01Customers
Know the customer behind the order.
See contacts, past orders, and customer pricing in one place before you quote or take the next order.
Timo Pro · Includes Timo Trace
The operating system for your produce business.
Bring customers, sales, orders, inventory, financial visibility and delivery together. Every Timo Trace workflow is included.
We will confirm the features, connections, and setup your team needs before rollout.
TimoOrder workflow
“Two cases romaine,
one case celery.
For Thursday, please.”
Example Produce
Romaine 2 cases × $22.00$44.00
Celery 1 case × $18.50$18.50
Subtotal$62.50
Awaiting human review
The work around every lot
One business. A connected way to run it.
Give the customer desk, sales team, warehouse, office and drivers the tools to manage their part of the day in one place.
02Orders
Give every order a clear next step.
Put products, quantities, prices, and delivery details in one draft. Your team checks and approves the order before it moves forward.
03Sales
Know who to call. Know why.
See which customers may be due to reorder or need a follow-up, and why. Review an outreach draft, then choose the next step.
04Delivery
Stay with the order through delivery.
Plan routes, assign drivers, and record each stop's delivery status. Keep delivery issues, vehicle details, and maintenance visible to the team.
The office view
Keep the whole business in view.
See open work, customer balances, bills coming due and decisions waiting for approval.
Review open work and the signals that need a closer look.
Keep a visible review step before supported actions move forward.
See vendor bills, balances, aging, due dates, and supporting detail.
Trace is included
Start with the lot. Add the business around it.
Trace runs the connected lot workflow. Pro includes all of Trace, then adds the customer, office, sales, and delivery work around it.
| Capability | Timo Trace | Timo Pro |
|---|---|---|
| Shared Trace foundation | ||
| Receiving and source records | Included | Included |
| Lot and package inventory | Included | Included |
| Packing and repacking | Included | Included |
| Fulfillment and shipping | Included | Included |
| Recall review and supported exports | Included | Included |
| Pro adds | ||
| Customer details, history, and pricing | Not included | Included |
| Customer order management | Not included | Included |
| Sales recommendations and reviewed outreach drafts | Not included | Included |
| Management dashboard and approvals | Not included | Included |
| Vendor bills, balances, and due dates | Not included | Included |
| Routes, drivers, stops, delivery status, and fleet records | Not included | Included |
Operations and accounting
Run the day in Timo. Keep the books in QuickBooks.
Timo Pro handles the operational workflows in your agreed scope. QuickBooks remains the accounting ledger for supported postings, reconciliation, and financial records.
Review the QuickBooks connectionConnected cloud accounting
Confirm customer, catalog, pricing, vendor bill, posting, and reconciliation responsibilities during setup.
A separate Windows connection
Uses a separate Windows connection. We check your year, edition, and workflow during setup.
Planned capabilities
What we are building next.
Fresh-sheet generation, broader email templates, scheduled sending, and expanded storefront and ordering experiences are planned. We will share availability as these features are released.
A few things you may be wondering.
Does Pro include Timo Trace?
Yes. Pro includes the receiving, lot inventory, packing, repacking, shipping, recall review, and supported export foundation shown in Timo Trace.
Is Pro a full accounting replacement?
No. Timo runs the operational work in scope while QuickBooks remains the accounting ledger. We confirm the boundary for each record and posting during setup.
Does Pro send sales outreach automatically?
No. Supported sales recommendations can help staff understand who may need follow-up and review a draft. Your team reviews the evidence and decides what happens next.
A useful next conversation
See your business in Timo Pro.
Show us how your team works, from customers and orders to the warehouse, office and deliveries. We’ll walk through Pro with your business in mind.
Request a Pro demo
Start with sample data. We’ll confirm next steps together.