Independent jewelry studios juggle $3K engagement-ring custom orders, gemstone memo returns approaching deadline, and daily spot-price swings on gold and platinum — all while running a repair bench and quoting appraisals. This is the operations backbone for that whole workflow: client approval gates that protect you legally, GIA-style stone tracking, live spot-price reflected in every quote, and bench-to-pickup repair pipelines. ## What's included - **9-stage custom order pipeline** — Inquiry → Design → CAD Review (mandatory client approval) → Wax → Casting → Stone Setting → QC → Final Inspection (mandatory client approval) → Delivery; nothing advances without documented sign-off - **Gemstone inventory the way a GIA-trained jeweler tracks it** — cut, color, clarity, carat, certificate number, memo source, return window with STONE MEMO-DUE flags before relationship damage - **Live spot-price reflection** — update gold, silver, platinum spot in 30 seconds; every material estimate auto-recalcs in pennyweights at current market - **Repair workflow** — intake ticket with as-received condition notes (liability protection); advances through Diagnosis → Estimate → Bench → QC → Ready For Pickup with client SMS/email at each stage - **Appraisal report generation** — professional format with item description, materials breakdown, methodology statement, appraiser credentials; insurance valuation letters formatted for direct insurer submission - **Client approval documentation** — every CAD revision, every final inspection, captured with timestamps for dispute protection - **Memo stone reconciliation** — full memo registry with supplier, terms, days outstanding; flags before late fees or returns trigger - **Pricing math** — labor + materials at spot + setting fees + markup; consistent quoting across the bench ## Limitations - **Not a POS** — pairs with Square for Retail / Lightspeed / Edge for actual transactions - **Not a CAD program** — manages CAD review approvals; design happens in Matrix / RhinoGold / your studio's tool - **Not legal counsel** — approval gates protect against most disputes; high-value disputes ($25K+ rings) need attorney - **Not for chain stores** — built for independent jewelers, custom studios, estate dealers; multi-location franchises need enterprise software - **U.S.-focused** — Canadian + UK + AU hallmarking + appraisal standards adapt ## Best fit Independent jewelers, custom design studios, estate jewelry dealers, bench jewelers, repair-focused shops, and independent appraisers running 5-50 active custom orders + repairs at once. Especially valuable for shops where one missed memo return or one disputed CAD revision can mean a $5K-$50K loss — the approval-gate documentation and live spot-price reflection typically pay for the year inside the first month.
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