Fast basket
Items, options, discounts and customer info – right where you sell.
For offices and service teams
Customers, documents, invoices and payments – tidy service work.
Customer records, contracts, digital signatures and accounting – around your service work.
CustomersContracts and Digital SignatureDigital InvoicesAccounting
Checkout operation
service desk
Coordinate customer requests, service records, document preparation, invoice context, payment review, and reporting without treating checkout as the only workflow.
Checkout lane
Order board and active basket
CounterOnline
BasketPOS order
1Latte2 x option
2Breakfast settable 4
3Gift cardcustomer
Payment state
Linked to the order
Receipt context
Ready for handover
Close review
Sales and payment review
Payment state
Payment and receipt can be checked straight from the order.
Daily close
Sales and payments flow straight into the daily close.
Customers Contracts and Digital Signature Digital Invoices Accounting
Workflow
Service business lives on clean documents and clear flows.
In an office, counter speed matters less – contracts, invoices and customer data matter more.
- 01
Capture the customer request
Keep customer, service scope, document needs, and scheduling context in one workspace.
- 02
Prepare documents and invoices
Connect contracts, digital signature, invoice records, and payment context.
- 03
Review the work
Use reports and accounting context to review delivered services, open documents, and business follow-up.
Service desk devices
Offices need document-ready access more than a heavy till.
Plan browser access, payments, documents and reporting around customer service.
POS ready
Payment terminal
Printer
Scanner
Browser workstation
Customer, invoice, document, and reporting context for service teams.
Payment terminal
Payment readiness for service sales where in-person payment is part of the workflow.
Document output
Print planning for receipts or customer-facing documents where needed.
Manager access
Browser access for review, scheduling context, and follow-up away from the desk.
Capability mix
Start with customer data, documents, invoices and reports.
Customers, digital invoices, accounting, reports, payments and contracts matter most.
Customers
Customer profiles, order context, bookings, and engagement history.
Contracts and Digital Signature
Document and signature workflows for service agreements, sign-offs, and customer handoff.
Digital Invoices
Invoices and receipts – linked straight to order and customer profile.
Accounting
Numbers, documents and everything accounting needs.
Reports
Daily close, revenue and clear numbers for your decisions.
Shipping and Payments
Card payments, payment overview and shipping – wired into the POS.
Planning focus
Documents and customer data first, retail features after.
Catalog and POS can still matter for service items – documents and reports come first.
Plan first
Customers, Contracts and Digital Signature, Digital Invoices, Accounting, Reports
Evaluate later
POS / Checkout, Inventory / Stock, Purchase
Planning resources
Well prepared for the setup conversation.
Compare customers, documents, invoices and reports in advance.
Resource library
Start with the service desk planning path and choose the next guide route.
Hardware planning
Prepare device categories, stations, and provider questions.
Plan scope
Compare subscription scope before onboarding or demo planning.
Capability map
Review the separate capability pages that support this workflow.
Related service business posts
Guides and hands-on tips for offices and service providers.
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Industry planning
Plan your business around customers, documents and numbers.
Map service data, documents, invoicing and reporting needs in the demo.
service desk
Coordinate customer requests, service records, document preparation, invoice context, payment review, and reporting.
Feature map
Open the separate feature pages that matter for this industry.
Get hands-on tips for service businesses.
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