Invoices, payments and follow-up, while the books stay in QuickBooks Desktop
- Before
- Billing depended on one person remembering who owed what.
- Now
- Invoices go out by text or email, and payments post straight back into QuickBooks.
This particular shop's customers have always ordered by email, so the system was built around that rather than asking them to change. They write, they get a proof back, they say what to change in plain words, and nothing goes to the printer until they approve.
Client A print shop that takes invitation orders by email
The shop's customers send an order form by email, often filled in by hand. That is how they have always ordered, and the shop did not want to ask them to learn a website.
Every one of those forms had to be read, typed up, proofed, sent back, corrected and chased by a person, while the next order waited.
Most systems we build give customers a portal or a link. This shop's customers already ordered by email, so for them the service lives in email. The shop keeps a screen for its own staff; the customer only ever sees messages and proofs. It is one example of fitting the system to the business, not a standard feature of every project.
Reading a handwritten form is the part the AI does first. Approving what gets printed is the customer's, every time, on the latest proof. Anything the system is unsure about waits for a member of staff rather than guessing.
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