What the portal holds

  • Every job, with its stage: quoted, approved, in production, shipped, done.
  • The files: artwork, proofs, specs, photos, with the approved version marked.
  • Quotes and invoices, with what has been paid and what is due.
  • Messages about the job, in the job, instead of in a thread.

The reorder, step by step

  1. The client opens a finished jobEverything from last time is there.
  2. They tap reorderQuantities and any changes are the only questions.
  3. A new quote appears with the saved detailsPriced by your rules, approved with a tap.
  4. A production ticket is createdYour team sees it where they work, with the files attached.
  5. The client watches it moveStage by stage, without asking.

Fewer emails, not more software

The test of a good portal is that people stop emailing. Status questions stop because status is visible. File hunts stop because files live with the job. The portal is not another tool for the client to learn; it is the one place that already has their answer.

What you need

  • A list of the stages a job goes through in your business.
  • Where files and invoices live today, so they can be moved or connected.
  • A payment system, such as Stripe, for deposits and balances.