LongArm AssistantLongArm Assistant

LongArm Assistant — Mobile App User Guide

Your quilting business, running smoothly from the palm of your hand.

The LongArm Assistant mobile app is built around the way long-arm quilters actually work. Quilts come in, move through your shop, go out the door. In between, you're tracking materials, writing estimates, generating invoices, and keeping customers informed. The app handles all of it in one place — so you can spend less time on paperwork and more time at the frame.

From the moment a quilt arrives to the moment payment is recorded, every step has a dedicated workflow. The Pipeline shows you everything in motion. Estimates are built from the intake details you've already entered. Invoices are generated with a tap. Payments are logged and the balance updates instantly.

This guide covers every screen and every action in the app, in the order you'll naturally use them.

Available on the App Store for iPhone and iPad. The app works on both form factors — layouts adapt automatically.

Getting Started

Signing In

Download LongArm Assistant from the App Store and open it. Sign in with your LongArm Assistant email and password — the same credentials you use on the web dashboard. If you haven't created an account yet, tap Sign Up to register with your email address.

If you've forgotten your password, tap Forgot password?on the sign-in screen. You'll receive an email with a reset link.

Onboarding Wizard

The first time you sign in, a four-step onboarding wizard walks you through the initial setup:

  1. Welcome — a brief introduction to the app. Tap Continue or skip directly to the main screen.
  2. Statuses — review the default quilt statuses (Received, Quilting, Finished, Delivered). These are the stages every quilt moves through in the Pipeline.
  3. Settings — set your initial tax settings and pricing defaults. You can change these at any time from the Settings tab.
  4. Personalization — enter your business name, address, and default invoice terms. This information appears on every estimate and invoice you generate.

After completing the wizard, you land on the Pipeline — the app's main screen.

Free vs. Subscribed

The free tier lets you manage up to 3 active quilts at a time. An active quilt is any quilt in Received, Quilting, or Finished status — quilts that are still in your shop. Once a quilt is marked Delivered, it leaves the Pipeline and no longer counts against your limit, freeing up a slot for the next one. At 2 active quilts, you'll see a warning. At 3, you won't be able to add new quilts until one is marked Delivered. Subscribe from the Settings tab to unlock unlimited active quilts.

The Pipeline

The Pipeline is the first tab you see when you open the app. It shows every quilt currently in your shop, organized into three status columns: Received, Quilting, and Finished. Delivered quilts move off the Pipeline and into the Delivered tab.

iPhone vs. iPad Layout

On iPhone, the three status columns are displayed as collapsible sections stacked vertically. Tap a section header to expand or collapse it. This keeps your screen uncluttered when one column has many quilts.

On iPad, all three columns are shown side by side as a Kanban board, giving you a full at-a-glance view of everything in progress.

Moving Quilts Between Statuses

To advance a quilt's status, tap the quilt card to open its detail screen and use the status transition buttons there. On iPad, you can also drag a quilt card from one column to another directly on the Kanban board.

Each status transition records a timestamp — when quilting started, when it was finished, and when it was delivered. Those dates are used in your weekly summary.

Reordering Quilts

Within each column, you can reorder quilts by pressing and holding a card, then dragging it to the position you want. The order you set here is the order they appear — use it to prioritize what gets done next.

Pending Intake Submissions

If you use the Customer Intake Form (configured from the web dashboard), submitted forms appear at the top of the Pipeline as a Pending Intake Submissions section. Tap any submission to review its details and convert it into a quilt with one tap — all the customer-entered information pre-fills the new quilt form.

Adding a Quilt

Tap the large Add Quilt button at the bottom of the Pipeline screen to add a new quilt manually. See the Adding a Quilt section for the full form walkthrough.

Calendar

The Pipeline screen also includes a Calendar button that opens the Planning screen directly — a quick way to check upcoming target finish dates without leaving your workflow. See the Calendar & Planning section for details.

Summary & Progress

At the top of the Pipeline you'll find access to the Summary modal and Progress Dashboard. See the Summary & Reporting section for details.

Adding a Quilt

Tap the large Add Quilt button at the bottom of the Pipeline screen to open the new quilt form. Every field here can be edited later from the Quilt Detail screen, so you can add just the essentials at drop-off and fill in the rest when you have time.

