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Explore by feature

Work Orders
Sales Quotes
Work Management
Inventory
Customer Order Tracking
Forecasts
Forms & Surveys
Deal Flow
Scheduling
Shop Management
Time and Labor
Bill of Materials
Purchase Orders
Automated Workflows
Work in process (WIP)
Labor reports by worker
Document Storage
Customer Interactions
⚔

Revenue Dashboard

↗ +24% MTD

This Month

$847K

+24%

Last Month

$683K

YTD

$4.2M

+18%

Revenue Trend

Jan

Dec

Recent Orders

WO-156 Acme Corp

WO-157 BuildRight

WO-158 TechStart

Labor Efficiency

↑

94%

+8% vs last

Cut Lists

āœ“ 3 Ready

āœ“ READY FOR PRODUCTION

WO-00156

24 parts • Aluminum

āœ“

WO-00158

18 parts • Steel

āœ“

ā³ PROCESSING

WO-00157

32 parts • Mixed

65%

47

Today

parts cut

12

Queue

pending

Home

Orders

Inventory

More

Proposals

šŸ””

3 Pending

Acme Manufacturing

$67,200

Ready to Send

Quote

Contract

Timeline

BuildRight LLC

$34,500

Signed āœ“

Quote

Contract

Timeline

TechStart Inc

$89,000

Viewed

Quote

Contract

Timeline

Pipeline

$423K

Win Rate

68%

↑ 12% this quarter

Next Action

Send Acme proposal for signature

Labor efficiency is raising

Revenue +24%

Cut List Ready

⚔

Send Proposal

CRM & PROPOSALS

From Proposal to Production, Instantly

Automate your entire sales workflow — proposals, signatures, quotes, and handoffs. Never wonder about deal status again.

Proposal #PRO-2024-090

Acme Manufacturing Corp

SIGNED āœ“

Deal Progress

Sent

Viewed

Signed

Production

Contract Value

$67,200

Deal Ready for Production

Acme Corp signed the contract 2 minutes ago. Production can start Monday — all materials are in stock.

Spotted by

Jolted AI

WORK MANAGEMENT

Who's Doing What? Answered.

Tasks, discussions, and accountability in one place. Your team stays aligned without endless meetings or email chains.

Project Tasks

šŸ“‹

To Do

1

Review specs

TK

In Progress

1

CNC Programming

MK

3

Discussion

Live

SJ

Need updated tolerances for the housing

2 min ago

MK

+/- 0.005" per the spec sheet

Just now

TK is typing...

Task Handoff Complete

Sarah finished the CAD drawings. Mike was auto-notified and has already started the CNC programming.

Spotted by

Jolted AI

INVENTORY MANAGEMENT

Do You Have What You Need?

Know instantly if you can fulfill your next orders. Track parts, raw materials, and reorder points in real-time.

Inventory Levels

šŸ“¦

Steel Rods 1/2"

In Stock

85%

Aluminum Sheets

Low Stock

15%

Fasteners M8

In Stock

92%

Copper Wire

Reorder Soon

45%

Next 10 orders require 45 aluminum sheets

Stock Alert

Aluminum sheets running low — only 12 units left. Next 10 orders require 45 units. Reorder now to avoid delays.

Spotted by

Jolted AI

PURCHASE ORDERS

Order Smart, Receive Faster

Create POs in seconds, track shipments in real-time, and receive inventory with barcode scanning. Never lose track of what's coming.

Purchase Orders

šŸ“¦

$34.2K

Open Orders

8

In Transit

PO-2024-156

🚚 Shipped

Steel Supply Co. • 12 items

$8,450

ETA: Tomorrow

85%

PO-2024-157

āš™ļø Processing

FastParts Inc. • 5 items

$2,340

ETA: Jan 18

40%

New PO

3 deliveries this week

Shipment Arriving Early

PO-2024-156 from Steel Supply Co. arriving tomorrow — 2 days ahead of schedule. Warehouse notified for receiving.

Spotted by

Jolted AI

WORK ORDER MANAGEMENT

Identify Bottlenecks Instantly

Our AI continuously monitors your work orders to spot inefficiencies, resource conflicts, and potential delays before they impact your timeline.

Work Orders

✨

Work Order

Status

Station

Priority

WO-2024-0156

In Progress

Station 2

High

WO-2024-0157

Queued

Station 3

Critical

WO-2024-0158

Complete

Station 1

Medium

Bottleneck Detected

Station 3 has 12 work orders queued while Station 2 sits idle. Reallocating 4 orders would reduce completion time by 2.5 hours.

