01
Turn acceptance into a works order
Carry the agreed specification, quantities, dates and customer references into the job. Keep the accepted quote available alongside it.
Keep the accepted quote, works order, current drawings and completion evidence connected. We build around the way your engineering business releases and records work, so people can find the agreed job without asking the person who remembers it.
Fixed scopeQuoted before work starts
Human controlDecisions stay with your team
Honest boundaryKeep existing systems where they work
The quote is accepted, but the production pack is assembled again by hand. A revised drawing arrives after release. Inspection evidence is saved in another folder. At dispatch, someone has to prove which version was made and find the records to go with it.
The scope follows your existing work. These are the stages we would review together.
01
Carry the agreed specification, quantities, dates and customer references into the job. Keep the accepted quote available alongside it.
02
Attach drawing and specification references to the release. Preserve older versions and ask an authorised person to approve a change.
03
Show the stages your team uses, the person responsible and any hold. Recorded progress gives the office a shared view of the job.
04
Keep supplier requests, expected returns and missing items against the works order. Show what is holding up the next stage.
05
Link inspection records and certificates to the relevant job or batch. Missing documents remain a visible task, not a dispatch-day surprise.
06
Assemble the agreed completion pack and confirmed information for accounts. People still approve quality release and any customer concessions.
Illustrative workflow: a machined assembly includes an outside finishing step. A drawing revision arrives while parts are away. The job is held for a named engineer to assess the change, and the recorded decision travels with the works order. The final pack links the applicable drawing, returned work and inspection evidence.
We look first at what your ERP, MRP, CAD storage and quality tools already do. A supported connection or a smaller job-record application may be sufficient. We do not promise to replace production planning, CAD or a quality management system as part of a small first build.
AI can help with extracting or finding information where it earns its place. Records, calculations and approval rules use ordinary software where that is the dependable choice.
Start with one works-order route from quote acceptance to completion pack. Agree the document references, release roles, status changes and supported output. Capacity planning, machine connections and complex batch traceability need separate scoping.
Fixed-scope builds start from £1,495, with the actual deliverables and price agreed in writing. If the workflow needs measuring first, the Operations Audit is £895. Hosting, support, licences and any additional work are set out in the quote. See pricing and what is included.
Useful where job paperwork and revision control sit between otherwise useful systems. It is particularly relevant when every job varies but the handover stages repeat.
If your ERP already supports the workflow, configuration and training may be the right investment. Software also cannot fix an unclear release authority: decide who can approve a change before automating it.
A system can support the records and approvals you specify. It does not certify your business or replace technical review. We agree the evidence you need with the people responsible for quality.
Based in Horsham, we work on site across Sussex and Surrey. Explore the practical starting points for businesses in Burgess Hill, Lancing and Shoreham, Worthing, Godalming and Haslemere.
The first fifteen minutes are free. We will look at the work, explain the options and agree whether a small first project makes sense.
If the honest answer is that the process needs the system rebuilt rather than one step automated, that is a bespoke business system built around your work.