Dashboard
Sales, Manager, and Admin each see a different board. Metrics include sales revenue, repair revenue, active repairs, layaways, orders, low-stock alerts, cash-drawer expected cash, and recent transactions. Filter by day, week, month, or year. Admin also sees top-selling categories. Sales can see commission details on their board. Quick Actions start work without leaving the board: New Sale, New Layaway, New Order, New Repair, Scan QR Code, and Walk-in Repairs (that tile opens Quick Checkout — a fast sale, not repair intake).
Customers
Add, edit, and search by name, phone, or email. Store address, photos, and an ID image. Open a profile for related sales, layaways, orders, and repairs. Track store credit on the customer (including gift certificates sold at Register). CSV import and export. Secure deletion with a 4-digit confirmation code.
Customer Messaging
Only on Premium
Text a customer from their profile, a repair, layaway, or order without leaving the app — Guided Access can stay on. Settings → Text Messages holds presets ({name} and {store}). View texts opens the thread. A ready-for-pickup preset sent from a repair or order marks that job Complete. Layaway texts do not change status. An iPhone can text Apple and Android numbers. An iPad needs Text Message Forwarding from the store iPhone to reach Android (SMS).
Inventory
Items with SKU / Item ID, description, pricing, quantity, location, reorder levels, photos, sourcing (supplier, invoice, purchase type), and barcode or QR lookup. List or grid. Receive stock, correct counts, and share the item QR. Hang tags are created automatically from the item: name, price, weight, SKU, and QR. Preview the tag on the item, then print with NIIMBOT or AirPrint — no NIIMBOT phone app. Low stock surfaces on the dashboard. An Age filter finds pieces by how long they have been in the catalog (30 days, 90 days, 6 months, 1 year+, or a custom range). Import and export a ZIP that includes item data and photos. Price changes can be reviewed later in Trash.
Sales & register
Ring multi-item tickets in Register: attach a customer, scan or search inventory, apply preset or special discounts, set tax (including tax-exempt or tax-included when used), and take cash, card, check, trade-in, store credit, or a split. Gift-certificate lines load store credit on the customer after a completed sale. If credit was loaded on the wrong person, Scan gift receipt moves remaining gift credit using the QR on that purchase receipt. Search by date, customer, or sale number. CSV import and export, plus ZIP transfer between devices when needed.
Open and close the cash drawer session, enter opening cash, compare your count to Expected Cash at close, and review the cash-activity log. With a MUNBYN or VOLCORA receipt printer connected, pop the physical drawer from Register (manager PIN) or when cash is taken or refunded. Sale receipts can include a QR for lookup. Dashboard Walk-in Repairs opens Quick Checkout for a simple walk-in sale — use a full Register ticket for complex discounts or special handling.
Merchandise returns
Process returns against a completed sale, choose quantities still returnable, and refund at the register. Returns show on financial reports.
Layaway
Hold merchandise while the customer pays over time. Deposits and later payments stay on that ticket, with a running balance, history, and completion when paid in full. Print layaway receipts and AirPrint envelope cards (3.5×5). Receipts show the payment just taken and the remaining balance. Admins can allow cancel-to-store-credit on this iPad in Settings → Security.
Only on Premium
Message the customer from the layaway. Sending it does not change layaway status.
Orders
Special orders for custom or ordered-in pieces: customer, deposits, status, and balance until pickup — not a delivery-date calendar. Print order receipts and envelope cards the same way as layaway. Receipts show the payment just taken and the remaining balance.
Only on Premium
Message the customer from the order. A ready-for-pickup preset marks the job Complete.
Repairs
Intake through pickup: customer, piece description, photos, store repair services plus add-ons, estimated and actual cost, deposits, status, jeweler assignment, remaining balance, and pickup. List or grid, barcode lookup, and CSV or ZIP import/export. Store warranty repairs are supported when the job is marked that way. Workshop job cards print on 4×5.5 or 4×6 stock via AirPrint. A “Quick Checkout” filter in the repairs list is a shop status — it is not the Dashboard walk-in sale. Repair print preview opens after payment or pickup. Receipts show the payment just taken and the remaining balance.
Only on Premium
Message the customer from the repair. A ready-for-pickup preset marks the job Complete.
