Flow
See the job. Open it when needed. Complete what matters, then move it.
New Enquiry
1
1
Enquiries & Quotes
✓
Enquiry captured
Next:
Contact John
No reminder needed
2
1
Getting Ready
Job Ticket
Deposit
Materials
Artwork
Next:
Prepare artwork
No reminder needed
3
1
In Production
Work being done
Next:
Complete signs
No reminder needed
4
1
Ready to Finish
Customer contacted
Invoice done
Next:
Finalise job
No reminder needed
Reminders
Overdue Flow work will appear here automatically.
Completed
Completed jobs will leave active Flow.
Cancelled
Cancelled jobs will leave active Flow but remain recorded.