OPERATIONS
PILOT

workflow management

Any process — projects, orders, approvals — every step, every owner, what’s next.

WHO USES IT
  • Manager
  • Project manager
  • Shop floor / field
  • Everyone
  • Owner
01
DESIGN
Manager

Map how the work really flows

Lay out the steps of any process — a fabrication job, a client onboarding, an approval — and who owns each one.

HOW AI HELPS

Suggests steps and owners from proven templates for your industry, so you don’t start from a blank page.

02
START
Project manager

Start a job in seconds

Pick the workflow, add the client and due date. Everyone involved is notified of what’s coming.

HOW AI HELPS

Checks the due date against similar past jobs and warns you before you promise too much.

03
UPDATE
Shop floor / field

Updates from where the work happens

Crews scan a QR code on their phone to mark a step done or add a photo — no typing, no paperwork.

HOW AI HELPS

Reads photos and notes, flags issues early, and moves the job to the next owner automatically.

04
TRACK
Everyone

Everyone sees status, live

Owners, managers and even clients see each job’s current step and who has it — no status meetings.

HOW AI HELPS

Watches every job and warns you about the ones likely to slip, with the reason why.

05
IMPROVE
Owner

Deliver on time, then faster

See where time is lost across all jobs and fix the bottleneck — not just this week, every week.

HOW AI HELPS

Spots the slowest steps and recommends practical changes, like adding capacity on busy days.