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ShopFlow — How to Use It

A quick reference for running the board day to day. Also see the in-app "Take the Tour" button for a guided walkthrough.

Overview

ShopFlow tracks every job from the moment something's dropped off to the moment it's paid for, on one board with six stages: Intake → Diagnosing → Waiting on Parts → In Progress → Ready for Pickup → Completed. Everything lives in one place — no whiteboard, no separate invoice spreadsheet.

Getting Started

STEP 1

A customer drops something off. Click + New Job in the top right, fill in their name, contact info, the item, and what's wrong. It lands in the Intake column immediately.

STEP 2

Click the job card any time to open it. Move it through stages by clicking a different status pill at the top of the job — Diagnosing, Waiting on Parts, In Progress, Ready for Pickup, Completed.

STEP 3

As you diagnose the problem, add parts with + Add Part (name and cost) and fill in labor hours and rate. The total updates live as you go — no separate math.

STEP 4

When the customer picks up and pays, click Mark Paid. That's what feeds the "Revenue (30d, paid)" number at the top of the board.

STEP 5

Need a paper or PDF copy for the customer? Click Print Invoice inside the job — it generates a clean invoice from the job's actual parts, labor, and total, ready to print or save as PDF from your browser's print dialog.

Common Tasks

Finding a specific job

Use the search bar above the board — it searches customer name, item, and notes at once. No need to know which column a job is in.

Editing parts or labor after the fact

Open the job any time — parts can be edited or removed with the × next to each one, and labor hours/rate are just editable fields. The total recalculates instantly.

Seeing what's stuck

The metrics bar at the top always shows what's actively in progress and what's waiting on parts — the two states most likely to need a follow-up call to a supplier or customer.

Questions?

This is a portfolio demo built to show what a real version of this tool looks like and how it works. A real deployment for your shop would use your actual data, your shop name, and would be scoped around exactly how your team works — this doc is a preview of the kind of documentation you'd get with it.