Flow Software

Applications Manufacturing

One system for the whole workshop.

Build-to-order and project manufacturers run on handoffs: sales to estimating, estimating to production, production to shipping, shipping to billing. Flow Software builds and runs one system that carries each job through every department, configured to how your shop works.

Talk to us See the services

Lead to bill

Seven stages, one record.

  1. Lead

    Inquiries from every channel land in one list, with one record per company.

  2. Call

    Reps work a daily call list, and every attempt is logged to the contact.

  3. Quote

    Quotes are captured as they go out and confirmed before they count.

  4. Order

    A confirmed quote becomes a job with its own number, and deposit status is tracked before it moves to production.

  5. Build

    Configurable production stages, with each department's queue in view.

  6. Ship

    Request shipping quotes from carriers you invite, and tracking comes back to the job.

  7. Bill

    The invoice is built from the job record, so nothing is typed in twice.

Departments

Every department, one system.

  • Sales

    Call lists, outcomes and the contact's full history.

  • Estimating

    Quotes captured and confirmed before they count.

  • Production

    A stage pipeline and each department's queue, with build notes on the job.

  • Customers

    A portal in plain language and milestone emails, so they know where their job is.

  • Shipping

    Carrier quotes and tracking on the job.

  • Management

    One overview of every job and every department.

Services

How it is built.

Delivered as a Custom software and integration engagement, with API Flow and Call Flow where they fit.

Start with how the business runs today.

A first conversation covers the tools in place, the stages that matter and where the work stalls.

Talk to us

Or write to support@flowsoftware.ai