Welcome back! Here's your business at a glance.
Manage all client orders and payments
| Order ID | Customer | Product | Amount | Status | Date | Actions |
|---|
All leads from questionnaire submissions
| Lead ID | Name | Company | Industry | Service | Priority | Date | Actions |
|---|
Step-by-step instructions for completing orders
What happens: Client completes payment via Stripe. System automatically:
Your action: Check dashboard for new order
What happens: Order enters "Building" status
Your action: Complete the work, then click "Ready for Approval"
What happens: You review the completed work
Your action: Review work, click Approve or Request Changes
What happens: Prepare professional delivery package
Your action: Click "Mark as Delivered" to send to client
What happens: Client receives deliverables
Complete! Order moves to "Completed" status
Sent automatically when payment is received
Sent when build is complete
Sent when order is delivered to client
Configure your system