Template pack · Printing
Printing & branding
- 15
- capabilities set up
- 9
- accounts & items set up
- 19
- roles, boards & fields set up
- 12
- automation rules set up
What it carries a record through
- 1Enquiry
- 2Estimate
- 3Deposit
- 4Artwork & proof
- 5Materials
- 6Print
- 7Finishing
- 8Quality check
- 9Delivery
- 10Invoice
What your trade expects, and where it lives here
Built to the standard of the best systems in this trade
Estimating & sales
Estimates on your letterhead
Quotations priced per piece, per square metre, per sheet or per hour, with the deposit percentage printed on the face.
Sales
Product catalogue for the trade
Business cards, banners, vehicle branding, signage, apparel and promotional items arrive as categories, ready to price.
Inventory
Quote to order with won/lost tracking
Every estimate is chased through the pipeline; an expired or lost one records why.
CRM
Deposits and part-payments
M-Pesa or bank deposits are receipted against the order, with the balance carried to the invoice.
Sales
Job & production
Job ticket
A numbered job card carries the specification, materials, checklist, due date and the person responsible, and prints for the floor.
Projects
Configurable job stages
Artwork, proof approved, materials, print, finishing, quality check, ready, delivered — every move is stamped with who and when.
Projects
Production board
Jobs by machine and due date on one board, so the press schedule is a screen rather than a whiteboard.
Projects
Pre-press and quality checklist
Every new job card starts with the standard checks — bleed, colour mode, proof signed, count verified.
Projects
Job costing: estimate against actual
Material, labour and outwork costs on the card against the quoted amount, with the margin worked out.
Projects
Materials & outwork
Sheet and roll stock
Paper, vinyl, flex, boards and inks stocked in reams, sheets, rolls, metres and square metres, with reorder points.
Inventory
Purchasing from the job
Purchase requests and orders for substrates and outwork, with approval over a threshold.
Purchases
Outwork as a cost
Subcontracted finishing is billed by the supplier and lands in its own cost account.
Purchases
Dispatch & money
Delivery notes and split deliveries
Part deliveries against one order, each signed for.
Sales
Invoicing with eTIMS fields
The tax invoice is raised from the order with the deposit already deducted.
Sales
Status messages to the customer
An SMS or WhatsApp when the job is ready for collection.
Automations
Before you log in
What is already there on day one
It calls things
- project Job
- job Job card
Documents numbered
JC-2026-0001Q-2026-0001
Apps switched on
- Assistant
- CRM
- Sales
- Purchases
- Inventory
- Finance
- HR & Payroll
- Projects
- Helpdesk
- Reports
- Documents
- Automations
Enquiry pipeline6
- Enquiry
- Spec confirmed
- Estimate sent
- Awaiting deposit / LPO
- Won — job opened
- Lost
Job card stages12
- Enquiry
- Quoted
- Deposit paid
- Artwork
- Proof approved
- Materials
- Printing
- Finishing
- Quality check
- Ready
- Delivered
- Closed
Catalogue structure53
- Stationery & small format — Business cards · Flyers & brochures · Letterheads & envelopes · Receipt & invoice books (NCR) · Calendars & diaries · Stickers & labels
- Large format — PVC banners · Roll-up & X banners · Vinyl stickers · One-way vision · Canvas & posters · Backlit film
- Signage — 3D & illuminated signs · Forex & acrylic signs · Aluminium composite signs · Vehicle branding · Wall & window branding
- Branded merchandise — T-shirts & apparel · Caps · Mugs & bottles · Pens & notebooks · Bags · Corporate gifts
- Services — Design — hourly · Design — package · Installation · Rush fee · Delivery
- Paper & board — Bond paper · Art paper · Ivory board · NCR paper · Self-adhesive paper
- Substrates & media — Flex / banner material · Self-adhesive vinyl · Forex / PVC foam board · Acrylic sheet · Aluminium composite panel
- Inks & consumables — Offset inks · Eco-solvent & UV inks · Toner & clicks · Plates · DTF film & powder · Laminate · Eyelets & hardware
Ledger accounts added to the Kenyan chart9
- 1310Raw Materials — Paper & Substrates
- 1320Inks & Consumables
- 1330Work in Progress
- 4110Printing Sales
- 4120Signage & Branding Sales
- 4130Design & Installation Fees
- 5310Outwork & Finishing
- 5510Spoilage & Reprints
- 6710Machine Service & Spares
Roles, ready to hand out4
- Front desk / CSREnquiries, estimates, job cards and deposits. No costs, no ledger.
