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ERP.AI Job Shop Management

Job Shop Management

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Modules

QuotesQuote custom work with clear quantity options, reviewed margins and a production plan that follows the accepted offer. JobsKeep drawings, travelers, material and customer commitments together from job release through completion and cost review. RoutingBuild repeatable operation plans with the right drawings, inspection points and costing basis for every job. SchedulingPlan work centre queues against real capacity, material readiness and customer dates, with the effect of changes visible.
Time & materialCapture the work performed and stock consumed, with reviewed time, traceable heat usage and controlled remnant returns. Purchasing & outside processingBuy for the job, trace incoming material and keep each outside-processing lot visible until its return is resolved. Shipping & invoicingShip the accepted pieces with their certs, bill the agreed scope and reconcile payments, credits and returns. CostingUnderstand job margin as work posts, review the reasons for variance and use the completed job to improve the next estimate.

Job Shop Management

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Processes

Quote to jobTurn the customer RFQ into a reviewed offer and a released job with the right drawing, traveler and material plan. Release to shipMove released work through production, reviewed time and quality checks into a traceable customer shipment. Outside processingFollow each lot through its supplier order, outbound custody, partial return and quality acceptance.
Change ordersReview changes against the work already done, authorize their cost and customer impact, and release a clear revised traveler. Non-conformance and reworkContain affected pieces, authorize the recovery plan and keep quality, quantity and cost evidence connected. Job closeReconcile completed work and remaining obligations, authorize the final cost review and preserve a useful benchmark for repeat quotes.

Job Shop Management

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Industries

CNC machine shopsBring estimating, machine work and delivery evidence together for custom and repeat machined parts. Fabrication and weld shopsPlan material, fabrication and finishing around the drawing, with clear cost and revision history.
Tool, die and mould shopsKeep long-running builds, engineering changes and progress billing connected to the tool being delivered. Repeat contract partsKeep releases predictable while learning from the actual cost of the work you repeat.

Job Shop Management

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Build with Proto

Reference

Roles and permissionsGive everyone the access their work needs, with clear decisions at the points that affect cost, quality and delivery. ReportsUnderstand job margin, floor capacity and delivery risk from the work your shop has recorded. Data modelThe proposed records, relationships and migration evidence behind quoting, production and job cost.
IntegrationsConnect accounting, drawings and the shop floor through handoffs that preserve the job and its history. ImplementationBring the shop onto a reviewed operating plan, from quoting and travelers to the first reconciled close. Agent and APIUse AI to prepare quotes, organize exceptions and keep the right work in front of your team.

Job Shop Management

Start now
Pricing Questions Get started
Build with Proto
All systems
Modules
QuotesQuote custom work with clear quantity options, reviewed margins and a production plan that follows the accepted offer.JobsKeep drawings, travelers, material and customer commitments together from job release through completion and cost review.RoutingBuild repeatable operation plans with the right drawings, inspection points and costing basis for every job.SchedulingPlan work centre queues against real capacity, material readiness and customer dates, with the effect of changes visible.Time & materialCapture the work performed and stock consumed, with reviewed time, traceable heat usage and controlled remnant returns.Purchasing & outside processingBuy for the job, trace incoming material and keep each outside-processing lot visible until its return is resolved.Shipping & invoicingShip the accepted pieces with their certs, bill the agreed scope and reconcile payments, credits and returns.CostingUnderstand job margin as work posts, review the reasons for variance and use the completed job to improve the next estimate.
Processes
Quote to jobTurn the customer RFQ into a reviewed offer and a released job with the right drawing, traveler and material plan.Release to shipMove released work through production, reviewed time and quality checks into a traceable customer shipment.Outside processingFollow each lot through its supplier order, outbound custody, partial return and quality acceptance.Change ordersReview changes against the work already done, authorize their cost and customer impact, and release a clear revised traveler.Non-conformance and reworkContain affected pieces, authorize the recovery plan and keep quality, quantity and cost evidence connected.Job closeReconcile completed work and remaining obligations, authorize the final cost review and preserve a useful benchmark for repeat quotes.
Industries
CNC machine shopsBring estimating, machine work and delivery evidence together for custom and repeat machined parts.Fabrication and weld shopsPlan material, fabrication and finishing around the drawing, with clear cost and revision history.Tool, die and mould shopsKeep long-running builds, engineering changes and progress billing connected to the tool being delivered.Repeat contract partsKeep releases predictable while learning from the actual cost of the work you repeat.
Reference
Roles and permissionsGive everyone the access their work needs, with clear decisions at the points that affect cost, quality and delivery.ReportsUnderstand job margin, floor capacity and delivery risk from the work your shop has recorded.Data modelThe proposed records, relationships and migration evidence behind quoting, production and job cost.IntegrationsConnect accounting, drawings and the shop floor through handoffs that preserve the job and its history.ImplementationBring the shop onto a reviewed operating plan, from quoting and travelers to the first reconciled close.Agent and APIUse AI to prepare quotes, organize exceptions and keep the right work in front of your team.
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Questions

