Manage My Business

Customers

Owners will eventually manage customers and accounts here — who buys, who comes back, and which relationships the business depends on. This page is informational. There is no login, no database, and no live customer data yet.

Example accounts

Sample customers only. Later, this is where you will see regular accounts, repeat work, and which buyers keep the week busy.

Example

St. Mary's Church

Recurring account Weekly orders

Example

The Harbor Inn

Wholesale Standing delivery

Example

Oak Street Offices

Catering Repeat work

Starting points

Customer actions

Three simple example next steps. They are informational only — not a live customer list or a payment workflow.

  1. 01

    Review your top accounts

    See which customers show up every week and how much of the book they carry. There is no live account data yet.

  2. 02

    Follow up with a quiet customer

    Call or write one account that used to order and has gone quiet, before you look for brand-new work.

  3. 03

    Look for repeat work you could sell more of

    Pick one standing order, catering run, or wholesale drop that could happen more often without stretching the team.