Run customer intake, quoting, and production from one workshop workflow.

The application organizes fabrication work around projects and parts. Workshops upload or receive DXF/SVG files, validate geometry, configure materials and services, generate quotes, collaborate with customers, and move approved work into production tracking.

Workshop owners, estimators, project managers, and production teams use the private workshop dashboard. Customers use shared project links to upload files, submit instructions, review quotes, request changes, send messages, and track part status.

The implemented workflow is Customer Upload -> Validation -> Configuration -> Pricing -> Quote -> Approval -> Production -> Tracking -> Archive. Each stage keeps part context attached to the job so the workshop can make decisions with file, pricing, quote, and communication history in view.

Start with onboarding, then configure workshop branding, currency, materials, thicknesses, service pricing, bending rules, and quantity discounts. After that, create a project and test a part upload before sending shared links to customers.

Smart Upload is the private workshop upload and review flow. Shared project links are customer-facing portals used to collect files, instructions, quote requests, and order submissions.

Workshop name, description, contact details, website, country, company size, capabilities, and needs are managed through onboarding and settings. The platform uses workshop identity across the dashboard, customer portals, quotes, and generated documents where supported.

Workshop Settings -> Pricing Preferences -> Currency controls how prices are shown to workshop users and customers. Use this to keep quotes, reports, and customer-facing totals consistent with your workshop’s preferred currency.

Machine hourly rate, piercing time, rapid travel speed, and cutting speed are planned as future estimating inputs. They are available as a coming-soon pricing area and do not currently change quote totals.

A project is the main job container. It can contain many parts, one or more shared links, customer submissions, quotes, and timeline events. This gives the workshop a single workspace for intake, review, pricing, and production follow-up.

Project statuses are NEW, ONGOING, COMPLETED, and ARCHIVED. These describe the overall job lifecycle. They are separate from part production statuses, which describe the manufacturing state of individual parts.

Part production statuses include READY, PROCESSING, COMPLETED, SUSPENDED, and REJECTED. A part with blocking validation errors can be suspended so the workshop reviews it before production.

Archived projects are excluded from active project workflows. They remain useful for historical job records, previous quotes, and audit history.

A workshop creates a project share link and sends it to a customer. The portal only opens when the link is active and the project is available for customer submissions.

Shared links can be used for quote requests or order placement. Quote mode creates a request that the workshop can review. Order mode can convert the customer submission into active work.

Shared links can allow pricing previews when configured. Workshops can also hide specific thicknesses from shared upload choices when those options should not be customer-selectable.

Customers can view previously uploaded parts, see production status, read and send messages, and request permission to edit locked parts. Production updates appear when workshops update manufacturing progress.

DXF files are automatically analyzed for manufacturing review. SVG files can be accepted for preview in some flows, while DXF files provide the strongest support for geometry checks and estimating metrics.

Parts can be configured with material, sub-material, thickness, quantity, selected services, bend configuration, and customer description. When a customer enters a description, it also starts the part conversation with the original instruction.

The application detects duplicate part names within a project. Existing workflows can surface duplicate-name handling, including replace or rename decisions depending on the upload surface.

The Part Details page is the workshop’s main review area for a part. It includes saved geometry information, validation results, material configuration, selected services, bend configuration, messages, requests, timeline, and quote history.

The 2D viewer displays extracted geometry and validation-related highlights. It helps workshops inspect contours, bend lines, internal profiles, and problem areas before quoting or production.

The 3D viewer extrudes flat sheet geometry and can render bend-aware previews when bend segmentation succeeds. It preserves camera controls and part review interactions.

Bounding box, cut length, bend count, bend length, pierce count, and area help estimators understand manufacturability and cost drivers before quoting or production.

Uploaded drawings are automatically analyzed and checked for geometry conditions that may affect manufacturability, quoting confidence, or production readiness.

The engine checks for missing usable geometry, open contours, overlapping paths, self-intersecting contours, tiny holes, bend lines crossing holes, holes too close to bends, holes too close to edges, and bend safety margin warnings.

CLEAN means no warnings or errors were detected. WARNING means the part may still be usable but deserves review. ERROR means a blocking issue was found and production can be suspended until a workshop reviews or fixes it.

Bend geometry is detected from layers such as BEND or FOLD. Workshops can select bending as a service, configure bend angles and directions, and store bend configuration per detected line.

The 3D bending preview helps workshops and customers visualize how sheet-metal sections may fold when bend angles and directions are configured.

The preview is a visual review aid. It is not a replacement for workshop bend planning, tooling checks, or final manufacturing judgment on complex parts.

Pricing uses material and thickness settings, cut length, pierce count, bend count, selected services, quantity, quantity discounts, setup fee, tax percentage, and workshop currency.

