Flagship · a JARBIZ INC product

REDIS.4U

The grid went down. Your orders didn't.

REDIS.4U is the customer master and operating engine for wholesale distributors. Pricing, orders, warehouse, fulfillment and AR in one place, with QuickBooks Online kept in step as you work.

Live

In production at our first distributor. Pricing, CRM, chat and the customer portal are live; warehouse and invoicing are in a supervised parallel run.

Open app.redis4u.com See build status

Product render · sample data

Live in the app today

Catalog to cash. One conduit.

REDIS.4U follows the shape of a distributor's day, and every module reads from the same customer master. Pricing, CRM and ordering run in production every day; warehouse stock and invoicing run side by side with the distributor's existing system until the numbers match.

  1. Catalog

    Product master with categories, barcodes, vendor SKUs and cost, photos. Import from a spreadsheet.

  2. Procurement

    Vendors, POs, receiving and three-way match. A nightly draft PO per vendor, and landed cost read from vendor invoices.

  3. Warehouse

    Scanning on every screen: pick, receive, count, load. Bins, a drag-and-drop warehouse map and transfers between warehouses.

  4. Customers & pricing

    Price lists, group lists and per-customer CMLs with locks and floors. Margin always measured from landed cost.

  5. Orders

    A call board for reps, paste a customer's note in English or Spanish to get order lines, then draft to closed in one workflow.

  6. Fulfillment

    Dispatch with trucks carrying several routes, a customer map, and a signed proof of delivery with photos on every stop.

  7. Finance & AR

    Document PDFs auto-routed to the right printer. Balances and statements come straight from QuickBooks, so they match to the cent.

Settings & roles

Under all of it: twenty standard roles out of the box, row-level lockdown on every table, settings only the owner or GM can change, and a dashboard that greys out what a given role can't touch.

The proof: QuickBooks Online

You never press sync.

Connect QuickBooks Online once. From then on, every transaction you create enqueues itself and drains to QuickBooks in the background. No nightly batch, no export file, no re-keying at the end of the week.

  • Real-time push sync across eight entity types
  • An hourly read-only mirror brings customers, items and vendors back in
  • Confirmed orders push to QuickBooks as estimates
  • A usage meter with auto-pause keeps it inside QuickBooks limits
  • A live activity log of every sync event

In the field

Same system. In your hand.

Driver, warehouse and sales workflows are built into REDIS.4U, not bolted on as separate apps. They work on any phone, and REDIS.4U installs to the home screen with push notifications. What the office sees is what the driver sees is what QuickBooks gets.

LiveInstallable web app with phone push

Driver

Where's the next stop?
  • Claim a route run
  • Scan to deliver
  • Signed proof of delivery with photos
  • Returns, flagged on the spot

Warehouse

Sort it by bin. Pick easy.
  • Pick list sorted by bin
  • Scan on every screen, camera fallback
  • Short pick creates a PFO
  • Transfers: sent, arrived, arrived short

Sales

Take the order at the counter.
  • Take Order mobile flow
  • Quick pricing and quotes on the spot
  • Snap a competitor's invoice
  • One-tap Close-Won

New in production

From build to production.

Since June, REDIS.4U moved from build to daily use. It runs at its first distributor on their live QuickBooks books. Here is what came with it.

Pricing that waits for a person

The pricing engine proposes a price from cost, current price and competitor price. A person approves, changes or rejects it in one inbox. It never changes a live price on its own.

  • Price lists, group lists and per-customer lists, each with who made, changed and approved it
  • A preview of exactly which prices a change will move, and below-floor warnings
  • Bulk reprices that can never go below cost, and can be undone
  • A Customer Scoreboard: margin, sales and basket mix per customer

Customers & crew

  • Customer portal. Phone-first ordering, the next delivery day and its cut-off, tracking, invoices, and statements that match their accountant to the cent.
  • Team Chat. Direct messages and group rooms with phone push, @mentions and attachments, plus threads pinned to any order, invoice or customer.
  • Warehouse. Scanning on every screen, a warehouse map, transfers, and a signed proof of delivery filed on the invoice.

