The request begins with complete intake
A customer starts a quote request, adds job details, and uploads artwork to that same record. Staff no longer have to match a loose attachment from one email with specifications buried in another thread.
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Representative build · not a customer claimA customer portal for files, proofs,
A customer portal for files, proofs,
and job status
A representative scope for a local print shop losing artwork, approvals, and status updates inside email threads.
The situation
A focused business problem, not a feature wish list.
Customers email artwork with incomplete instructions, staff manually reconnect files to quotes, and proof approvals are hard to verify. Customers call because they cannot see job status.
Included in this example
- Secure customer accounts
- Artwork upload tied to each request
- Quote request and deposit checkout
- Proof review and approval history
- Production status updates
- Staff job dashboard
Intentionally not included
- Automated preflight for every design format
- Shipping-carrier warehouse automation
- Full accounting replacement
How the workflow runs
From the first customer action to the staff handoff.
This example keeps the public experience and the private work view connected, so the same request does not have to be typed into several systems.
Proofs and decisions keep their history
Staff attach the proof to the job and the customer reviews it inside the portal. Approval or requested changes are recorded with the responsible account and time so production is not relying on an ambiguous reply.
Status becomes self-service
As the job moves through production, the customer sees the status intended for them and receives useful updates. Staff retain a private work view while answering fewer calls asking whether the order is ready.
What changes
The result should be easy to explain.
Files stay with the right job
One clear operational improvement the first version is designed to create.
Approvals have a clear history
One clear operational improvement the first version is designed to create.
Customers can check status themselves
One clear operational improvement the first version is designed to create.
Your business will be different.
Send us the slow or frustrating part in plain language. We will reply with the smallest sensible scope and a flat number.