MFX-OS
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🗂 Open my Workstation ↓ 🏭 Orders 🌐 Portals
🗂 MY WORKSTATION · MFX-OS

Welcome 👋

Your day, your calendar, your items — all in one place.

🧮

Quotes

Pipeline board, master library and the pouch / labels engine.

Open →
📅

Calendar

Your schedule — events, due dates & team agenda.

Open →
🪑

My Desk

The job steps assigned to you, across every job — and the buttons that finish them.

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🛂

Job Passport

Every live job, quote to shipped — and the one button that moves it.

Open
🏭

Orders

Portal activity, PO match, sales orders & green lights.

Open →
📥

Request Log

Every client request — status, owner and dates.

Open →
📇

Customer CRM

Your full customer master with profiles & insights.

Open →
📞

Comm Log

Every client touch, tracked.

Open →
🗂️

Materials & Dies

Face stocks, dies, coatings & adhesives.

Open →
🎓

OS Guide

Learn the system · team board.

Open →

Communication Log 📞 every client touch, tracked

Log a client interaction

One record per touch — the whole team sees it live, and follow-ups feed the Home dashboard.
Client *
Contact person
Date
Channel
Direction
Department
Handled by
Status
Summary * — one line the team can scan
Details / notes
Follow-up action
Follow-up deadline
Linked request (REQ-####)
Linked quote #
MICROFLEX FILM CORPORATION · OS GUIDE

🎓 Learn the OS

How to run your day, every shortcut and trick — plus the live team board for questions, upgrade requests & training.