Trust & tools

  • Audit trail with undo. Every tracked change is recorded, with a 15-minute personal undo and a 30-day trash bin.
  • Manuals in the app. The "?" next to each page title opens that page's manual.
  • DEBFIX connector. The owner connects Claude with a secure sign-in. Read-only tools explain an order, a price, a stock movement or a QuickBooks difference. Repairs are previewed and only applied on explicit approval.
  • A switch for every message. Each place the app sends a message has its own switch, plus a master hold.

The intelligence layer

Thirteen engines. Every one running.

The REDIS.4U engine mesh, E1 through E13, runs every night in production. Most are first slices: rule- and statistics-based signal engines, not the full design yet. They raise signals; a person decides. Vision extraction runs on Anthropic Claude, tiered from cache to Haiku to Opus.

  1. E1Demand forecasting

    Recency-weighted 7-day forecast, with surge and lapse signals.

    First sliceLive
  2. E2Procurement agent

    Shortfall and overstock signals.

    First sliceLive
  3. E3Route optimization

    Route health only: long runs and failed stops. No optimizer yet.

    First sliceLive
  4. E4Customer intelligence

    Upsell lanes: bought together, lapsed, peer gap.

    Live
  5. E5Anomaly detection

    Vendor price spikes, floor breaks, stock variance.

    Live
  6. E6Financial intelligence

    Low-margin and margin-squeeze signals.

    Live
  7. E7Product Name Interpreter

    Messy invoice names and customer notes matched to your catalog, in English or Spanish. It remembers aliases, and a new one needs three human confirmations before it is trusted.

    Live
  8. E8Net Aware

    Above or below market, from the anonymized network. Opt-out per company.

    First sliceLive
  9. E9KPIs

    Nightly KPI snapshot and signals.

    Live
  10. E10Sales engine

    A ledger of sales actions and take rates. No outbound yet.

    First sliceLive
  11. E11Sales performance

    Weekly sales-team rollup: dormant accounts, pace.

    Live
  12. E12Pricing engine

    Price recommendations into a human approval inbox. It never moves a live price on its own.

    Live
  13. E13HunterIQ

    Field-hunter coverage, stall and conversion signals.

    Live

Role agents act on engine signals, with a person approving. We publish what's shipped on the build board below, never before it's real.

Build status app.redis4u.com

That's the product. Below is the proof: every capability we claim, sorted into Live, In flight and Planned, and reconciled against the codebase.

Read the build board

REDIS.4U · build status · publicly maintained

Build status

What's shipped. What's in flight. What's planned.

We don't claim what we haven't built. This board is the source of truth for REDIS.4U — reconciled against the codebase regularly so what you read here is what's actually working.

Since June, REDIS.4U moved from build to production. It runs at its first distributor on their live QuickBooks books. New since June: a pricing engine with price lists and approval safeguards, the Customer Scoreboard, a phone-first customer portal, Team Chat with record discussions, warehouse scanning, transfers and proof of delivery, a procurement decisions tracker, a full audit trail with undo, in-app manuals, and DEBFIX, a Claude connector for diagnosing and repairing data with approval. All 13 AI engines now run a first slice nightly.

Systems board · REDIS.4U
  • Last reconciled · 2026-10-12
  • Current phase · In production at our first distributor
  • Database · 260+ production data models
  • Test suite · 10,800+ automated tests passing

In production at our first distributor. Pricing, CRM, chat and the customer portal are live; warehouse and invoicing are in a supervised parallel run.

  • Live Working in production
  • In flight Being built or verified now
  • Planned On the roadmap, not yet started

Shipped & live

Working today, in production.

Every capability below is merged, deployed and live. Items are grouped by area — first what's new since the June reconcile, then what had already shipped by then. Where something is available but not yet in daily use, we say so on the line.

REDIS.4U · running in production

In production at our first distributor.

