ProjectPRO

Secure proposal access

Use your admin password, or send yourself a magic link if you do not have one.

Proposal Builder

Untitled Event

Balance Due $0.00 No client yet

Event List

Event List

Secure account view
Total Shops 0
Proposals Written 0
Total Proposal Dollars $0.00
Deposits Taken $0.00
Future Proposals 0
Total Dollars Owed $0.00
Non-Booked 0

Shop Events

All Events

Delete

Messaging

Deposit Reminder Assistant

Shows future open events that still need a deposit or have a balance due. Each reminder is personalized and sent individually.

No-Deposit Contacts 0
Reminders Sent 0
Booking Conversion 0%
Recovered Revenue $0.00
Send Contact Event Date Total Deposit Followups Action

Rare Tool

Import PDF Proposal

Use this only when bringing an exported proposal PDF into the current shop. The import opens a review screen before anything is saved.

Platform Admin

All Flower Shop Accounts

Shop, user, proposal, contact, location, and payment data is saved separately from the app files. Export a backup before uploading a new version.

Shop Owner / Users Plan Default Tax Admin Access

New Event

Add Event

Create a new proposal for the current shop, then fill in event details, contacts, locations, items, payments, and preview.

Platform Admin

Add Client / Shop

Add Client / Shop Owner

Enter only the basics for a new client or shop. The owner can finish the business profile and change the temporary password during setup.

Add Legacy User to Existing Shop

Use this for older ProjectPRO users or imported shop users who need password access right now. Legacy users are scoped to the selected shop only and cannot see other shops.

Add User to Current Shop

Shop owners can add a blank team member row, then enter the user name, email, and role in the Profile team list.

Platform Admin

Shop Access

Add Client / Shop Paused shops cannot log in until reactivated.

Record Manual / Outside Payment

Use this when a client or shop pays outside ProjectPRO by Venmo, Zettle, check, cash, invoice, or another method. This updates the access record without requiring PayPal checkout.

Shop Users Current Access Action

Profile

Shop Profile

User Email Role Status

Proposal Template

PDF Colors and Proposal Wording

Changes save to this shop

Event

Proposal Details

Saved locally

Proposal Settings

Directory

Saved Contacts

Role Name Phone Email Notes

Client

Proposal Contacts

Role Name Phone Email Notes

Directory

Saved Locations

Place Address Delivery Time Contact & Location Notes

Logistics

Delivery Locations

Place Address Delivery Time Contact & Location Notes

Flowers

Proposal Items

Move Item Description Location Qty Unit Tax Total

Money

Deposit, Payments, Balance

Subtotal $0.00
Tax $0.00
Proposal Total $0.00
Balance $0.00

Payment Log

Dated Deposits and Payments

Date Amount Form of Payment Notes

Gallery

Inspiration Gallery

Name Type Link / File Note Notes

Client View

Email-Ready Proposal

Production

Labels

Avery 5160 product labels for delivery and setup. Quantities create repeated labels.

Production

Delivery List

Chronological delivery summary for production and setup. Prices are intentionally hidden.