An order's life, from New to Done

Every order moves through the same five stops: New, Quoted, Paid, Making, and Done. You change the status with one tap on the order page, and from Paid onward the customer's tracking page notes each step in plain words, so you do not have to send updates. An order that falls through can be marked Cancelled without deleting it.

If those five words are not the words you use, change them. On the Orders page, the board lets you rename any of the five stops and add your own steps in between them — a Waiting on blanks column between Paid and Making, say, or a Ready for pickup column before Done. Each step you add hangs off one of the five core stops, so your board can look like your actual way of working without breaking the parts of Broidry that depend on knowing whether an order is paid or finished.

The five statuses

New means the order just arrived. Read it over and check that nothing is missing. If the customer skipped a detail, the order says so plainly.

Quoted means you have priced it. Build the quote on the order page. Your rate card fills in the numbers, and you can adjust any line before sending. The customer gets a link where they accept the quote with one tap.

Paid means the money part is settled and you are clear to stitch. Payments the customer reports land on the order for you to confirm.

Making means it is on your machine or your table. The customer's tracking page updates so they stop wondering.

Done means it is finished. This unlocks the share tools: a social post about the finished piece, a review request, and the package insert card.

The safety nets along the way

Before you stitch, the order page shows the exact wording the customer approved, frozen at the moment they approved it. If the spelling was never confirmed, the order tells you, and you can send a one-tap confirmation link.

If you upload a proof picture, the customer approves it from their link before you thread the machine, and the approval is stamped with the date and time.