The New Quilt Form

  • Quilt Name — a name to identify the quilt (required). Many quilters use the customer's last name or a project name.
  • Dimensions — length and width in inches. These are used in square-inch calculations for pricing.
  • Customer — tap to select an existing customer from your list, or add a new customer on the spot by tapping Add New Customer. See the Customers section for details on the customer form.
  • Target Finish Date — the date you're aiming to have the quilt ready. Shows up in the Calendar and Upcoming views and on customer-facing tracking.
  • Notes — any freeform notes captured at intake.

Converting from an Intake Submission

If a customer submitted your online intake form before drop-off, their quilt appears under Pending Submissions at the top of the Pipeline. Tap the submission, review the details, and tap Convert to Quilt. You'll be prompted to select or confirm a customer, and then a new quilt is created with all the submitted details pre-filled — batting, thread, pattern selection, services, and notes all carry over automatically.

After Creating

The new quilt appears at the top of the Received column in the Pipeline. Tap it to open the Quilt Detail screen where you can continue filling in intake information, add photos, build an estimate, and more.

Quilt Detail

The Quilt Detail screen is the central hub for everything related to a single quilt. Open it by tapping any quilt card in the Pipeline, Delivered tab, or Search results.

Header Information

  • Quilt Name — displayed at the top. Tap the pencil icon to edit it.
  • Dimensions — length × width in inches. Editable.
  • Customer — shows the linked customer's name. Tap to change or add a customer.

Status & Transitions

The current status is shown prominently. Use the status transition buttons to advance the quilt:

  • Mark as Quilting — records the date quilting started. The quilt moves to the Quilting column.
  • Mark as Finished — records the finish date. The quilt moves to the Finished column.
  • Mark as Delivered — records the delivery date. You'll be prompted to finalize the estimate and create an invoice (see Delivered & Invoicing). The quilt moves to the Delivered tab.

Each transition button opens a date picker so you can set the exact date if it differs from today (for example, if you're entering a quilt that was picked up yesterday).

Target Finish Date

Tap the target date field to change it. This date drives the Calendar and Upcoming views in the Planning tab. If a quilt is past its target date and hasn't been delivered, it will show as overdue.

Share Status with Customer

Tap the share icon to generate a tracking link or QR code for the customer. When they visit the link, they can see the current status of their quilt — without needing an account or login. Share it via text, email, or any messaging app.

Collapsible Sections

Below the header, the Quilt Detail screen is organized into expandable sections — each with a completion indicator showing how much information has been filled in:

  • Intake & Quilting Details (pattern, materials, services)
  • Photos
  • Notes
  • Estimate
  • Invoice

Deleting a Quilt

Scroll to the bottom of the Quilt Detail screen to find the Delete Quiltbutton. You'll be asked to confirm before anything is removed. Deleting is permanent and cannot be undone.

Intake & Quilting Details

The intake sections on the Quilt Detail screen capture everything about the quilt before work begins. Completion indicators at the top of each section show how much has been filled in at a glance. All fields are optional — fill in what you have.

Quilting Details

  • Pattern — type in the pattern name, or tap the pattern picker icon to search your Pattern Library and select from your uploaded patterns. If you have Pattern Presets saved in Settings: Presets & Invoice(Pro feature), those appear in the picker as well. If a pattern is linked from the library, you'll see a reference to it.
  • Notes — quilting-specific instructions, customer preferences, tension notes, or anything relevant to running the quilt.

Quilt Materials

  • Batting Type — type in the batting description (e.g., "Warm & White 80/20"), or select from your Batting Presets configured in Settings: Presets & Invoice.
  • Batting Source — choose whether the batting was Customer Provided or Shop Supplied. Shop-supplied batting generates a batting line item on the estimate automatically when the estimate is created.
  • Batting Quick-Calculate — when batting is shop supplied, the app uses the Batting Quick-Calculate preset from Settings: Display & Taxto estimate how much batting the quilt needs. You set a standard batting roll width (in inches) in Settings, and the app uses the quilt's dimensions along with that width to calculate how many yards (or your chosen unit) of batting to price out. This gives you a starting quantity on the batting line item that you can adjust as needed.
  • Thread Brand, Color, Weight — record the thread details. You can type these in or pick from your Thread Presets configured in Settings: Presets & Invoice.
  • Thread Source — Customer Provided or Shop Supplied. Shop-supplied thread generates a thread line item on the estimate.

Quilt Services

  • Binding Requested — toggle on if the customer wants binding attached. A notes field appears for binding-specific instructions. Enabling this generates a binding line item on the estimate, priced using your Binding Presets from Settings: Presets & Invoice.
  • Trimming Requested — toggle on if the quilt needs to be squared and trimmed after quilting.
  • Backing Width & Length — record the dimensions of the backing fabric. Useful for calculating backing yardage and double-checking the customer brought enough fabric.
  • Backing Notes — any notes about piecing, orientation, or special handling of the backing.

