The Home page is the first screen you see after you log in. Use it for your daily tasks: finding customers, creating orders, taking payment and checking what’s in production.
Find a customer
Use the search bar at the top. Search by name, phone number or email.
Results appear as you type, with quick actions for each customer:
Checkout: take payment and return orders that are ready. It only shows when the customer has an order ready for collection.
Quick Drop: check in a customer’s items fast, without itemizing the order.
New Order: start a standard order.
Select anywhere else on the customer’s result to open their profile, where you can see orders, lifetime value, unpaid amount and message history.
Create an order
Search for the customer.
Select New Order.
Select the order type: in-store, quick drop, or pickup and delivery (if available).
Add items and any details, such as upcharges, damages, stains or brand.
Add a note and set the date in the calendar view, if needed.
Select Create order, then choose a payment method or Pay later.
For pickup and delivery orders, choose Pay later so you can detail and price the order afterward.
Check out a customer
Search for the customer.
Select Checkout.
Review the order information.
Choose a payment method and add a tip if needed.
Turn on Mark order as completed if you want to return the order now.
Select Pay. For cash, enter the amount tendered to see the change due.
Add a customer or make a retail sale
Two shortcuts sit next to the search bar:
Add Customer: create a new customer record.
Retail Sale: sell items over the counter, like detergent or stain remover, without choosing a customer.
Check prices
Select Check pricing at the top right to look up standard and express prices. You can filter by price list or search for an item.
See your last order
The Last Order panel shows the most recent order’s number, customer and summary of pieces and bags. Select Print for the receipt or tags, or Edit to change the order.
Track production
Three panels at the bottom show your day at a glance. Select the arrow on a panel to expand it.
Detailing: orders and pieces waiting to be detailed.
Cleaning: upcoming work, including overdue, due today and due tomorrow. Switch between orders, pieces and weight.
Tasks: tasks assigned to you and the total across your team. Select to add a new task.