Forty open POs. One screen. Zero prayers.
You're the person who knows where everything is — which is exactly the problem. Workroom moves the order book out of your inbox and into a system the whole firm can see, with flags that find you before problems find the client.
Operations lead at a receiving or materials desk with Workroom’s order tracker on a laptop. Boxes or samples can appear in the background, but the scene should stay polished.
Replace this art-directed placeholder with a permissioned photograph or a mockup using the current Workroom interface before launch.What changes for you, specifically
The whole order book, live
Every open PO across every project — stage, ship date, deposit paid, balance due — in one filterable view.
Slips flagged early
A vendor date moves past install day and Workroom flags it weeks out — while rebooking is still cheap.
POs that start correct
Generated from approved specs, so vendor details, pricing, and sidemarks never get retyped wrong.
Receiving with a paper trail
Log deliveries, note damages with photos, and keep claims attached to the order they belong to.
Deposits that can't double-pay
What's been paid to every vendor and what's owed, tied to the project budget automatically.
Vacations that stay vacations
Because the system holds the status, coverage is a login — not a 40-tab handoff document.
The flags find you. You stop hunting.
Instead of re-checking every vendor portal weekly, work from a queue of exceptions: dates that slipped, acknowledgments that haven't arrived, deposits coming due, deliveries to schedule. Everything else is fine — and now you know that, too.
- Exception queue across all projects and vendors
- Vendor history and lead-time patterns at a glance
- Client-ready status answers in seconds
Damage, documented — so claims actually get paid
Log every delivery against its PO, photograph damage the moment it arrives, and keep the claim attached to the order it belongs to. When a vendor disputes it three weeks later, the paper trail is already built — dates, photos, and quantities in one place.
- Deliveries logged against the original PO
- Damage photos and notes on the order
- Open claims tracked to resolution
Never pay a deposit twice
Every deposit paid and balance owed is tied to the project budget the moment it happens. What went to which vendor, what's still due, and what's cleared to release — without cross-checking three spreadsheets and your own memory.
- Deposits and balances tied to each PO
- What's owed, by vendor and by project
- Payments cleared against the budget automatically
"Forty open POs used to mean forty browser tabs and a prayer. Now it's one screen, and the flags find me before the problems do."
Tessa B. — Operations Lead, 15-person firm, TorontoAlso built for the rest of the firm:
Principals → · Design Directors → · Finance →