Tip: The more intake detail you fill in, the more complete and accurate the estimate will be. Batting and thread sourcing in particular drive whether those items appear as billable line items. Setting up your presets in Settings first means selections here auto-populate the right prices.

Photos & Notes

Photos

The Photos section on the Quilt Detail screen lets you attach images to any quilt — useful for documenting the quilt before you start, capturing the finished product, or noting any damage or issues.

  • Tap the Add Photo button to choose between your Camera (take a photo on the spot) or your Photo Library (select an existing image).
  • Photos appear in a grid. Tap any photo to open a full-screen viewer.
  • To delete a photo, open it in full-screen and tap the trash icon. You'll be asked to confirm.

Notes

The Notes section is a timestamped log of anything relevant to the quilt — customer conversations, mid-project observations, pickup arrangements, or anything else you want to remember.

  • Type a note in the input field and tap Add (or press Return) to save it. Each note is saved with the current date and time.
  • Notes appear in a list, newest first.
  • To delete a note, tap the trash icon next to it. Deletion is immediate and cannot be undone.

Building an Estimate

The Estimate tab on the Quilt Detail screen is where you price out the work. You can auto-generate line items from the intake data you've already entered, add items manually, apply discounts, and share a professional PDF with the customer — all before the quilt is done.

Auto-Generated Line Items

When you open the Estimate tab, the app automatically generates line items from what you filled in during intake:

  • Quilting — always included, priced from your Quilting Rate preset
  • Batting — included if batting was marked as shop supplied; quantity calculated using the batting quick-calculate preset
  • Binding — included if binding was requested; priced using your Binding preset and the quilt perimeter
  • Thread — included if thread was marked as shop supplied; priced from your Thread Pricing preset

Prices are pulled from your rate presets in Settings: Presets & Invoice. Review each item and adjust quantities or prices as needed before sharing.

Adding Other Line Items

Tap Add Item to add miscellaneous charges that aren't covered by the auto-generated quilting, batting, binding, or thread lines. These are Other type items — things like rush fees, starch spray, hanging sleeves, or any one-off service you offer:

  • From your Other Presets — tap any saved Other preset to add it instantly. Other Presets are managed in Settings: Presets & Invoice.
  • Custom item — type a name, quantity, and unit price to create a one-off line item on the spot.

Editing and Deleting Line Items

Tap any existing line item to edit its name, quantity, or price. To delete a line item, swipe left on it or use the delete button that appears when editing.

Applying a Discount

  1. Tap Apply Discount.
  2. Check the boxes next to the line items you want to discount.
  3. Enter the discount percentage.
  4. The discount is split proportionally across the selected items and shown as a reduction on each line.

Tax

If you have Collect Tax enabled in Settings: Display & Tax, tax is calculated at the bottom of the estimate using your configured rate. By default, all line items — including quilting and binding — are taxable. If your state or jurisdiction does not charge sales tax on quilting or binding services, you can toggle those exemptions in Settings so they're excluded by default on every estimate. You can also override the tax-exempt flag on any individual line item directly on the estimate.

Minimum Charge

If your estimate subtotal falls below the minimum quilting charge you've set in Settings: Presets & Invoice, you'll see a warning. You can still proceed — it's a reminder, not a block.

Estimate Status

Estimates move through a lifecycle: Draft → Sent → Accepted (or Declined). Use the status buttons to advance the estimate as you communicate with the customer. The status is visible on the Quilt Detail overview.

Sharing the Estimate as a PDF

Tap the Share button to generate a professional estimate PDF. The PDF includes your business name and address (from Settings: Presets & Invoice), the line items, subtotal, tax, and total. Share it via email, text message, or any app on your phone.

Delivered & Invoicing

Marking a Quilt as Delivered

When the quilt leaves your shop, tap Mark as Delivered on the Quilt Detail screen and confirm the delivery date. As soon as you do, the app will prompt you:

"Ready to create an invoice? This will finalize your estimate and generate an invoice you can share with the customer."

Tap Create Invoice to generate the invoice from your estimate line items. You can also skip this and create the invoice later from the Invoice tab on the Quilt Detail screen.

