02
Subscription & pricing
What's included in the free plan?
Jobs, inventory, design tools (Image→Engrave, SVG Studio), machine reference lookups, materials library, and production timer — all free, no payment required. You can run a basic shop workflow without ever upgrading.
What does Premium add?
Invoices with Stripe payment links, Customers (CRM), Tax Center, Expenses & mileage tracking, Quotes, Product Recipes, P&L, Forecasting, Accounting, Exports & Backup, and the AI features (Etsy Builder, Social AI, Product Ideas).
What does Pro add over Premium?
Equipment tracking, Maintenance logs, Defect tracking, Grants database + AI writer, Military orders module, Markets tracker, Bank import, Document vault, Chart of accounts, Atomm integration, Faith & Mission tools, and Analytics.
How do I upgrade?
Click any locked tab in the app and select Upgrade now. This opens a secure Stripe checkout. You'll have instant access as soon as payment processes.
Can I cancel at any time?
Yes. Go to your account settings and click Manage billing to access the Stripe Customer Portal. Your access remains active through the end of the paid billing period.
Do you offer refunds?
We offer a full refund within 7 days of your first charge if you're not satisfied. After that, refunds are at our discretion. Email
john@craftedbydesign.studio — we're reasonable people.
Is there a discount for veteran-owned businesses?
We're a veteran-owned business and we support the community. Email us about any veteran discount programs we have running.
03
Data, privacy & sync
Where is my data stored?
By default, all data is stored locally in your browser — nothing is sent to any server. If you connect Firebase cloud sync, your data is also backed up to Google's Firebase infrastructure. See our
Privacy Policy.
Is my data shared with anyone?
No. Your business data is yours. We do not sell, share, or analyze your individual business data. AI features send specific prompts to Anthropic's Claude API, but no personally identifiable customer data is included unless you type it yourself.
How does Firebase cloud sync work?
You provide your own Firebase project credentials (Project ID and Web API Key). Your data syncs to your Firebase project — not ours. We never have direct access to your synced data. Setup instructions are in Exports & Backup → Firebase setup guide inside the app.
Can I export my data?
Yes — go to Exports & Backup (Premium). Export CSV files for jobs, invoices, expenses, mileage, inventory, and customers, or download a full JSON backup of all app data.
What happens to my data if I cancel?
Your data is never deleted when you cancel. You drop back to the free tier and keep all your historical records. Your data stays in local storage until you clear your browser. If you used Firebase sync, your data remains in your Firebase project indefinitely.
04
Features & how-tos
Why are my machine dropdowns empty?
Machine dropdowns populate from your Equipment list. Go to Equipment and add your machines — they'll appear everywhere immediately (maintenance logs, defect records, material library, export buttons).
How do I set up my business profile?
Go to Home → My Business. Fill in your business name, contact info, rates, and the AI context field. This data appears on every invoice, COA, and AI-generated document you produce.
How do I generate a Certificate of Authenticity?
Go to Invoices, open any completed invoice, and click Generate COA. Your business name, owner name, location, and any veteran-owned badge are pulled from your business profile automatically.
Can I use the Order Form to collect customer orders?
Yes. Go to Jobs → Order Form tab. Share the link with customers — they fill in their order details and it flows directly into your jobs queue.
How do I customize which tools appear in my sidebar?
Go to Home → My Business → Customize workspace. Check any nav group you want to hide (Shop, Design, Growth, Data, Orders, or Money) and click Save changes. The group disappears from your sidebar immediately. Uncheck and save to bring it back any time.
I'm a service business, not a maker — which track should I use?
Go to Home → My Business → App mode and select Business. This hides laser-specific tools (Materials, Machine Ref, Design Studio, Recipes, etc.) and keeps the core business tools: Jobs, Invoices, Customers, Expenses, Tax, Finance, and Grants. You can fine-tune further with Customize workspace.
05
Invoices & payments
How do I collect payment from a customer?
Create an invoice, add your line items, and click Save & generate payment link. Share the Stripe-powered URL with your customer. When they pay, the invoice is marked paid automatically.
Do I need my own Stripe account?
No. Stripe payments are handled through the app. Your payout goes directly to your bank account on file during the payment setup flow.
What payment methods do customers have?
