2 revision round(s) included. Extra rounds: $20 each.
Financial Overview
🎯 Profit Forecast
Dial in target take-home + cost assumptions, see the exact monthly gross sales needed. Defaults seeded from this month — tweak any value to re-forecast in real time.
Pre-built quote layouts you can load when composing a quote — typed once, reused forever.
Each template stores intro, options (with title/price/description), closing, and attachment links.
Template
Intro
Options
Default Attachments
Closing
AI Brief Improvements
Once 10+ admin notes accumulate for any service type, the nightly cron asks Claude to propose a revised synthesis prompt. Approve it here to deploy the new prompt to future briefs. Rejecting just marks the proposal as declined — the notes are already consumed.
Company Information
Security Notice: This information is stored locally in your browser only — it never leaves your device or gets sent to any server. Clear browser data will erase it. For production use, store credentials in a proper secrets manager (1Password, Bitwarden, etc.).
Company Details
Stored in Supabase Storage (public). Max ~5MB. Click outside the URL field to preview after pasting.
Platform Logins
Platform
Username / Email
Password
Payment Methods
Internal Notes
Settings & Configuration
📥 Bulk Import Orders (CSV)
Migrate existing sales into the app — useful for closing out past months. Upload a CSV, preview the rows, then import in one click.
🟢 Google Calendar
Connect once. Open slots on /book auto-hide when you're busy, and every paid consultation drops onto your calendar with a Google Meet link.
RLS: Admin sees all Designer sees own orders only Auto-calc designer_pay on insert Revision webhook → email trigger
⌕Esc
Order
📦 Send Final Delivery
Upload the final source files (vector files, PSDs, exports, etc.). Sending will email the client + mark the order delivered.
Files
Closing notes (optional)
✏ Edit Order
Pay amounts here are added to the order's total Designer Pay. Designer Pay above auto-recomputes from the sum.
Upload Draft
Files
Notes for the client (optional)
📝 Compose Quote
Load Template
To
Subject
Intro
Options
Attachments / References
Closing
📧 Preview Invoice Email
From
—
To
Reply-To
—
Subject
Preview
Submit Revision
Revision Round 1 of 2
Once submitted, this revision round is consumed. You cannot undo this. Be specific — vague feedback leads to additional rounds.
☑ By submitting, I acknowledge this uses one revision round. I understand that requesting changes outside my original brief may require an additional round.