Spotted by

Jolted AI

SALES MANAGEMENT

Will You Hit Your Number?

Real-time pipeline visibility, accurate forecasting, and quota tracking. Know exactly where you stand, every day.

Sales Pipeline

šŸ“Š

$847K

Total Value

12

Active Deals

Lead

$125K

NewTech Inc

$45K

Qualified

$245K

BuildRight LLC

$89K

Proposal

$312K

šŸ”„ HOT

Acme Corp

$156K

Negotiation

$165K

TechStart

$67K

Win Rate: 34%

Avg Cycle: 18 days

Forecast Alert

Q4 pipeline is at 78% of quota. Two deals worth $145K are expected to close this week — that puts you over target.

Spotted by

Jolted AI

CUSTOMER RELATIONSHIPS

Every Interaction, Never Forgotten

Complete customer history at your fingertips. See every call, email, order, and note — so your team always knows the full story before picking up the phone.

AM

Acme Manufacturing

Active Customer • Since 2019

$1.2M

Lifetime Value

47

Orders

$25K

Avg Order

45 days

Last Order

Recent Activity

šŸ“ž

Call with John - discussed pricing

3 days ago

šŸ“§

Sent revised quote for Q2

1 week ago

šŸ“¦

Order #4521 delivered

2 weeks ago

Follow-up needed

Last contact 45 days ago — usual cycle is 30 days

Customer Needs Attention

Acme Manufacturing hasn't ordered in 45 days — their usual cycle is 30. Last contact was about pricing concerns.

Spotted by

Jolted AI

FORMS & SURVEYS

Capture Data, Not Chaos

Build custom forms for inspections, checklists, and customer feedback. Collect responses in real-time and turn them into actionable insights.

Quality Inspection Checklist

Production Line A • Daily Check

12 Responses Today

Current Submission

Visual Inspection

No visible defects

Proper labeling

Packaging intact

Issue Flagged

Overall Quality Rating

ā˜…
ā˜…
ā˜…
ā˜…
ā˜…

4/5

MT

Mike T. • 3 min ago

Submitted āœ“

Quality Check Complete

Production line inspection submitted by Mike T. — 2 issues flagged requiring attention before shipment.

Spotted by

Jolted AI

TECHNICIAN SCHEDULING

Right Tech, Right Job, Right Time

Schedule work orders across your team instantly. See who's available, assign by skill set, and optimize routes — all from one view.

Today's Schedule

Wed, Jan 15
MT

Mike

8:00 AM

2h

WO-2024-089

Install

Acme Corp

SC

Sarah

9:00 AM

3h

WO-2024-090

Maintenance

TechStart

2 Complete

1 In Progress

85% Utilization

Schedule Optimized

Mike T. reassigned to WO-2024-089 — 15 min closer than original tech. Saves 45 min drive time today.

Spotted by

Jolted AI

DEAL PIPELINE

See Every Deal at a Glance

Visualize your entire sales pipeline. Track deals through every stage, spot stalled opportunities, and forecast revenue with confidence.

Q4 Pipeline

šŸ“Š

78% to Quota

Discovery

$340K

Proposal

$245K

Negotiation

$145K

Closed Won

$89K

Closing This Week

Acme Corp

$89K

75%

TechStart

$56K

60%

Deal Moving Fast

Acme Corp just moved to "Negotiation" stage — 3x faster than average. High probability close this week.

Spotted by

Jolted AI

VISIBILITY

Take the guesswork out of decision-making

With all business units and data connected in one workspace, get real-time insights, from potential risks to work progress, to make accurate decisions.

YOUR ORDER

Order #WO-2024-1847

Custom Steel Fabrication • ABC Manufacturing

Materials Arrived

Confirmed

Design

Materials

Production

5

QC

6

Ready

āš™ļø

In Production

Station 3 • Est. completion: Tomorrow 2pm

3

Days left

60%

Progress

12

Updates

On Track

Order #WO-2024-1847 progressing on schedule. Estimated completion: Tomorrow 2pm.

Spotted by

Jolted AI

TIME & LABOR

Track Every Hour, Effortlessly

Simple clock in/out for your team. Track labor by job, see who's on the clock, and get accurate timesheets without the paperwork.