🧭 Tab-by-tab manual click a tab to learn exactly what it does and how to use it
💬 Team board questions · upgrade requests · tips · announcements — the whole team sees this live
📖 The field guide click any section to open it
☀️ The 5-minute morning routine
  1. Open Home. It greets you by name and answers: what's mine, what's on fire, how's the operation moving.
  2. Read My Day — your overdue / due-today counts and one 🎯 next-best-action. Hit Go →.
  3. Sweep the 🚨 chips. They only appear when something needs a human; each one lands on the exact filtered list.
  4. Glance at Team Pulse — worst-loaded teammate first; claim anything Unassigned.
  5. The 8 AM / 9 AM / 4 PM emails mirror all of this — every line links back into the app.
📥 Log a request the right way
  1. Press n anywhere (or + New Request).
  2. Pick the client — contact autofills. Write the description first; it becomes the record's headline everywhere.
  3. Tick the types, set assignee, priority, due date and a next action.
  4. Save → it's a REQ-#### with an append-only history: every change stamped with who and when, forever.
Tip: right-click any customer → “Log a request” pre-fills client and contact.
🧮 Build a quote that matches the workbook to the penny
  1. Press q — or better, start from the 🚀 To Start rail in Quotes (built automatically from open quote-type requests).
  2. Pick Pouch or Labels, Film & Stick Packs. Type a die # — 682 dies auto-fill geometry; 475 face stocks carry live MSI costs.
  3. Up to 10 quantity tiers; the live rail shows web width, plates, run hours and the full cost breakdown — no black box.
  4. Zipper cost has states — TBD prices your estimate and flags it for verification — nothing silently drops to zero. Commission toggle grosses up the MFX line with margin preserved.
  5. Generate Quote → branded 8.5×11 doc → 🖨 vector PDF. Save to Library stores a full snapshot anyone can reopen.
Reorders are one click: ⟳ on any quote row, board card, or client item — same specs, new number, lineage logged.
🌐 Send it, get it signed, capture the PO
  1. Open the quote doc → 🌐 Publish. You get a no-login share link AND (with an email on file) it appears natively in the client's microflexfilm.com/portal account.
  2. Client comments flow into the quote thread and Order Workspace; reply internally or send-to-client, message by message.
  3. Signed + PO submitted → lands in Orders → Portal Activity. Phoned-in PO? Use 📎 PO → Sales Order on the quote — same gate, real tier pricing.
House rule the system enforces: no automated email ever reaches a client — only a human clicking a send button, and every send is logged.
🏭 From PO to the green light
  1. Run the 5-point PO match — it refuses until every box is checked; mismatches spawn a high-priority request.
  2. Accepting creates SO + WO + job tickets — the Job Passport. Link each ticket to the client's item so its blueprint fills the gates (🎨 art · 📐 dieline · 🌈 color · 🏭 how-to · 📦 material).
  3. The ⏳ waiting list names exactly what's missing — work that list. Need everything at once? 🗂 Workspace: quote, PO, SO and client comms side by side.
  4. All green → 🟢 Release. Tick tickets ▶/✔; the WO completes itself and writes the run into the SKU's history.
Tip: right-click an order card → “What is blocking?” reads you the waiting list instantly.
🗂 Work your queue — boards, columns, filters
  • Saved views: All · Open · Overdue · Due today · Unassigned · My work.
  • Boards: press b — drag a card to change status (history logged, close-outs stamped, Won still asks for the PO).
  • Columns: drag headers to move · click to sort · filter under any header (Overdue / Next-7-days presets) · ⚙ show/hide/reset — layout sticks per device.
  • Search: press / anywhere.
🖱 Right-click map (long-press on touch)
  • Request: open · start quote · client profile · set status ▸ · assign ▸ · priority ▸ · copy link/ID · cancel.
  • Quote: open · edit in engine · view PDF · ⟳ reorder · set status ▸ · client profile · copy #.
  • Customer: open profile · quote · log request · copy phone/email/code · copy profile link.
  • Order: workspace · SO doc · 🟢 release when green / ⏳ what's blocking · copy SO#/WO#.
🔗 Deep links — share your exact spot
  • ?view=quotes · ?view=requests&sub=board · ?view=quote (straight into the engine)
  • ?view=crm&sel=CODE-or-name — a specific customer (or right-click → Copy profile link)
  • ?req=REQ-0016 — a specific request (what digest emails use)
  • The address bar follows you — refresh keeps your place; any URL drops a teammate exactly where you are.
✨ What's new latest releases
v51 · Jul 22 — 🎮 Activity Score — now a game. Every teammate profile is a cockpit with Levels & XP (a progress bar to the next level), a 🔥 check-in streak, earnable 🏅 badges (Closer · Inbox Zero · On Fire · Fast Responder…), and the 0–100 Activity Score (Engagement · Responsiveness · Execution · Reliability). Below it: latest actions, tasks (assigned · pending · overdue · completed), communications, clients tended, @mentions, pages visited, who they work with most, outstanding items, missed opportunities, live location & last check-in. The Owner Deck gets a live 🏆 Leaderboard, and owners alone see the ⚠ Violations panel (auto-flags + write-ups) and private 📝 Leadership notes. Performance stays visible only to owners and to each teammate about themselves.
