OB-5 morning brief
Manager overview
Good morning, Morgan!
5 Overdue0 Scheduled Today17 In Production0 Completed Today
Saturday, May 23 — National Taffy Day
- Home
- How it works
How it works
From first inquiry to paid reorder
Print shops already run this path. OBPrint keeps each handoff on one job record so blanks, decoration, art, and customer details are not retyped at every desk.
- Shop software, job first
- OBPrint is shop software for custom apparel, signs, wraps, and promo work. It connects supplier costs, quotes, production, press time, job costing, and team messaging in one place. Built by printers, for printers. Send a proof link. Customer approves or requests changes. Approval syncs to the sales order and work order so production runs the art that sold. Approved quotes convert to a sales order. Invoice opens from the sales order. Take payment through Square, Stripe, or your existing flow.
Job lifecycle
Eight steps on one job
Each step names who owns it and what data carries forward. This is how a real order moves, not a CRM funnel diagram.
Inquiry or lead
Owner, sales, front office
Capture the customer, contact, job type, quantity, and due date. Notes and email can attach here. When you are ready to price, convert the lead to a quote. The customer record carries forward so nobody retypes the company name and ship-to.
Quote with real costs
Estimator, owner
Pull blanks from S&S, SanMar, or PromoStandards. Apply decoration matrices for screen print, embroidery, DTF, or add-ons. Overhead and fees show margin on the line before you send. Estimator owns the build; owner can review margin on big orders.
Proof and approval
Sales, art, customer
Send a proof link. The customer approves or requests changes on the token URL. Art and revisions stay on the quote. When they approve, production sees the same specs they signed off on. No separate proof folder in email.
Sales order
Sales, owner
Approved quotes convert to a sales order in one action. Line items, pricing, decoration, and customer details copy over. Production and billing anchor here. Invoice, work order, and board job all reference this sales order number.
Production on the board
Floor lead, production staff
The job shows on your board, list, or machine queue. Move it through stages your shop defines: art, screens, print, embellish, ship, or install. Work orders add tasks and checklists. Floor lead assigns crew and due dates. Office watches the same status.
Press run and floor time
Press operator, floor lead
On The Full Run, start press runs from floor mobile. Log piece counts, pauses, and issues. Track ink and materials on the job. Run time and consumables feed job costing so labor reflects the floor, not a default rate from last year.
Invoice and payment
Office, owner
Open or create the invoice from the sales order. Send pay links or take payment through Square or Stripe. QuickBooks sync on The Full Run maps customers and payments. Office owns the step; owner can check cash against job margin.
Reorder
Customer, sales, merch program manager
Repeat customers reorder through merch stores, portals, or a new quote with history attached. Prior decoration and garment choices sit on the customer record. The next quote starts faster because the job data never left the system.
Time to value
How fast shops feel it
- Session 1: connect a supplier catalog and build one real quote with margin visible
- Week 1: put the next live jobs on the production list or board
- Week 2-4: press runs and job costing change how you price the next bid
- Full Run trial: test OB-5, work order Production tab, and merch draft in 14 days
Quoting
Margin updates as the quote builds
Blank cost, decoration, fees, and overhead land on each line as you build. Sell price and estimated shop cost update before the customer sees a number. Approved quotes convert to a sales order without retyping the line.
- Search S&S, SanMar, and PromoStandards from the quote builder
- Decoration matrices for screen print, embroidery, DTF, and add-ons
- Overhead and shop fees roll into margin on every line
- Approved quote becomes a sales order with specs intact
View as Manager
Acting as manager
Manager workspace
Scheduling weather forecast
Forecast for Bellingham, WA
- Today72° / 58°90%
- Sun80° / 61°81%
- Mon78° / 60°78%
- Tue77° / 61°58%
- Wed79° / 61°52%
- Thu78° / 57°27%
Press Efficiency
Last 30 Days0%
116Pieces printed2.9hAvg job time8.5hRun time122.5hDowntime
Overdue jobs 5Proofs waiting 19Declined changes 3
Quick actions
Income & Expenses
20263M6M12MTotal incomeTotal expensesNet savings
Production queue
All datesAll stagesAll services
| Job | Customer | Service | Stage | Due |
|---|---|---|---|---|
| SO-886491 | Bill Kelley Racing | Signs & Decals | Accepted | Overdue |
| SO-805481 | USDA Wildlife Service | Signs & Decals | Job Staged | 05/30 |
| SO-802110 | Northside Church | Screen Print | Production | Today |
Production
One board for how your floor runs
Move jobs through stages your shop actually uses. Due dates, rush flags, and machine assignments stay visible. Board, list, calendar, and machine queue views read the same job record.
- Board, list, calendar, and machine queue views
- Work-order tasks on the production card
- Install board for field work when the job leaves the shop
- QR scanning to jump to a job from the floor
Press
Press time feeds the cost
Start a run from the floor, count pieces, pause when the press pauses, and log issues when something goes wrong. Run time and piece progress attach to the production job. On The Full Run, that activity feeds job costing instead of a flat labor guess.
- Run timers and piece counts from floor mobile
- See which presses are running, idle, or queued
- Pause and issue logging when the floor stops
- Press activity ties to job costing on The Full Run
Work order
Floor checklist on the job
Work orders attach tasks, production controls, packaging steps, and notes to the sales order. The Production tab on The Full Run adds press controls and floor mobile.
- Tasks and checklists that travel with the job
- Production tab with press and floor control on The Full Run
- Art, specs, and customer notes in one workspace
- Packaging, labels, and tracking when you ship
FAQ
How it works questions
Lifecycle, roles, Short Run coverage, and running beside your current tool.
Inquiry becomes a quote with real supplier and decoration costs. Approval converts to a sales order. Production, press time, invoice, and reorder stay on that job record.
Most shops connect a supplier and build a real quote in the first session.
The board and press tracking pay off as soon as the next live jobs hit the floor.
Owners and estimators own quoting and margin. Floor leads run the board and press. Office handles invoices and reorders. Installers use the field app on install day.
Yes. Many shops start new quotes and new jobs in OBPrint while finishing open work elsewhere.
Plan the switch around busy season and what history you need to export.
Customer, line items, decoration specs, art, and pricing flow from quote to sales order to work order.
Press time and materials logged on the floor roll into job costing on the same sales order.
Short Run covers leads, quotes, sales orders, production list, proofs, and payments with monthly limits.
Press runs on the work order, install board, OB-5, and live merch need The Full Run.
July 2026
Know the real cost before you quote.
Start a Full Run trial, or book a demo and we will walk a real job with you.
14-day free trial on The Full Run. No credit card required.