Features
Everything the business needs, built as one product.
One coherent system, instead of a dozen tools stitched together with exports and hope.
CRM & Sales Orders
Every customer, every quote, every order lives in one place, moving through your own pipeline instead of your head. Turn a quote into a firm order in one click, and let credit limits, lead times, and follow-ups take care of themselves. Nobody slips through the cracks because nobody has to remember them.
Customers
Click anywhere on a profile card to explore historic entries, log tasks, or issue quotes.
Thackeray Rail Systems Ltd
Diane Marchetti, Procurement
Owner: Marcus Reid
Balance
£18,240
Credit Limit
£25,000
Solent Marine Fabrications
Grace Elliman, Buyer
Owner: Marcus Reid
Balance
£31,860
Credit Limit
£30,000
Hartley HVAC Components Ltd
Simon Okafor, Ops Manager
Owner: Jamie Novak
Balance
£2,450
Credit Limit
£10,000
Midland Automotive Pressings
Naomi Fitch, Supply Chain
Owner: Marcus Reid
Balance
£22,900
Credit Limit
£40,000
Corvus Defence Systems
Richard Voss, Procurement Dir.
Owner: Chloe Bennett
Balance
£48,200
Credit Limit
£60,000
Blackthorn Renewable Energy
Freya Lindqvist, Site Manager
Owner: Marcus Reid
Balance
£11,920
Credit Limit
£20,000
AI Insights, and an assistant that actually knows your data
Every morning, AI Insights looks across your own data and flags what's actually worth your attention: a supplier whose on-time rate has slipped, a quote gone quiet for two weeks, a training certificate about to expire, a pattern of non-conformances from the same customer. Nothing is invented: every insight traces back to a real number already in your system, and while management sees everything, each role only sees what's relevant to them. Ask the built-in assistant to find or open a customer, invoice, or order, and it runs with the exact same permissions as your own login. It can't show you, or anyone else, a record their own account couldn't already see. Connect your own OpenAI, Anthropic, or Google API key from Organisation Settings and you're billed directly by them, at their own rates. No AI subscription bolted on top, no per-seat surcharge, no markup.
AI Insights
Generated overnight from your own data — nothing here is invented, and dismissing one only hides it until the next refresh if the underlying issue is still real.
Buyer
Supplier delay: Meridian Steel Supplies
On-time delivery has dropped to 61% over the last 12 orders, worth a call before the next one.
Sales
Stale quote: Corvus Defence Systems
QUO-2026-0512 has had no reply in 18 days.
HR
Training expiring: Forklift Truck Licence
Dean Pryce’s licence expired 6 days ago.
AI Assistant
Full traceability, instantly
One recall. One phone call. One answer. In seconds, not a week of archaeology. Every batch, lot, and serial number traces backward to the exact raw material it came from, and forward to every customer it reached, automatically, as production happens. No spreadsheet has ever done this properly. This one does it without being asked. Need it on the box itself? Print a compliant lot label straight from the same screen.
Lot Traceability
Trace any batch back to its raw material, or forward to every customer it reached
Made from
RM-0233-A14
Zinc Plated M8×25 Hex Bolt
Received 12 May 2026
Ferrowest Metals Ltd
This batch
FG-1145-09
Enclosure Frame Weld Assembly
Produced 28 May 2026
Job JC-2026-0391 · Qty 40
Shipped to
Corvus Defence Systems
DN-2026-020112 / 40
Solent Marine Fabrications
DN-2026-019818 / 40
Hartley HVAC Components Ltd
DN-2026-019510 / 40
Quality management & compliance
A full ISO 9001 quality management system, already running as part of the product: no separate subscription, no spreadsheet dusted off the week before the audit. Non-conformances, corrective actions, internal audits, a live risk register, calibration due-dates, training records, objectives that track their own progress, supplier and customer scorecards. All of it quietly builds the evidence trail an auditor asks for, because it's just how the team already works. Need ISO 14001 as well? It's the same system extended: a permits and emergency-plan register, plus monthly energy, water, and waste readings, sitting on the same risk register and non-conformance log. Everywhere else, this is its own product with its own bill. Here, it's already covered.
