Most operations don't lose jobs to bad work; they lose margin and sanity to scattered information. The quote lives in one tool, the client's emails in an inbox, the task list in a notes app, the files in a cloud folder, and the deposit in a payments dashboard. Answering a simple question like where a job stands means opening five tabs and reconstructing the story by hand.
Client history is even worse off. The person who booked you three times, the company that sends a referral every spring, the contact who changed employers and took the relationship with them — none of that lives anywhere. Every returning client gets treated like a stranger, and every new inquiry starts from zero.
New work enters through side doors, too: sometimes a document, sometimes an email thread, sometimes a note from a phone call. Without one front door, records start out inconsistent and stay that way for the life of the job.
Each job carries its quote versions, invoices and payments, tasks, files, notes, and a running activity timeline — including when the client viewed the document and how they responded. One page answers where the job stands.
The Work Hub shows every job moving from inquiry to drafting, sent, booked, invoiced, paid, and closed — with saved views and search so the jobs that need attention surface themselves.
Clients and the people behind them live in one directory with lifetime totals for quoted, invoiced, and received — plus top clients, recent activity, and a list of the ones going quiet.
Contacts are first-class: when a person changes employers, their history and the relationship follow them. Duplicate detection and merging keep the book clean as it grows.
Record who introduced each job and where each client came from. A growth view shows repeat rate, referral-credited revenue, and your top referrers, so gratitude and marketing both run on facts.
The new-work flow walks from document type to workflow to client, flags likely duplicates as you type, and starts every job with the same complete setup.
Pin a next action on any client and it becomes an actual task with an owner and a due date — not a mental note that evaporates by Friday.
Import clients from a CSV with a preview before anything is written, and add custom fields for the details that make your clients yours.
An event planner opens one record for a wedding and sees the proposal history, the accepted version, open vendor to-dos, the timeline file, and the balance still owed.
OpsVue for Event Planners →A mobile DJ pulls up a booking mid-call and sees the accepted package, the deposit already paid, and notes from every earlier conversation with that venue.
OpsVue for DJs & Entertainment →A balloon decorator keeps each install's proposal, deposit status, site photos, and strike-day to-dos on the job record instead of scattered across texts and folders.
OpsVue for Balloon Decorators →An AV company keeps the relationship when a production contact changes employers — the person's history and referral credit follow them to the new company.
OpsVue for AV & Production →It covers what an operations business needs from one: client records, people, history, referrals, and lead sources. The difference is that all of it lives connected to real jobs, documents, and money instead of in a separate sales tool.
Yes. Bring your client list in from a CSV with a preview before anything is saved, then add custom fields and tags so the book matches how you actually think about your clients.
Any unit of work you take on — a booking, an event, a project, a one-day rental. The record holds that job's documents, money, tasks, files, and client responses from first contact to closeout.
OpsVue is available now. Start a 30-day trial (no credit card) and set up your first workflow today.
Start for free and set up your first workflow today.
No credit card required.