v50 · Jul 22 — 🗑 Delete — safely, with a paper trail. Quotes, requests and communications can now be deleted (right-click any row, or 🗑 Delete thread inside an email). A quick box asks why — pick a common reason (Duplicate · Created in error · Test entry · Wrong client · Cancelled · Superseded · Spam · Other) to fill it in one tap, or type your own; a note is required. Nothing is ever truly erased: it moves to Owner ▸ Deleted items with who deleted it, when and why — one-click Restore anytime, plus an instant Undo right after. Every deletion also shows in the Owner activity feed.
v49 · Jul 22 — 🔧 Reopened-quote markup fix. A saved pouch quote from before the markup field existed could reload with a blank Shannon markup and quietly compute at $0 markup. Now any reopened quote with no saved markup snaps to the current $0.010/unit rule (and an intentionally-cleared field falls back the same way) — so MF2607-163 reopens at $8,167.50 / $8,998.90 every time, and the 🧮 Show the math audit shows the 0.14750 rate correctly.
v48 · Jul 22 — 🔍 Show the math. Every internal quote now has a 🧮 Show the math button that opens the full audit: each formula from geometry → footage → stock → margin → Shannon forming (rate + zipper + markup) → base → unit price, with the exact workbook cell beside every line (B9, B13, B14, B19, B25, B54, F56, I56…) and the plugged-in numbers. Anyone — including the CEO — can trace $8,167.50 to the digit and check it against the Excel cell-for-cell. Printable to a clean one-pager, too.
v47 · Jul 22 — 🎯 Forming markup fixed to 1¢/unit — every pouch quote now matches the current workbook. Shannon forming carries a $0.010/unit markup (0.13750 → 0.14750), not the old half-cent. This is now the flat rule for every pouch quote — new and reopened — so M16213 (Veritiv Landsberg SUP) lands on $8,167.50 / $8,998.90, exactly like Fatima's sheet. Still per-quote editable in Cost Inputs if a job ever needs a different rate.
v46 · Jul 22 — 🎯 M16213 parity: the last $0.005. Fatima's Veritiv Landsberg SUP exposed it — raw Shannon forming matched OUR engine to the digit (0.1375 / 0.0955 per unit), but her sheet now adds a $0.010/unit markup where the OS added the old $0.005. The Shannon markup is now a visible field in Cost Inputs (default $0.010, per-quote editable); quotes saved before today keep computing at their original 0.005 so history stays honest. Both ground truths are locked in the test suite: M16249 at 0.005 and M16213 at 0.010 — to the penny.
v45 · Jul 22 — ✨ Polish pass. The login screen is sign-in only (local mode retired) and mobile sign-in is fixed — auth now round-trips on our own domain, which is what iPhones were choking on. The official high-res logo (from microflexfilm.com, 8549px master) replaces the old upscale in the nav, login and Home. The whole OS breathes now: cosmic-dust cyan — layered glows and a slow starfield drift (off for print and reduced-motion). And the home-bar assistant is a pure advisor: it never navigates on its own — every answer is insight + buttons, and YOU choose where to go.
v44 · Jul 22 — 🤖 The home bar talks back. Type anything and it answers in a real conversation: live data (“what does 120SG cost” → sell price, your cost, liner, lead · “where is M16249” → status card · “show me Developlus” → profile stats · “who’s online”), how-things-work answers with deep links and walkthrough buttons, quick metrics (“what’s overdue”, “open pipeline”), and it still DOES things — “quote for Acme” opens the wizard pre-filled and says so. Every answer comes with buttons that jump to the exact spot.
v43 · Jul 22 — 📚 The OS Guide teaches now. New How-to Library: 12 in-depth, step-by-step articles in categories (Quoting · Email & Comm Log · Clients & CRM · Materials & Vendors · Team · Mobile), searchable, with progress tracking — and the best part: ▶ live walkthroughs that dim the screen and spotlight the REAL buttons in the REAL app, step by step, gold ring and all. Every article deep-links to the actual screen it teaches.
v42 · Jul 22 — 🛡 The Owner Deck is fully clickable. Every line in the activity feed jumps to the exact record it describes — a quote line opens that quote in the Library, a request opens its ticket, an order scrolls to and flashes the order card, an email lands inside its Comm Log thread, a mention follows its deep link. Names open the person’s full profile (feed and team cards alike), and the team-card counters drill straight in: 📥 open → their filtered Request Log, 📞 follow-ups → their open follow-ups in the Comm Log.
v41 · Jul 22 — 🟡 You can feel your teammates now. When two people are on the same record — a quote, a client, a vendor, an email thread — the page rim glows gold and a chip names who’s there with a 💬 Chat button (instant DM). And @mentions work everywhere: type @ in any notes box anywhere in the OS and a picker appears — arrow keys or click, they get pinged with a deep link. Vendor notes ping too.