Gold & Silver Buy
Only on Premium
A Dashboard quote board for buying gold, silver, and jewelry from a seller — not a Register sale, not a Settings row, and it does not change Expected Cash. Live gold and silver are COMEX futures last trades (USD per troy ounce). Build a quote with gold karat/weight, silver fineness/weight, or item lines (watch, ring, jewelry, coin, other). Lock spot, this-iPad presets, and receipt Policy stay on the device. Complete Buy saves a ticket with seller name, phone, ID number, ID photo, and signature; optional email, address, notes, and item photos. Pay as cash, check, bank transfer, wire, or other. Print or share a US Letter receipt. Toolbar Buys lists completed tickets; new buys sync to other store iPads over iCloud (Force Sync Now does not push Buys). Deleted tickets go to Settings → Trash. Use / View / Delete permissions are in User Management.
Jewelers
Settings → Jewelers Management (admin): in-house and independent jewelers, availability, assignments, charges pending, invoices, and payments.
Printing & tags
Set everything in Settings → Printers Hub. Jewelry hang tags are created automatically from the inventory item (name, price, weight, SKU, QR). Preview on the item, then print with NIIMBOT B1, M2, or M3 over Bluetooth, or AirPrint. The NIIMBOT phone app is not required. Receipts print with AirPrint on the same Wi-Fi (Epson WorkForce Pro WF-4833 is the model we recommend for repair receipts with photos and envelope inserts), or a MUNBYN or VOLCORA Bluetooth thermal printer. MUNBYN or VOLCORA can drive a cash drawer (DK port, manager PIN). Workshop job cards print with AirPrint on 4×5.5 or 4×6 stock and can include a repair barcode. Layaway/order envelope inserts print on 3.5×5. What to buy: supported hardware.
Financial reports
Settings → Financial Reports: sales, layaway, orders, repair payments, and merchandise returns. Daily, weekly, monthly, yearly, or a custom range. Gross and net views, mix charts, and printable reports.
Preset discounts
Reusable discounts in Settings → Preset Discounts, applied at checkout when the user’s permissions allow. Special Discounts on a ticket are separate and show on sale detail and receipts.
Staff, roles & security
Admin, Manager, and Sales roles with per-user permissions (what they can sell, discount, import, manage users, Gold & Silver Buy, and more). Employee photos. Automatic logout after inactivity. Login can be required or turned off in Settings. Security can allow cash on this device and cancel layaway/order to store credit (off by default, this iPad only). New stores sign in with username admin and password admin — change both in Settings → Login Credentials right away. A skippable store-setup checklist can appear after the first Admin sign-in. Admins add staff and reset credentials in User Management.
Commissions
Assign a salesperson on eligible sales. Settings → Commission Payments (admin) records and reviews associate earnings.
Store setup
Settings → Store Information: name, address, phone, email, website, logo, state tax rate, repair sales-tax mode (none, entire repair, or materials only), trade-in tax-exempt, gift-certificate tax-exempt, and store policies that print on documents. Appearance includes Dark Mode and optional custom brand on the sign-in screen. Repair Services is the catalog used at intake.
Subscription & devices
Settings → Subscription & Devices: plan status and registered iPhones and iPads. Basic ($149.99/mo) is the full CRM on up to 3 devices. Remove retired hardware before adding a new one if you hit the limit. Billing is through Apple.
Only on Premium
Premium ($199.99/mo) is up to 6 devices, Customer Messaging, and Gold & Silver Buy.
Backup, sync & offline
Store data lives on the device and in your iCloud (CloudKit) — not on Jewelers Flow servers. Work offline; changes sync when you reconnect. Same Apple ID, same store. Pull to refresh on lists. Force Sync Now is in Settings → Backup & Restore when another device is missing recent work. Optional automatic daily backups, plus manual backups that can include store settings, users, and printer setup, and can restore inventory photos. Sync is live sharing; a backup is a restore point.
Trash
Settings → Trash (admin): review deletions and certain inventory price changes before they are cleared.
Help & language
In-app Help is Settings → Help — search and browse guides without changing store data. The app follows the device language; English and Spanish are included.
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Jewelers Flow