Getting Started

Plan your first job

Schedule production from a quote, an order, or ad-hoc, then track the work through to completion.

4 min read

Sample Production Board with planned, in-progress, and ready-to-finish job cards.
Planning keeps work visible without changing inventory.
  1. 1

    Open Production Plan to see all planned work, or add a work item from an order/quote or manually.

  2. 2

    Set quantity, due date, and priority; material readiness is computed from your inventory and cost to make.

  3. 3

    Move the work item through stages as you progress.

  4. 4

    When the physical build is confirmed, inventory updates automatically for the materials used.

What happens next

Planned work appears on your board. Confirm a build when it's physically made.

Still need help?

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