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Engineering & fabrication

Long quotations, staged deliveries and payments that arrive in pieces.

QuotationSales orderDeliveryInvoiceReceiptnothingretyped
The day as it is

What actually happens now

A quotation runs to thirty lines and three revisions, the job is delivered in stages, and the payment arrives against milestones that nobody is tracking against the original order.

What changes

Where the leaks close

Quotation revisions kept

So what was agreed is not a matter of opinion.

Part deliveries against one order

Each with its own challan.

Milestone billing, with what has been billed

Milestone billing, with what has been billed and what has not visible on the project.

Receipts allocated to specific invoices

So the outstanding figure is true.

Drawings and approvals attached to the record

Drawings and approvals attached to the record rather than sitting in e-mail.

Before that

Seven systems, or one

Nobody sets out to run a trade on six tools. It happens one sensible decision at a time, and the cost lands in the seams between them.

  • One customer record, not four spellings of it
  • One item, one rate, one tax treatment
  • One place a question can be answered from
One system
How it fits together

The engineering & fabrication chain, end to end

A thirty-line quotation becomes an order, delivered in stages, each with its own challan and its own invoice against the same order.

  • Sales — switched on
  • Sales documents — switched on
  • Projects — switched on
  • Documents — switched on
QuotationSales orderDeliveryInvoiceReceiptnothingretyped

Only what engineering & fabrication actually needs

Inventory stays off for pure fabrication; switch it on when you hold material.

See pricing

See it with your own data

Start free, import a spreadsheet of your customers, and raise a real GST invoice in the first ten minutes. No card, no sales call.