Workshop workflow management

Know what every enquiry needs next.

Give your team one controlled path from first enquiry and estimate through customer approval, production, quality checking and completion.

Windows 11 desktop client with a central workshop database
Workshop enquiry deskOnline · Updated now
18All enquiries4Response needed3Overdue
SCT-20260831-A2C4NewAssign next action
SCT-20260830-B7F1WaitingCustomer follow-up
SCT-20260829-D5M8ProductionQuality check due
A live operating queue

Replace scattered messages and memory-based follow-ups

The dashboard shows status, ownership, next action and due date for every enquiry. Staff can return to the unchanged queue after working on an enquiry, while administrators control team permissions and workflow stages.

Best fit: fabrication, repair, manufacturing and other workshops that quote custom work and coordinate customer decisions before production.
Core capabilities

Control the hand-offs that make workshop work difficult

Action-focused enquiry queue

Search and filter enquiries by status, assignment, overdue follow-up, customer waiting and readiness for workshop action.

Controlled workflow stages

Guide work through estimates, customer approval, scheduled production, manufacturing, quality checking and completion.

Customer updates

Keep email, WhatsApp, phone and in-person updates in a chronological conversation history with shared templates.

Files and design review

Manage reference files, controlled revisions, estimate and invoice PDFs, and secure customer design-review links.

Ownership and accountability

Assign permitted staff, require next actions, preserve activity history and prevent conflicting updates from multiple computers.

Production visibility

Use production dates, quality-check records, client history, reporting and a 30-day workload view to plan the work ahead.

A controlled path

From enquiry to completed work

Capture and assign

Record the client, service, files and responsible person.

Prepare and approve

Track estimates, designs, decisions and required payments.

Schedule and produce

Set ownership and dates before manufacturing begins.

Check and complete

Record quality results, customer updates and the outcome.

Use your own process

Book a Workshop Workflow demo

Show us how enquiries currently arrive, who prepares estimates and where follow-ups are missed. We’ll demonstrate that path in the system.