What's inside the toolkit
Nine working tabs in one Excel workbook, plus the client intake brief, production ticket, return shipping sheets, email library, quick start guide and formula notes.
1. Order forms
- Separate intake forms for pillows, ornaments, stand-ups, framing and small goods
- Fields for canvas size, fabric, backing, cording, trims, stuffing and monogram
- Client contact, drop-off method and promised date
- Printable and shareable versions
2. Pricing calculator
- Settings tab with your base rates per finishing type
- Add-ons: welting, tassels, zippers, custom fabric
- Materials cost and rush / holiday surcharges
- Deposit amount and balance due, generated automatically
3. Production sheet
- One row per piece with stage drop-downs
- Filter by stage, client or finishing type
- Notes column for blocking and assembly details
4. Deadline tracker
- Colour-coded due dates (on track, this week, overdue)
- Holiday cut-off calendar
- Capacity view by month for long-running jobs
5. Pre-written emails
- Quote, deposit request, piece received
- Progress update, delay notice
- Ready to ship, thank-you and review request
6. Shipping
- Packing slip linked to the order
- Carrier, tracking number and insurance log
- Delivered confirmation column