Workflow
Thursday, 22 August
Good morning
This month
Financial overview
Latest activity
Recent orders
Priorities & alerts
My Tasks
Everything needing your attention, in one place.
Data connection
Google Sheets Sync
Preview incoming changes and send app updates back to a dedicated sheet tab.
Connection
Order sheet
For automatic notifications and write-back, download the Apps Script template.
Safe by default
Nothing changes during preview
- Orders are matched by JH order number.
- Blank spreadsheet cells never erase app data.
- New orders are selected automatically.
- Potential conflicts require explicit selection.
- App-only fields, artwork, payments and costs are preserved.
Product master
Products + Pricing tabs
Match variant codes, wood, format, thickness, and internal costs before updating the catalog.
Performance
Revenue and payments
RevenuePayments
Cash collection
Receivables ageing
Commercial impact
Discounts and repair costs
Order economics
Profitability by order
| Order / client | Invoice | Net revenue | Received | Outstanding | Costs | Repairs | Profit | Margin |
|---|
Expense ledger
Costs
Record supplier expenses, German input VAT, payment status, and related orders.
| Date | Supplier / description | Paid by | Category | Schedule | Order | Status | Net | VAT | Gross |
|---|
Purchasing contacts
Suppliers
Manage supplier details, terms, recurring expenses, and spending history.
| Supplier | Paid by | Contact | Default category | Terms | Costs | Net spend | Recurring | Status |
|---|
Team collaboration
Ideas & Projects
Discuss ideas, agree decisions, assign actions, and move approved work forward.
| Order | Client / project | Status | Owner | Net | Outstanding | Due |
|---|
After-sales workflow
Repairs and requests
Track every repair, complaint, replacement, and additional client demand.
| Request | Order / client | Type | Status | Priority | Assigned to | Target |
|---|
| Client | CRM stage | Type / contact | Orders | Next follow-up | Latest order | Total value | Outstanding |
|---|
Internal product catalog
Products and variants
Choose the correct model, wood and size before adding it to an order.
0 models
2 wood types
4 menu sizes
Prices shown in EUR, including German VAT
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