01
CRM & Sales
Know where every relationship and every deal actually stands,
without digging through an inbox.
- Customer records with multiple contacts, tasks, tags, and file attachments
- Activity timeline per customer (call/email/note/meeting)
- Configurable Kanban pipeline merging Bid + Estimate stages into one funnel
- Pipeline analytics: conversion rate, stage dwell time, bottleneck detection
- Geocoded Bid Map and shared Bid Calendar, colored by real pipeline stage
- Stall indicators flag deals untouched for 10+ days
02
Bids
Track every invitation from every GC, not just the one you won.
- Multi-GC bid tracking -- every invited GC links to its own customer record
- Decline → archive → auto-purge after 10 business days, with a permanent log
- Accept automatically creates the linked Estimate -- no re-entry
- Inline status changes from the Bids list, no detour through an Edit screen
03
Estimating
Real fabrication and erection labor math, a printable proposal,
and an Advance Bill of Materials that does real cutting-stock math.
- Line items, Fabrication/Erection labor (crew size × duration × rate)
- Schedule of Costs and a printable Proposal Builder
- Scope Leveler: side-by-side sub-bid comparison, low bid flagged automatically
- Advance Bill of Materials: CSV/Excel/KISS/IFC import, per-line cutting-stock math
- Shared Multing (1D cutting-stock) solver groups material across the whole job by shape
- Piece Takeoff with Labor Codes for a per-piece or per-weight hours lookup
04
Projects
Everything a PM needs once a job is won -- drawings, RFIs,
schedule, and a real Gantt chart, not a status spreadsheet.
- Drawing Log with approval workflow and full revision chain
- Change Orders (Material/Labor/Other) with import-from-Estimate
- Transmittals, RFIs (multi-recipient), and Submittals
- Reusable Schedule Templates, Gantt chart with drag-to-reschedule
- Contract & Invoicing with billed-to-date and retainage tracking
- Token-gated external Customer Portal link -- no financial data ever exposed
05
Shop & Production Control
The actual production floor, modeled the way Tekla PowerFab
shops already think about it -- stations, routes, and pieces.
- Configurable Stations and Routes with a Kanban job board
- Per-piece server-timestamp station timers, auto-advance on completion
- Work Packages -- the real shop-floor issuance unit, with reservation lock
- Production Planner: weekly capacity vs. load
- Cut List sequencing + Combine-to-Stock-Bars solver, plus a Vendor Shape Library
- Inspection/QC records, Mill of Origin tracking, Heat Document Compliance
06
Purchasing
Purchase orders that connect straight back to the estimate and
the cut list, not a standalone paper trail.
- Purchase Orders with real line items, lock/approval workflow
- Vendor records and PO PDF export
- RFQ round-trip: send a Requisition to multiple vendors, compare quotes side by side
- ABM → Purchase Order handoff straight from the estimate
07
Inventory
Know what's actually in the yard, where it is, and what's
already spoken for.
- Hierarchical inventory locations and reservations
- Combine/Mult with grade-substitution checking
- Serial number tracking and a unified Inventory Links viewer
- Manual Take-From-Stock / Return-to-Stock consumption
08
Order Entry
For the walk-in and phone-sale side of the business, with the
same real inventory behind it.
- Quote → Order conversion with real inventory allocation tracking
- Invoicing, Delivery, and Returns
- Full status-change audit trail on every order
09
Reports
Answers your shop actually needs, without exporting to Excel
first.
- Job Profitability report and a central Reporting Center hub
- Custom Report Builder: group-by/aggregate + chart, saved and re-run
- Executive Dashboard: capacity utilization, spend trend, pipeline win rate
10
Shipping
Loads and routes as real trackable objects, not a note on a
whiteboard.
- Shipping Routes with ordered destination stops
- Loads tracked by status, date, driver, and piece grouping
- Logistics and Shop Calendar cross-job views
11
3D Model Viewer
Click a piece in the model, see its real shop status --
not a static walkthrough.
- Client-side IFC viewer with pan, light mode, camera presets, and grid
- Click-to-identify cross-references a clicked element against real piece/route/QC data
- Isolate-assembly-by-GUID for reviewing one assembly at a time
12
Field & Erection Tracking
Real per-piece erection status, not one project-wide percentage
someone eyeballed.
- Per-piece erected/not-erected status log, distinct from general field progress notes
- Weighted percent-complete rollup from piece, to shop job, to project
- Mark/unmark UI built for a phone or tablet in the field