Projects at a glance
- One record per project with its customer, status, documents and photos
- Project status breakdown and a list of overdue items and open issues
- Activity history so you can see who changed what
Joinery & manufacturing
Joinery Project Management
Follow every window, door and glass job from quote to site installation and aftercare, with schedules, documents and mobile access for maintenance crews.
Overview
Joinery & manufacturing, built for New Zealand
Built with a New Zealand aluminium joinery company for businesses that make and install windows, doors, garage doors and glass.
Many joinery businesses run projects on Excel, messages and paper forms. This platform ties the whole job together: open a project and you can see where it is, what is overdue and what happens next.
It follows the real lifecycle of a job, from setting up the project through measurement, ordering, production, delivery, on-site glazing and aftercare, with a mobile screen for the people out fixing things.
What it does
Everything Joinery Project Management covers
From configuration to measurement
- Window and door configuration for each project
- Measurement records and measurement scheduling
Ordering and stock
- Procurement items per project
- Inventory with stock movements and purchase orders
- Supplier directory
Production and delivery
- Production tracking and a production schedule
- Delivery scheduling, delivery batches and delivery issue tracking
- On-site glazing visits
Aftercare
- Maintenance and repair jobs
- A mobile screen for maintenance crews to see and update their jobs on site
Schedules and documents
- Schedule views across projects for measurement, ordering, production, delivery and glazing
- Overdue reminders
- Four business PDFs and delivery documents generated from your own templates
Office tools
- Maps showing job addresses, with tap-to-navigate
- Email notifications with editable templates
- Roles and permissions for office and workshop staff
- English and Chinese interface
Connections
Works with the tools you already use
Google Maps
Job addresses shown on a map, with navigation to site.
Notifications sent from the system using templates you can edit.
FAQ
Joinery Project Management questions
What does the joinery platform cover?
The whole job lifecycle: project setup, configuration, measurement, ordering and stock, production, delivery, on-site glazing and aftercare, plus schedules, documents and notifications.
Can crews use it on their phones?
Yes. Maintenance crews have a mobile screen to see their tasks and update jobs on site. Office staff use the desktop web version.
Does it produce our own quotes and delivery documents?
It generates business PDFs and delivery documents based on the templates your company already uses.
Can it show what is overdue across all projects?
Yes. The dashboard and the schedule views surface overdue items and open issues across projects so nothing slips.
Is it set up for our business only?
It was built with a New Zealand joinery company around the way they work. If you would like it fitted to your own process, book a demo and we will talk through what that involves.
Get started
See Joinery Project Management in action
Book a short walkthrough and we will show you how it fits your business.