| Reference | Title | Severity | Status | Assigned | Raised |
|---|---|---|---|---|---|
| NC-290726-001 | Customer return — Inspection Hatch Cover, cracked weld seam | Major | open | — | 29 Jul 2026 |
| NCR-2026-0142 | Bracket Assembly Type 4B — hole position out of tolerance | Major | investigating | Farah Iqbal | 28 Jun 2026 |
| NCR-2026-0140 | Customer return — Conveyor Guard Panel RH, cracked weld seam | Critical | investigating | Robert Callahan | 20 Jun 2026 |
| NCR-2026-0139 | Incoming steel sheet — mill certificate mismatch | Major | verifying | Farah Iqbal | 15 Jun 2026 |
Shop-floor tablet kiosk
The one thing most shop-floor software gets wrong is logging in. We fixed it. Each operator taps their own name, enters their own PIN, and gets on with the job. No shared logins, no guessing who actually did the work, and photo proof on the steps that need it.
Laser Cell 1
Active Operator: Liam Ashworth
Laser Cut: Chassis Panel Blanks (Qty 40)
Target Budget Limit: 55 minutes
Laser Cut: Bracket Blanks Type 4B
Target Budget Limit: 30 minutes
Manufacturing floor control
Job cards built from routes you set up once and reuse forever. The schedule reflects who's actually on shift, including approved time off, so it's never wrong by the time someone checks it. Works for whatever rota pattern you actually run.
Custom Manufacturing Router
Design pipelines, route backlog items, configure shifts, and track predictive queues.
Live Factory Floor Progress Monitor
Laser Cut
Laser Cell 1
Target: 55m
OVERDUE
Exp: 08:55 17 Aug
Weld Sub-Frame
Awaiting Available Welding
Target: 90m
QUEUE PENDING
Exp: 10:25 17 Aug
CNC Drill Holes
Awaiting Available CNC
Target: 40m
QUEUE PENDING
Exp: 11:05 17 Aug
Powder Coat
Powder Coat Line
Target: 35m
QUEUE PENDING
Exp: 11:40 17 Aug
Laser Cut
QUEUE PENDING
Weld Sub-Frame
QUEUE PENDING
CNC Drill Holes
QUEUE PENDING
Powder Coat
QUEUE PENDING
See the whole week at a glance
Every station, every job, the next five days, on one screen. The same forecast that already tells you when a job will finish, laid out as a timeline instead of a single date, so a gap in the schedule is something you spot before it happens.
Live Factory Floor Progress Monitor
Inventory & Bill of Materials
Live stock levels next to a real bill of materials for every product you make. Change a labour rate or material price once, and every product's true cost updates itself instantly. No chasing twenty spreadsheets to find the one that's wrong.
Inventory / BOM
Manage stock levels and bill of materials
| SKU | Name | Type | On Hand | Allocated | Quoted | Available |
|---|---|---|---|---|---|---|
| RM-0142 | Mild Steel Sheet 3mm 2500×1250 | Raw Material | 340 | 120 | 40 | 220 |
| RM-0233 | Zinc Plated M8×25 Hex Bolt | Raw Material | 18 | 12 | 0 | 6 |
| IM-0044 | Laser-Cut Bracket Blank: Type 4B | Intermediate | 640 | 210 | 30 | 430 |
| FG-1029 | Conveyor Guard Panel, Left Hand | Finished Good | 24 | 18 | 0 | 6 |
Shipping, part-shipments & customer tracking
Every dispatch note lists exactly what's in it: products and quantities, nothing financial. Can't ship the whole order in one go? Reduce or remove a line, mark it dispatched, and the rest automatically becomes its own dispatch note, ready for the next wave. Add the carrier and tracking number, and hand customers a live, branded tracking link showing real progress, on your own domain if you prefer. In Reports, see your own on-time delivery rate per account manager: a real number, worked out the same honest way this system already scores your suppliers. Shipping outside the UK? Flag the dispatch as an export and generate a proper commercial invoice alongside it, with declared value, commodity codes, country of origin, your EORI, and incoterms, ready for customs.
Shipping & Dispatch
Dispatch notes generated automatically once an order is ready to ship — manufactured items on final-step completion, bought-in items immediately on booking.