v40 · Jul 22 — 📬 Live mail, and you can reply without leaving. The inboxes now sweep every minute (plus a ⟳ Check mail button for right-now), and every email thread has a reply composer: pick info@ or moises@, type, send — it goes out as the real mailbox, threads perfectly in Gmail, logs itself as an Outbound entry, clears the follow-up, and stamps the activity log. Auto-signed with your name + “Sent from MFX-OS”. Client emails remain 100% human-triggered — nothing automatic ever mails a client.
v39 · Jul 22 — 🧵 Comm Log 2.0. Emails now group into threads (no more endless list) with 📬 info@/moises@ badges showing exactly which inbox they hit. Every thread can be claimed (🙋 who took charge), assigned (👉 pings them + lands on their Dashboard and Home), and carries its own activity log and internal @mention notes. ✅ Close & archive moves it to the 🗄 Archive tab. Threads auto-link to the client profile — and to the Vendor CRM when the sender’s domain matches a supplier. The old table lives on under 📃 All rows.
v38 · Jul 22 — 🏭 Meet MFX-OS. The suite has its real name, the nav is grouped into clean dropdowns (Work · People · Knowledge) that stay a simple flat list on phones, and there’s a brand-new Vendor CRM under People — 28 suppliers pre-loaded straight from the price books (Avery Dennison with its order desk & account code, Green Bay Packaging, Shannon Packaging, MACtac, Flexcon…), each with contacts, terms, lead times, the exact specs they supply, searchable and editable, synced to the whole team.
v37 · Jul 22 — ⇄ Switching calculators can’t lose work anymore. Flip Pouch ↔ Labels, Film & Stick Packs with a quote mid-build and the OS quietly saves it to Drafts first (Quotes board → live-drafts strip, resume with one click), then loads the other calculator fresh. Editing a Library quote? The OS closes the edit safely instead — the saved quote is untouched. Load Sample / Reset mark the form clean, so untouched samples never clutter Drafts.
v36 · Jul 22 — 🏷 Labels, Film & Stick Packs now price like the Master Estimates Calculator. Picking a label face stock auto-fills the marked-up sell price from the STD Label Stock List (134 stocks) — raw cost, lead time & availability shown right in the picker — plus liner and a client-safe adhesive. Label stocks float to the top of the Face Stock search in Labels, Film & Stick Packs mode. Recovered the sheet’s typo’d prices (133SG, 148WBOPP, 149TTR, 530WPO…) and floored below-cost markups at raw cost so no label job can quote under material cost.
v35 · Jul 22 — 🔄 Wake-up freshness: iPhones love to resurrect old snapshots of web apps — now the moment a stale copy wakes up (home-screen app or an old Safari tab) it checks the live version and hard-reloads with a cache-busting URL. Update reloads bust caches too. One manual refresh rescues any copy from before today; everything after heals itself.
v34 · Jul 22 — 📲 The suite is now an installable app: Share → Add to Home Screen on iPhone (Install app on Android/desktop Chrome) gives you a real icon, full-screen launch and the navy splash — no App Store, still self-updating. And the “extra stuff” on phones is gone: mobile sign-in now uses the redirect flow (iPhone Safari blocks sign-in popups — that was the loop), your session sticks so you stay signed in, and desktop keeps the quick popup with an automatic fallback.
v32 · Jul 22 — 📱 Mobile foundation: the top nav swipes sideways with safe-area padding, every two-pane screen stacks to one column, tables scroll under your thumb, modals open as full-screen sheets, inputs are 16px (no more iOS zoom-jump), buttons and chips grew to touch size, and the doc preview keeps its controls pinned. Same app, one URL, now pocket-ready — deeper mobile patterns (bottom tab bar, per-view tuning) can layer on next.
v31 · Jul 22 — 🧾 The client PDF was showing the SKU matrix with numbers missing the forming dollars ($706.25/$992.50/…/$3,612.50 — exactly). The SKU price model now carries forming/zipper and the laminate pricing mode, so its 1-SKU column equals the classic tier price to the penny; jobs with a single SKU print the classic Qty · Price/Unit · Extended table on BOTH the client and internal versions (the matrix returns for true multi-SKU quotes); customer-facing laminate names lost their leftover “—”; the red INTERNAL banner prints in color; and the internal breakdown table got readable columns. Note: manually-typed SKU cell overrides are kept — blank a cell to pick up the corrected math.
v30 · Jul 22 — 🪧 No more mystery dashes: when forming is $0 the breakdown now says exactly why — “not a pouch shape (film/labels never pay forming)”, “Size Around is 0”, mode None or Manual — and when Shannon auto IS charging, it names the table, zipper, CR and tier-1 rate. Plus a gentle heads-up when Zipper=Yes on a non-pouch shape.
v29 · Jul 22 — 📐 The last penny chase: a stand-up pouch entered as “Flexible Film Pouch” was auto-priced from the FLAT forming table ($170/$240/$360/$150/$300 under the workbook — exactly the SUP−flat rate × qty). Gusset Auto now also reads the project description (“…Stand Up Pouch” → SUP), the Shape list gained Stand-Up Pouch (SUP) / 3-Side Seal / Flat-Bottom, and the pricing note now says which config it chose and why — override any time with Gusset (SUP) Yes/No.
