Settings
Business Profile
Team & Roles
Pipeline Stages
Proposal Templates
Invoice Settings
Payment Terms
Email Templates
Automation Rules
Status Configuration
Notifications
Integrations
Client Portal
Billing
Business Profile
Your business information appears on proposals, invoices, and the client portal. This is configured during onboarding and can be updated anytime.
Pipeline Stages
Customize your workflow. Drag to reorder. Set which stages require action, trigger automations, or count toward revenue.
Active Stages
⠿New LeadRequires Action
⠿Design ConsultationRequires Action
⠿Proposal SentAutomatic
⠿Deposit ReceivedAutomaticCounts as Revenue
⠿Material SourcingRequires Action
⠿In ProductionRequires Action
⠿Quality CheckRequires Action
⠿Ready to ShipAutomatic
⠿DeliveredAutomaticCounts as Revenue
Invoice Settings
Defaults for all new invoices. Can be overridden per invoice.
e.g. BLC-2026-001
Applied monthly after due date
Payment Terms by Job Size
Configure default payment schedules based on project value. Applied automatically when creating proposals.
Under $2,000
Small goods & repairs
100%
Due on acceptance
$2,000 – $7,500
Custom bags & accessories
50 / 50
50% deposit · 50% on completion
Over $7,500
Bulk orders & collections
30 / 40 / 30
30% deposit · 40% mid-build · 30% on delivery
Email Templates
Create reusable templates for any communication. Use variables to auto-populate recipient, project, and financial data. Select a template when composing — never rewrite the same email twice.
Your Templates
Vendor Purchase Order
Vendor Communication
Variables: {vendor_name}, {material}, {quantity}, {project_name}, {delivery_date}
Proposal Follow-Up (3 Day)
Client Communication
Variables: {client_name}, {project_name}, {proposal_amount}, {proposal_link}
Production Update
Client Communication
Variables: {client_name}, {project_name}, {stage}, {completion_percent}, {portal_link}
Payment Reminder (Overdue)
Automated · Invoice
Variables: {client_name}, {invoice_number}, {amount_due}, {days_overdue}, {payment_link}
Post-Delivery Review Request
Automated · Completion
Variables: {client_name}, {project_name}, {review_link}
New Inquiry Acknowledgment
Automated · Portal
Variables: {client_name}, {inquiry_type}, {response_time}
Automation Rules
Define what happens automatically and when. Each rule has a trigger, conditions, and actions. Rules fire in order — drag to reprioritize.
Active Rules · 8 enabled
Auto-create project from portal submission
Creates a new project record and moves lead to "New Lead" stage
Trigger: Client portal form submitted
Send acknowledgment email on new inquiry
Uses "New Inquiry Acknowledgment" template
Trigger: Portal form submitted → Delay: Immediate
Move to "Deposit Received" on payment
Auto-advances pipeline stage when Stripe deposit clears
Trigger: First payment received on proposal
3-day proposal follow-up
Sends follow-up template if proposal not viewed within 3 days
Trigger: Proposal sent → Condition: Not viewed after 72hrs
Generate milestone invoice at line item threshold
Auto-creates invoice when line item completion passes configured %
Trigger: Line item completion ≥ threshold (configurable per project)
Payment reminder (7 days overdue)
Sends overdue reminder using "Payment Reminder" template
Trigger: Invoice past due → Delay: 7 days
Review request after delivery
Sends review request 3 days after project marked "Delivered"
Trigger: Stage → Delivered → Delay: 3 days
Sync invoice to QuickBooks
Pushes invoice data to QuickBooks when created or paid
Trigger: Invoice created OR payment received
Status Configuration
Custom labels, colors, and flags for conversations, orders, and inquiries. Each status can flag "requires action" for Zero Point visibility.
Conversation Statuses
● New
Requires ActionAuto-Set
● Viewed
Auto-Set
● Needs Response
Requires ActionAuto-Set
● Responded
Auto-Set
● Closed
Order Statuses
● Need to Order
Requires Action
● Ordered
Auto-Set
● Shipped
● Received
Requires Action
Notification Preferences
Choose how and when you're notified. Each event can trigger push, email, and in-app notifications independently.
EVENT
PUSH
EMAIL
IN-APP
New portal submission
✓
✓
✓
Payment received
✓
✓
✓
Proposal viewed by client
✓
—
✓
Proposal accepted
✓
✓
✓
Invoice overdue
✓
✓
✓
New client message
✓
—
✓
Team member logged time
—
—
✓
Vendor delivery overdue
✓
✓
✓
Integrations
Connect your existing tools. Data syncs automatically once connected.
Shopify
Sync orders, products, and customers from brixtonleather.com
Connected
QuickBooks Online
Auto-sync invoices, payments, and expenses
Connected
Stripe
Accept deposits and payments from proposals and invoices
Connected
Email (SMTP)
Send from james@brixtonleather.com — your domain, not ours
Connected
Google Calendar
Sync deliveries, installs, meetings, and deadlines
Setup Required