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Demo Print Shop

Operations Dashboard

Demo User

Deterministic operations audit

Job Health

Who owns the next step, why a job is waiting, and what will unblock it. No AI tokens are used.

Read-only

No customer or order changes

Paid / order safety

2

System problems

2

Staff actions

0

Waiting customer

5

Waiting vendor

2

Automation working

0

Customer follow-up coverage0 automatic5 manual or pausedOpen a job below to see the last contact and next scheduled reminder.

DEMO-00006

David Scott

Yard Sign 18x24

System problemQuote

Paid status is not verified

Order-safety guard

The job says Paid, but there is no Paid At timestamp or completed Square payment ID in the order record.

Do this now

Owner: Print123

Check the payment in Square, then run payment reconciliation or correct the job status before any production work.

What happens next: A verified payment record will safely open the paid-order workflow.

Behind-the-scenes evidence
  • Lead status: Paid
  • Payment: not recorded
  • Shipping: not recorded
  • Artwork: 0 file(s), 0 approved
  • Proof: not started
  • Production: Not in production

DEMO-00007

Rachel Kim

Business Cards 500

System problemQuote

Paid status is not verified

Order-safety guard

The job says Paid, but there is no Paid At timestamp or completed Square payment ID in the order record.

Do this now

Owner: Print123

Check the payment in Square, then run payment reconciliation or correct the job status before any production work.

What happens next: A verified payment record will safely open the paid-order workflow.

Behind-the-scenes evidence
  • Lead status: Paid
  • Payment: not recorded
  • Shipping: not recorded
  • Artwork: 0 file(s), 0 approved
  • Proof: not started
  • Production: Not in production

DEMO-00014

Steve Martinez

Retractable Banner 33x80

Waiting on customerQuote

Waiting for quote choice

Quote amount recorded

Follow-up pausedNo send scheduled

The original customer message is not in email history, so automation will not guess or send a duplicate.

Do this now

Owner: Customer

Automatic reminders continue while no quote choice is recorded. Review any customer reply before further contact.

What happens next: A selection or reply stops reminders; the selected option advances to payment handoff.

Behind-the-scenes evidence
  • Lead status: Quoted
  • Payment: not recorded
  • Shipping: not recorded
  • Artwork: 0 file(s), 0 approved
  • Proof: not started
  • Production: Not in production

DEMO-00012

James Taylor

Business Cards 1000

Waiting on customerQuote

Waiting for quote choice

Quote amount recorded

Follow-up pausedNo send scheduled

The original customer message is not in email history, so automation will not guess or send a duplicate.

Do this now

Owner: Customer

Automatic reminders continue while no quote choice is recorded. Review any customer reply before further contact.

What happens next: A selection or reply stops reminders; the selected option advances to payment handoff.

Behind-the-scenes evidence
  • Lead status: Quoted
  • Payment: not recorded
  • Shipping: not recorded
  • Artwork: 0 file(s), 0 approved
  • Proof: not started
  • Production: Not in production

DEMO-00013

Nicole Adams

Postcards 4x6 (500)

Waiting on customerQuote

Waiting for quote choice

Quote amount recorded

Follow-up pausedNo send scheduled

The original customer message is not in email history, so automation will not guess or send a duplicate.

Do this now

Owner: Customer

Automatic reminders continue while no quote choice is recorded. Review any customer reply before further contact.

What happens next: A selection or reply stops reminders; the selected option advances to payment handoff.

Behind-the-scenes evidence
  • Lead status: Quoted
  • Payment: not recorded
  • Shipping: not recorded
  • Artwork: 0 file(s), 0 approved
  • Proof: not started
  • Production: Not in production

DEMO-00015

Diane Brooks

Custom Signage (In-House)

Waiting on customerIntake

Waiting on customer specs

The customer has been contacted, but no artwork or quote package is on the job yet.

Manual follow-up requiredNo send scheduled

This customer-wait state does not yet have a verified automatic reminder policy.

Do this now

Owner: Customer

If the customer replied, review the reply and upload/link any artwork. If not, follow up after the agreed wait period.

What happens next: Once artwork/specs are available, the job can move toward quote draft or product sourcing.

Behind-the-scenes evidence
  • Lead status: Contacted
  • Payment: not recorded
  • Shipping: not recorded
  • Artwork: 0 file(s), 0 approved
  • Proof: not started
  • Production: Not in production

DEMO-00016

Robert Lee

Yard Sign 18x24

Waiting on customerIntake

Waiting on customer specs

The customer has been contacted, but no artwork or quote package is on the job yet.

Manual follow-up requiredNo send scheduled

This customer-wait state does not yet have a verified automatic reminder policy.

Do this now

Owner: Customer

If the customer replied, review the reply and upload/link any artwork. If not, follow up after the agreed wait period.

What happens next: Once artwork/specs are available, the job can move toward quote draft or product sourcing.

Behind-the-scenes evidence
  • Lead status: Contacted
  • Payment: not recorded
  • Shipping: not recorded
  • Artwork: 0 file(s), 0 approved
  • Proof: not started
  • Production: Not in production

DEMO-00004

Tom Rivera

Retractable Banner 33x80

Waiting on vendorProduction

Production underway

The production packet was sent. The source has not confirmed receipt yet.

Do this now

Owner: Vendor

No staff action yet. Wait for a production reply or shipment update.

What happens next: A vendor reply or shipment signal moves the job to the next production state.

Behind-the-scenes evidence
  • Lead status: Dispatched
  • Payment: not recorded
  • Shipping: not recorded
  • Artwork: 0 file(s), 0 approved
  • Proof: not started
  • Production: Awaiting production receipt

DEMO-00005

Jenny Wu

Postcards 4x6 (500)

Waiting on vendorProduction

Production underway

The production packet was sent. The source has not confirmed receipt yet.

Do this now

Owner: Vendor

No staff action yet. Wait for a production reply or shipment update.

What happens next: A vendor reply or shipment signal moves the job to the next production state.

Behind-the-scenes evidence
  • Lead status: Dispatched
  • Payment: not recorded
  • Shipping: not recorded
  • Artwork: 0 file(s), 0 approved
  • Proof: not started
  • Production: Awaiting production receipt