Conversations
Tradeshow New Clients
Live leads from the tradeshow capture forms — updates as contacts are collected. Click a row to write to them.
| ✓ Sent | Show | Date | Tier | Rep | Name | Company | Phone | Looking for | Notes |
|---|
Mission Control
Your cockpit — the overnight report, decisions waiting on you, the morning brief, and growth ideas.
Portal Comments
Beni, the portal's resident developer, answers — questions, bugs, ideas, all welcome
Statements
One customer's open invoices as a Statement of Account PDF
Type to search by company or brand name.
Invoices
Accounts & payment status — live from Jiandaoyun
New Invoice
Creates a real invoice in Jiandaoyun — validated here first
| Item | Description | Qty | UOM | Unit price | Amount |
|---|
This name will not be displayed on the invoice but will be used to link item information. Please create a memorable and unique name.
This is a fixed price for all quantities and will override the tier pricing if you specify the price here.
| QTY >= | QTY< | Unit Price * | 貨帀 CUR |
|---|
* 顯示在發票列印模板上 · * Display on invoice printed template
Order Progress
Invoice → production order (生產單) → factory production (GD) → packing → shipping
New Production Sheet
Creates a real 生產單 in Jiandaoyun, pre-filled from the invoice
| Item code | Product / description | Qty | UOM | Registered |
|---|
Calendar
Trade shows, holidays & calendar — US & China
Note Pad
Your personal checklist · only you can see it · saved to your account
Invoices
Create & manage invoices in Jiandaoyun
Product Records
Every registered product (產品登記) — live from Jiandaoyun
Financial
Company-wide money picture
Clients and Brands
Every client under its brand, with the responsible team · live from Jiandaoyun · click a row to set up the team
Team
Skillful staff across HK · Irvine · Shenzhen · Hải Phòng
SOP
Standard operating procedures — all departments
Resources
Company documents & files — by category
Gallery
Product photo library — by category
Settings
Settings
My preferences
AI Email Assistant
Paste a client's email to get a summary, then draft a reply — in the language you choose.
Customer Portal
The customer portal (S Portal) from Skillful's side.
Inquiries
Website forms and the Ask a question chat — newest first.