The challenge
Pakenham Trophies handles around 1,200 invoices a year. Keeping track of deadlines, customer requirements and production progress depended on one owner’s knowledge and regular manual checks.
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Pakenham Trophies: See Where Every Job Stands
Forge gives both owners one place to see what’s due, what’s holding up production and what’s ready for collection.
Read case studyDirection
Give both owners the same view of the work, using the order and invoice PDFs they already work with.
System design
Forge pulls key details from PDFs for staff to review and links each job to its customer and original documents. The team can check the details and get the job into production with less retyping.
Implementation
A shared stage board shows where each job stands and whether it’s waiting on stock, logos or engraving. Completed jobs leave the active view and remain searchable. Staff can also link email conversations to customer records so past orders and messages are easier to find.
Outcome
Both owners can see which jobs need attention before a deadline. Time savings come from less retyping, fewer manual status checks and quicker access to past orders. With the same information on screen, either owner can pick up where the other left off.
Ongoing support
Forge is live for order tracking, with tools to prepare pre-season emails using past orders. The pickup SMS workflow is built to send a text when an eligible order moves to Ready for Collection. Customer sending is still off pending a live delivery test.
Technology
GoHighLevelExisting order platformWorkflow automationEmail automationAutomated order data extraction