REDIS.4U is connected to the distributor's live QuickBooks Online company. Staff use it every day for calls, pricing, quotes, orders and chat. It is not yet their system of record for inventory or invoicing — that's the supervised parallel run listed under In flight.

  • All eight go-live plans shipped
  • Production QuickBooks Online company connected
  • CRM reps working the call board daily
  • Public sign-up closed on purpose — new companies contact us

New since June

11 areas

REDIS.4U · Pricing

Pricing engine & price lists

Live

The engine proposes. A person decides. Live prices never change on their own.

  • E12 Pricing Engine — proposes a price from cost, current and competitor price; approve, modify or reject in one inbox
  • Price lists: import, print, Excel export, below-floor warnings, and a preview of exactly which prices an attach will move
  • Group price lists set the agreed prices for a group and its members; a new list supersedes the old one on its start date, with who made, changed and approved it
  • Customer price lists follow list price hourly unless a line is locked (30-day, 60-day or permanent) — one lock rule on every screen
  • Future costs, plus bulk and scheduled price changes

REDIS.4U · Pricing

Margin safeguards

Live

Guard rails that keep a bad number from reaching a customer.

  • A QuickBooks list-price change over 10% waits for a person
  • A bulk reprice can never go below cost, and can be undone
  • The floor is never below landed cost; margin is always measured from landed cost
  • Landed-cost calculator that reads vendor invoices from PDF or photo
  • Basket rule: an order is judged on blended margin; a below-floor line needs a typed reason, and the order isn't blocked

REDIS.4U · Sales

Quotes & Customer Scoreboard

Live

Win the account, then watch it.

  • Quick Pricing / HUNTER quote tool
  • Quotes that win carry a 30-day price hold
  • Master Quote, Ordering Guide and Competitive Analysis shared from any price list
  • Customer Scoreboard: margin, sales, price-list use and basket mix per customer
  • Date ranges, comparisons, per-customer report with Excel export

CReMA · Ordering & CRM

Call board & order workbench

Live

The intake side of the pipeline, in daily use.

  • Call board split into "whose move is next" columns, with a CRM Rep role and order-day schedules (time, method, rep per day)
  • Paste a customer's own note — English or Spanish — and it becomes order lines; a per-customer vocabulary learns from each rep pick
  • Copy items between orders, combine drafts, batch confirm, bulk approve/reject, live per-line margin, "keep this price" write-back
  • Delivery, fuel and small-order charges that apply themselves; one sales-tax rule on every order path
  • Product flags (low inventory, special order) alert purchasing and land on the vendor's draft PO

REDIS.4U · Messaging

Messages on/off & mailboxes

Live

You decide what the app is allowed to send.

  • Every one of the 34 places the app sends a message has its own switch, plus a master hold
  • Nothing held is ever sent late
  • Order blocks on/off (Onboarding & Ordering switches)
  • Per-user mailbox: send as yourself, with signature, inbox and notifications

REDIS.4U · Customer portal

Phone-first customer portal

Live

Built for the customer ordering from a kitchen, not a desk.

  • Tap-to-add ordering, next delivery day with its cut-off, tracking and invoices
  • Customers set their own password by invitation
  • Balances and statements come from the accounting system's own open-item statement — they match the customer's accountant to the cent
  • Customers pay through QuickBooks' own payment link
  • PDFs (invoices, credit memos, statements, delivery notes, guides) and in-portal signing of onboarding documents

REDIS.4U · QuickBooks Online

QuickBooks, deeper

Live

QuickBooks stays the book of record. REDIS.4U reads it carefully.

  • Read-only mirror of customers, items, categories and vendors, every hour; inactivations flow across
  • Webhook listener wired; the hourly mirror carries the load while events ramp up
  • AR balances read from QuickBooks, so collections never chase a paid invoice
  • Confirmed orders push to QuickBooks as estimates; voiding works both ways
  • Two-way list-price and vendor-cost sync, behind a switch
  • Usage meter with auto-pause and quiet hours; preferred vendor drives the primary vendor

REDIS.4U · Procurement

Replenishment & decisions

Live

Draft POs every night. A record of every buying decision.

