Dashboard
Never miss a follow-up
Your to-do list that knows your orders
Reminders keep critical tasks visible—whether it's calling a customer back, sending a confirmation, or chasing payment.
- Tasks auto-generated from orders and custom reminder rules
- Overdue and today badges highlight what's urgent
- Assign tasks to specific team members
- Toggle between your tasks and everyone's tasks
- One-click navigation from reminder to the order it references
Every order creates work that happens after the quote goes out. A customer needs a callback. A deposit is due. A confirmation email hasn't been sent. Reminders surface these tasks the moment you log in, sorted by urgency: overdue, today, this week.
Tasks come from two sources. You create them manually when reviewing an order. The system also generates them automatically based on rules you configure—like "remind me three days before delivery" or "chase payment seven days after invoice."
Assign tasks to colleagues. Check them off as you go. Filter to see only your own or everyone's. The dashboard shows you exactly what needs attention, so nothing falls through the cracks.
Who benefits
Business owner
You'll know which orders need follow-up the second you open the app.
Sales / account manager
Your callback list is right there—no spreadsheet, no sticky notes.
Accounting
Payment reminders appear automatically. You decide when to chase.
Kitchen manager
See delivery-day reminders for orders that need last-minute checks.