v28 · Jul 22 — 🔬 Found the last mismatch: the OS was adding the laminate’s MSI on top of the MSI Cost, but the workbook’s MSI is all-in ($319.41 / $501.23 exactly). New quotes now treat laminate as spec-only (a Laminate Pricing switch brings the add-on back when you really want it; old saved quotes reprice unchanged). And under the Cost Breakdown card there’s a per-tier Internal cost breakdown — forming rate & dollars (the D15/D20/D25/D30/D35 row), net/overage/total footage, material $, margin, totals — so the OS and the old Excel can be compared line by line. Internal only, never on a client quote.
v27 · Jul 22 — 📋🌐 The quote doc split in two. Internal Master Quote carries the full production story: net footage (B16) and total footage with overage (B21) under every quantity, footage per SKU, run hours, web width to buy, stock cost, quantity break, forming/zipper dollars, material sourcing (mfr · spec# · ships-from · lead · exact/master-roll) and die — wearing a red DO-NOT-SEND banner. Client Quote strips all of it and speaks customer: “3.5mil White Poly (PET)”, “Gloss Varnish” — never “Cosmetic web” or supplier specs. Publish to Portal now always sends the client version, and the modal has a 🔁 flip button.
v26 · Jul 22 — 📚 Materials & Dies grew into a knowledge base. Every film now carries manufacturer, spec#, supplier, ship-from, lead time, exact-program & master-roll flags, application keywords and a customer-facing name (internal “cosmetic web” never has to appear on a food customer’s quote). Dies carry cut-to, gear tooth, thread shaft, formats and ownership — company-owned by default, never charged. Coatings gained a compliance panel: FDA / water-based = OK for direct food contact, UV = not for food, with customer-safe labels — and adhesives deliberately stay generic (no suppliers or part numbers, anywhere). Search the tab like a brain: “ketchup”, “stick pack”, “Avery”, a spec#…
v25 · Jul 22 — 🤐 Zipper & forming now price themselves, exactly like the old calculator: the Shannon table (SUP vs flat, width bucket, quantity breaks) computes each tier’s cost — zipper adds 2×width per M, child-resistant adds 1.5¢, Microflex markup ½¢ — so 5,000 bags at 9.125in lands at $4,301.75 again, penny-for-penny. Manual entry is now an explicit override mode, changing any zipper option recalculates instantly, and rollstock jobs are untouched.
v24 · Jul 22 — 👤 Click any teammate (Team Pulse or anywhere their card shows) for their master profile: presence, what they’re working on right now, their requests, quotes, logged interactions and board posts — plus a built-in message thread that pops up on their screen. Performance numbers stay private (only you, and each person for themselves). Under the hood: the suite now announces new versions so open tabs refresh themselves, usage heartbeats merge safely from every device, and sign-in names snap to the roster.
v23 · Jul 22 — 🌐 The Portals tab now carries each client’s email trail: an ✉ pill on every portal row (lights up “new!” when a client email is waiting), the latest email under the row on hover, and one click jumps to that client’s filtered Comm Log. Team-facing only — clients see nothing new.
v22 · Jul 22 — ✉ Client emails now file themselves: mail hitting info@ and moises@ auto-logs into the Comm Log every 10 minutes (inbound = needs follow-up, replies to known clients = done) and shows in each client’s new 📞 Interactions section on their CRM profile. Unknown senders wait under the ❓ unassigned chip — claim one, pick the client, and their address is saved to the profile so the next email files itself.
v21 · Jul 22 — 🎬 The launcher went cinematic: razor-sharp logo rebuilt from the brand master (33× the old resolution), a soft floating glow, drifting paint-splash ambience, staggered entrance, cards that light up and pop on hover, and an ask-bar that types its own example asks. Honors your system’s reduced-motion setting.
v20 · Jul 22 — 🏠 Home is now a simple launcher: an ask-bar that routes whatever you type (“quote for Acme”, “log a call”), six big workflow cards with plain-English descriptions and “How this tab works” links, plus your unread messages, mentions and draft chips. The old insights Home moved to the new 📊 Dashboard tab (press 0).
v19 · Jul 22 — 🧘 Calm sections on Orders, Portals & Owner Deck. Every section is now a slim bar with a live count badge — click to expand/collapse (remembered per device). Empty and reference sections (Accepted trail, legacy portal activity, blueprint library) start collapsed to one line; worklists (sent quotes, new POs, job passports) start open. The long explainer paragraphs moved into hover tooltips on the section title — the page shows work, not prose.
v18 · Jul 21 — 👥 Team Pulse gets the three layers. Hover a teammate’s card: workload breakdown (overdue · due today · quotes by stage · follow-ups), the hottest item, and a 🎯 next-best-move suggestion. For Randy only, the hover adds the 🛡 performance layer — presence, check-in, minutes active, and ⏳ time left in the workday — and clicking a card jumps to that person’s full trail in the Owner Deck. Everyone else keeps the work view: click opens that person’s queue, no performance data shown.
