Intake Builder

Create inquiries, then hand them into work orders and invoices.

This page captures the no-login operations story: one form creates a client, a work order, a request feed item, and a visible invoice deposit inside local route state.

Client name Phone

Service Channel

Date Time

Location Work station

Notes

Open Client Dashboard

New intake records will appear instantly across the local inquiry, work order, and invoice boards.

What This Handoff Does

Customer Record

Creates a local-only inquiry with service type, timing, location, and studio notes.

Work Order

Builds a queued work ticket so the employee portal can move it through production.

Invoice Deposit

Adds an open invoice so the client side can immediately demonstrate PAY INVOICE and PRINT.

Recent Intake

Live inquiry cards

Advance or reschedule any card and the local state updates other pages automatically.

Order Schedule

Scheduled inquiry board

Same-page date grouping makes the local handoff visible even without a real backend.