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Small Business OS

Copperline Print & Signs · Small business operations · Boise, ID

Joaquin Medeiros owns a small sign and print shop and uses this to see open deals, this week's jobs, unpaid invoices, expenses and the quarter's goals in one place.

Any businessReportingLinked tables9 tables · 33 views · 1 form · 6 row actions · 1 agent
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Contacts by type

Contacts
Customer3
Odalys FerreiraJuniper Bistroodalys@juniperbistro.net
Calvin ThornburyEast Bench Elementarycalvin@eastbenchschool.net
Greta LindholmBrightwater Dentalgreta@brightwater.net
Prospect2
Marisol AyersSummit Expo Groupmarisol@summitexpo.net
Ibrahim SotoHarlow Cafeibrahim@harlowcafe.net
Vendor4
Wendell ParkInk & Stock Supplywendell@inkandstock.net
Aisha BoatengVantage Vinyl Wholesaleaisha@vantagesupply.net
Hollis GrantPixelbay Studio Toolshollis@pixelbaytools.net
Veronika DahlValley Ledger Newspaperveronika@valleyledger.net
Partner0

Tables

Contacts

9 sample rows · 14 columns

Customers, prospects and suppliers.

NameCompanyEmailPhoneTypeAddedSend email
Odalys FerreiraJuniper Bistroodalys@juniperbistro.net(208) 555-0151Customer——
Calvin ThornburyEast Bench Elementarycalvin@eastbenchschool.net(208) 555-0152Customer——
Marisol AyersSummit Expo Groupmarisol@summitexpo.net(208) 555-0153Prospect——
Ibrahim SotoHarlow Cafeibrahim@harlowcafe.net(208) 555-0154Prospect——
Greta LindholmBrightwater Dentalgreta@brightwater.net(208) 555-0155Customer——
Wendell ParkInk & Stock Supplywendell@inkandstock.net(208) 555-0156Vendor——
Aisha BoatengVantage Vinyl Wholesaleaisha@vantagesupply.net(208) 555-0157Vendor——
Hollis GrantPixelbay Studio Toolshollis@pixelbaytools.net(208) 555-0158Vendor——
Veronika DahlValley Ledger Newspaperveronika@valleyledger.net(208) 555-0159Vendor——

Deals

7 sample rows · 11 columns

Sales opportunities moving from lead to won.

DealStageValueWin chance (%)Expected closeOwnerContact
Expo booth graphics packageProposal$14,80060Oct 30, 2026Joaquin MedeirosMarisol Ayers
Menu boards and window decalsQualified$3,90040Nov 7, 2026Priyanka DasIbrahim Soto
Patio sign and bannersWon$2,650100Oct 12, 2026Priyanka DasOdalys Ferreira
Annual school bannersWon$5,200100Sep 30, 2026Joaquin MedeirosCalvin Thornbury
Waiting room wall graphicsProposal$4,40070Oct 25, 2026Priyanka DasGreta Lindholm
Trade show tote bagsLead$2,10020Oct 14, 2026Priyanka DasMarisol Ayers
Opening day flyersLost$9000Oct 6, 2026Priyanka DasIbrahim Soto

Projects

4 sample rows · 13 columns

Jobs in production.

ProjectStatusStartDueBudgetCustomerMark done
School banner runIn progressOct 8, 2026Oct 24, 2026$5,200Calvin Thornbury—
Juniper patio sign installDoneSep 28, 2026Oct 10, 2026$2,650Odalys Ferreira—
Waiting room wall graphicsPlanningOct 21, 2026Nov 11, 2026$4,400Greta Lindholm—
Expo booth graphics packagePlanningNov 1, 2026Nov 27, 2026$14,800Marisol Ayers—

Tasks

10 sample rows · 8 columns

The steps that get each job out the door.

TaskStatusDueAssigned toProjectMark doneCreated
Proof approval from schoolIn progressOct 19, 2026Priyanka DasSchool banner run——
Print and trim bannersTo doOct 17, 2026Ngozi AdeyemiSchool banner run——
Pack and label for deliveryTo doOct 23, 2026Ngozi AdeyemiSchool banner run——
Final walkthrough photosDoneOct 10, 2026Bastian KowalJuniper patio sign install——
Measure wall on siteTo doOct 22, 2026Bastian KowalWaiting room wall graphics——
Mock-up three optionsTo doOct 27, 2026Bastian KowalWaiting room wall graphics——
Booth size and layout briefTo doNov 3, 2026Joaquin MedeirosExpo booth graphics package——
Order vinyl rollsDoneOct 10, 2026Ngozi AdeyemiSchool banner run——
Confirm install windowIn progressOct 24, 2026Priyanka DasWaiting room wall graphics——
Collect brand filesTo doNov 2, 2026Priyanka DasExpo booth graphics package——

Invoices

6 sample rows · 13 columns

What customers owe and have paid.

Work billedInvoice numberStatusAmountIssuedDuePaid on
Patio sign and banners—Paid$2,650Oct 12, 2026Oct 26, 2026Oct 18, 2026
School banner run, deposit—Paid$2,600Oct 1, 2026Oct 15, 2026Oct 10, 2026
School banner run, balance—Sent$2,600Oct 14, 2026Oct 28, 2026—
Waiting room wall graphics—Draft$1,100—Oct 31, 2026—
Menu boards, first half—Overdue$1,950Sep 8, 2026Oct 8, 2026—
Expo graphics, design retainer—Sent$3,200Oct 6, 2026Oct 16, 2026—

Expenses

8 sample rows · 6 columns

Money going out, by category and vendor.

Spent onCategoryAmountDateVendorLogged
Vinyl and substrate orderSupplies$1,840Oct 9, 2026Wendell Park—
Wide-format ink restockSupplies$960Oct 3, 2026Aisha Boateng—
Design software subscriptionsSoftware$212Oct 18, 2026Hollis Grant—
Van fuel and tollsTravel$148Oct 13, 2026——
Local newspaper adMarketing$350Sep 28, 2026Veronika Dahl—
Payroll, first half of the monthPayroll$9,400Oct 6, 2026——
Laminating filmSupplies$420Sep 22, 2026Wendell Park—
Trade show floor space depositMarketing$1,200Sep 18, 2026Marisol Ayers—

Goals

4 sample rows · 7 columns

What the business wants to hit this quarter.

GoalQuarterTarget (goal units)Current (goal units)Owner
Reach 60,000 in monthly revenueThis quarter60,00047,500Joaquin Medeiros
Reach 90 percent on-time deliveryThis quarter9078Ngozi Adeyemi
Sign three recurring school accountsThis quarter31Priyanka Das
Launch online quote formNext quarter10Bastian Kowal

Meetings

4 sample rows · 4 columns

Standing and one-off meetings with their notes.

MeetingWhenKind
Monday planning huddleOct 17, 3:00 PMWeekly
Supplier pricing reviewOct 21, 8:00 PMSupplier
Expo proposal walkthroughOct 27, 5:00 PMCustomer
Quarterly goals checkOct 4, 9:00 PMPlanning

Also included

  • Mark paidRow action
  • Mark sentRow action
  • Mark wonRow action
  • Mark lostRow action
  • Mark doneRow action
  • Mark doneRow action

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