Manufacturing · 2026
One system for quoting, production, and payments.
A Los Angeles manufacturer
The brief
A Los Angeles manufacturer makes custom orders for schools, teams, and other customers. We built the internal platform the business runs on: staff quote in it, the shop works from it, customers approve proofs and pay in it, and team stores feed it new orders. Each order is one record, from the first quote to the final payment.
Quotes, production, invoices, and customer questions lived in spreadsheets, inboxes, and separate apps. Every order meant retyping the same details and answering the same status questions.
At a glance
- Client
- A Los Angeles manufacturer
- Industry
- Manufacturing
- Year
- 2026
- Scope
- Quote and estimate tools connected to accounting
- Production board with clear job stages
- Customer portal for invoices, payments, proofs, and messages
- Online team stores
- AI follow-up on open quotes
- 01
Quote and estimate tools
Staff build accurate quotes in one place, and they flow into accounting.
- 02
A production board
Every job moves through clear stages the whole team can see.
- 03
A customer portal
Customers view invoices, pay online, approve proofs, and send messages.
- 04
Online team stores
Branded stores for schools and teams, with orders going straight into production.
- 05
AI follow-up
An agent drafts replies and follows up on open quotes so leads do not go cold.
- 01
Quote
Staff build the quote in the platform. It goes to the customer and into accounting without retyping.
- 02
Follow-up
If the quote sits open, an agent drafts a follow-up for the team to review and send.
- 03
Proof and payment
The customer approves the proof, pays the invoice online, and asks questions in the portal.
- 04
Production
The approved job lands on the production board and moves through stages the whole team can see.
- 05
Status
Customers check where their order stands in the portal instead of calling to ask.
Illustrations, not screenshots: the real system is private, so these show each screen without customer data.
- Illustration
Quote builderLine items, a summary, and two actions: send the quote to the customer or sync it to accounting. - Illustration
Customer portalOrder status up top, then the invoice to pay, the proof to approve, and the message thread. - Illustration
Team storesA branded store for a school or team. Orders placed here go straight into production. - Illustration
Follow-up draftsOpen quotes in a list, with a drafted follow-up ready for the team to review.
- Quotes, jobs, invoices, and messages live in one system.
- Customers check status and pay without a phone call.
- New team stores open without new software subscriptions.
- Open quotes get followed up on time.
Next step
Still running on spreadsheets and inboxes?
Tell us how an order moves through your business today, from the first question to the final payment. We will map where one system would cut the retyping and the status calls, and what it would take to build.