v17 · Jul 21 — ● Presence: live online/away dots (from the usage heartbeat — green <2.5 min, amber <15). ✉ Direct messages: message anyone from the Owner Deck (✉ Message) or + New message in the Home Inbox — they get an instant popup with an inline ↩ Reply box, plus the toast and nav badge. Threads live in the ✉ Inbox card on everyone’s Home: unread counts, expand to read (auto-marks read), reply inline. Mentions stay in the 🔔 card; DMs have their own home.
v16 · Jul 21 — 🛡 Owner Deck (visible only to Randy): every movement in the suite in one live feed — quotes, requests, orders, comms, board, @mentions, live drafts — filterable by person; per-person cards with ✅ daily check-in, ⏱ minutes active, top views, moves today and open load; 📊 7-day usage. Minutes count only while the app is open & visible.
v15 · Jul 21 — 🧘 Calm UI. Three layers everywhere: rows show only KEY data; hover reveals more (values, dates, secondary actions — on touch everything stays visible); click opens the full story (edit, notes, activity log). Heavy engine cards (📦 Pack/Ship, 🏷️ One-Time Charges, 🧾 SKU matrix) now start collapsed with live summaries in the header ("· MA: Yes · pack 500 · $650 total") and remember how you leave them, per device. Section headers are color-coded by domain (quotes cyan · orders green · portals teal).
v14 · Jul 21 — 📦 Full Master-Estimate workbook parity. New "Pack, Ship & Job Specs" card in the engine: Machine Applied · Pack Quantity · Final Size W×H · # Pouches/Display · # Displays/Master · Blind Shipping · Shipment Destination · Payment Method · PPC Quote # · Gear Tooth · Modified Print Cylinder — all saved with every quote. One-Time Charges gains the workbook rate×count math: Art Hours × $/hr and # Match Prints × $/ea with ⚙ tap-to-apply. (The workbook display/master/pallet configurator is queued as its own module.)
v13 · Jul 21 — 📐 The engine spec block now carries the workbook roll specs: Labels/Roll · Max Roll OD · Core Diameter · Wind Direction (#1–#8) alongside Corner Radius — saved with every quote snapshot. 🤐 Zipper costs are manual + remembered: enter a cost once, tap 💾 to make it the TEAM STANDARD for that zipper type — from then on picking that type auto-fills the cost as Confirmed for everyone (stored in the shared catalog). No standard yet → state flips to TBD (priced at your estimate, flagged verify).
v12 · Jul 21 — 🔧 Work-in-progress strip under the Quotes board: every pending, live-draft and in-progress quote from the whole team, each row showing 👤 assignee, 🕓 who worked on it last, and 📝 note count — click for the full trail and add internal notes (@mentions ping). Drafts now open the same detail card (▶ Continue / 🗑 Discard from there). 🟦 Square Label + every workbook Die-List shape added (Perf, Perf/Sheeter, Flexible Circle, Display Box, Knife Cut, Magnetic Cylinder). 🤐 Zipper TBD now PRICES your estimate and flags VERIFY — real zipper types in the spec picker; nothing silently drops to zero.
v11 · Jul 21 — ✎ Live shared quote drafts: the engine auto-saves your work-in-progress every few seconds (2.5s after you stop typing) as a per-person draft everyone can see — it appears on the Quotes board In-Progress lane as "✎ LIVE DRAFT · name · Xm ago". Click it to ▶ continue right where they left off, 🗑 to discard. Save to Library converts the draft into the real quote. No more invisible work-in-progress.
v10 · Jul 21 — 🏭 Orders is now a quote→PO→SO pipeline: 📤 sent quotes awaiting PO (age-flagged, one-tap follow-up), 📥 new POs to process, 🖊 accepted → Sales Orders, plus SO-doc chips (📝 draft · 📤 sent · 🖊 signed), status filters and portal links on every job passport. NEW 🌐 Portals tab (key 9): every published quote portal — signature/PO state, chat with needs-reply flags, ↗ open & 🔗 copy links — and SO e-sign documents.
v9 · Jul 21 — ⚖ Per-tier stock margins in the quote engine (pairs with each quantity tier, workbook D19–D23 style; blank = base margin, SKU matrix stays on base) + 📁 Comm Log saved views: dept desks with live open counts, 👤 My follow-ups, and ⭐ save any filter + search combo as a one-click view.
v8 · Jul 21 — 🔔 @mention any teammate anywhere (board, comms, requests, client notes) → they get a Home notification + popup. 🌐 Client-portal chat right on the CRM profile (replies appear on their portal quote), and portal comments auto-log into the Comm Log.
v7 · Jul 21 — 📞 Communication Log tab (every client touch: client · channel · department · follow-up deadlines) + this tab-by-tab manual.
v6 · Jul 21 — OS Guide tab + live team board (this page!).
v5.2 · Jul 21 — shareable deep links, URL follows your view, CRM profile links, ⌨ nav button, board declutter.
v5 / v5.1 · Jul 21 — right-click menus everywhere · keyboard shortcuts · local-time date fixes app-wide.
v4 · Jul 21 — movable/filterable columns + Request kanban + drag-and-drop quote board.
Mission Deck · Jul 21 — the personalized Home dashboard: My Day, attention chips, pulse, pipelines, team pulse.
1 Client & Team
2 The Ask & Job Details

