Sell Multi-Step Custom Work as a Single Purchase
Sell multi-step custom work — wig builds, alterations, repairs, med-spa programs — as a single purchase. Customers track progress via a private link. Edits to your template never break in-flight projects.
Workflows. Milestones. Status Pages. Operations Board.
Custom wig builds, alterations, repair jobs, fabrication work, and multi-visit programs all share the same engine. Customer pays once; the workflow runs automatically from start to delivery.
Sellable workflows
Bundle services, tasks, appointments, and payments into one purchasable Project. Wig builders, repair shops, fabricators, and med-spa programs all use the same engine.
Payment milestones
Split billing across the workflow. 50% upfront, 25% after measurement, 25% before pickup. Milestones tied to specific workflow events — not arbitrary dates.
Customer status page
Magic-link URL shows each customer their progress without login. Every step, every photo, every note — customer-facing and automatically up to date.
Active Projects board
Kanban grouped by current step. Table view for filtering and bulk ops. Insights tab with process mining — funnel, step durations, stall heatmaps, cancellation reasons.
Workflows That Sell, Not Just Track
A Project is a workflow you can put a price tag on. Customer pays, run starts, workflow advances step by step, customer gets their wig (or repair, or treatment program) at the end.
Templates in Catalog — Projects
Sellable bundles with full catalog parity: name, description, image, per-location pricing, per-technician pricing, commission rates, custom fields, and online sellability flags.
- Full catalog parity with Services + Products
- Name, description, image per project
- Per-location pricing and per-technician pricing
- Commission rates configurable per template
- Custom fields per project type
- Online sellability and AI-bookable toggle
8 step types
Appointment (prefilled or open), human task, notification, wait, customer approval, payment milestone, product inclusion, and sub-workflow. Every step type a multi-stage build needs.
- appointment_prefilled — service and duration baked in
- appointment_open — staff picks at runtime
- task_human — generates task with photo and checklist artifacts
- task_notification — auto SMS/email/WhatsApp
- task_wait — pure delay between steps
- task_customer_approval — waits for yes/no reply
- payment_milestone — partial payment gate
- product — physical good included in workflow
- sub_workflow — embeds another workflow inline
Optional items
Flag any step optional at design time. Staff can include or skip each optional step at run creation. Pricing reflects inclusions; customer-facing status page reflects the actual run.
- Design-time optional flag per step
- Runtime staff toggle to include or skip
- Pricing adjusts per run based on inclusions
- Audit log of include/skip decisions
- Transparent customer-facing view of scope
- Conditional logic per optional step
5 wigmaker starter templates
Clone to customize. Custom Wig Build, Wig Repair, Hair Coloring, Hair Replacement System, and Wig Refresh — each pre-configured with industry-typical steps, payment plans, and reminders.
- Custom Wig Build — consultation through pickup
- Wig Repair — assessment, repair, quality check, return
- Hair Coloring — consultation, color service, aftercare
- Hair Replacement System — fitting, order, attachment, follow-up
- Wig Refresh — cleaning, restyle, conditioning
- Clone-and-edit keeps originals pristine for reuse
Payment Milestones Tied to Workflow Steps
Don't make customers pay everything upfront for a 6-week wig build. Don't chase final payment after pickup. Tie payments to specific workflow events.
Multi-milestone payment plans
Split by percentage or fixed dollar amount. Typical pattern for alterations and custom builds: 50% upfront, 25% after measurement, 25% before pickup. Configurable per template or overridden at sale time.
- Split by % or fixed dollar amount
- Customizable per template
- Per-run override at sale time
- Configurable card-on-file requirements
- Automatic retry on payment failure
- Customer receipt per milestone
Triggered by step events
Tie milestones to specific workflow events: on_purchase, before step X, after step Y, or a fixed delay after a step. Audit log per trigger; customer notified on each charge.
- on_purchase / before_item / after_item triggers
- Optional fixed-delay milestone (e.g. 30 days after step 3)
- Audit log per trigger event
- Retry on transient payment failure
- Customer notification on each charge
- Dashboard for upcoming milestone schedule
Soft gate vs hard gate
Soft gate creates a staff task when a milestone is overdue. Hard gate pauses the run until the customer pays. Per-milestone gate level; manual override with reason and audit log.
- Soft gate — creates staff follow-up task
- Hard gate — pauses run until payment received
- Per-milestone gate level setting
- Manual override with reason required
- Audit log of every override
- Customer-facing payment-due banner on status page
Refunds and partial-refund reconciliation
Handle cancellations and scope changes without ledger drift. Refund per milestone or the full project. Pro-rata reversal of completed work with automatic ledger adjustment.
- Refund per milestone or full project
- Pro-rata reversal of completed work
- Automatic ledger adjustment
- Customer-facing refund receipt
- Accounting export for reconciliation
- Integration with /analytics financial reports
Customer-Facing Status Page (No Login Required)
Customers get a magic-link URL after purchase. They see where their build is, what's next, when to expect updates. No app to download, no password to reset.
Magic-link URL
Token-authenticated link emailed at project purchase. Mobile-first, valid for the project duration, regenerable if leaked. Audit log of every access.
- Token-authenticated, no password required
- Emailed automatically at project purchase
- Mobile-first responsive design
- Valid for project duration
- Regenerable if token is leaked
- Audit log of every page access
Per-step status visible without staff intervention
Not started, in progress, waiting on you, complete. Plain-language descriptions per step, photos and notes attached, estimated dates, and an optional customer note field.