Answers about quoting, the floor, cost and getting Job Shop Management ready for your shop.

The system

How do I get started?

Click Start now, then use Proto to configure Job Shop Management for your business. Set up your workflows, import your data and invite your team.

Can we track heats, remnants and customer material?

The proposed model reserves and issues exact stock with heat, ownership and certificate lineage. Returns refer to the original issue and use the reviewed unit conversion. Customer-owned receipts and returns stay separate from purchased stock, and the customer’s material is not valued as the shop’s inventory.

Processes and approvals

What happens after first-article inspection?

A passed first article authorizes the defined continuation of work. It does not complete the rest of the run. Production quantities, inspection lots and final accepted quantities remain distinct, with holds and reinspection tied to the affected pieces.

Can outside processing return in several lots?

Each dispatch and returned lot keeps its own quantity, promise and evidence. Acceptance releases the eligible returned portion while the unreturned or rejected balance remains visible. Certificate requirements must be resolved under the applicable policy before the lot is available.

Does it support finite scheduling?

The authored plan uses work resources, calendars and scheduled intervals with capacity and precedence checks. Production Manager reviews sequencing and proposed changes. Material readiness, inspection and job holds still govern whether work can start; a place on the schedule is not a release decision.

Can we ship part of a job?

Eligible accepted pieces can be allocated to a partial shipment while other work continues. Reservations prevent another packing slip from consuming the same pieces. The dispatch must also satisfy the order allocation, revision, hold and certificate requirements.

Pricing and implementation

Does the quote become the job?

The accepted offer carries its exact quantity, price and revision into order and job preparation. Operations, material requirements, drawing references and instructions become a released traveler snapshot. A quantity outside the reviewed offer needs a revised approved basis; choosing the closest quantity break is not enough.

How does floor time become job cost?

Operators submit work evidence and tickets for the authorized supervisor or manager to review. Approved labor allocations, occupied machine time and frozen rates determine their respective cost entries. An employee tending several machines cannot be charged as several people for the same elapsed time.

How do deposits and progress invoices affect final billing?

The billing plan retains prior billed scope separately from cash collection. A final invoice accounts for all applicable deposit and progress billings, even if some are unpaid. Shipment and final billing cannot each charge the same obligation. Credits, refunds and payment returns have their own linked treatment.

Does it replace accounting or payroll?

The scope includes job cost, customer invoices and cash application. The general ledger, supplier payables and payroll remain in the connected systems. Agree tax ownership, mappings and acknowledgment rules, and verify the chosen connections before operational use.

What does a rollout involve?

Start with role decisions, rates, work calendars, drawings and material evidence. Choose a new-job cutover or reconcile the complete in-flight baseline. Device support, connections, opening records and operating rehearsals determine the schedule; the implementation page describes the phases.

What does it cost?

There is no per-user fee. Ordinary manual work in the official interface is free; machine work, managed execution, model usage and retention beyond the included allowances follow the pricing contract. Implementation is priced separately. See the pricing page for the complete rates and account rules.

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  • Pricing and implementation
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