The Total ETO Solution

Custom Machine Builders can estimate new projects at a high-level, drill down to specifics and copy from similar projects.

• Automatically roll up estimated material and labor for different equipment to a project’s total cost.
• Capture change order information including labor, material and sales price changes so they aren’t omitted or forgotten.
• Easily add and modify labor and material lines by type to compare to actual values as the project is completed.
• Record and track estimates to completion for accurate percentage complete revenue recognition.
• Copy similar project elements from past projects using budget or actual costs.
• Provide sales essential estimating information to secure and quote future projects.
• Quickly turn on/off project components like an option list.

Seamlessly bring your design work into a project.

• Integrate with popular CAD systems like SolidWorks and Autodesk Inventor and bring in your BOMs without leaving CAD and with no double entry.
• Track changes to the BOM at any stage of the project and ensure the information is shared across departments.
• Easily copy parts from a past project’s BOM to a new BOM.
• Add new parts to the BOM and Item Master at the same time.
• Allow designers to cost out the BOM before purchases are made.
• Release parts to procurement in stages, including initial long lead requirements.
• Search the system for previously used parts and their complete history.
• Give procurement access to who released parts, when, and why.

Make purchasing simple using interconnected information with engineering, receiving and the shop floor. 

• Save time by grouping common parts or suppliers across multiple projects.
• Add POs and make revisions as changes occur including revised delivery dates.
• Issue and revise RFQs and POs with just a few clicks.
• Instantly send RFQs and POs to suppliers.
• Reserve inventory by project and see remaining availability.
• Allow buyers to cost out the BOM before purchases are made.
• Have external processes for internally fabricated parts flow back to purchasing automatically.
• Know all the parts you have received, what you are still waiting for, and what parts are late in real-time.

Show clients, they can route parts when they have internal and external processes, and even multiple external vendors. This way they know where their parts are, and where they are going next.

• Assign parts to the shop floor with task assignments and more details as needed.
• Route parts between various tasks,tracking both internal and external processes.
• Know where your parts are in their fabrication process at all times.
• Ensure parts are inspected and know who completed the inspection.
• Record and follow up on quality issues on the shop floor, from engineering, or for purchased parts with embedded Non-Conformance Reports
• Assign tasks and create details for quality issues to track and eliminate future occurrences.

Seamlessly integrate with QuickBooks, Sage, or other financial systems.

• Keep your existing accounting system.
• Have customized workflows created to streamline T&M invoicing.
• Match AP invoices against received goods by supplier or PO’s to ensure you are paying for what you have.
• Payment milestones set up in your Sales Orders automatically trigger AR for invoicing so no invoices are missed.
• Create simple views of WIP and use existing details for percentage complete revenue recognition.

Track your project workflow and see reporting metrics at all stages of a project, empowering management with real-time information.

• Link your files to the project for quick reference without creating duplicates.
• Add notifications for key staff as each department completes its tasks.
• See project costing, material status, and more in over 200+ pre-designed reports.
• Add customized reports to the system for complete visibility the way you want to see it.
• Export any report directly to Excel, Word or PDF.
• Set project milestone dates for key events.