01
Business Workspaces
Each embroidery company operates as its own tenant with separate business settings, subscription state, clients, employees, teams, files, Merch Stores, production records and portal access. Tenant-specific subdomains are supported, with eligible custom domains on higher plans.
02
Teams & Permissions
Create Sales, Support, Production/Embroidery or custom teams; give employees individual accounts; and control access to clients, quotes, orders, artwork, invoices, files and operational areas instead of sharing one administrator login.
03
Client Management
Maintain client codes, contacts, profile details, invitations, access requests and connected quotes, orders, invoices, files and communication so customer history stays tied to one record.
04
Quotes & Mockups
Accept public quote and mockup requests with artwork and job specifications, review requirements internally, send updates/approvals or change requests, and convert approved work into active jobs without re-entering the customer data.
05
Orders & Production
Create embroidery or printing jobs with placement/size and production specifications, employee assignment, due dates, rush status, tracking and status history, then schedule work against machines/resources and available capacity where the plan allows.
06
Artwork & Files
Attach artwork, proofs, references, DST/production files and other documents to the correct client, quote or job; keep files internal, share them with the client, or make access requestable according to workflow.
07
Invoices & Records
Create invoices from connected work, combine job charges, track balances and due dates, provide manual payment instructions, receive customer payment claims and maintain payment records; eligible QuickBooks connections synchronize supported accounting entities.
08
Client Portal
Give each client a dedicated login for permitted quotes, orders, status/tracking, invoices, shared files, profile details, notifications and eligible conversations without exposing internal shop records.
09
Employee Workspace
Employees use individual business-portal accounts and see only the modules, clients and records their owner/team permissions allow, keeping operational work separate from client and vendor access.
10
Chat & Notifications
Eligible plans provide client chat and internal team chat. In-app/email notifications can cover requests, approvals, tickets, assignments and other workflow events so the relevant people are alerted without exposing unrelated tenant records.
11
Branding & Domains
Use an IEBC tenant address, connect an eligible business-owned custom portal domain on supported plans, and use White Label branding removal/custom sender capabilities when the sender domain and account configuration meet requirements.
12
Billing & Subscription
Owners can view recurring plan status, subscription access and supported billing controls from the business system. Software plan limits are applied to new activity while existing records remain part of the tenant workspace.
13
Merch Stores
Create customer-facing stores for companies, teams, schools, fundraisers or events with products, variants, images, stock controls, personalization, cart, guest/account checkout, pickup/shipping, fulfillment statuses, tracking and plan-based payment providers.
14
Store Customer Accounts
Store shoppers can use guest checkout or verified accounts with six-digit email verification, saved contact/delivery details, password recovery and order history; checkout can use one-off delivery details without overwriting the saved profile.
15
QuickBooks & Connected Tools
Business and White Label include QuickBooks Online workflows for supported customers, products/services, invoices and recorded payments. Eligible plans also expose the Email Manager and Instant Digitizer; White Label adds scoped REST API tokens, signed outgoing webhooks and Zapier Catch Hook workflows.