All major credit and debit cards (Visa, Mastercard, AmEx, Discover). Apple Pay and Google Pay are enabled on compatible devices automatically.
How quickly do I get paid?
Stripe typically transfers funds within 2 business days after a successful payment. Your first payout may take up to 7 days as Stripe verifies your account.
The payment link shows wrong business info — how do I fix it?
Your business name and contact on payment pages come from your My Business profile. Update your profile, then delete and recreate the invoice to pick up the new info.
06
Products, revenue & platform sync
What's the difference between Jobs and Products?
Jobs are custom one-off orders — made-to-order, bespoke. Products are catalog items you sell repeatedly (the same tumbler, the same PDF guide, the same template). Use Jobs for "make me a custom sign." Use Products for "I sell this same item 10 times a week."
How do I add products to my catalog?
Go to Products → Catalog tab → fill in name, SKU, price, type (physical or digital), and platform → click Add product. Once in your catalog, log sales against it in seconds from the Sales tab.
How does Shopify integration work?
Go to Products → Platforms → Shopify → click Generate webhook URL. Paste that URL into your Shopify Admin (Settings → Notifications → Webhooks, event: Order creation, format: JSON). New Shopify orders automatically appear in Products → Sales after your next cloud sync. Your Shopify store is completely unchanged — Covenant Works only receives order data.
How does Stripe Revenue Sync work?
In Products → Platforms → Stripe Revenue Sync, paste a Stripe Restricted Key (read-only). Covenant Works pulls your active subscription tiers, subscriber counts, and recent charges directly from your Stripe account. Your payment flow and customer access grants are completely untouched — we only read the data.
What is a Stripe Restricted Key and how do I create one?
In your Stripe Dashboard: Developers → API keys → Create restricted key → enable Charges: Read and Subscriptions: Read → copy the key (starts with rk_live_). This gives Covenant Works read-only access to specific data only — your existing Stripe setup is not affected.
What is recurring revenue and how do I track it?
Recurring revenue is income that repeats on a schedule — monthly subscriptions, annual licenses, retainer clients. Go to Finance → P&L tab → Recurring Revenue Streams → add a description, amount, interval, and subscriber count. The monthly equivalent flows into your P&L automatically. Or connect your Stripe account to pull it in automatically.
How do I track recurring expenses like software subscriptions?
Log an expense normally (Expenses tab), then check the Recurring checkbox and choose an interval (Monthly/Quarterly/Annual). Recurring expenses appear grouped at the top of your expense list with a monthly total so you can see your subscription overhead at a glance.
07
AI features
Why aren't the AI features doing anything?
AI features require Premium or Pro. If you've upgraded and they still don't respond, make sure your My Business profile and AI context field are filled in — a completely empty context can sometimes cause unexpected output.
How do I make the AI output more relevant to my business?
Fill out the AI context field in My Business. Describe your specialties, machines, target customers, typical products, and tone of voice. Every AI feature reads this field. The difference between a blank context and a well-written one is dramatic.
Are my AI conversations stored?
AI chat prompts are sent to Anthropic's Claude API and are subject to Anthropic's data usage policies. We do not store your chat history on our servers. Conversation history exists only in your browser for the current session.
How accurate are the machine settings lookups?
Machine settings are AI-generated estimates — a solid starting point, not guaranteed values. Always run test burns on scrap material and adjust. Settings are cached for 7 days; repeat lookups are instant.
08
Technical & compatibility
Which browsers are supported?
Chrome, Edge, Firefox, and Safari — all current versions. Chrome is recommended. Internet Explorer is not supported.
Is there a mobile app?
The web app works on mobile browsers. On Android and iOS (Safari), you can add it to your home screen as a PWA — it behaves like a native app with an icon and full-screen view. A dedicated iOS/Android app is on the roadmap.
Is there a desktop app?
Yes — a Windows desktop app (Electron) is in beta.
Contact us if you're interested in testing it.
Can I use the app offline?
Core features work offline — your data is in local storage. AI features, invoice payment link generation, and Firebase sync require an internet connection.
The app feels slow or something is stuck — what do I do?
Try a hard refresh (Ctrl+Shift+R on Windows, Cmd+Shift+R on Mac) to clear the service worker cache. If that doesn't help, clear your browser's site data for app.covenantworks.app and reload.