Introduction

What the platform does and how work orders, positions, operations, and documents fit together.

The platform runs jobs through a workshop and produces the paperwork that goes with them. You enter the job once, track it as it moves through the shop, and generate invoices, offers, and delivery paperwork from the same data instead of retyping it into a template.

Everything belongs to your organization. Your data is not visible to other organizations on the platform, and every person you invite works inside yours.

Core concepts

A work order is one job for one client. It carries a number, a deadline, a status, a priority, and the currency it will be billed in.

Inside a work order are positions, which are the individual parts or line items. A position has its own quantity, status, and material, so a work order with eight positions can have some parts finished and others not started.

Each position can have operations, the machining steps performed on it in sequence. An operation records a target time, the machine, and the good and scrap quantities once it is finished.

Documents are generated from all of this. An invoice reads the positions and their prices, a material list reads the material you entered, and a traveler reads one position and its operations. Documents belong to the work order they came from rather than existing on their own.

Numbering is automatic

Document numbers are assigned by the server when you start a generation, so two people generating at the same time never end up with the same number.

Statuses and priorities

Work orders and positions share the same set of statuses.

Status	What it means
Received	The enquiry has arrived and has not been priced yet. These are the jobs waiting on a quote.
Offer Sent	A price offer has gone to the client and you are waiting for an answer.
Offer Accepted	The client agreed to the offer, so the job can be prepared.
Offer Declined	The client turned the offer down and the job goes no further.
Preparation	The job is confirmed and being set up, with material and programs made ready.
In Progress	Parts are being made. Operations are started and completed against the positions.
Control	Machining is finished and the parts are being inspected.
Completed	The job is finished and ready to be dispatched and invoiced.

On the dashboard, work orders with the status Received are listed under the heading Pending Quotation.

Priority is set separately from status and decides what the shop picks up next.

Priority	What it means
Low	No time pressure. Can be picked up whenever there is spare capacity.
Medium	Ordinary work that runs in the normal order.
High	Should be pulled ahead of ordinary work.
Urgent	Goes first, ahead of everything else on the floor.

Status and priority can both be changed on a single record, or on several at once from the list view.

First run

The rest of this section walks through setup in order. Each step is its own page.

Create an account

Create or join an organization

Start a new organization if you are the first person from your company, or accept an invitation if someone has already set it up.

Set up financial data

Currency, VAT rate, bank details, and payment terms. Do this before your first work order, because a work order copies the currency at the moment it is created.

Add a client

Work orders are raised against a company, so add at least one before you create a job.

Create a work order

Raise the job, add its positions, and generate a document from them.

Roles

Everyone you invite gets one of three roles.

Role	What it allows
Admin	Everything, including inviting and removing users, changing roles, billing, financial settings, and voiding documents
Moderator	Creating and editing work orders, positions, and expenses, and generating documents
Member	Updating statuses and priorities, recording operations, and generating documents

Members are deliberately allowed to change statuses without an admin, because that is what the shop floor does when scanning a position's QR code.