Shown on printed invoices so customers know how to pay.
Estimates
days
Follow-up reminders
Birthday reminders
Email — Google account
Estimate and invoice emails send from this account’s own connected Google account over the Gmail API (works on Railway, where SMTP is blocked). Each login connects and configures its own Google account here.
Email sending is disabled on the demo account.
Checking connection…
Server OAuth credentials aren’t set. Add GOOGLE_OAUTH_CLIENT_ID, GOOGLE_OAUTH_CLIENT_SECRET, and GOOGLE_OAUTH_REDIRECT_URI in Railway, then redeploy.
Send-as aliases default to the connected account and must be addresses it’s allowed to send as (a verified Gmail “Send mail as” alias). CC addresses get a copy of each email.
Service Estimates Email
Estimate emails now send through each account’s connected Google account (see the “Email — Google account” card above). These SMTP credentials are a legacy fallback only — and won’t send on Railway, which blocks outbound SMTP.
Use Gmail to send directly. Requires a Gmail App Password (Google Account → Security → 2-Step Verification → App Passwords).
Use your Outlook / Office 365 / Microsoft 365 email. Business accounts may need IT to enable SMTP AUTH.
Use your InMotion-hosted email (e.g. repairs@sandlerjewelry.com). Host: mail.yourdomain.com · Port: 465 · Enable SSL. Username is your full email address.
Connect to any SMTP server. Enter the host, port, and credentials your email provider gives you.
General / Invoices Email
Invoice emails now send through each account’s connected Google account (see the “Email — Google account” card above). These SMTP credentials are a legacy fallback only, used when no Google account is connected — and won’t send on Railway, which blocks outbound SMTP; if a send fails the app opens your mail app.
Use Gmail to send directly. Requires a Gmail App Password (Google Account → Security → 2-Step Verification → App Passwords).
Use your Outlook / Office 365 / Microsoft 365 email. Business accounts may need IT to enable SMTP AUTH.
Use your InMotion-hosted email (e.g. repairs@sandlerjewelry.com). Host: mail.yourdomain.com · Port: 465 · Enable SSL. Username is your full email address.
Connect to any SMTP server. Enter the host, port, and credentials your email provider gives you.
Photo Storage (Cloudinary)
Watch photos upload directly to Cloudinary. Leave defaults to use the bundled account, or paste your own cloud name + unsigned upload preset.
Dashboard Panels
Choose which panels appear on your Dashboard below the stat blocks.
Alerts
Pending Estimates
Open Leads
Open Tasks
Recent Notes
Want List
Service Presets
Quick-add chips on the estimate form. The description, when present, becomes the added line's wording. Rows without a name are dropped on save.
Optional Item Presets
Quick-add chips for the estimate form's Optional Items section — items the customer can approve individually.
Brands
Models
Dial Colors
Bracelet / Strap Types
Watch Statuses
Conditions
Watch Accessories Options
Job Workflow Statuses
Statuses shown in the Estimates dropdown.
Refiner Rates (Jack Hunt benchmark)
Refiner payout rates used by TantalumTrader. Gold & platinum are per-dwt coefficients (gram value derived ÷ 1.55517); silver is a fraction of melt (.82 = 82%). Edit to match your refiner's current rates.
Account Management
Create, manage, and delete user accounts. Only visible to the Admin account.
Create New Account
Email connections (all accounts)
Read-only overview of each account’s Google email connection. Each user connects their own Google account from Settings → Email — Google account.
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Database Backup & Restore
Downloads a complete JSON export of every account’s data, settings, and users. Cloudinary photos are not included — only their URLs. The file contains password hashes and customer info: store it on your Mac and a cloud drive, never email or chat. Take one weekly and one before any bulk import or deletion.
Restore from Backup
Destructive. Replaces ALL accounts’ data with the file’s contents. Per-account Google email connections are not restored — each account may need to reconnect its Google account afterwards. Choosing a file first auto-downloads your current state as a safety copy.
Photo Migration
Moves legacy base64 watch photos (embedded in the database) up to Cloudinary and replaces them with URLs — shrinking the database and every backup. Run a fresh backup first, then Scan to preview, then Migrate. Only watch photos are migrated; other tables are report-only.
Data
Import your existing data from the Tantalum desktop app.
Import from QuickBooks Online
In QuickBooks Online, export each list as CSV (or Excel — save as CSV). Then upload them here. QBO export paths: Sales → Customers → Export, Expenses → Vendors → Export, Sales → Invoices → Export, Sales → Products and services → Export.
Notebook
Purchase Log
Invoices
Expenses
Reports
Accessories
Appraisals
Dealers & Contacts
Settings
Watch Details
Add Watch
Add Purchase Details
Creates a Purchase Log entry automatically
Purchase Details
Consignment Item
Consignment Details
New Estimate
Job Info
Single watch estimate
Watch
Services
Optional Items
These items appear as optional — customer can approve each one.
Notes
Estimate Total
Subtotal$0.00
Shipping & Handling
Tax$0.00
Total$0.00
Estimate only — not a final invoice.
New Customer
Add Expense
Add Purchase
Convert Quote to Purchase
—
Add Scrap Purchase
New Invoice
Line Items
Subtotal: $0
Total: $0
Trade-In Watch
Trade-in watch will be added to inventory automatically
Select from Inventory
New Appraisal
Add Contact
Add Service Entry
eBay Listing
Add Lead
Add Want List Item
Add Task
Add Accessory
Import from Desktop App
Import your data from the Tantalum desktop app. Your desktop app data lives in: ~/Library/Application Support/prw-manager/profiles/[profile-name]/
Import from QuickBooks Online
Pick the CSV files you exported from QuickBooks. We'll match common column names automatically. Existing matches (by name) update in place; new entries are created.
Customers→ Customers
Vendors→ Dealers & Contacts
Invoices→ Outgoing Invoices
Header rows + totals only. QBO basic exports don't include line items — each invoice imports as a single line "QuickBooks Invoice".
Products & Services (Items)→ Accessories
Inventory and non-inventory items import as Accessories. Service-type items are skipped (they belong in Service Presets).