TASKS // DAILY OPERATIONS

ORDERS // CLIENT JOBS

COSTS // OVERHEAD & SPEND

STOCK // MATERIAL INVENTORY

CONTENT // CONTENT PLANNER

PROJECTS // COLLECTIONS & CAMPAIGNS

CLIENTS // BESPOKE RELATIONSHIPS

NEW CLIENT // CREATE

PERSONAL DETAILS

FULL NAME *

PREFERRED NAME

ALIAS — OPTIONAL

PHONE

EMAIL *

ADDRESS

DATE OF BIRTH Used for birthday reminders

FIRST COMMISSION DATE Auto-set to today on creation

REFERRED BY

CRAFT MEASUREMENTS

HEAD WIDTH

SIDE LENGTH

LENGTH TO BEND

PD

CURRENTLY WEARING

DBL

A MEASUREMENT

B MEASUREMENT

SIDE LENGTH

FRAME WIDTH

THICKNESS

NOTES

BESPOKE DIRECTION

PURCHASE HISTORY

Save client first — purchase history auto-populates from orders.

WISHLIST

COMMUNICATION LOG

DATE

CHANNEL

SUMMARY

NEXT ACTION

NEXT ACTION DATE

RELATIONSHIP NOTES

RETAIL // CONSIGNMENT MANAGEMENT

TASKS // DAILY OPERATIONS

ORDERS // CLIENT JOBS

NEW ORDER // CREATE