Challenges
Workshop handoff • Delivery sequencing • Installation sign-off
Industry solution
Workshop planning, delivery scheduling, installation teams, sign-off, and customer communication.
Joinery is part of the universal trade roadmap. Core ERP workflows apply broadly while trade-specific templates should be validated before being sold as complete.
Workflow template
Workshop handoff • Delivery sequencing • Installation sign-off
Workshop planning, delivery scheduling, installation teams, sign-off, and customer communication.
CRM, customers, sites, estimates, quotes, jobs, scheduling, materials, purchasing, invoices, and reporting.
Field schedules, site information, photos, notes, checklists, and completion actions support the wider mobile direction.
Requests, approvals, documents, and payment routes expand the customer side of the trade workflow.
General material, asset, or supplier patterns apply while trade-specific templates are validated.
AI-supported qualification, drafting, reminders, and summaries remain human-approved and availability-labelled.
Accounting, payments, calendar, maps, storage, and APIs sit in the broader integration roadmap.
Respond faster, reduce admin, organise work clearly, improve customer communication, and understand profitability.
FAQ
The broader job and materials workflows provide the foundation for this route.