Production handover
Quote to production
handover
Confirm a quote as won in Smart Shop Floor or your connected ERP. Carry its bill of materials, material and labour requirements into a production-ready job, then schedule and allocate the work without recreating the job details.
The cost (and delay) between
quoting and building
Typed twice
Your estimator built the BOM once. Now admin staff spend up to an hour typing it again.
Build it once. The handover carries it across, saving time on every order.
Two systems, no link
Only your CRM knows who bought it. Now your ERP needs to know how to build it. Nothing connects them.
Sales and build details, brought together on every job.
No BOM, stalled job
Complex jobs are often quoted by feel, with no BOM behind them. When production starts, the team rushes to build one, and the job stalls until they do.
Production starts straight away, from a fully scoped BOM.
The same BOM, from quote to work order
Customer accepts; quote marked as won
After estimator review and customer acceptance, the quote is marked as won in Smart Shop Floor or the connected ERP. This starts the sales-to-production handover.
Production handover prepared
Smart Shop Floor automatically prepares the handover with the BOM, material and labour requirements, without manually re-entering those requirements. Synchronisation with the connected system follows the agreed integration scope.
Schedule, allocate and manufacture
The job moves into Smart Shop Floor scheduling, work allocation and shop-floor execution. Your team carries the approved job requirements forward into production.
Plug and play
AI Estimator is pre-built to connect with the ERP, accounting, CRM, and email systems most manufacturers already run. Connect the API and your data flows straight from AI Estimator into your core business systems. Running something different? We can configure the integration to suit.
From accepted quote to shop floor execution
What happens after the quote is won?
Your team confirms the quote as won in Smart Shop Floor or the connected ERP. Smart Shop Floor prepares the production handover with the bill of materials, material and labour requirements. The job then moves through scheduling, work allocation and operator execution without recreating those requirements.
How do production updates reach the ERP?
Operators record job progress, time and material use on tablets. Smart Shop Floor updates production stages and sends the agreed timesheets and consumption to the ERP. Picking updates also follow the agreed integration scope.
Where does the workflow end?
After manufacture or fabrication and full dispatch, Smart Shop Floor triggers a draft invoice in the ERP for your team to review, approve and send. Customers can access quotes, progress, invoices and production paperwork through the customer portal.
Ready to see it in action?
Book a personalized demo and see how Smart Shop Floor can transform your manufacturing operations.
Book a time