The Invoice Tab

The Invoice tab on the Quilt Detail screen shows:

  • Line items — the finalized list of charges. These come from the estimate. Once an invoice is created, the line items are locked to that snapshot (changes to the estimate after invoice creation don't carry over automatically).
  • Subtotal, tax, and total — calculated from the line items.
  • Payment history — a list of payments recorded against this invoice.
  • Balance due — the total minus all recorded payments.
  • Invoice status — tracks whether the invoice is outstanding, partially paid, or paid in full.

Sharing the Invoice as a PDF

Tap the Share button on the Invoice tab to generate and share an invoice PDF. The PDF includes your business name, address, and invoice terms (from Settings: Presets & Invoice), plus all line items, payment history, and the remaining balance.

The Delivered Tab

Once a quilt is marked Delivered, it moves off the Pipeline and into the Delivered tab at the bottom of the app. From there you can search delivered quilts by name or customer name, and tap any card to reopen the Quilt Detail screen — useful for accessing past invoices, checking payment history, or sharing a PDF.

Recording Payment

Payments are recorded from the Invoice tab on the Quilt Detail screen. You can split a payment into multiple installments, record partial payments, and track payments made by different methods.

Recording a Payment

  1. Open the Quilt Detail screen and tap the Invoice tab.
  2. Tap Record Payment.
  3. Enter the Amount. It defaults to the full balance due — adjust it if the customer is paying a partial amount.
  4. Select a Payment Method: Cash, Check, Venmo, PayPal, Zelle, Credit Card, or Other.
  5. Set the Payment Date. Defaults to today.
  6. Add a Note if needed (check number, transaction reference, etc.).
  7. Tap Save. The payment appears in the payment history list and the balance due updates immediately.

Overpayments & Tips

If you record a payment amount that exceeds the balance due, the app handles it automatically. The extra amount is added as a Tip line item on the invoice — so the math stays clean and the overpayment is documented rather than ignored.

Deleting a Payment

Tap the trash icon next to any payment in the payment history list to delete it. You'll be asked to confirm. The balance due recalculates after deletion.

Partial Payments

There's no limit to the number of payments you can record against an invoice. If a customer pays a deposit upfront and the remainder at pickup, record two separate payments. The running balance always reflects what's still outstanding.

Customers

The Customers tab shows everyone in your customer list. You can search, filter, and add new customers from here.

Browsing Your Customer List

Customers are displayed as cards. Each card shows:

  • Name
  • Phone number or email
  • Total number of quilts (all time)
  • Number of quilts currently in progress
  • Soonest upcoming target finish date (if they have active quilts)

Search & Filter

  • Search bar — type to filter by customer name or phone number.
  • All / Incoming toggle — switch to Incoming to see only customers who have quilts currently in your pipeline.

Adding a New Customer

Tap the + button to add a customer. A bottom sheet form opens with:

  • Name (required)
  • Phone (optional — auto-formatted as you type)
  • Email (optional)

You can also add a new customer directly from the new quilt form — you don't need to visit the Customers tab first.

Opening a Customer

Tap any customer card to open the Customer Detail screen, where you can view their full quilt history, manage incoming items, edit contact information, and manage addresses.

Customer Detail

The Customer Detail screen gives you the full picture for a single customer — their contact info, every quilt you've made for them, quilts they've mentioned but not yet dropped off, and their delivery addresses.

Editing Customer Information

Tap the pencil icon to edit the customer's name, phone number, or email. Tap Save when done. To delete the customer entirely, tap the delete button (available from the edit view). Deleting a customer does not delete their quilts.

Quilt History

A list of all quilts — active and delivered — associated with this customer. Tap any quilt to navigate directly to its Quilt Detail screen.

Incoming Items

Pro feature — requires an active subscription.

Incoming Items let you track quilts a customer has mentioned — "I have three more coming in next month" — before they actually arrive. This helps you plan your calendar and gives the customer card an accurate incoming quilt count.

  • Tap Add Incoming Item to log a quilt the customer mentioned. Enter an expected arrival date and any notes.
  • Items track through stages: Mentioned → Received → Converted.
  • When the quilt arrives, tap Convert to Quilt on the incoming item. This creates a new quilt pre-filled with any notes you logged and marks the incoming item as converted.

Addresses

If you deliver quilts or need a mailing address, store it here:

  • Tap Add Address and fill in street, city, state, and zip.
  • Mark an address as the Default to use it automatically on invoices.
  • Tap any address to edit or delete it.

Calendar & Planning

The Planning screen gives you a forward-looking view of your workload based on quilts' target finish dates. Access it from the Pipeline tab.