- Not started / in progress / waiting on you / complete
- Plain-language descriptions per step
- Photos and notes attached by staff
- Estimated dates per step
- Customer can leave notes for staff
- View-only or editable per workflow definition
Customer-approval steps
Approve or request changes directly from the status page. One-tap approve; optional comment with photo upload. Triggers a staff follow-up task on request-changes.
- One-tap approve from status page
- Optional comment with photo upload
- Request-changes triggers staff follow-up task
- Audit log of every approval decision
- Staff notified instantly on approval
- Fallback to email if customer prefers
Workflows: Reusable, Composable Blueprints
A Workflow is the step-by-step blueprint independent of the Project that sells it. Attach the same workflow to multiple Projects, embed one workflow inside another, and the engine prevents accidental circular references.
3-pane builder
Palette, canvas, and step editor side by side. Drag-drop step ordering, type-specific editors per step, inline validation, save-as-draft and publish, version history.
- Drag-drop step ordering on canvas
- Type-specific editors per step type
- Inline validation before publish
- Save-as-draft and publish workflow
- Version history with rollback
- Cloneable from starter templates
Sub-workflow step type
Embed another workflow inline. Write 'Color procedure' once, reuse in Custom Build, Touch-up, and Refresh. Circular-reference protection via DB trigger and client validation.
- Depth-first expansion at run creation
- Circular-reference protection (DB trigger + client validation)
- DRY pattern — write once, reuse everywhere
- Per-embed version pinning
- Composable multi-visit programs for alterations and repairs
- No recursion depth limit
Workflow snapshotting
Edits to a template never affect in-flight runs. The entire workflow is snapshotted at the moment a customer buys a Project. In-flight wig builds never break when you improve the template.
- Snapshot taken at project purchase
- Immutable per-run record
- Template changes propagate only to new sales
- No data-migration pain on template improvements
- Audit log of original template and run snapshot
- Clean upgrade story for repeat customers
Active Projects: The Operations View
Templates and Workflows are the catalog. Active Projects is what's happening right now. Kanban grouped by current step, table view for filtering, Insights tab with process mining.
Board tab (Kanban)
Runs grouped by current step type. Drag-drop to advance steps. Customer name, project name, and current step on each card. Color-coded by payment status.
- Drag-drop to advance steps between columns
- Customer name + project name + step on each card
- Color-coded by payment status
- Filter by workflow, location, or assignee
- Run-detail panel opens on card click
- Mobile-responsive card view
Table tab (sortable list)
Every active run in one filterable list. Columns for customer, project, status, current step, next milestone, and assignee. Multi-select for bulk reassign or cancel.
- All active runs in one filterable list
- Columns: customer / project / status / step / milestone / assignee
- Multi-select for bulk reassign or cancel
- Export to CSV
- Persistent sort and filter state
- Per-user saved views
Insights tab (process mining)
Funnel, step durations, stall heatmaps, and cancellation reasons. 'Payment step delays 40% of wig builds by more than 7 days.' Per-template performance comparison for ops review.
- Funnel — how many runs start vs complete each step
- Step-duration distributions per workflow
- Stall heatmaps by step type and workflow
- Cancellation reasons breakdown
- Per-template performance comparison
- Bottleneck identification for ops review
Workflow Snapshotting: The Quiet Superpower
When a customer buys a Project, the workflow is snapshotted at that moment. Edit the template the next day — improve the steps, change a price, add a new milestone — and your in-flight customer's run keeps running on the original template. Their work doesn't break.
Snapshot at purchase
The entire workflow, payment plan, and step config are captured immutably at purchase. No template ID pointer — the full step list and milestone definitions are embedded in the run record.
- Immutable per-run record at purchase
- No template ID pointer — full copy embedded
- Full step list embedded in run
- Payment milestone definitions embedded
- Audit metadata: template version and edit date
- Retained indefinitely for compliance
In-flight runs immune to edits
Change the template freely after a customer's wig build is in progress. Their customer status page reflects the snapshot, never the live template. Staff can preview the diff if desired.
- Customer status page reflects the snapshot
- Live template and run snapshot never cross
- Staff can preview live-template diff
- Audit log of which template version each run uses
- Optional opt-in upgrade path for runs
- Clean separation of design vs execution
Clean upgrade story
Improve continuously without breaking customers. No migration scripts, no run-state cleanup, no customer support tickets from broken workflows. Roll back via template version history.
- No migration scripts when templates change
- No run-state cleanup required
- No customer support tickets from 'the build changed'
- Roll back via template version history
- A/B test new template versions on new sales only
- Gradual rollout pattern for major workflow changes
Built for Multi-Step Custom Work
Projects started with wig makers who needed to track custom builds from consultation through pickup and collect payment in milestones. The same engine now powers alterations shops, repair businesses, fabricators, med-spa treatment programs, and personal-training packages.
Connected to Your Platform
Projects pull catalog templates, generate tasks at each step, charge milestone payments, and schedule appointments inside the same platform — no integrations or Zapier required.
Ready to Sell Your Multi-Step Work as One Purchase?
Wig builds, alterations, repairs, fabrication, med-spa programs — one workflow engine, payment milestones, customer status pages, and a snapshotting system that protects every in-flight run.