Current Stack | WTP Pitch
03 / 14 · Current operating stack

Six+ tools doing one job badly

SystemPrimary job todayPitch disposition
InvoissEstimates, invoices, work ordersReplace inside the platform
CloverPOS, payments, tax payables pull, retail price fileReplace POS / payments path (processor TBD)
ShopifyWebsite + e-commerceReplace with integrated site
QuickBooks OnlineAccounting system of recordRetain — deep integration
WTP Delivery PortalLocal deliveries onlyFold into logistics module
Google Workspace + sheetsInventory tracking, pricing, cheat sheets, vendor notes, log loadsReplace operational sheets with live data
bill.com + AFCU + Positive PayPayables / banking / reconciliationKeep banking rails; reduce manual double-entry
Easy LabelzManual barcode print for Clover scanningNative barcode / label generation

Also in the mix

  • Merchant deposit tracking (Clover → AFCU)
  • Office landline + texting cell + remote phone
  • Handwritten checks still entered manually into QBO/AFCU

Artifacts Kelli shared

  • Priority task list, policies pack, inventory tracking sheets, cheat sheets
  • Clover inventory export + monthly price sheet workflow
  • Multiple Customer Profiles dual CSVs: Clover Customers-20261027 (~2,023) + Invoiss Clients (~11,578)
  • Photos of handwritten PO / signature / delivery-address chaos