers.

Every client gets a branded portal they access with one click from an email link — no passwords, no app downloads. They see real-time order status, approve designs, pay invoices, and message your team. The "where's my order?" calls stop on day one.

ShopFlow OS Client Portal

Real-time Order Status

Clients see exactly where their sign is — "Your order is in: Quality Check." A visual timeline shows every phase from order received to ready for pickup, with clear descriptions of what's happening at each step.

  • ✓14-phase visual progress timeline
  • ✓Phase descriptions written for clients (not shop jargon)
  • ✓Estimated completion visible
  • ✓Automatic updates on every phase change
Real-time Order Status

Design Approvals

Clients approve or request changes on renderings directly from their portal — no email chains, no phone tag. Each rendering shows as a visual gallery with one-click approve or reject.

  • ✓Visual rendering gallery with zoom
  • ✓One-click approve or request revision
  • ✓Revision history visible
  • ✓No login required — accessed via secure email link
Design Approvals

Invoice & Payment

Clients view itemized invoices and pay via Square card payment — all without leaving the portal. Milestone-based billing keeps large projects on track with partial payments due at each stage.

  • ✓Itemized invoice with project specs
  • ✓Square card payments online
  • ✓Milestone-based billing for large orders
  • ✓Payment history and receipt access
Invoice & Payment

Two-way Messaging

Clients message the shop directly from the portal and get replies without email. A threaded conversation keeps everything in one place — no more lost messages across email, text, and voicemail.

  • ✓Threaded message history per project
  • ✓File attachments in messages
  • ✓Admin gets notified of new client messages
  • ✓Replaces email, text, and phone for status updates
Two-way Messaging

Consultation Video Calls

Clients can join video consultations right from the portal — no Zoom link, no third-party app. They see shared files, live pricing, and notes during the call. Propose multiple time slots and let the client pick.

  • ✓Built-in Daily.co video, no install needed
  • ✓See shared pricing and files during the call
  • ✓Pick from proposed time slots
  • ✓Post-call summary shared automatically
Consultation Video Calls

Public Inquiry Form

A 4-step form that captures everything you need from a new prospect: contact info, sign vision, detailed specs, and optional consultation booking. Embeddable on any website — submissions land straight in your Leads pipeline.

  • ✓4-step guided flow: Contact → Vision → Details → Consultation
  • ✓Interactive sign configurator with visual builder
  • ✓Submissions auto-create leads in the CRM
  • ✓Embeddable on your existing website
Public Inquiry Form

"We used to get 10+ calls a week asking 'where's my sign?' Now clients check the portal. Some of them are excited about the progress updates — they didn't know how much work goes into these."

— What ShopFlow OS shops tell us

Launching Soon

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.