Calendar View

The Calendar view shows a monthly grid. Dates that have quilts due show an indicator. Tap any date to see the list of quilts with that target finish date. Tap any quilt in that list to open its Quilt Detail screen.

Upcoming View

Toggle to Upcoming for a sorted list of all active quilts ordered by their target finish date — soonest first. Quilts that have passed their target date without being delivered show an overdue indicator. Tap any item to open the Quilt Detail screen.

Setting Target Finish Dates

Target finish dates are set on the Quilt Detail screen and in the new quilt form. Keep them current to get accurate Planning views. Quilts without a target date don't appear in the Calendar or Upcoming list.

Summary & Reporting

The app tracks your activity and surfaces it in two places on the Pipeline tab: the Summary modal and the Progress Dashboard.

Summary Modal

Tap the summary icon at the top of the Pipeline to open the Summary modal. Use the toggle at the top to switch between three time periods:

  • Weekly — activity during the current calendar week
  • Monthly — activity during the current calendar month
  • All Time — your totals since you started using the app

Each period shows the same four metrics:

  • Square inches quilted — total quilting area of all quilts finished in the period.
  • Quilts delivered — number of quilts that left the shop.
  • Payments collected — total dollar amount of payments recorded.
  • Milestone badges — if the current week is your best week ever in any category, you'll see a badge celebrating it.

Progress Dashboard

The Progress Dashboard shows a bar chart of your performance over recent weeks, giving you a visual sense of trends — busy weeks, slow weeks, and how your output changes over time. Access it from the same area as the Summary on the Pipeline tab.

Settings: Account

The Settings tab is the last item in the bottom navigation. The Account section at the top manages your identity and subscription.

Signed-In Email

Your account email is displayed at the top of the Account section. This is the email used to sign in and to receive password reset emails.

Upgrading to Pro

If your account is on the free tier, a Subscribe button appears in the Account section. Tap it to see the available subscription plans and subscribe via in-app purchase through the App Store. Upgrading unlocks:

Your subscription is billed through your Apple ID and renews automatically unless cancelled. All Pro features are available immediately after purchase.

Subscription Status

Your current plan is shown as a badge next to your email:

  • Mobile Subscriber — subscribed via the App Store.
  • Web Subscriber — subscribed through the web dashboard. Pro features are active on both the app and the web.
  • Free — no active subscription.

Managing or Cancelling Your Subscription

If you subscribed through the App Store, tap the subscription badge to open the App Store's subscription management page for LongArm Assistant. From there you can view your renewal date, change your plan, or cancel auto-renewal.

If you subscribed through the web dashboard, manage your subscription from the Account section of the web app.

What happens when you cancel: Your subscription remains active until the end of the current billing period. After it expires, your account reverts to the free tier — the 3 active quilt limit is re-applied and Pro-only features (Incoming Items, Pattern Presets) become inaccessible. Your existing data — quilts, customers, invoices, and payments — is never deleted when you cancel. If you resubscribe later, everything picks up exactly where you left off.

Sign Out

Tap Sign Out to end your session. Your data is stored in the cloud — everything will be waiting for you the next time you sign back in.

Delete Account

Tap Delete Accountto permanently remove your account. You'll be asked to confirm before anything is deleted.

This action cannot be undone.

Deleting your account permanently removes all of your data — every quilt, customer, estimate, invoice, payment, photo, note, preset, and business setting. Your data cannot be recovered after deletion. If you have an active subscription, cancel it through the App Store or web dashboard before deleting your account to avoid future charges.

Settings: Display & Tax

Display Preferences

  • Dimension display order — choose whether quilt dimensions are shown as Length × Width or Width × Length throughout the app. Pick whichever matches how you think about your frame.
  • Batting price unit — select Yards, Inches, or Meters for how batting prices are entered and displayed. This unit is used in your Batting Presets and drives the quantity on batting line items in estimates.
  • Batting quick-calculate preset — enter the width of your standard batting roll in inches (e.g., 96 for an 8-foot wide roll). When a quilt has shop-supplied batting and an estimate is generated, the app uses this width along with the quilt's length to calculate how many yards of batting are needed. For example, if your batting roll is 96" wide and the quilt is 80" × 60", the app determines the quilt fits within the roll width and calculates yardage based on the quilt length — giving you a realistic quantity on the batting line item without manual math. Adjust the quantity on the estimate if the specific quilt requires more or less. See Intake & Quilting Details for batting source options and Building an Estimate for how this quantity is used.

Tax Settings

These settings control whether and how sales tax is added to your estimates. See the Building an Estimate section for how tax appears on estimates.