Cutting cost is based on cut length and the workshop’s minimum cutting charge. The minimum helps prevent very small parts from being underpriced.

Material cost is based on part area. Pierce cost is based on machine pierces or contour starts, including internal holes, slots, cutouts, and other profiles that require the machine to start a cut.

Bending, tapping, deburring, coating, and other workshop services can contribute their own line items. Quotes display service names clearly when those services add cost.

Quantity discounts reduce the subtotal when a matching quantity range applies. Tax can be applied automatically from the workshop’s pricing setup so quotes remain consistent.

Workshop users can apply a manual pricing override before a quote is approved, rejected, converted, or expired. The override can adjust subtotal, discount, setup fee, tax, and final total while preserving the original calculated values for audit history. The customer-facing quote, quote email, and quote PDF use the adjusted effective total, while internal override reason and notes remain workshop-only.

Machine hourly rate, piercing time, rapid travel speed, and cutting speed are planned for future estimating automation. These inputs are currently coming soon and do not affect quote totals yet.

Quote previews use the workshop’s configured pricing rules. Creating a quote captures totals, line items, customer information when available, and the pricing details needed for a consistent customer review experience.

Quote PDFs include workshop branding, quote metadata, customer information, project information, line items, summary totals, and notes. If manual pricing is applied, the PDF shows the final adjusted pricing without exposing internal override reasons.

Quotes can be sent, approved, rejected, duplicated, or converted into active work. Approval and conversion help workshops move from estimate to production without losing the quote context.

Manual override actions keep a clear internal record of who adjusted pricing, when it changed, what changed, and why. Customers see the final approved pricing, while workshop-only notes remain private.

The production page groups parts into READY, PROCESSING, COMPLETED, SUSPENDED, and REJECTED columns. Workshop users can update part status through action menus.

A part becomes production-ready when it is configured and not blocked by validation errors. Suspended parts are useful for files that need review before cutting or bending.

Customers can see part production status from the previously uploaded parts page, which reduces status-update friction and keeps the customer connected to the job.

Part messages support CLIENT and WORKSHOP sender labels and one-level replies. Messages are always allowed, even when a part is locked from editing.

Clients cannot edit locked parts directly. They submit a request to modify, replace, or update configuration. Workshop approval changes the part edit state to EDITABLE; rejection keeps it locked.

The description entered during customer upload becomes the first conversation message for that part. This keeps original fabrication instructions visible when the workshop and customer discuss revisions or approvals.

The Quality Control page groups parts with errors, parts with warnings, recently fixed validation events, and suspended parts awaiting workshop review.

Workshop users can open a part or trigger revalidation. Approve Override appears as a disabled action for non-clean parts, indicating a future direction rather than a current override workflow.

Smart Upload is private to signed-in workshop users. It helps the workshop upload, review, configure, and save parts into a selected project before quoting or production.

Smart Upload keeps work intact during the review process to reduce accidental data loss. If unsaved parts exist, the platform warns users before they leave the workflow.

Implemented settings areas include general workshop settings, workshop profile, pricing preferences, services and capabilities, notifications, team members, security, and billing/subscription.

Workshop team management supports member records and role labels. More advanced role permissions, invitations, and multi-workshop management are planned for future releases.

Account access, password changes, and security-related settings are available through the workshop settings and sign-in flows.

Workshop subscription information and plan status can be shown in the billing area. Billing is currently managed manually while self-service provider-backed billing is prepared for a future release.

Documentation can present plan families such as Trial, Starter, Growth, and Workshop for sales conversations. Current in-app settings may label tiers as Trial, Starter, Professional, and Enterprise while billing remains manual.

Self-service online billing and automated payment-provider workflows are planned for future expansion.

Workshop users can submit support requests with a category, priority, subject, message, and optional attachments. Requests can be tracked through status updates.

Bug reports can include reproduction steps, severity, screenshots, and basic browser or device details to help support teams understand the issue faster.

Email change requests are handled through support so the account update can be reviewed safely. The request collects the current email, requested new email, and reason for the change.

Geometry metrics and automated checks support quoting and review, but complex drawings, unusual fabrication requirements, or unclear customer intent can still require workshop judgment.

Bending preview is a visual aid for sheet-metal review. It should not replace workshop bend planning, tooling checks, or production validation for highly complex parts.

Billing is manually managed until self-service billing is complete. Advanced role permissions, invitations, and multi-workshop management are planned for future releases.

Customer production tracking reflects workshop status updates. It is intended for clear order visibility, not live machine monitoring.

Future pricing improvements may use machine hourly rate, pierce timing, travel speed, and cutting speed to support more automated machine-time estimates.

Future team management work includes stronger permissions, invitations, and support for organizations that manage more than one workshop.

Future improvements include provider-backed billing, better support/admin tooling, notifications, and more robust bending simulation for complex sheet-metal parts.