Shown on printed invoices so customers know how to pay.
Estimates
days
Expiry alerts on Dashboard
days of expiring
Follow-up reminders
Birthday reminders
Service Estimates Email
Sends repair/service estimates to customers. e.g. repairs@sandlerjewelry.com
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
Sends invoices and other communications. e.g. info@sandlerjewelry.com
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
These appear as quick-add chips when writing estimates.
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
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
Services
Optional Items
Total: $0.00
New Customer
Add Expense
Add Purchase
Convert Quote to Purchase
—
Add Scrap Purchase
New Invoice
Line Items
Subtotal: $0
Total: $0
Trade-In Watch
ℹ️ 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).