Who is this quote for?

Pick the client, confirm their details are current, and record who on the MFX team is preparing it.

📋 Job Information

📐 Geometry & Die

🎨 Colors & Plates

🧻 Materials

💵 Cost Inputs

🏷️ One-Time Charges (shown on quote)

📦 Pack, Ship & Job Specs — saved with the quote

📦 Straight from the Master Estimate workbook: machine-applied · pack quantity · final size · display/master counts · blind shipping · destination · payment method · gear tooth & modified cylinder. Spec-only (no price impact), saved in every snapshot. The workbook display/master/pallet CONFIGURATOR is queued as its own module.

🔢 Quantities to Quote

Up to 10 quantity tiers — enter any you need (e.g. 25k · 50k · 100k · 250k · 500k · 1M). Blank tiers are ignored.

🧾 SKUs & Per-SKU Pricing

📊 Live Estimate Microflex

Web Width
"
across the roll
# of Plates
copies × colors
Best Unit Price
at top qty
Run Hours
at top qty
QuantityNet FtUnit $Total $

🧮 Cost Breakdown

Self-contained estimator · all math runs in your browser · no data leaves this page

Quotes

🔧 Work in progress — all team
Every pending, live-draft and in-progress quote across the whole team. Click a row for the full trail — who worked on it last, the status, and the internal notes.

Customer CRM

📇
Select a customer to view & edit their details,
or add a new one.

Request Log ✨ Updated Jul 22 · v34 — install it like an app: home-screen icon · one-tap sign-in that finally behaves on iPhone

📅 Calendar

Requests, quotes & orders on their dates — plus your team's Google Calendars (moises@ · info@ · your own)

Requests, quotes & orders shown on their due / received date

🏭 Vendor CRM

Pick a vendor to see the full profile — contact, terms, lead times, and the specs they supply.

Materials

🗂️
Select an item to edit,
or add a new one. Changes update the quote pickers instantly.

🛂 Job Passport

Every live job from the moment it was quoted to the moment it shipped. A filled stamp already happened — the date under it is when. The ringed stamp is where the job is sitting right now, and the clock beside it is how long it has been there. The buttons do the next step from here; you do not have to go and find the screen.