  • Replenishment planner: a nightly draft PO per vendor, sized from cover window, shelf floor and missed demand
  • Buying per warehouse: PO numbering, vendor shorts, close-as-received, shortage report
  • Procurement Decisions tracker (first piece, owner-only): vendor scorecards, decision log, rush/late/billing/overbuy flags, velocity, cover, dead stock and seasonality, rebuilt nightly
  • Stock-in rule: dock count wins, otherwise billed; bills link back to their POs

REDIS.4U · Warehouse & delivery

Scan, load, deliver, prove it

Live

Context-aware scanning from dock to doorstep.

  • Fulfillment board and dispatch workbench: trucks carry several routes, with a map, pick per truck and late orders
  • Scanning on every warehouse screen (pick, receive, count, load) with case barcodes, camera fallback and bin labels
  • Phone-first loading, desktop load screens, barcode/label maker
  • Signed proof of delivery on every delivery; signed invoice and photos filed on the invoice and in the portal
  • Warehouse transfers (request, accept or counter, pick, send, arrived / arrived short); every order sells from one warehouse
  • Customer map with filters, nearby customers and a prospects layer; drag to reorder route stops
  • Permanent bin list and a drag-and-drop warehouse map — available, no map drawn yet

REDIS.4U · Team Chat

Team Chat & discussions

Live

Talk about the order on the order.

  • Direct messages and group rooms, attachments, presence, unread counts, mute, resolve and a screen lock
  • Phone push for direct messages and @mentions; emoji reactions, GIFs, inline replies, add people to rooms
  • Record Discussions: staff threads on any order, invoice, customer or vendor, with audience controls
  • Live updates over a locked-down realtime channel

REDIS.4U · Trust & tools

Audit, undo & help

Live

Every write tracked. Every page explained.

  • Audit trail on every tracked write, a 15-minute personal undo, record history panels and a 30-day trash bin
  • Database row-level lockdown on every table, deny by default; settings server-locked to Owner/GM; every route checks its own access
  • Per-tenant AI key, monthly AI budget and per-feature AI switches
  • In-app manuals and SOPs — the "?" by each page title opens that page's manual (31 so far); global search on every page
  • DEBFIX — connect Claude through a secure sign-in; read-only tools explain an order, a price, a stock movement or a QuickBooks difference; repairs are previewed and applied only on explicit approval
  • LIPS (Lite Inventory & Products Suite) with EYES, a customer-safe display mode for showing products at the table

Shipped by June 2026

13 areas

REDIS.4U

Foundation

Live

Multi-tenant SaaS infrastructure with strict tenant isolation.

  • Tenant-isolated data via Prisma middleware
  • Authentication with JWT sessions (public sign-up closed on purpose)
  • Twenty standard roles, per-tenant permissions
  • Permission-aware dashboard (greys out what a role can't touch)
  • Dark/light theme · installable PWA

REDIS.4U

QuickBooks Online sync

Live

Real-time, push-based. No nightly batch. No export file.

  • Eight entity types kept in sync
  • Per-tenant OAuth with automatic token refresh
  • Backfill button for everything already in QuickBooks
  • Live activity log of every sync event
  • Auto-drain: scheduler + cron + manual

REDIS.4U

Catalog & inventory

Live

Product master with everything operations needs.

  • Categories, barcodes, vendor SKUs and cost
  • Bin-location inventory per warehouse
  • Stock-on-hand views, per product per warehouse
  • Product photo upload (server-resized, EXIF stripped)
  • Spreadsheet import (CSV / XLSX / TSV)

REDIS.4U

Customers & pricing

Live

The customer master everything else reads from.

  • Groups, contacts, delivery days & windows
  • Order cutoffs, preferred contact method
  • Assigned salesperson per customer
  • CML builder with price-floor enforcement
  • Approval workflow and full version history

REDIS.4U

Orders & fulfillment

Live

Draft to closed in one workflow.

