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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

Start now
Pricing Questions Get started
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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Get started

Plan the first process for your shop and agree what it takes to put it into use.

Example workspace
Open QuotesQuotes
StatusDraftPendingReviewApprovedSent
Draft
QTS-73294CUS-188
QTS-63902CUS-205
PendingReview
QTS-53452CUS-037
QTS-90434CUS-111
Approved
QTS-48173CUS-158
Sent
QTS-77761CUS-060
Quotes →
  • 1

    Start with Proto

    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.

    Bring a representative RFQ, traveler and job-close example. Tell us where quoting, scheduling or cost tracking breaks down today.

    Start now
  • 2

    Plan your rollout

    Describe what you make, the work centers you run, your customer quality requirements and the tools you use for accounting, drawings and floor reporting. Identify the first process to introduce and whether existing jobs will finish in the current system or need a reconciled transfer. We can use that scope to plan configuration, migration and operating acceptance.

    Write to [email protected]
  • 3

    Include your agent

    Choose the preparation work an agent should assist with, such as estimating drafts or organizing overdue outside work. During implementation, connect it to the verified application actions with scoped access and the same required human decisions. Platform access alone does not provide a ready Job Shop application.

    $ curl -s erp.ai/skill.md | paste into your agent
    Download agent
RolesRoles and permissions

Give everyone the access their work needs, with clear decisions at the points that affect cost, quality and delivery.

ReportsReports

Understand job margin, floor capacity and delivery risk from the work your shop has recorded.

Data modelData model

The proposed records, relationships and migration evidence behind quoting, production and job cost.

IntegrationsIntegrations

Connect accounting, drawings and the shop floor through handoffs that preserve the job and its history.

RolloutImplementation

Bring the shop onto a reviewed operating plan, from quoting and travelers to the first reconciled close.

APIAgent and API

Use AI to prepare quotes, organize exceptions and keep the right work in front of your team.

Modules

  • Quotes Awaiting Margin ReviewPendingReview
    Quote NumberCustomerQuote DateValid Until

    Quotes

    Quote custom work with clear quantity options, reviewed margins and a production plan that follows the accepted offer.

  • Jobs
    Job NumberJob TypeCustomerSales Order Line

    Jobs

    Keep drawings, travelers, material and customer commitments together from job release through completion and cost review.

  • Routing
    Work Center CodeDescriptionWork Center TypeMachine Rate

    Routing

    Build repeatable operation plans with the right drawings, inspection points and costing basis for every job.

  • Scheduling
    JobOperation NumberWork CenterDescription

    Scheduling

    Plan work centre queues against real capacity, material readiness and customer dates, with the effect of changes visible.

  • Time & material
    Ticket NumberEmployeeJobJob Operation

    Time & material

    Capture the work performed and stock consumed, with reviewed time, traceable heat usage and controlled remnant returns.

  • Purchasing & outside processing
    Purchase Order NumberSupplierPOTypeOrder Date

    Purchasing & outside processing

    Buy for the job, trace incoming material and keep each outside-processing lot visible until its return is resolved.

  • Open InvoicesSent
    Invoice NumberCustomerInvoice TypeInvoice Date
    Deposit

    Shipping & invoicing

    Ship the accepted pieces with their certs, bill the agreed scope and reconcile payments, credits and returns.

  • Costing
    Entry NumberJobJob OperationEntry Date

    Costing

    Understand job margin as work posts, review the reasons for variance and use the completed job to improve the next estimate.

ERP•AI workspace

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