Every link UpChannels sends — online invoice, payment link, customer portal, review invitation, delivery tracking, driver route and online dispatch list — how to send each one, who gets it, what they see, how long it works and what its error page means.
Find, filter and export your orders, then open one to edit it, take payment, print or send the invoice, schedule delivery, return, cancel or delete it — including your own invoice number, card payments and proof of delivery.
Ring up sales, create quotes and record scrap write-offs, with items, pricing rules, loyalty and recorded payments. Returns start from the order list.
Create sales and quotes, schedule service jobs, manage your order history and returns, log the walk-ins that did not buy, run the delivery day, give customers their own order page, and send the right link to customers and drivers.
Revenue as the money received on sales for any date range, less refunds, with six KPIs, walk-ins, a monthly trend, sales by category, and the top products and services sold.
Turn the service lines on your orders into jobs on a weekly calendar, assign a worker to each, and print or text the week's dispatch list.
Record what a customer brings in or has serviced on a service line of a sale or quote, take photos of it, and move each service line through stages, including your store's own.
Log every visitor in three taps, capture what they asked for and did not get, text them the day it lands, and see the day's numbers without installing anything.
Run a PIN time clock on a store tablet, fix missed clock-outs, approve timesheets, publish the weekly schedule, answer time-off requests and questions about hours, work out what to pay from the hours, and see labour next to the same period's sales.