  • Full status workflow with idempotent transitions
  • Bin-sorted pick lists, printable any time
  • Warehouse scan via Bluetooth scanner
  • Short-pick handling and auto-PFO creation
  • Returns flow with photos, signature, accept/reject
  • Box-truck load order (reverse stop order)

REDIS.4U

Routes & driver

Live

Routing today, real-time optimization later.

  • Many-to-many customer↔route mapping
  • Day-of-week filtering, manual stop order
  • RouteRuns per route + date + vehicle
  • Driver app shell with delivery capture
  • Order barcode → universal scan resolver

REDIS.4U

Finance & AR

Live

Eight document types, printed where they belong.

  • Invoices, delivery notes, pick lists, pack lists
  • Credit memos, payment receipts, statements
  • PrinterCola: auto-routing by doc type
  • AR aging dashboard
  • 5-stage dunning ladder — available; switched off at our first distributor by choice
  • Monthly statements cron · order-reminder cron

REDIS.4U

Customer portal

Live

Your customers see what they need to see.

  • JWT-isolated portal sessions
  • Invoices, orders, credit memos, statements
  • Self-serve order entry (always draft)
  • Account balance + statement archive
  • Ordering guide download

REDIS.4U

Vision & intelligence

Live

The AI layer as it stood in June. The full engine roster is below.

  • E7 Product Name Interpreter — messy invoice names to your catalog (much deeper since; see the roster)
  • Vision extraction · 10 contexts via Anthropic Claude
  • Three-tier extraction engine (cache → Haiku → Opus)
  • Competitive analysis with manual override
  • Quote PDF + Master Quote aggregator

CReMA

CReMA Phase 1

Live

Customer management module — opt-in per tenant.

  • Module flag system (toggle on/off per tenant)
  • Credit-hold gate — blocks order creation
  • Planned Recurring Orders with 4 AM cron
  • Take Order mobile flow
  • Customer notes (pinned + important flags)
  • Ordering guide PDF · Resend email path

HUNTER

HUNTER sales pipeline

Live

Lead → Won, with one-tap conversion to customer.

  • 5-stage pipeline: Lead → Contacted → Qualify → Present → Won/Lost
  • First contact auto-advances to Contacted
  • Vision scan: business cards, product labels, delivery receipts
  • Close-Won: one transaction creates customer + cloned CML + queued QBO sync
  • Eight closed-lost reason codes for tracking

REDIS.4U

Developer console

Live

Internal observability for platform admins.

  • Vision extraction cost & tier-mix telemetry
  • 12-month stacked-bar of API usage
  • Sovereignty audit · Flow-5 alerts
  • Bridge inbound log · prospect outcome mix
  • Vendor templates registry

DVB · about

DVB · standalone intelligence

Live

Extracted to its own service at dvb.redis4u.com.

  • Push-only /ingest + anonymized /price-signal API
  • Signal gate: at least 2 sources, 3 samples, 365-day window
  • Prices rounded to the nearest $0.50
  • Canonicalization collapses synonym products into one signal
  • Shared AKA nickname dictionary (k-anonymity ≥ 2)
  • Operator console — neural-core graph, live feed, coverage
  • Published sovereignty audit of endpoints that don't exist

InvoiceIQ · about

InvoiceIQ — invoice intelligence

Live

The free, photo-first app at inviq.redis4u.com.

  • Snap an invoice → AI vision (Claude) reads + files it
  • Spend dashboard, due-date alerts, vendor tracking
  • Smart Order + cross-vendor shopping lists
  • Shopping templates from .xlsx / .csv upload
  • Feeds anonymized price signals to DVB

In flight

Being built or verified right now.

Code may be merged and deployed, but until it's exercised end to end in production it stays in this section. Honesty over optics.

Order-to-invoice & live stock — supervised parallel run

Running next to the distributor's existing warehouse system: three order paths, a nightly stock reset and a "stock mirror score" that measures how closely REDIS.4U matches. Invoices push to QuickBooks per customer in a pilot. REDIS.4U is not yet the system of record for inventory or invoicing.

