Special order tracking software for shops that call first

New inquiries go on one board the minute someone takes them, so a customer isn’t left waiting on a price because the person who took the request is off today. Name the stages the way your counter already talks: Asked, Quoted, Deciding, Deposit down. Each quote carries its amount, so you can see what’s waiting on a yes, and the $1,650 reading chair that’s gone quiet for eight days is right there on the board, not at the back of someone’s mind.

Say a regular walks into your showroom on a Saturday, and the person at the counter started three weeks ago. In Scoped, that customer has a page: the two pendants she special-ordered last November, the dimmer question from the spring, the note that the kitchen is next and she wants brass. The new hire pulls it up in one click and picks the conversation up where the owner left it.

Every customer gets a page like that: contacts, notes, quotes, special orders, and the full history. Star the notes that matter: the bay-window measurements, the bike-fit numbers, the moulding a regular always picks. It’s customer management for small retail shops, kept in one place instead of across the register, a notebook, and someone’s phone.

Monday morning, before the doors open, the owner wants to know what’s late. She asks the AI assistant she already uses: “Which special orders are still waiting on the supplier, and who’s chasing each one?” It reads the real orders in Scoped, including the dates your team logged in comments, and answers with the list. She has it leave a comment on each one that’s past its date, asking whoever owns the step to chase the supplier by noon.

Connect Claude Code or Codex to your workspace yourself, and approve what it’s allowed to do. It can search your customers and orders, pull a customer’s history before a call, find the orders that have gone quiet, update the fields you allow, like a step’s status, and post comments. Every change is recorded under the person who authorized it and the connection it came through, and you can revoke access anytime. Scoped doesn’t run the AI. It’s the one place your AI works from, so its answers start from your real orders and the dates your team logged.