Product system

Surface the Square signals operators normally miss.

Discounts used, high-value transactions, customer patterns, low stock, refunds, gift cards, and goal progress are all buried in Square activity. Sidekick turns them into clear alerts and operator context.

Square event stream

Buried activity

scanning
payment.created$42.16 / counter
discount.applied$18.40 / Noe Valley
inventory.count.updatedcold brew / 4 left
customer.visited18th visit / $1,284
refund.created$22.10 / manager review
gift_card.activity$50 redeemed

critical alert

push delivered

live

Discount used at Noe Valley

$18.40 discount on a $92.10 order. Tap to inspect tender, staff context, customer, and line items.

$92.10

20%

Noe Cafe

rule engine

if discount.applied -> notify owner

if customer.rank top_10 -> surface profile

if stock below threshold -> alert manager

Alert engine

Critical business alerts Square does not package for you.

Sending notifications is the easy part. Sidekick knows which Square events deserve to interrupt you, and it attaches the context that turns the alert into something you can act on.

buried signal

Discount used

Most operators never see this in the moment. Sidekick can push it instantly with store, sale, and tender context.

revenue

Critical sale

High-value transactions become real-time owner signals instead of end-of-day report trivia.

inventory

Low stock

Thresholds turn Square inventory movement into clear action before your best item runs out.

customer

Top customer

Fast customer ranking helps operators understand who is returning, spending, and shaping the day.

stored value

Gift card activity

Stored value comes back into view so gift-card usage is part of the operating picture.

targets

Goal progress

Sales goals and progress alerts help managers respond while the shift is still in motion.

Customer intelligence

Deep customer insight without digging through reports.

Top customer discovery is core to Sidekick. The app opens fast with recent activity, then deepens the picture as the longer sync finishes in the background — no spinners between you and the floor.

first view

7 days

background depth

30 days

Square Sidekick app interface

customer radar

Who is moving revenue?

01

Regular #1

18 visits / VIP

$1,284

02

Regular #2

11 visits / returning

$846

03

Regular #3

9 visits / rising

$612

Operator modules

One product language across alerts, transactions, customers, and controls.

Every screen in the app is part of the same operating system. Each module reveals a business-critical detail and gives you somewhere to act on it.

My Alerts

The command center where operators decide which Square events deserve an immediate push.

Transactions

A faster operating view of orders, tenders, refunds, customers, visits, and line-level detail.

Customers

Top customer discovery, visit history, and context that helps the team recognize value.

Team controls

Manager PINs, wage protection, location scope, and sensitive Square settings behind clear gates.

Role awareness

The same signal means different things to different operators.

Sidekick reads differently depending on who you are. The owner gets revenue and risk. The manager gets shift-level signals. The floor operator gets quiet — until something actually needs them.

Owner

See the business without opening Square every hour.

High-value sales, discounts, refunds, top customers, and goals surface while they still matter.

Manager

Know what needs attention during the shift.

Low stock, tip anomalies, team controls, and goal progress turn into practical next actions.

Operator

Stay focused on the floor.

Sidekick filters the event stream so the phone only lights up when the signal is worth it.

Square trust

Built around OAuth, scopes, and location control.

You can see which Square account is linked, which locations are in scope, and exactly what Sidekick is allowed to do — at any time, on any screen. Nothing hidden in a sub-menu.

integration statuslinked
Square OAuth only
Location scope visible
Sensitive controls PIN-gated
Tokens encrypted server-side
Voice layer

Voice AI becomes another operational signal.

Calls, orders, transcripts, payment links, and escalations speak the same alert language as the iOS app. The voice layer isn't a separate product bolted on — it's another operator surface.

View voice dashboard
voice routeactive

incoming.call -> parse.intent -> check.catalog

order.ready -> square.payment_link -> customer.sms

exception.detected -> manager.escalation