Ward knew Shopify could unify online and in-store sales, but he had gaps to close when it came to work orders, emphasizing how "We need that paper trail." The solution was an integrated stack pairing Shopify POS with WorkMate from Teifi Digital.
A unified stack: Shopify POS + WorkMate
WorkMate is an app developed by Shopify Platinum Partner Teifi Digital. It allows retailers to create and manage work orders, track purchase orders, manage vendor relationships, and receive incoming inventory, all directly within Shopify POS.
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"Shopify does the front end very well. WorkMate fills that middle role—the hands-on workhorse—and then if you can push it to your accounting system, you're done."
Ward Bates
Owner @ Winter Park Cycles
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Ward handled the migration to Shopify on his own. He built a test site, migrated the store's 15,000 SKUs, and configured WorkMate's bike-shop features. The project moved from concept to live in seven weeks. With their new setup, Winter Park Cycles unified their sales channels and addressed their concerns around disjointed service and work orders all at once.
With Shopify and WorkMate, the team can create a service order, attach required parts as special orders, and send an itemized invoice with one click. Customers pay before pickup and see a clear, professional breakdown. "By the time they come to pick up their bike, they've already paid and they see an itemized bill," says Ward, highlighting how the transition helped not only remove friction but build more trust with customers thanks to the improved user experience.
Backoffice automation: Accounting, inventory, and catalog management
WorkMate connects to the Shopify embedded app Bookkeep, an accounting automation and sales tax compliance solution, to recreate and improve upon the automation the team previously relied on. Purchase orders created in WorkMate flow to Bookkeep and appear in QuickBooks as bills. Bookkeep posts daily journal entries for sales, cost of goods sold (COGS), and deposit reconciliation. Monthly sales tax filing and payment remittance are automated across all states where Winter Park Cycles operates. This end-to-end financial workflow runs inside Shopify Admin, delivering real-time visibility into vendor spend and inventory costs without manual entry.
Custom frames and long-lead items now have traceability from purchase through fulfillment. When an online order arrives for an out-of-stock item, staff create a linked purchase order in WorkMate, track receiving, and fulfill with the audit trail intact.
The speed and simplicity of unified commerce
Shopify's native Google Ads integration removed the somewhat complicated middleware that previously created uncertainty around promotional campaigns. In the past, product feeds required third-party connectors or "conduits" that added complexity and meant the team couldn't be fully confident whether advertised prices reflected current inventory or pricing. With Shopify, that friction disappeared.
"When we launch a sale today, our prices update and hit Google almost immediately and then we start seeing sales come in," says Ward. "If we drop a price low enough, we'll sell it that day." Knowing ads will sync in real time has transformed how Winter Park Cycles approaches pricing and allows them to test new strategies with confidence.
Shopify helped remove constraints of the past. "We don't have to maintain multiple product listings," says Ward. One product entry publishes across every channel—online store, in‑store POS, and mobile checkout—with inventory, pricing, and details syncing in real time. That removes duplicate catalogs and keeps information consistent wherever customers shop. Loyalty and store credits work across channels, and unified profiles show complete purchase history, which helps simplify operations and reporting.
Despite spending 15 years on Lightspeed, the team adapted quickly.
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"It was surprisingly easy transitioning to Shopify. Other than a minute or two here and there trying to figure out where something was. We haven't lost any sales or had any interruptions. We haven't missed a beat."
Ward Bates
Owner @ Winter Park Cycles