Orders and customers
Turn a pasted message into an order
3 minute read
Most custom orders start as a messy conversation: a screenshot, a voice-note transcript, or six texts in a row. Instead of retyping all of it, paste it into Broidry and let it do the reading.
- 1Open Leads and paste the conversation, or upload the screenshots.
- 2Broidry pulls out who it is from, what they want, the sizes, the wording, and the deadline, and shows you everything it found.
- 3Anything the customer never said shows up as a still-need chip. That list is gold: it is exactly what to ask in your next message, all at once.
- 4When the details are complete, tap Turn into order. The order lands on your Orders page with the conversation screenshots saved on it, so the customer's own words are always one tap away.
Good to know: The wording chips deserve one careful look before you stitch. Broidry reads carefully, but the customer's spelling is the customer's spelling, and the confirmation link exists so they approve it themselves.