Current Time

2:34 PM

Wednesday, Jan 15

Team On Clock

8/12

employees

Currently Clocked In

MT

Mike Thompson

In: 7:02 AM • WO-2024-089

7h 32m

today

SC

Sarah Chen

In: 8:15 AM • WO-2024-090

6h 19m

today

Clock In

Clock Out

Break

This Week Total

312.5 hrs

$18.2K

Labor Cost

4.2 hrs

Overtime

Overtime Alert

Mike T. approaching 40 hours this week. 2 more jobs scheduled — consider reassigning to avoid OT.

Spotted by

Jolted AI

BILL OF MATERIALS

Know Exactly What You Need

Build accurate BOMs for every product. Track components, quantities, and costs — then instantly check inventory availability.

Custom Bracket Assembly

SKU: BRK-2024-A1 • Rev 3.2

$127.40

unit cost

Components

12 items • 3 levels

Main Frame

FRM-001

Ɨ1

$45.00

23 in stock

Steel Rod 1/2"

STL-042

Ɨ4

$3.20

156 in stock

Corner Bracket

BRK-018

Ɨ4

$2.80

8 in stock

Fastener Kit

FST-100

Ɨ1

$12.00

OUT

Materials

$98.40

Labor Est.

$29.00

2 items need reorder

BOM Cost Optimized

Alternative supplier found for Aluminum Brackets — saves $2.40/unit. Annual savings: $8,640 across current orders.

Spotted by

Jolted AI

LABOR REPORTS

Understand Your Workforce

Detailed labor analytics by worker, job, and department. Track productivity, compare performance, and make data-driven staffing decisions.

Labor Analytics

This Week

+12%

vs last week

Top Performers

1

MT

Mike Thompson

42.5h • 18 jobs

115%

2

SC

Sarah Chen

40.0h • 15 jobs

108%

3

JW

James Wilson

38.5h • 14 jobs

102%

Total Hours

312.5h

Avg Efficiency

105%

Full Report

Efficiency Improving

Team productivity up 12% this month. Mike T. averaging 15% faster completion times on CNC jobs after training.

Spotted by

Jolted AI

WORK IN PROCESS

See Production in Real-Time

Track every job through your shop floor. Know exactly what's in progress, what's waiting, and where bottlenecks are forming — before they become problems.

Shop Floor Status

Live

23

In Progress

8

Queued

Stations

Station 1

Cutting

WO-2024-156

2 queued

Station 2

Welding

WO-2024-157

3 queued

Station 3

CNC

WO-2024-158

6 queued

Station 4

Assembly

WO-2024-159

4 queued

Station 5

CNC

No active job

1 queued

Station 6

QC

WO-2024-160

3 queued

4 Running

1 Bottleneck

78% Utilization

Bottleneck Detected

Station 3 (CNC) has 6 jobs queued — 2x normal load. Consider routing WO-2024-182 to Station 5 to balance.

Spotted by

Jolted AI

DOCUMENT STORAGE

Everything in One Place

Centralized file storage linked to jobs, customers, and orders. No more searching through email or shared drives — find any document instantly.

Documents

Search files...

1,247

Files

45GB

Used

Recent Files

WO-2024-156_Drawing_v3.2.pdf

2.4 MB

WO-2024-156

2 min ago

MT

Contract_ABCMfg_2024.docx

156 KB

ABC Manufacturing

15 min ago

SC

Cut_List_Order_892.xlsx

89 KB

Order #892

1 hr ago

JW

847 PDFs

203 Docs

Upload

Quick Access

Drawing revision v3.2 for WO-2024-156 uploaded by Engineering. Auto-linked to work order and customer record.

Spotted by

Jolted AI

AUTOMATED WORKFLOWS

Set It and Forget It

Build powerful automations without code. Trigger actions based on events, send notifications, update records, and keep your business running on autopilot.

Low Stock Auto-Reorder

Triggered 47 times this month

Active

When This Happens

Inventory drops below reorder point

1

šŸ“‹

Create Purchase Order

Auto-generate PO from preferred vendor

2

šŸ“§

Notify Purchasing Manager

Send email with PO details for approval

Time Saved

12.5 hrs/mo

Success Rate

98.2%

Edit Workflow

Automation Triggered

Low stock alert fired → PO auto-created for Steel Supply Co. → Manager notified for approval. Saved 15 min of manual work.

Spotted by

Jolted AI

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