Pending Dispatch (1)
DN-2026-0187
Thackeray Rail Systems Ltd
SO-2026-0842
Deliver To
Unit 4, Sidings Road, Doncaster, DN4 5JB
Contents
Laser-Cut Bracket Blank Type 4B (IM-0044)
DN-2026-0181
Midland Automotive Pressings
SO-2026-0829
Deliver To
12 Fordhouse Road, Birmingham, B6 7DA
Ironbridge Fabrication Ltd
SO-2026-0842
In Production
Your order is currently being manufactured.
14% complete
Blind drop-shipping
Selling through a reseller who ships straight on to their own customer? Flag them once in CRM with their logo, name, address, and colours, and every delivery note and tracking link that order generates goes out branded as them, not you. Need to break from the default on a single order? One override on that order wins, no exceptions to remember.
Customer
Midland Automotive Pressings
Brand Name
Logo
Brand Colour
Brand Address
Midland Automotive Pressings
12 Fordhouse Road, Birmingham, B6 7DA
Delivery Note
DN-2026-0203
Deliver To
Halesworth Tooling Ltd, Unit 9 Riverside Park, Ipswich, IP4 1AB
| Item | Qty |
|---|---|
| Stamped Bracket Assembly: Type 4B | 40 |
| M8 Fixing Kit (per assembly) | 40 |
Accounts: money in, money out
Invoice straight off a sales order, or raise a one-off for anything outside the usual scope. Split big jobs into milestone payments, bill in 16 currencies, and connect Xero, QuickBooks, or Sage so every invoice flows straight into your books, no re-typing a thing. Need to give some money back, a goodwill gesture or a pricing correction? Issue a proper credit note against the original invoice, and it syncs to your books the exact same way. Log what you owe suppliers the same way, and see exactly what's been paid, both directions, without chasing anyone for an answer.
Ironbridge Fabrication Ltd
Unit 7, Foundry Court, Sheffield, S4 7QY
VAT No: GB 245 8871 03
INVOICE
INV-2026-0674
Issued: 03 Jul 2026
Due: 02 Aug 2026
Order: SO-2026-0829
Billing Address
Midland Automotive Pressings
12 Fordhouse Road, Birmingham, B6 7DA
Shipping Address
Midland Automotive Pressings: Goods In
12 Fordhouse Road, Birmingham, B6 7DA
Notes
Thank you for your continued business. Payment terms are 30 days net.
Ironbridge Fabrication Ltd · accounts@ironbridge-fab.co.uk
Staff management & personnel records
Seven roles are ready to go (Management, Finance, HR, Sales, Workshop, Buyer, and Quality), or build a custom one with exactly the access it needs. Forgotten a PIN or a password? HR or Management reissue it in one click. Every employee's full record (contact details, next of kin, signed contract, certificates, and performance KPIs) lives behind their name, in one place instead of scattered across filing cabinets, old emails, and someone's memory.
Staff & Absence Planner
Plan shifts by day, and track holidays and sickness across the team.
Onboard Employee
Full Name
Roles
Primary Work Center Node
Log Absence / Holiday Leave
Select Employee
First Day Off
Return Date
Absence Factor
Leave Requests
CALENDARAugust 2026
A dashboard built around your role
See what's actually changing in the business, in real time. Filter by 30/90/180/365 days or a full calendar month, and compare against last week, last month, last quarter, or last year. Hide the cards that aren't your job, reorder the rest to match how you actually work, and it remembers your layout every time you log back in.
Overview
Bookings, cash collected, and what needs attention — for the period selected below.
Date Range
This Quarter ▾
Compare To
Same Period Last Year ▾
1 Apr – 30 Jun 2026
vs 1 Apr – 30 Jun 2025
Pipeline Estimates
£86,420
Active Open Quotations
Booked Contracts
£214,980
Gross Value Sales Orders
Settled Capital
£198,340
Cash Received This Period
Accounts Receivable
£61,205
Live Balance — Not Affected by Date Range
Operational Funnel Volume
Live Machine Center Allocation Map
Laser Cell 1
Cutting
Laser Cell 2
CNC Bay 1
Machining
Weld Bay A
Fabricating
Management Reports
See who's actually driving the numbers, not just what the numbers are. A dedicated Reports tab breaks sales & CRM, workshop efficiency, attendance, customer health, suppliers, and quality down per person, filterable across the same date ranges as your Dashboard. Workshop efficiency compares every operator against each job step's own target time: a fair, individual comparison, not a vague team average.