  • Collect Tax — master toggle. When off, no tax is added to any estimate. When on, the rate and exemptions below apply.
  • Tax Rate (%) — enter your local sales tax rate as a percentage (e.g., 8.25 for 8.25%). This rate is applied to all taxable line items on estimates.
  • Quilting service tax exempt — quilting is taxable by default. Toggle this on if your state or jurisdiction does not charge sales tax on quilting labor. When enabled, the quilting line item on estimates will be excluded from tax calculations by default.
  • Binding service tax exempt — binding is taxable by default. Toggle this on if binding labor is tax-exempt in your state. When enabled, binding line items are excluded from tax calculations by default.

When you turn on tax collection for the first time, the app shows a tax disclaimer reminding you to verify your local tax obligations with a tax professional. Tax laws vary by state and product type.

Settings: Presets & Invoice

This section covers your business information (which prints on every estimate and invoice), your pricing defaults, and all of your saved presets. Presets are the backbone of fast, consistent estimating — set them up once and they'll be available instantly when building any estimate.

Invoice & Business Information

This is the same information as the Business section on your web dashboard — changes made in the app sync with the web app and vice versa. It prints at the top of every estimate and invoice PDF. See how it appears in the Building an Estimate and Delivered & Invoicing sections.

  • Business Name — appears at the top of every estimate and invoice PDF.
  • Business Address — printed on PDFs below your business name.
  • Default Invoice Terms — payment terms text added to the bottom of invoices (e.g., "Payment due upon receipt" or "Net 14 days").

Pricing Defaults

  • Minimum Quilting Charge — the floor for any quilting estimate. If your estimate subtotal falls below this amount, you'll see a warning when building the estimate. It's a reminder only — you can still save and share estimates below the minimum.

Managing Presets

All preset types work the same way: tap the section to expand it, tap Add to create a new preset, tap an existing preset to edit it, and swipe left (or tap the delete button) to remove it. Every preset is available as a catalog item when you tap Add Item on the Estimate tab.

Other Preset Line Items

Custom catalog items that don't fit the other categories — for example, a rush fee, starch spray service, hanging sleeve, or any other add-on you offer. Set a name and price. These appear in the "Other" section when adding a line item to an estimate.

Quilting Rate Presets

Your quilting prices. Define as many rates as you like — for example, different rates for pantographs vs. custom quilting. Each preset uses one of three pricing methods:

  • Flat Fee — a fixed amount regardless of quilt size.
  • Hourly — rate × estimated hours.
  • Per Square Inch — rate × (length × width). The quilt dimensions feed this calculation automatically when you auto-generate the estimate.

The selected rate becomes the quilting line item when you auto-generate an estimate — see Building an Estimate.

Batting Presets

Define the batting products you stock. For each preset: enter the material name (e.g., "Hobbs 80/20"), and the price per yard, inch, or meter (whichever unit you set in Display & Tax settings). When batting is marked as shop supplied on the intake form, the auto-generate function uses the default batting preset to create the batting line item. See Intake & Quilting Details for batting source options and Building an Estimate for how the batting line item is generated.

Binding Presets

Set your binding price per inch. When binding is requested on the intake form, the auto-generate function creates a binding line item using this rate and the quilt's perimeter (2 × length + 2 × width). Define multiple presets if you charge different rates for different binding styles. See Intake & Quilting Details for the binding toggle and Building an Estimate for how the binding line item is calculated.

Thread Presets

A reference catalog of the threads you use — brand, weight, and color. Thread presets show up in the thread picker on the Intake & Quilting Details section of any quilt so you can select a thread quickly rather than typing it in manually. Thread presets are for catalog reference; pricing for thread is in Thread Pricing Presets.

Thread Pricing Presets

How you charge for shop-supplied thread. Each preset uses one of three billing methods:

  • Flat Fee — a fixed charge for thread, regardless of quantity.
  • Per Bobbin — charge per bobbin used.
  • Per Spool — charge per spool used.

When thread is marked as shop supplied, these rates generate the thread line item on the estimate — see Building an Estimate.

Pattern Presets

Pro feature — fully available to Pro subscribers. Not available on the free tier.

Store a catalog of custom quilting patterns you offer — patterns that aren't in your Pattern Library but that you want to reference by name when entering intake details. Give each pattern a name and description. Patterns saved here appear in the pattern picker on the Intake & Quilting Details section of any quilt, giving you a fast way to log which pattern a customer selected without typing it out each time.