Built for businesses where work passes through many hands.
Our best customers have 10 to 500 people, real deadlines, and work that moves from person to person — and they’ve outgrown spreadsheets, whiteboards and email chains.
- 10–500 people
- Multi-step work with deadlines
- Many hand-offs
- Outgrown spreadsheets
Any business, any industry — for example
Know where every job is without walking the floor.
Status lives on whiteboards and in people’s heads. Project managers phone the shop to answer a client, and late approvals quietly push deliveries back.
Every job and every piece is tracked step by step with a named owner. Clients see progress themselves, and delays are flagged while there’s still time to recover.
Tax season without the chase.
Client receipts arrive by email, photo and shoebox. Staff spend hours keying them in, and partners can’t see which returns are stuck waiting on a client.
Clients upload documents that are read and categorized automatically. Every engagement moves through intake, prep, review and filing with a clear owner and due date.
Every site, every crew, every receipt — in one place.
Crews are spread across sites, receipts get lost in trucks, and the office learns about a delay from an angry call.
Crews update jobs from their phones, receipts are captured on the spot, and the office sees each site’s progress and costs in real time.
Keep the front desk running and the systems up.
When the booking system or a workstation fails, patients wait. IT issues are reported by phone, forgotten, and reported again.
Every issue is logged once, routed to the right technician and fixed against a promised response time. New staff get accounts and equipment before their first shift.
Every project, deliverable and approval — visible.
Projects run on email threads. Nobody is sure which drawing or document is waiting on whom, and fee overruns are discovered at invoicing.
Each project moves through clear stages with an owner and deadline. Clients see what’s waiting on them, and partners see risk before it hits the budget.
Orders and service calls that never fall through the cracks.
Orders, installs and service calls are tracked in different places. Customers call to ask “where is it?” and staff have to go and find out.
Every order and service call is one tracked job. Customers get updates automatically, and the team sees today’s workload at a glance.
- Map your estimate-to-install process with your PMs and shop leads
- Set up Workflow Management with your stages, crews and piece marks
- Tag assemblies so the floor updates status with a phone scan
- Give general contractors their own live progress view
- Design your intake, prep, review and filing workflow per service line
- Give every client a secure upload link and a status view
- Connect to the accounting software you already use
- Train staff and set up review rules for partners
- Set up job templates for quotes, permits, installs and close-out
- Mobile updates and receipt capture for every crew
- Link jobs to costs so margins are visible while work is underway
- One support line for the office and the field
- 24/7 support with promised response times per clinic
- Onboarding checklists so new staff are ready on day one
- Hardware handled by CompuMedik, software by Softlutions — one ticket
- Backups and recovery plans for patient-facing systems
- Model your project stages from scope to delivery
- Client portal for documents and approvals
- Track time and budget against every stage
- Integrate with your email, calendar and document storage
- Map order-to-delivery and service-call workflows
- Customer updates sent automatically at every step
- Connect to your inventory and accounting systems
- Dispatch and field-tech mobile updates
Delivery forecasting
Predicts the ship date of every job from your real step times.
Drawing & PO reading
Creates jobs and parts lists from purchase orders and drawings.
Shop load planning
Suggests which bay and crew should take the next job.
Order steel now — this client approves 9 of 10 similar jobs without changes. Ships 4 days sooner.
Document reading
Receipts, slips and statements read and categorized on arrival.
Missing-document detection
Knows what each return needs and flags what’s still outstanding.
Review assist
Highlights unusual entries for the reviewer before sign-off.
Four clients are still missing T4 slips — send the reminder now to keep 12 returns on track for April.
Schedule clash detection
Spots conflicts between crews, equipment and inspections.
Receipt capture in the field
Photo of a receipt becomes a coded job cost.
Margin watch
Warns when a job’s costs drift above the quote.
Crane booking for Thursday clashes with the inspection — move the install up a day to stay on schedule.
Issue triage
Urgent clinic-down issues jump the queue automatically.
Early warning
Spots failing devices and expiring licences before they stop the clinic.
Supply spend insight
Flags unusual supplier charges across locations.
Two front-desk PCs report disk errors — replace before Monday’s clinic to avoid booking downtime.
Deadline risk
Warns when an approval or deliverable will miss a hard date.
Meeting & thread summaries
Turns long email chains into decisions and next steps.
Budget forecasting
Projects final fees from progress so far.
Client approval is 5 days overdue — the permit window closes Friday. Send a reminder with the summary attached.
Route & batch suggestions
Groups deliveries and service calls to save trips.
Stock risk
Warns when an order will be delayed by low stock.
Order reading
Emailed orders turned into jobs without re-typing.
Three orders for the same area ship Wednesday — combine into one route and save a truck day.
Feature stair · 6 steps
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DONEEstimateEstimator
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DONEShop drawingsDrafter
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DONEClient approvalProject manager
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NOWFabricationFitter / welder
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NEXTFinish & QCPaint · QC
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NEXTDeliver & installInstall crew
Year-end return · 6 steps
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DONEClient documents inClient · portal
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DONEBookkeepingBookkeeper
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NOWPreparationStaff accountant
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NEXTReviewSenior / partner
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NEXTClient sign-offClient
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NEXTFile & invoiceAdmin
Rooftop HVAC replacement · 6 steps
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DONEQuote acceptedEstimator
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DONEPermitsOffice
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DONEEquipment orderedPurchasing
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NOWInstallCrew lead
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NEXTInspectionInspector
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NEXTClose-out & invoiceOffice
New clinic location · 6 steps
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DONELease signedPractice owner
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DONENetwork & devicesCompuMedik
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NOWAccounts & softwareSoftlutions
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NEXTStaff onboardingOffice manager
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NEXTGo-live testIT lead
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NEXTOpenFront desk
Building permit package · 6 steps
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DONEScope agreedPartner
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DONESite surveyTechnician
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DONEDesignEngineer
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DONEInternal reviewSenior engineer
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NOWClient approvalClient
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NEXTSubmit to cityAdmin
Equipment order & install · 6 steps
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DONEOrder receivedSales
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DONEStock checkWarehouse
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DONEPick & packWarehouse
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NOWDispatchLogistics
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NEXTInstallField tech
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NEXTSign-offCustomer
Proven first with a structural steel fabricator.
Workflow Management’s first release is being shaped with a steel fabricator in the style of Venture Metal Works — ten steps from estimate to on-site install, a named owner on every one. What we learn there becomes a template any business can adapt.
See Workflow Management >