🪑 Your Desk

Everything with your name on it, in one place. My steps is the question the OS could not answer before today: the gates and prepress stages other people have put you on, across every job, blocked ones first. The buttons here do the step where they stand — you do not have to go and find the screen.

Orders 🏭 Order-to-Production

📤 Sent quotes — awaiting the client's PO
Every quote with status Sent that has no PO yet — oldest first, so you chase in the right order. 🔗 copies the portal link to resend; 📞 logs the follow-up straight into the Comm Log.
📥 New POs — need processing
POs submitted on the portal (or logged by staff) that haven't been turned into a Sales Order yet. ▸ runs the 5-point PO-to-quote match and creates the SO + WO + job tickets.
🖊 Accepted POs — turned into Sales Orders
The paper trail: PO → SO number, when and from which quote. Click one to jump to its job passport below.
🌐 Portal activity — published quotes, signatures & incoming POs
Publish a quote to the portal from the quote document (🌐 button). When the client signs and submits their PO, it lands here — review it against the quote and accept it to create the Sales Order.
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📋 Orders — the job passport from accepted PO to green light
Each order tracks every gate on the way to production: signature ✓, PO match ✓, deposit ✓, job tickets with their blueprint (dieline · proof · color · how-to), and material. When every gate is green, release it to production. The work order is complete only when all its job tickets are done.
📦 SKU / Blueprint library — every product, its blueprint & run history
Aggregated from every client profile. Each SKU carries its specs, artwork, dieline, proof, color standard and how-to-produce — plus the history of quotes, POs, sales orders and materials it ran with. ⟳ requotes it instantly; ✎ opens the blueprint.

Portals 🌐 every client portal, one screen

🌐 Published quote portals — what the client sees
Every quote published to the no-login portal: signature state, PO state, and the chat thread. Work top-down — POs to process first, then 💬 needs-reply threads, then unsigned quotes.
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📋 Sales-order documents on the portal
SO documents sent for e-signature from the job passport (📋 Sales Order button). Signed ones carry the signer and timestamp.

Comms

One door — calendar, comm log, your @s & messages. Everything linked, nothing moved.

Calendar

Events, due dates & the team agenda — filters, saved views, tap-through.

Open →

Comm Log

Every client & vendor touch — calls, emails, follow-ups, all tracked.

Open →

My @s & DMs

Mentions and messages waiting on you — they land right below.

See mine ↓

Email threads

Client email trails, threaded in the comm log — reply from the record.

Open →

Master Inbox

Mail the OS absorbed from the shared boxes — triage & mark handled.

See below ↓

Agent Workshop

Watch the machine work the mail — and teach it your rules.

Open →
Waiting on you
Master Inbox — what the OS absorbed
Every email the scanner pulls from the shared mailboxes lands here — pick a lane on the left, open a message to read it in full, and act on it without leaving the page. ⟳ Refresh
🧭 Team chatter lives on the Team Board in the OS Guide — open the board →

Agent Workshop

What the machine did · what it wants to do · what it's asking you. Live, honest, nothing hidden.
Health — is it working?
Activity ledger — every move, grouped by sender
Each card is a sender the OS read mail from, with what it did for each email. Tier badges: DO ran silently · DRAFT ready for a human · FLAG needs you.
Help it get better — senders it can't place
Tell the OS once and it remembers forever — your answer becomes a numbered rule with your name on it, and every future email from that sender files itself. Only you know this.
Machine recommendations — waiting on a human
What the OS has learned

Owner Deck 🛡 visible only to Randy

every movement · every person · live
🏆 Team Pulse
The team standings & workload board — moved here from the home page.
👥 Team — today's check-in, time & load
Tap a person for their top views and last 15 moves. ⏱ minutes accrue while the app is open and visible · ✅ check-in = first activity of the day.
🏆 Leaderboard — Activity Score
Live ranking by Activity Score. Tap anyone for their full cockpit.
🗑 Deleted items — recover anything
Deleted quotes, requests & communications, with who deleted it, when, and the reason. Restore any of them in one click.
🎬 Live activity feed — everything, newest first
Every quote, request, order, comm, board post, @mention and live draft across the whole team — chips filter by person, hover a row for where it happened.
📊 Usage — last 7 days
📥 Open my inbox on Home

✉ Message a teammate