Start the solo workflow by capturing the customer cleanly before the order record is created.
Solo work starts with the customer record. Capture contact details first so orders, awards, and reviews stay tied to the right history.
Overview
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Expected result
The solo operator has a clean customer record ready before order intake starts.
Last verified 2026-04-11
Use the solo workspace as the launch point into the standard Jobs flow, then move saved jobs into Marketplace only when supplier sourcing is needed.
Solo operators now create and edit work in the standard Jobs flow. Use this page to launch into Jobs for form, sheet, voice, upload, draft review, saving, and follow-up edits, then return here or to Marketplace when supplier sourcing is needed. If Quotes is enabled, solo uses the same quote workflow as business teams at a 20% lower price for the quote add-on.
Overview
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Expected result
The solo operator uses the same sheet-backed job record as business teams before sending any supplier request.
Last verified 2026-04-11
Send the supplier request from the solo marketplace and keep measurements, fabric notes, and request status in one place.
The marketplace request is where the solo order turns into a supplier-facing request. Send it from the marketplace page so the operator can track the request status in the app.
Overview
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Expected result
A clean supplier request is published from the solo marketplace with the request state visible.
Last verified 2026-04-11
Compare blind supplier responses in one board before you choose a supplier.
The marketplace board keeps supplier quotes blind and comparable. Use it to review lead time, deposit, guarantee, penalty, and notes before you award one supplier.
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Expected result
The solo operator can compare supplier options inside one blind quote board.
Last verified 2026-04-11
Award one supplier and keep the handoff details tied to the same marketplace record.
Awarding one quote creates the production handoff trail. Keep that handoff inside the marketplace record so the solo operator can follow it without platform-admin mediation.
Overview
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Expected result
The supplier award and production handoff stay attached to the same marketplace request.
Last verified 2026-04-11
Keep deposits and final payment schedules visible from the marketplace record so the operator knows what is pending.
Marketplace payments belong to the awarded supplier record. Use the deposit and final schedule states there instead of keeping collection status in side notes.
Overview
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Expected result
The solo operator can see which marketplace payment steps are pending and which are complete.
Last verified 2026-04-11
Reviews unlock after completion so the trust history reflects the real production outcome.
The review workflow is tied to the completed award. Keep trust history in the marketplace record so ratings reflect real supplier outcomes instead of pre-award impressions.
Overview
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Expected result
The solo operator can read and submit reviews in the right stage of the marketplace lifecycle.
Last verified 2026-04-11