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Today

Inbox

Preview mode Staging API

Work queue

Inbox Classification pending Select an item

Select an inbox item

Choose a lead or message from the work queue.

Client: Not selected From: Not selected Type: Inbox Received: Not selected

Original request

No item selected

Inbox

Select an inbox item to view the source message.

Operator notes

Select an item to see AI notes.

Matches and correspondence

No item selected Related message lookup will appear here when an inbox item is open.

Draft reply

Select an inbox item to review a draft reply.

No draft

Draft is waiting for approval.

Active work, production status, and jobs needing attention.

Search From To

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Harbor Dental coin

Harbor Dental · maya@harbordental.example

Project actions ready.

Client cost$4,800

Internal cost$2,950

Profit$1,850

PricingQuote sent

PaymentInvoice unpaid

CreatedJun 12

PortalEnabled

Initial enquiry

Client request

Latest proof

harbor-coin-proof-v3.png

Artwork proof · Awaiting client approval

Files

Artwork proof v3Image · Drive

Quote PDFPDF · Generated

Job notes

Workspace noteDraft

Confirm finish note before production. Keep proof history attached to Drive folder.

Workspace note title Add a workspace note

Linked projects

Standalone project

Commercial documents

No documents linked yetCreate a quote, invoice, or payment request from this project.

Feedback / activity

Proof updatedArtwork revised today after material change request.
Email importedClient requested approval copy before production.
Status changedMoved to Awaiting approval.

Project profit, ecommerce profit, expenses, and targets.

Money operations

From To

Harbor Dental coinInvoice · Harbor Dental Invoice unpaid$4,800$2,950$1,850FridayNot chasedSend payment reminder

Jasper Group hoodiesDeposit invoice · Jasper Group Awaiting deposit$7,650$4,825$2,825FridayTodayCheck approval before chasing

Northline Cafe shirtsNo invoice · Northline Cafe No invoice$2,400$1,520$880Next weekNoneCreate invoice after artwork

June tracking

Revenue vs target—

True net profit vs target—

Margin vs target—

Monthly table

MonthProject revenueEcomm revenueTotal costProject profitEcomm profitExpensesTrue net profitStatus

—————————

Stock on hand

Paid ecommerce ordersOrder total minus saved order costs

Profit and loss statement

Uses paid project profit, paid ecommerce profit, and dated expenses for the selected Finance date range.

Expenses statement

A tax-friendly expense summary grouped by category, with source rows from the Finance expenses register.

General Ledger Detail

Ledger Detail / Transaction Detail Report for finalised CraftOS transactions. FY26 defaults to 1 July 2025 through 30 June 2026.

From To Account Type Client / supplier Project / order Tax code

Pricing table list

Table nameProduct typeStatusBase feeTaxTiersUpdatedActions

Challenge coinsCoinsActive$1808.25%3Today

PatchesPatchesDraft$958.25%2Yesterday

HoodiesApparelActive$608.25%4Jun 14

Challenge coins detailView mode

Table name Product type Status Base fee Tax % Notes

Quantity tiers

Qty fromQty toPrice per itemTax per itemExample totalActions

5099$9.20$0.76$640

100249$7.10$0.59$948

250+$5.80$0.48$1,750

Price table changes save through the Finance API.

Expenses

ExpenseCategoryDateAmountLinked project/orderReceipt/invoiceNotesActions

Rush shippingShippingJun 12$420Harbor Dental coinMissingAir freight for revised install date

Contract artworkProductionJun 10$680Jasper Group hoodiesMissingOutside art cleanup

Portal softwareToolsJun 1$2,040NoneMissingMonthly portal and ops tools

True net profit impact

Gross profit—

Tracked expenses—

True net profit—

Target editing

Enter profit and margin. Finance calculates required revenue and allowed cost from those targets.

Profit target Editable Margin target % Editable Revenue target Calculated Cost target Calculated

Current vs target

MetricCurrentTargetProgressStatus

Revenue————

Cost————

Profit————

Margin————

Commercial documents

Quotes, invoices, and payment requests use the existing CraftOS document API. Sending always requires explicit approval.

DocumentTypeClientProjectStatusAmountPaidActions

Showing 0 of 0 Rows

Create document

Select a client or project to begin.

Type Status Issue date Due date

Linked project Client name Email Phone

Billing address

Line items

ItemDescriptionQtyRateTax modeTax %TaxTotal

Document notes Internal notes

Finance actions ready.

Imported orders, fulfilment, and commerce profit.

Ecommerce

Ecommerce revenue—

Ecommerce cost—

Ecommerce profit—

Outstanding—

Orders

From To Search

OrderProviderCustomerRevenueCostProfitPaidFulfilmentActions

0 orders Page 1 of 1

Ecommerce actions ready.

Templates, campaign planning, sent-email audit, and opt-in customer lists.

Marketing

No sends enabled Builder + preview only

Customer opt-inCraftCart accepted marketing

Email providerExisting Resend service

Campaign sendsDisabled

UnsubscribeBackend plan required

Email templates

Reusable campaign layouts

Build branded marketing templates using the existing CraftOS email renderer. Save and preview are wired; sends remain disabled.

