Leads are everywhere.
They sit in email, texts, voicemail and sticky notes.
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See every lead and job on one board.
Every request lands in one place and moves from New to Quoted to Paid. Deposit links, invoices and payment reminders go out from the same board, and a morning email tells you what's late.
Book a free auditThe problem
Where jobs get lost.
Leads sit in email, texts, voicemail and sticky notes. Jobs live in your head. When something slips, you hear about it from an unhappy customer.
EmailPhoneQuickBooksShopVOXGoogle Calendar
We confirm each connection on the free audit.
What the system handles
- 01Puts every lead and job on one board
- 02Sends deposit links and invoices
- 03Sends payment reminders on a schedule
- 04Emails you each morning with what's late
Your shop software stays.
If you run ShopVOX or something like it, we build the board around it and leave your pricing and production setup alone.
What it does for your shop
Every lead and job on one board, from New to Paid. Deposit links go out with approved quotes, invoices and payment reminders follow the job, and a morning email lists what's late.
How it works
- Every lead from every channel lands on the board as a card.
- Cards move through New, Quoted, Approved, Deposit paid, In production, Installed and Paid.
- When a quote is approved, the customer gets a deposit link through Stripe or a QuickBooks invoice.
- When the deposit is paid, the card moves on its own and you get a text.
- When the job is installed, the invoice goes out, with reminders on a set schedule until it's paid.
- Every weekday morning you get a short email: quotes waiting on customers, jobs past due, invoices still open, and new leads nobody has answered.
- If you run ShopVOX or something like it, the board covers leads and quotes and hands won jobs to your software, so production lives in one place.
What you provide
- Your pipeline stages and what "late" means to you
- Your deposit policy: the amount and the refund terms
- How you invoice today
- A Stripe or QuickBooks account
- Who on your team needs access to the board
Setup and upkeep (our estimate)
- We set the timeline with you on the call.
- About 2 to 4 hours a month
Pricing is worked out with you on a call.
Where your customers' data lives
Leads, jobs, install dates, amounts and payment status belong to you and are kept separate from every other shop's. Payments run through your own Stripe or QuickBooks account, and we never see card numbers. Emails stay in your own inbox. The system keeps short-lived run logs while it works.
What the morning email saysExample
Morning email
Tuesday · made-up jobs
- Quotes waiting on customers
3. Oldest: banners for a school fundraiser, out 8 days
- Jobs past due
1. Window lettering at a hair salon, install was due Monday
- Invoices still open
2. One reminder went out yesterday
- New leads nobody has answered
1. Voicemail from last night about a yard sign order
It lands every weekday morning.
Example layout with made-up jobs. Not a real shop's board.
Where jobs slip through.
Jobs live in your head.
When something slips, you hear about it from an unhappy customer.
Money gets chased late.
Deposits and invoices wait until someone remembers, and you end up chasing checks after the install.
01
Map how you work today.
On the free audit we go through how a request turns into a job in your shop, step by step.
02
Set the approval steps.
We agree on what the system drafts and what you check before anything reaches a customer.
03
Test on real requests.
We run it on real quote requests with you watching, fix what's off, and then turn it on.
How it works in your shop
- One board, New to Paid.Each card is a customer and a job. It moves from New to Quoted to Approved to Installed to Paid, and everyone in the shop sees the same board.
- Money in before the work starts.A deposit link goes out with the approved quote. Invoices and reminders follow the job, so you aren't chasing checks after the install.
- A morning email of what's late.Each morning you get a short list of quotes waiting on a customer, jobs past due, and invoices still open.
Before we build
Your questions,
answered.
Do we have to replace our shop software?
No. We build around what you run now and fill the gaps it leaves.
Who can see the board?
You decide who on your team gets access. Your email, calendar, payments and books stay in your own accounts. Our system moves the details between them, and we delete what we hold when you leave.
How long does setup take?
You get a timeline in the scope of work, after the free audit.
How do deposits work?
When you approve a quote, the customer gets a deposit link through Stripe or a QuickBooks invoice. When they pay, the card moves on its own and you get a text.
Do you see our customers' card numbers?
No. Payments run through your own Stripe or QuickBooks account, and we never see card numbers.
We track production in ShopVOX. Where does the board stop?
At the won job. The board covers leads and quotes, then hands the job to ShopVOX, so production lives in one place.
Related articles
A closer look at the work.
Getting paid
Deposits and payment reminders for sign jobs
Chasing payment after the install is slow and awkward. A payment link with every quote and reminders on a schedule take most of the chasing off your plate.
Job tracking
Keeping track of every job without switching shop software
Jobs slip through whiteboards, texts and three different apps. You can keep one board current without replacing the shop software you already pay for.
Design time
Limiting free design work before the deposit
Rounds of changes before any money comes in eat designer hours. One way to handle it is a rough look up front and a deposit before real design work starts.
Free audit
See where your quote
requests slip away.
Bring a few recent quote requests to a free call. We'll show you where they stalled and what we'd fix first.
Book a free audit
You talk to the people who build it.
