Brochure reorder
Returning accountTo: The Print Shop
Hi,
Could we order 500 brochures using the same artwork as last time?
Thanks!
Customer request received
Work differently.
You already entered this somewhere else.
Enter it once.
THE PRINT SHOPORDER #014
JOB
500 brochures
ARTWORK
Same as last time
CUSTOMER
Returning account
NOTES
Repeat order.
THE PRINT SHOPINVOICE #014
BILL TO
Returning account
DESCRIPTIONQTY
BrochuresSame artwork500
✓Ready for reviewOrder details carried through.
Order to InvoiceThe Print Shop · Case study
Another client asking where things stand.
Keep clients informed.
Client UpdatesInseamly · Active development
Checking everything to see what needs you.
Know what’s
next.
REAL ESTATE LAW
NEW YORK · PURCHASE
Contract of sale
StatusDraft prepared
Next: Review the draft.With your attorney
✓Deal details received
Attorney reviewNext
Ready to sendAfter review
Connected OperationsMemo to Matter · Working now
Case study · The Print Shop
The order moves forward.
The double work goes away.
01
The problem
The order was written by hand.
Then typed into QuickBooks.
02
The solution
Enter the order once.
QuickBooks gets the details.
03
The result
15h → 1hMonthly manual invoice admin
BeforeWrite it. Then type it.
Someone copies the paper order into QuickBooks.
AfterCapture once. Review.
The order details carry into the invoice.
See the order and invoice walkthrough
Before
One order. Entered twice.
Read the email. Write the order by hand. Type it again into QuickBooks.
1 Receive the email
2 Write it by hand
Job order
- Customer
- Returning account
- Job
- Brochures, same artwork
- Quantity
- 500
WHITE / ORIGINAL · PINK / OFFICE · YELLOW / SHOP
3 Type it into QuickBooks
INVOICE #014Type the paper order
- Customer
- Returning account
- Description
- Brochures, same artwork
- Quantity
- 500
After
One order. All the way through.
Enter it once. Review the invoice. Send it.
1 Capture once
Order #014
- Customer
- Returning account
- Job
- Brochures, same artwork
- Quantity
- 500
Saved · Ready for invoicing
Carried through
automatically
automatically
2 Review the invoice
INVOICE #014Ready for your review
- Customer
- Returning accountTransferred from order
- Description
- Brochures, same artwork
- Quantity
- 500
Inseamly · A product from SAMEpage
“Is it ready?”Shouldn’t take a round of asking.
From scattered notes and status checks to a clear next step for every garment.
Before
Find the notes. Ask around. Call the customer back.
With Inseamly
See the status. Know what’s next. Keep the customer updated.
Less asking around.
More work moving forward.
Memo to Matter · A product from SAMEpage
From deal memo
to closing day.
Memo to Matter is the deal-to-close transaction system for New York residential real estate law firms.
A deal comes in.
- Purchaser
- Purchaser name
- Property
- Property address
- Terms
- Agreed deal terms
Start from the source.
Contract of sale
This draft brings the purchaser, property and deal terms into the initial contract.
What keeps coming back to you?
You don’t need to know what should be built. Start with the work you keep checking.