Do more with the hands you have.
Five flows run every store and service business: stock, jobs, money, team and customers. In most shops each one lives in a different tool, and the owner is the glue. In UpChannels they share one record, so the work moves on without you carrying it.
One record
The order, written once
- StockThe unit is reserved, then leaves stock on delivery
- JobsThe delivery or visit goes on the calendar
- MoneyThe deposit is recorded and the rest stays due
- TeamThe sale is in the seller’s name for the pay run
- CustomersThe customer is kept told, with a link to follow
Five flows, start to finish
Each row is one flow from its first step to its last. Find the row that gives you the most trouble today.
Inventory
Service and delivery
Money
Team
Follow one sale. Watch all five flows move.
Nobody retypes anything below. Each step is the last one’s record, picked up by the next person.
A sample sale at an appliance store
Monday, 10:14 am
Maria writes an order for a washer, to be delivered Thursday. The customer pays a deposit.
- MoneyThe deposit is on the order and the rest shows as due.
- StockThat washer is reserved, so nobody sells it twice.
- TeamThe sale is in Maria’s name.
Monday, 10:16 am
The delivery goes on Thursday’s route.
- JobsIt is a stop on the driver’s day.
- CustomersThe customer gets a message with a tracking link.
Thursday, 8:40 am
The driver opens his route link and taps “I’m on my way”.
- JobsThe stop is marked on the way.
- CustomersThe customer is told it is coming.
Thursday, 9:25 am
Delivered. The driver takes photos and a signature at the door.
- JobsThe proof of delivery lands on the order.
- StockThe washer leaves stock.
- MoneyThe order is complete, and anything still due shows on it.
Thursday, 6:00 pm
The store closes the day.
- MoneyThe drawer is counted and the Z-report printed.
- TeamHours are on the timesheet, and Maria’s commission goes on the pay run.
Afterwards
The customer is invited to rate the order.
- CustomersWith the Customer Portal, on Pro and Premium.
- GrowthA good rating is where growth starts.
1
order written
5
flows updated
0
things typed twice
Run a service business?
The story is the same with a repair in place of the washer. The job is booked from a phone call, dispatched to a tech on the board, and closed on the tech’s phone with a checklist, the parts used and a signature. The tech takes cash or a check at the door, or you send the invoice. The parts come off the same stock.
See it for service businessesOpen the flow you want to fix first
Know what you have, down to the serial number
Purchase orders, receiving, price tags, counts and transfers work from one stock list per location. The counter sells from the same list.
Every job and delivery lands on the calendar
Book the visit, dispatch it on a board, and let the tech or driver finish it on their own phone with photos and a signature.
From the quote to the books
The sale, the deposit, the drawer count, the vendor bill and the sales tax are the same records, entered once.
Everyone knows their part
Each person has their own login and role, a schedule, a time clock and a to-do queue. Pay runs work out what each is owed.
Answer like the owner would
One customer record with every order on it, a shared text inbox, and a private page where the customer follows their own order.
See the day from your phone
This week’s figures and today’s to-dos on one page, with reports across sales, stock, services and money behind them.
Your business has its own busywork. Our team helps you cut it.
No two businesses lose hours the same way. Where the software alone does not reach, our team works beside you on it.
Automation fitted to your business
We look at where your hours go and build the workflows that take the repeat work off your people.
See how automation is builtSystem integration
We connect UpChannels to the other tools your business already depends on, so the same figure is not kept in two places.
See system integrationFive efficiency goals
- Level 1Operational
- Level 2Organized
- Level 3Dependable
- Level 4Informed
- Level 5Sustainable
These are the first five of the seven levels of a well-managed business. See all seven on the home page.
Designed for growth
Doing more is half of it.
The same records that run the day also help you win the next customer: a website built from your stock, ads tied to your sales, and follow-ups that go out on their own.
See the growth cycleEfficiency questions, answered
Do I have to set up all five flows on day one?
I only sell services. Does this still fit?
Which parts need a higher plan?
Does UpChannels run my payroll?
What does your team do on the efficiency side?
More done. More customers.
Same hands.
Start your free trial today. No credit card required.
One system for the counter, the schedule, the truck and the books. A team to build the website, run the ads and take the busywork off you. Start with the trial, or let us walk you through it first.