- DesignerTheir jobs, the artwork stage and their own time.
- ProductionMoves jobs through the floor, records materials and ticks the checks.
- AccountsInvoices, receipts, supplier bills and the books.
On top of Owner, Administrator, Manager, Staff and Viewer.
Board: Production schedule
Every live job by machine and due date. Drag a job down the statuses as it moves through the floor.
- Artwork
- Proof with customer
- Approved
- Printing
- Finishing
- Quality check
- Ready
- On hold
Columns: Owner · Due · Priority · Customer · Quantity · Machine · Finishing
Fields your trade needs on the record14
- Job card
- Quantity · Finished size · Paper / material · Colours (e.g. 4/4, 4/0, 1 spot) · Machine · Finishing · Proof approved by · Proof approved on
- Enquiry
- Job type · Needed by · Customer supplies print-ready artwork
- Customer record
- LPO number required on invoice
- Product
- Sheet / roll size · Weight (gsm) or thickness
Checklist on every new job card9
- Specification confirmed with customer (size, quantity, material, finish)
- Deposit or LPO received
- Artwork checked: bleed, resolution, colour mode, fonts outlined
- Proof approved by customer — name and date noted
- Material available and issued
- First-off checked against the proof
- Finishing done: trim, fold, laminate, eyelets
- Quantity counted and packed
- Customer notified — ready for collection or delivery
Automation rules12
- Follow up a new enquiry within a dayOn
- Confirm the order when a quote is acceptedOn
- Chase quotations that go staleOn
- Invoice a completed job cardOn
- Unblock a stalled job cardOn
- Confirm the delivery landedOn
- Chase overdue invoices on WhatsAppReady
- Thank the customer for payingReady
- Alert the owner when a PO needs approvalOn
- Answer a new ticket the same dayOn
- Tell the customer their job is readyReady
- Start the artwork when a job card opensOn
Internal alerts and tasks start switched on. Anything that messages your customers waits until you have connected SMS or WhatsApp and read the wording.
Units, price lists, stores, departments
- Price lists
- Trade / reseller · Corporate account
- Units added
- Square foot · Impression · Click · Packet · Book
- Stores
- Main Store · Paper & substrates store · Finished jobs — awaiting collection
- Departments
- Design & Prepress · Production · Finishing & Dispatch
Wording on your documents
- quotation
- Prices are valid for 14 days. A 50% deposit confirms the order; the balance is payable on collection or delivery. Production starts only after the customer approves the proof in writing — colours on screen may differ slightly from print. Artwork changes after approval are charged. Turnaround is counted from proof approval and cleared deposit.
- job card
- No job goes to print without a signed or written proof approval on file.
- delivery note
- Goods received in good order and correct quantity. Complaints must be raised within 3 days of delivery.
A starting point — every word is editable under Settings → Print templates.
The numbers this trade runs on
Reports that are already wired
Estimate win rate
Estimates confirmed ÷ estimates sent, with speed to decision.
Job margin
Quoted amount − (material + labour + other cost), on every job card.
Job profitability
Invoiced against expenses and time, per job.
Deposits and balances outstanding
Open invoices by age — jobs collected and not paid for.
Substrate stock at reorder
Paper, vinyl and ink at or below the reorder point.
Sales by product line
Small format against large format against signage, with margin.
Start with the Printing & branding pack.
First month free · no card needed · everything above is there when you log in.