Hoops

Manage your production workflow, from converting quotes into jobs through to approvals and completion.

Jobs & Order Management

Discover practical ways to use JobBoard to manage production, approvals, purchasing, artwork, dispatch, and team workloads. Explore ideas for creating focused views and workflows that help your team stay organized…

JobBoard Use Cases and Ideas

Customize your JobBoard with columns, statuses, Views, and Automations to create a workflow that reflects how your business operates.

Customize JobBoard

Create focused JobBoard Views using filters and custom columns, giving each team a workspace tailored to the work they do every day.

Use JobBoard Views

Manage jobs from production through completion.

Using the JobBoard

Learn how to upload proofs and send them to customers for approval through the JobBoard Proof Portal. Streamline artwork approvals, track approval status, collect feedback, and keep production moving with…

Upload and Send Proofs for Approval

Learn what happens when a customer approves or rejects a proof in the Hoops Proof Portal. Track approval history, view rejection comments, receive automatic notifications, and understand how proof decisions…

What Happens When a Customer Approves or Rejects a Proof?

Learn how to require customers to accept Proof Terms & Conditions before viewing artwork proofs. Add approval disclaimers, legal notices, and artwork responsibilities to create a clearer approval process and…

Set Proof Terms and Conditions

Automatically notify customers and your team when proofs are uploaded, approved, or rejected using email and SMS automations.

Set Up Proof Approval and Rejection Notifications

Learn how to remove your branding and address from the Customer Proof Portal.

White Label Proof Portal

Learn how the Customer Proof Portal provides a centralized place for customers to review, approve, or reject artwork proofs. Track approvals, collect feedback, and create a clear, traceable proofing process…

Understand the Customer Proof Portal

Learn how to upload artwork proofs and link them directly to Job items. Keep designs organized, streamline customer approvals, and ensure production teams always have access to the correct artwork…

Upload Proofs and Link Them to Job Items

Send proofs, collect approvals, and track responses.

Online Proof Approvals

Learn how to assign tasks to team members directly from Jobs. Delegate responsibilities, track progress, set priorities, and keep everyone accountable while ensuring work moves smoothly through production.

Assign and Manage Tasks on Jobs

Learn how to use comments to collaborate with your team. Share updates, ask questions, provide instructions, and keep important conversations connected to the work they relate to.

Collaborate with Comments

Learn how to view the complete activity history of a Job. Track status changes, user actions, communications, approvals, and other key events to understand what happened, when it happened, and…

Track Job Activity & Audit History

Learn how to upload and manage files directly on Jobs. Store artwork, spec sheets, tech packs, supplier documents, production files, and other important attachments in one centralized location for easy…

Add Files to Jobs

Collaborate with comments, files, and activity history.

Collaboration, Files and Activity

Learn how to add tracking numbers to Jobs so customers and team members can monitor deliveries. Keep shipping information organized, improve visibility, and provide easy access to tracking details throughout…

Add Tracking Numbers in Hoops

Learn how to generate and print shipping labels directly from Jobs in Hoops. Use customer shipping addresses to quickly create dispatch-ready labels and streamline your fulfillment workflow.

Create Shipping Labels

Manage shipping details, labels, and deliveries.

Shipping

Learn how to use JobBoard automations to trigger multiple workflow actions from a single status change. Notify customers, update purchasing and artwork statuses, and keep production moving with less manual…

JobBoard Automation Example: Order Confirmation

Learn how to use JobBoard automations to trigger actions when payment is received. Automatically update statuses, notify customers and team members, and move jobs into production using Accounting Status and…

JobBoard Automation Example: Thank You For Your Payment

Learn how JobBoard Status Change Automations work and automatically trigger emails, SMS messages, status updates, and workflow actions when key job milestones are reached. Reduce manual work and keep teams,…

JobBoard Automation: Status Change

Explore practical JobBoard automation examples that help move work through production automatically. Learn how to use status changes to trigger handovers between Artwork, Purchasing, Production, and Dispatch while reducing delays…

Powerful JobBoard Automation Ideas

Automate your proof approval workflow by responding to proof approvals and rejections with status updates, notifications, and production handovers.

JobBoard Automation: Proofs

Use Accounting Status Automations to trigger workflows from invoice and payment events in Xero or QuickBooks Online, keeping your operations aligned with your accounting data.

JobBoard Automation: Accounting Status

Understanding Proof Batches and SOME / ALL Conditions

Automate job workflows, notifications, and updates.

JobBoard Automations

Create a custom design with text, images, and links

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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