Order intake & digital quotes
Convert emailed requests into orders and quotes in one form. Every order gets a unique number, a quote and a tracking link, and quotes export as a clean, branded PDF with line items, totals and the tracking link.
Order visibility for custom manufacturers
Every custom job, in sight. From quote to proof of delivery.
PaySight replaces spreadsheet tracking and status-chasing with one shared record of every order. Issue digital quotes, run production on a job board, give customers a no-login tracking link, and close every delivery with signature, photo and GPS.
Smarter. Actionable. Seamless.
The problem
Custom work is tracked in inboxes, phone calls and spreadsheets.
Every made-to-order job passes through sales, the shop floor, a driver and the customer. When nobody shares the same record, everyone spends time asking where things stand.
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01
Orders arrive by email
Requests get retyped into quotes and trackers by hand, and the original email lives in someone's inbox.
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02
“Where's my order?”
Customers can't see progress, so they call and email for status, and your team stops work to answer.
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03
No single source of truth
Quote, production and delivery status sit in different spreadsheets, whiteboards and heads.
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04
Delivery proof on paper
Paper slips get lost or take time to reach the office, which makes delivery questions hard to settle.
PaySight puts the whole job on one shared record, from the first quote to the signed delivery.
How it works
Six stages. One record. Everyone in sight.
These are PaySight's default stages. Admins can rename, add and reorder them to match how your shop actually runs.
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01
Quote Issued
Operations
Turn an emailed request into an order: pick the customer, add product lines, quantities, pricing and notes, attach the original email or PDF. PaySight creates the order number, the quote and a secure tracking link.
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02
Approved
Your customer
The buyer opens the tracking link, reviews the quote and approves it with their name and title. The approval is recorded and the order moves forward on its own.
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03
In Production
Operations & production
Ops drags the job into production on the job board. The shop floor sees it in the production queue with specs, quantities and due dates, and due-soon work highlighted.
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04
Ready
Production
Production marks the order ready. Operations sees it on the board and assigns a driver for delivery.
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05
In Transit
Driver
The driver sees the delivery on their phone with address, contact and items, and starts the run with one tap.
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06
Delivered
Driver & customer
The driver captures a signature and photo, with GPS location and time recorded. The order closes as delivered and proof of delivery is available from the tracking link.
At each milestone, PaySight prepares a customer email with the order number, status and tracking link, and logs every notification as sent, failed or pending.
Features
Everything between “we got your order” and “it's signed for”.
Built around the way custom orders actually move through a shop, and the people who move them.
Visual job board
A kanban board of every open order by stage. Drag a card to move it; each move is logged with who, when and an optional note.
Customer tracking link
Buyers see their quote, a timeline of every stage change and delivery details from a private link. No account, no password. They can also look an order up by number and email.
One-click quote approval
Customers approve from the same link with their name and title. PaySight records who approved and when, and moves the order to Approved.
Production queue
A clear list for the shop floor: order, customer, specs, quantities and due dates, with urgent work flagged. Mark jobs ready without walking to the office.
Driver proof of delivery
Drivers get their delivery list on their phone. At the door they capture a signature and a photo; PaySight adds GPS location and a timestamp, stores the proof securely and marks the order delivered.
Milestone notifications
Seven email templates cover the journey from quote issued to delivered. Admins edit the wording; ops can see the history of every notification and its status.
Customers & CSV import
Bring your customer list in from a spreadsheet. Preview before importing, update existing customers by email, and see errors row by row.
Operations dashboard
Total and active orders, customers, orders due soon, orders by stage, top customers and recent orders, on one screen.
Your stages, your roles
Admins configure and reorder stages, edit notification templates and add staff accounts with a role: Admin, Operations, Production or Driver. Each role sees only the pages it needs.
- Admin
- Operations
- Production
- Driver
Who it's for
Made for custom manufacturers, and everyone who touches the job.
PaySight is designed for custom manufacturers such as metal fabricators, where every order is different and quotes, production and delivery all need to line up.
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Operations coordinators
Create orders and quotes, run the job board, assign drivers and resend tracking links, without retyping anything.
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Production teams
See exactly what to build, how many and by when, and mark work ready from the shop floor.
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Drivers
Today's deliveries on a phone, with signature, photo and GPS proof captured right at the door.
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Your customers
Review and approve quotes, follow progress and download proof of delivery from one link, with no account to create.
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Owners & admins
Shape the stages and messages to your process, control who can see what, and watch the whole pipeline on the dashboard.
Built to be shared safely
Open to your customers. Closed to everyone else.
Private tracking links
Each link carries a long, random token tied to the buyer's email. Links expire after 14 days, and resending a link replaces the old one.
Role-based access
Every staff account is tied to a role. Drivers, production and operations each see only what their job needs, and admins control the rest.
A record of every step
Stage changes, quote approvals and deliveries are stored with who, when and where, so there is one answer when questions come up.
What's next
On the roadmap.
These are planned, not available yet. We'll update this page as they ship.
- Planned
Deeper operations reporting
Notification summaries, overdue views and advanced filters.
- Planned
Bulk stage actions
Move many orders at once, with every change still logged.
- Exploring
ERP & shipping integrations
Connect PaySight to the systems you already run.
- Exploring
SMS notifications
Milestone updates by text as well as email.
Put every job in sight.
PaySight is live and in its pilot phase with manufacturers. Already using it? Sign in below. New to PaySight? Start a conversation with us on LinkedIn.
Waiting on an order from a manufacturer that uses PaySight? Track it here.