Factory Ideas Board

To follow up on custom fabrication quotes that have been sent to customers but have not yet been accepted or paid, particularly jobs requiring a 50% deposit before work begins. Suggested workflow: Quote sent → 50% deposit required → no acceptance/payment received → trigger follow-up email. The first follow-up could be sent 2 working days after the quote is issued, with further follow-ups if required. The automation should stop once: The quote is accepted or declined The required deposit/payment is received The customer replies Example: A customer receives a custom fabrication quote requiring a 50% deposit. If there is no response or payment after 2 working days, Factory sends the quote/customer details to the connected email service to trigger a personalised follow-up.

Auto follow up quotes that we have not had a response to. We don't hear back from a lot of people and we want to get a response so we can track how competitive our quoting is.

when in month planner, display what staff member is assigned to the job

Currently all jobs are shown when clocking on in the kiosk Admins should have the ability to choose which workflow statuses show on the kiosk by default. So the crew isn’t scrolling past old, completed or specific workflow jobs to find the one they’re on.

when the team clock onto a job that isnt scheduled it should pull through to display it on the planner

could the item name be displayed at the top of the page in the item order history page to easily view what item we were looking at when we are multi tasking or being interrupted...!

Can you add an icon or another symbol to the workflow card? such as Red (!) or symbol so when you click on it a notes box appears showing all internal note details.

When creating a label in the collaborate section, we have created a Fabricator Info label and an Admin Info label. It would be nice to set viewing permissions for these labels to keep Fabricators from seeing admin info such as pricing, etc. This allows us to truly keep Factory as the source of truth for all operations, yet keep the collaborate section fully useful for communicating with fabricators.

Being able to see shop-wide bid vs actual and profitability metrics on dashboard.

Would be good if this was an option. We attach product drawings in Collaborate so these are necessary when duplicating a previous order, currently having to add them each time