Purchase requests, approvals, purchase orders, receiving, and three-way matching with accounts payable in one procurement module designed for oilfield service companies and machine shops.

Track field leads, create accurate quotes using real shop routings and rates, and automatically convert approved quotes into sales orders and work orders.

Manage digital job travelers with operation sequences, live production status, workstation updates, and real-time progress tracking.

Optimize machine scheduling, machine loading, tooling management, scrap tracking, and heat/lot traceability for efficient shop floor operations.

Maintain quality compliance with NCRs, CAPAs, NDT results, mill certificates, and material test reports linked to every job.

Manage general ledger, accounts receivable, accounts payable, work-in-progress, job costing, and multi-entity financials within a single ERP database.

Control raw materials, consumables, serialized rental assets, and automated min/max replenishment integrated with purchasing and production jobs.

Capture field tickets on-site, collect customer signatures digitally, and send approved tickets directly to invoicing without manual data entry.

Track employee time at every workstation, assign labor to jobs and operations, automate weekly timesheets, and generate payroll records.

Convert customer purchase orders into sales orders using AI-powered OCR, automatically creating jobs, tracking costs, and comparing estimated versus actual expenses.

Monitor job margins, identify duplicate invoices, detect quality trends, and flag scheduling risks with intelligent AI agents that work continuously.

Access live, role-based dashboards for owners, supervisors, QA teams, and finance managers with real-time KPIs and drill-down reporting.

Upload STEP, IGES, or DXF files to automatically analyze geometry, recommend machining operations, estimate cycle times, and generate accurate quotes.

Plan production with drag-and-drop finite scheduling based on actual machine availability, labor capacity, and job priorities.

Complete final inspections, generate packing lists and certification packages, include mill certificates and NDT reports, and capture customer sign-off before shipment.

Schedule preventive maintenance, manage work requests, monitor equipment calibration, and track downtime history integrated with shop scheduling.

Measure campaign performance, lead sources, customer acquisition costs, and revenue generated from marketing activities connected to sales and production.

Provide machinists with a tablet-friendly workspace featuring daily job assignments, one-touch clock-in, drawings, specifications, messaging, and time tracking.

Maintain centralized customer, vendor, employee, and department records with role-based access controls to ensure secure and efficient system access.

Compares actual labor and material burn against the quote on every open work order.

⚠ WO-1987 trending 9% under quoted margin — labor overrun at op 40.

Monitors DSO, flags aging invoices, and catches duplicate vendor bills before payment.

⚠ Invoice #A-3312 possible duplicate of #A-3298 — same vendor, same amount.

Tracks NCR trends by machine, operator, and part family for CAPA.

⚠ 3 NCRs on thread gauging this month — all traced to lathe 2.

Predicts late jobs from live routing status and proposes re-sequencing.

⚠ WO-2044 at risk for Friday ship — bottleneck at MPI inspection.