Management Reports
Per-staff performance across sales, the shop floor, attendance, and more.
Date Range
90 Days ▾
18 Apr – 16 Jul 2026
| Staff | Comms Logged | Quotes Sent | Orders Booked | Conversion Rate | Avg Order Value | Total Booked Value |
|---|---|---|---|---|---|---|
| Marcus Reid | 18 | 9 | 7 | 78% | £4,120 | £28,840 |
| Chloe Bennett | 14 | 6 | 5 | 83% | £3,640 | £18,200 |
| Jamie Novak | 21 | 11 | 6 | 55% | £5,910 | £35,460 |
| Priya Anand | 9 | 4 | 4 | 100% | £2,975 | £11,900 |
And also
Know your real capacity, not your theoretical one
Every machine down for maintenance gets logged: what happened, and for how long. That way, "that station's always a bottleneck" stops being a feeling and starts being a number. See availability, speed against target, and quality side by side for every work center, and find out which one's actually costing you time before it costs you a delivery date. Set a servicing interval once and the system tracks the due date for you, right alongside the jobs queued for that day on the same production calendar, so a machine going down for a service is never a surprise.
Planning that plans itself
Know what to order before you're short. Forecast demand from what you've actually sold, see exactly what's needed and when across every open job, and let real shortages turn themselves into a ready-to-approve purchase order queue. No more running the numbers on a Sunday night.
Purchase Orders, Suppliers & RFQs
The same simplicity on the buying side. Send a request for quote to several suppliers at once and compare what comes back side by side. Generate a branded purchase order PDF and email it in one click. A running scorecard for every supplier means the next urgent order goes to whoever's actually reliable. Set a spend threshold once, and anything above it waits for management sign-off before it reaches the supplier.
Subcontracting
Send a step out to a subcontractor (plating, heat treatment, calibration, whatever you don't do in-house) without losing the thread. Track what went out, what's expected back, and when, so a job at a subcontractor stays a job you can actually see.
Returns, handled properly
When a customer sends something back, it goes on file against the exact order and dispatch note it came from. Restock it, quarantine it for inspection, or scrap it: your call. Tick one box and it raises a linked non-conformance too, turning a faulty part into a real corrective action instead of a stock adjustment nobody looks at twice.
Stocktakes
Count what you actually have without shutting the shop floor down to do it. Run a full count or a rolling cycle count, scan items in as you go, and see variances the moment they appear, before a job runs short of something the system swore you had.
Document control
Procedures, work instructions, and forms get real version control: every change tracked, every approval recorded, and the right people seeing the current approved version automatically. Nobody's working from a printout someone forgot to replace.
White-label branding
Your logo and your colours are everywhere, in the app itself and every document it generates: invoices, purchase orders, dispatch notes, tracking pages. It looks like your system, because it is.
Track the field that matters to you
Every business keeps one odd bit of information nowhere else has a box for: a preferred delivery day, an internal grade, a certification number. Add it yourself on any customer or product, in seconds, no developer required. It shows up right where you're already looking, instead of buried in a separate spreadsheet you'll forget exists in six months.
Bulk data tools & data protection
Bring your existing customer list in from any CRM or spreadsheet in minutes. You map the columns, we handle the rest. Export anything back out, any time. And because it's your customers' data, you're properly covered: export or erase an individual's data on request, and close an account down for good if you ever need to.
Plug it into what you already use
Generate your own API key and pull orders, stock levels, and dispatch notes straight into whatever else runs your business. No waiting on us to build a connector. Or flip it around: get pinged the moment an order ships, an invoice clears, or a product hits its reorder point, sent straight to a URL you control. You're never locked into working only our way.
See it running your own way
Start a free 14-day trial. No card required.
Start Free TrialOr book a demo if you'd rather see it walked through first.