In flight

CReMA Order Procurement Pipeline (10 stages + Kanban)

Partly live. The intake side — call list, call board, review and drafts — is in daily use, and the board has been proven on the live database. Automated customer messaging is held by the distributor's master hold, so the outbound and inbound stages haven't been exercised end to end yet.

In flight

AI sales agent (Pipeline Stage 4)

Built and hardened, gated. The Claude matcher and the learning loop are in code; a learned alias needs three human confirmations before it auto-accepts, and inbound texts are verified so they can't forge orders. Live use waits on the messaging hold.

In flight

SMS messaging

Inbound signature verification is live. Outbound SMS is not switched on yet. The email side of communications — per-user mailboxes, templates, switches — is already live.

In flight

Moved since the June reconcile · items that left this list

Kanban bulk actions

Bulk approve/reject shipped, the call board was rebuilt, and batch confirm is on the orders list.

In flight→Live

Pay link on outstanding balances

Replaced. Customers pay through QuickBooks' own hosted payment link in the portal.

In flight→Live

Dunning rules editor

Replaced by the Messages on/off list. The collections ladder is switched off at our first distributor on purpose.

In flight→Live

Native iOS & Android apps

Not started. For now the installable web app with phone push covers it — chat push works on a home-screen iPhone.

In flight→Planned

Group-order fan-out (Pipeline Stage 5)

Superseded. The fan-out code exists but nothing feeds it, and we haven't verified it. Group handling moved to group price lists and group customer price lists instead.

In flight→Superseded

AI engines

Thirteen engines. First slices, all running.

All thirteen run nightly from one dispatcher, with an operator console. They are first slices — rule- and statistics-based signal engines, not the full specs. How often each signal gets acted on day to day is something we're still measuring.

AI engine roster — E1 through E13

What used to be "E11 AI agents suite" now sits beside the engines as an agent mesh — role agents such as Sales Manager and Procurement, plus a briefing agent. Agents act on engine signals, with a person approving.

E1

Demand Forecasting

Weighted-recency 7-day forecast with surge and lapse signals. Seasonal modelling is still to come.

LiveFIRST SLICE
E2

Procurement Agent

Shortfall and overstock signals. Real draft POs come from the replenishment planner.

LiveFIRST SLICE
E3

Route Optimization

Route-health signals only — long runs, failures. No route optimizer yet; that's on the roadmap.

LiveFIRST SLICE · NO OPTIMIZER
E4

Customer Intelligence

Upsell lanes across sales screens: co-purchase, lapsed items, peer gap.

Live
E5

Anomaly Detection

Vendor price spikes, floor violations, inventory variance.

Live
E6

Financial Intelligence

Low-margin and margin-compression signals.

Live
E7

Product Name Interpreter

Shared matcher, alias memory with human-confirmed learning, Spanish notes. Much deeper than in June.

Live
E8

Net Aware

Above/below-market signals against the anonymized network. Tenants can opt out.

LiveFIRST SLICE
E9

KPIs

KPI snapshot and signals, including order-comment KPIs.

Live
E10

Sales Engine

Sales-action ledger and take-rate signals. Proactive outbound isn't built yet.

LiveFIRST SLICE
E11

Sales Performance

Renamed from "AI agents suite". Weekly sales-team rollup: dormant accounts, pace.

Live
E12

Pricing Engine

New since June. Price recommendations with a human approval inbox — never changes a live price on its own.

Live
E13

HunterIQ

New since June. Field-hunter coverage, stall and conversion signals.

Live

REDIS.4U modules

New modules.

Build specs are written for every planned module below; Team Chat has already shipped. Nothing planned here is available yet — join the waitlist to hear when it is. ACCAI and LITPOS, the other JARBIZ INC products being built, keep their status on their own pages.

IN-OUT

Planned

REDIS.4U module. Workforce time, route and pay: clock in and out on a locked tablet, overtime by workweek, drivers' time tied to their route.

About the modules

PAY-IN PRO

Planned

REDIS.4U module. Getting paid: checks, e-check and cards matched to invoices and posted to QuickBooks, with no hand-keying.

