Clients
Keeps enquiries and clients together, with lead source, status, notes, follow-ups, attachments, and a profile for phone, company, GSTIN, address, order history, and balance due.
[03] · Workshop / Operations
Workshop
Project typeWeb Application
CategoryWorkshop / Operations
WorkWorkshop · Operations · Manufacturing
Project overview
Workshop software that runs a job from order to delivery and invoice, with clients, production, dispatch, and payments in one place.
WorkshopOperationsManufacturing
Project breakdown
6 FeaturesKey features
Orders
Takes a job from catalog, variants, and custom items through discounts, coupons, optional GST, and advance or partial payment in cash, UPI, bank transfer, or cheque.
Production
Creates one job per order item and moves it from pending through fabrication, plywood, painting, and ready for dispatch, with staff, priority, due date, and a printable job card.
Deliveries
Dispatches only when the workshop is ready and payment rules are met, with vehicle, driver, phone, date, tracking reference, and pending, dispatched, or delivered status.
Invoices
Generates a bill from the order with GST, discount, amount paid, and balance, and prints company GSTIN, PAN, and bank details.
Reports and access
Shows sales, leads, workshop load, dispatch, and staff output, with Admin, Manager, and Staff roles and read or write access by module.
Interface
Design direction
- 01
The home view leads with cash still to collect, jobs in the workshop, deliveries due today, and drafts waiting to confirm.
- 02
The job path is ordered as order, workshop, delivery, and invoice, so the same record stays open from the counter to the bill.
- 03
The same job can be opened on a phone or a desktop.
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