Your daily working view — tasks to knock out and clients to reach. Check things off as you go; everything syncs to Airtable instantly.
My Tasks
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Client Follow-Ups
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Real-time cost and margin visibility — what every case actually costs to produce and what we keep. The cost engine activates once product cost recipes are loaded.
Margin Snapshot
Revenue This Month
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From Case Log fees
Est. Cost of Production
Pending
Activates when cost recipes are loaded
Real-Time Margin
Pending
Revenue − production cost, live per case
Financial OS — Build Roadmap
1
Cost Engine — recipes per product
Materials + machine time + labor + overhead per product type. Every case auto-costed the moment it arrives.
Awaiting cost sheet
2
Receipt Automation
Supply purchase emails auto-logged monthly — feeds the accountant and keeps material costs in recipes accurate.
Queued
3
QuickBooks Online
American-market bookkeeping — clean AR aging, invoices, and P&L in the format your accountant expects.
Purchase
4
iLab Email Bridge
New-case emails auto-create cases in Airtable — our data becomes ours, costed in real time.
Queued
The path out of production and into sales, marketing, and business growth. Tap a milestone's status to advance it — Not Started → In Progress → Hit.