About the modules

PAY-OUT PRO

Planned

REDIS.4U module. Paying out: bills by due date, red flags on risky payees, and a named approver releases every run.

About the modules

Asset Management

Planned

Who has which phone, scanner, pallet jack or vehicle. Location is captured only when a documented action happens — never continuous tracking of people.

Fleet Management

Planned

Registration, maintenance, service intervals and cost per mile, with the trucks' existing telematics on the same screen as orders and PODs.

HR

Planned

People records, hiring and onboarding, a document vault and e-signature, safety incidents, credentials and driver qualification files.

Team Chat

Live

REDIS.4U module, shipped September 2026. Direct messages and group rooms, phone push, @mentions, and staff discussions attached to any order, invoice, customer or vendor. Details under Shipped & live.

About the modules

Planned

On the roadmap, not yet started.

The REDIS.4U roadmap, grouped by area. Where an area has gained live slices since June, we list them on the card so you can see what's left.

Rest of the roadmap

Routes & real-time

Planned

Live slices: customer map, dispatch map, route reorder, multi-route trucks, realtime board

  • Route optimization (OR-Tools) — E3 has no optimizer yet
  • Load plan generator with vehicle capacity
  • Live customer ETA
  • Customer delivery notifications

Procurement deepening

Planned

Live slices: vendor-invoice AI reader (landed cost), replenishment planner, decisions tracker, lead time per vendor

  • AP aging PDF
  • Receiving variance PDF
  • 3-way match exception PDF
  • Weighted-average cost auto-recalc on receive

QuickBooks deepening

Planned

Live slice: webhook listener

  • Bill payment + vendor credit producer hooks
  • AP payment run with approval — now planned as PAY-OUT PRO
  • Cash-drawer in/out + QuickBooks transfer push
  • Tax engine (per-line, per-jurisdiction) — today the tax code is carried, not computed

Sales tools (CReMA extensions)

Planned

Live slice: the email side of communications

  • SMS side of communications (in flight above)
  • SCHED engine (appointments + ICS export + reminders)
  • ROUTE engine (cold-visit planner with priority scoring)
  • SWEEP engine (territory scraper with ICP filters)
  • Proposal PDF generation from draft price lists

CReMA standalone

Planned

Not started

  • Extract core to its own package
  • Standalone app with its own sign-in and billing
  • Bridge webhooks for paired deployments
  • Hosted at its own domain

Launch readiness

Planned

Live slice: platform super-admin console

  • Subscription billing
  • Tenant onboarding wizard
  • Full 20+ standard report library
  • QuickBooks App Store listing
  • Intuit technical review
  • Public sign-up (closed on purpose until then)

Native iOS & Android

Planned

Not started — moved from In flight

  • Native shell around the existing app
  • Native barcode scanner and print dialog
  • Today: the installable web app with phone push covers phones, including a home-screen iPhone

How we update this page

Reconciled, not aspirational.

This board is reconciled against the live codebase regularly. When something moves from in-flight to shipped, it moves here. When something we thought was shipped fails verification, it moves back to in-flight. The categories mean what they say.

  • LiveShipped & live means working in production. Not "coded but unverified" and not "demoed once."
  • In flightIn flight means actively being built, or shipped-but-undergoing-verification. The verification gate matters: code on disk is not the same as a system running.
  • PlannedPlanned means committed to the roadmap with an intended phase. Order reflects priority — what compounds fastest gets built first.

Things not on this board yet aren't being hidden — they're decisions we haven't made. When they're decided they'll appear here, in the right column.

Questions about a specific item, or want context on why something is where it is? Drop us a line — we answer ourselves.

Get on the list

Onboarding in waves.

REDIS.4U is in production at our first distributor and onboarding more in waves. There's no public sign-up yet, and it's not on the QuickBooks App Store. If you run a wholesale distribution business, leave your email and we'll reach out when there's a slot.

Tell us a little about your business if you'd like. It helps us prioritize. No sales call, no spam. We answer ourselves.