Quotes and Invoices

Printavo holds quotes and invoices for print, embroidery, and sign jobs. A Beam agent reads a new or updated quote, checks pricing and approval status against your rules, and updates the record or notifies the account manager when a quote sits unapproved too long. It can issue a payment reminder tied to an invoice. Quotes with custom pricing, discounts, or unusual terms are routed to a person, who approves the numbers before the agent moves the job forward, so no order proceeds on pricing a human has not seen.

Order Status

Printavo tracks each job through production stages on its calendar and boards. A Beam agent reads status changes, applies your rules for what each stage requires, and updates the job or notifies production when a step is overdue. It can post a progress note for the customer where you allow it. Jobs that stall, miss a deadline, or hit a material shortage get escalated to a shop lead, who reprioritizes the schedule, while the agent keeps the status record and any customer-facing note consistent with the decision.

Customer Records

Printavo stores customer contacts and their order history for each shop. A Beam agent reads customer data when an order comes in, checks it against your rules for credit or repeat-buyer terms, and updates the contact or flags a mismatch such as an outdated address. It can summarize a customer's recent jobs for a rep. Anything sensitive, like a credit hold or a billing dispute, is routed to a person, who decides how to proceed before the agent records changes against that customer's record.