Two big features in this update. Drawing Approval is finally live, which means your customers can review and approve designs from the Customer Portal and you get a clean record of every approval. And the filters on Order Management got a serious upgrade.

Drawing Approval

When the family approves a design, it should be one tap, one record, and one email to your shop. That's exactly what this is.

How it works for your customers: They open the Customer Portal, see all the drawings you've shared with them in a clean gallery, and tap to select the ones they want to approve. One button approves the batch.

They get a 2-minute window to undo. After that, the approval locks in. The portal becomes view-only and you get an email listing exactly which drawings were approved, by whom, and when.

How it works for you: On the Order Overview Files section, every approved drawing shows a green checkmark. Hover over it to see who approved it and when ("Approved by customer on [date]"). At a glance, you always know which drawings are approved without opening the portal.

Approving in person? When the family is sitting in your office and approves the design face to face, you don't need to send them through the portal. Click the three-dots menu on any drawing in the Files section and choose "Approve Drawing". It's logged with your name and the timestamp, exactly the same as a portal approval. You can un-approve later if you need to.

Filters on Order Management

Real, working filters are now on the Order Management board. Filter by stage, date, and customer type (retail or wholesale).

You can also now filter by tasks, so you can answer the questions you're already asking yourself every day:

• Which foundations are pending?

• Who didn't pay yet?

• Which family do I need to reach out to, to remind them to approve the design in the customer portal?

• Which orders are waiting on a stencil?

• Which installs are scheduled this week?

Pick a task, see exactly which orders need work on that step. No more scanning the whole board.

This is the update we've been building toward. The Customer Portal is now feature-complete, and Drawing Approval is the piece that makes it real.

Head to app.monudesk.com and see for yourself.