Business Operations / Document Management / AI & Automation

Know where every order stands — from first enquiry to final delivery.

Custom Order Tracking & Production Workflow System · Custom Timber Joinery Manufacturer

A custom workflow app that follows every job through enquiry, quoting, deposit, site measurement, shop drawings, factory production and delivery. Sales reps, draughtsmen, office staff, planners and the factory all work from one live system, on desktop, tablet or phone.

Industry
Manufacturing · Custom Timber Joinery Manufacturer
Solution type
Order tracking and production workflow platform
Platform
Web
Key modules
Enquiry pipeline, Order workflow, Site measurement, Document library, Production tick lists, Reports

The problem

A custom manufacturer handles many jobs at once, and each one passes through many hands: sales, costing, drawing, office admin, purchasing, planning, production and dispatch. When this runs on spreadsheets, paper job cards, emailed PDFs and phone calls:

  • Nobody can quickly see what stage a job is in, or who is holding it up
  • Enquiries that haven't been won yet get mixed up with confirmed orders
  • Quotes, drawings and invoices go through several versions, and it's easy to lose track of which one was approved
  • Site measurements are written on paper and typed up again later
  • Supplier hardware orders have to be checked by hand against what actually arrived
  • Lost enquiries are rarely recorded, so the business can't learn why jobs are lost
  • Managers can't see where jobs slow down without chasing people

What Drivatic built

A purpose-built operations app that mirrors the company's real process. The enquiry phase covers enquiry, costing & quote, quote approval and the 60% deposit invoice. The active order phase starts when the deposit is paid: measurement, shop drawing, revised costing, job card booked, planning & materials, production, ready & invoiced, delivered, completed.

Each team gets its own work queue. Every stage change is logged. Documents are versioned and kept on the job. Managers get a live board, personal dashboards and reports showing where time is spent. Access is role-based, and new users must be approved by an admin.

Custom software for manufacturers →

Key features

01

21-stage enquiry-to-delivery workflow

Split into a separate Enquiries board and Active Orders board, with a visual progress tracker on every job.

02

Board and list views

Drag-and-drop stage changes, filters and time-in-stage tracking.

03

Lost-enquiry tracking

Lost enquiries need a reason, sit in their own tab and can be reopened.

04

Mobile site-measurement capture

Openings with product type, W × H × depth, notes, photos per opening and markup on site plans.

05

Versioned quotes, costing and drawings

Client approval or change requests, with a history of every version.

06

AI document reading

Uploaded quote and hardware-order PDFs are read automatically to pull out totals and line items.

07

Hardware & materials receiving checklist

Tick off each item as it arrives, with notes on missing items.

08

Department queues

Quoting, drawing, office admin, factory and production queues, plus a personal dashboard that shows the oldest and overdue items first.

09

Production tick lists

Per order, per item and per product type, with print, CSV and PDF exports.

10

Invoicing & delivery closeout

Multiple invoices with payment dates, driver assignment, signed delivery notes and delivery photos required before a job can close.

11

Compact document library per job

Quotes, pro-formas, drawings, job cards, invoices, proof of payment and delivery documents, with version history.

12

Tasks, notifications & user access

Assign tasks with email alerts, invite users, admin approval, role-based permissions and branded emails.

13

Reports

Average days per stage, current jobs per phase, outstanding hardware and slow stages, with CSV export.

14

Public enquiry form

Feeds straight into the enquiry pipeline.

Screenshots

Click any screen to enlarge.

Each team member sees their own enquiries, jobs and tasks, with the oldest first.
Track enquiries from first contact to deposit, and record why lost work was lost.
Every confirmed order on one board, from deposit paid to delivery.
The factory ticks off each step per order, per item and per product type.
See how long jobs spend in each stage and where work slows down.

Outcome

  • One source of truth for every enquiry and order.
  • Live visibility of each job's stage, owner and time in stage.
  • Clear separation between potential work and confirmed orders.
  • Structured approvals — the factory can't start until the drawing and revised costing are approved.
  • Less retyping — measurements are captured on site and supplier PDFs are read automatically.
  • Accountability — every stage change, approval and document version is recorded.
  • Better follow-up — oldest and overdue work is shown first and highlighted.
  • Insight into bottlenecks and lost work through stage-duration reports and lost reasons.
  • Proof of delivery saved against every completed job.

Still tracking orders on spreadsheets and paper job cards?

Your business works differently. Your software should too. Show us the process that slows you down, and we'll show you what it could look like as a custom business app.

What would you build for your business?

Show us the process, spreadsheet or system that is slowing you down.

We’ll show you what it could look like as a custom business app.