TemplateUse caseStatusLast editedAction

Product announcementNew product / restockPlannedRoute pending

Discount promotionCampaign offerPlannedRoute pending

Marketing shell ready. No emails can be sent from this slice.

Select an ecommerce order.

Order detail

— — —

Revenue—

Stored cost—

Profit—

Paid status—

Fulfilment—

Cost of sales

Manual stored cost$720

Computed cost total$720

Cost lineTypeAmountNotes

Blank apparelGoods$420Imported provider cost

Shipping labelShipping$180Carrier charge

Pack labourLabour$120Manual entry

Cost changes are local until API wiring is added.

Line items

ItemSKUQtyUnitTotal

White oak coin setCOIN-WO-501$940$940

Gift packagingPACK-GIFT2$150$300

Billing details

First nameMaya

Last nameChen

Emailmaya@harbordental.example

Phone(555) 014-2210

Address212 Harbor Way, Portland, OR 97209

Shipping details

NameMaya Chen

Address88 Clinic Row

CityPortland

State / postcodeOR 97209

CountryUnited States

Commercial detail

Shipping charged$36

Tax$92

SourceImported order

Payment methodCard · Shopify Payments

Provider details

storeIdstore_4021

storeSlugharbor-dental-store

storefrontScopepublic_checkout

externalTransactionIdtxn_8F29C3D847

Advanced raw payload

{"order":"#EC-1048","provider":"Shopify","paid":true,"fulfilment":"unfulfilled","customer":{"name":"Maya Chen","email":"maya@harbordental.example"},"totals":{"revenue":1240,"cost":720,"profit":520}}

Order actions ready.

Lookup and linked work

Clients

Customer details, addresses, and connected projects, orders, and invoices.

ClientEmailPhoneLocationActiveOutstandingLast activityActions

0 clientsPage 1 of 1

Client actions ready.

maya@harbordental.example · (555) 014-2210 · Portland, OR

Harbor Dental

Active client Outstanding $4,800

Contact details

NameMaya Chen

CompanyHarbor Dental

Emailmaya@harbordental.example

Phone(555) 014-2210

Billing address212 Harbor Way, Portland, OR 97209

Shipping address88 Clinic Row, Portland, OR 97209

SourceGmail import · Shopify customer

Prefers approval links by email. Reception desk material changed from walnut to white oak.

Linked projects

ProjectStatusProductProfitPaymentUpdatedActions

Harbor Dental coinAwaiting approvalCoin$1,850UnpaidToday

Reception desk proofNeeds reviewSignage$920Deposit paidJun 17

Ecommerce orders

OrderProviderRevenueProfitPaidFulfilmentDateActions

#EC-1048Shopify$1,240$520PaidUnfulfilledToday

Finance records

RecordAmountStatusDueLast chasedActions

INV-2048$4,800UnpaidFriday2 days ago

Recent messages

TodayQuote revision requested for white oak reception desk.

Jun 17Proof packet sent and linked to project file.

Activity timeline

Draft reply preparedToday · Inbox item matched to Harbor Dental.
Invoice marked unpaidJun 17 · Finance record requires follow-up.
Order importedJun 18 · Shopify order #EC-1048 linked to client.

Client actions ready.

Connection hub

Integrations

Connect the services that power leads, files, payments, email, ecommerce, and AI.

Business profile

Brand nameLegal business nameABNACNNotification emailBusiness address

Shipping origin

Used for Australia Post delivery exports and future fulfilment provider defaults. Export sender fields use these exact values; blank fields stay blank.

Sender nameBusiness nameAddress line 1Address line 2SuburbStatePostcodePhoneEmail

Branding

Workspace logo

Used on quotes, invoices, and client-facing documents.

Choose logo

No file selected

Logo URL

Brand colour

SQuote preview

Brand colour appears on document headers, approval buttons, and client-facing accents.

Document defaults

Quote termsInvoice termsDelivery estimate guidance

Payment terms

Payment and bank transfer details

Tax and currency

Default currencyTax labelDefault tax rate

Lead notifications

Automatically send lead acknowledgement when a new lead is imported When enabled, CraftOS may send a simple acknowledgement email without manual review. Turn this off if every outbound email should require approval. Send lead notification to workspace email Notify the workspace email when CraftOS imports a new lead. Lead inbox email

Advanced

Workspace IDGoogle customer IDStripe account

No unsaved changes

Integration actions ready.

Workspace settings ready.

Assistant

CraftOS operator

Inbox Harbor Dental Ready to respond

Preview mode · approval required · provider actions gated

Using context from: Inbox

Assistant

I can help with this inbox item. I can draft, summarise, or prepare an action for approval.

Action preview No proposal yet

Ask the Assistant to draft or prepare an action.

Ready.

Continue to your workspace

Enter the code we emailed you

Checking your workspace

Choose a workspace

Inbox

Work queue

Select an inbox item

Draft reply

Harbor Dental coin

harbor-coin-proof-v3.png

Money operations

Ecommerce

Marketing

Reusable campaign layouts

Draft, review, schedule

Delivery audit log

Opt-in audience segments

Order detail

Clients

Harbor Dental

Integrations