Factory Ideas Board

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.

Our Staff booked time against a Sales Order which was already invoiced. If I hadn't found this by coincident we would have lost $$. Payment terms can be 30 days. There is no warning to prevent this from happening. When booking time from Timesheets you can't see that it's been invoiced. Ideally a pop up message or a block to book time against an invoiced job is required to prevent this.

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

Would be good if in the column on the left with all the order cards you were able to just show all the jobs that haven't been completed yet. Not all of our jobs get scheduled so the filter for sheduled and unscheduled isn't relevant for us.

When building a kit the product items show their current buy & sell prices, and labour shows its unit price. It would be useful to see the totals of each component incl. labour sections, the product total and profit/margin of the product while building the kit. Currently we are having to manually do these calculations when building the kits.

Summary Currently, all purchase orders (POs) sent from Factory use one shared company email address. This creates communication gaps when suppliers reply, as their responses go to that single inbox instead of the person who sent the PO. We would like each PO to be sent from the sender’s own email so replies go directly to them. What We Are Trying to Achieve The goal is to make supplier communication faster and more direct. Each person who sends a PO should automatically receive replies related to it, ensuring that the responsible person can respond immediately. This will help prevent missed messages, improve accountability, and reduce delays. Current Situation At the moment, multiple people can send POs through Factory, but all of them go out from one shared address. If the person monitoring that inbox is away or overlooks an email, supplier replies can be missed, which delays confirmations for materials, pricing, or delivery details. Suggested Improvement Allow POs to be sent from the email address of the person who sends them through Factory. Supplier replies should go directly to that sender. The shared company name can remain in the “From” field if needed, but the “Reply-To” should be the sender’s own address. Example: Sent by Brandon D’Souza → replies go to Brandon. Sent by John Smith → replies go to John. Why This Is Important Prevents missed supplier replies and unnecessary delays. Improves clarity and accountability within the team. Keeps communication simple for suppliers, as they can just hit “Reply.” Xero already uses this setup, and it works extremely well, helping ensure that communication always reaches the right person. Expected Result When a team member sends a PO through Factory: The email shows their name or email as the sender. Supplier replies go directly to that person. The PO remains visible to others in Factory for transparency. This change would make communication smoother, more reliable, and consistent with how platforms like Xero successfully manage supplier interactions.

Background Our steel workshop environment is harsh on electronics. Sparks, sharp edges, and heavy steel make it risky for staff to carry phones or tablets, and small screens make it difficult to read all the job details. While Factory is highly information-rich and the team appreciates having everything centralised, they need a way to work effectively without relying on fragile devices on the floor. Proposed Solution Add a feature to generate a customisable, printable PDF work order report from Factory. The PDF will include only the information the user selects, and users will be able to save these selections as reusable templates. This feature will be accessible only to Management (Admins and Power Users), not to floor staff. Core Functionality Selective Information Printing Before printing, the user chooses what information to include: Order Details – NMI job number, client details, delivery/installation address (each can be included or excluded). Collaborate Content – Select which labels/folders appear, displayed exactly as they are in Factory. Checklists – Select which checklists to include. These will display tick boxes for manual completion, showing what is already ticked in Factory. Drawings – Embed shop drawings, installation drawings, and optionally concept drawings directly in the PDF. Material Information – List all ordered items, with received items ticked off. Show ordered quantities, received quantities, and remaining quantities. Scope & Important Notes – Option to include/exclude. Single File Output All selected information is compiled into one PDF file. Drawings included in the file. A3-sized pages for drawings to maintain clarity. The rest of the report formatted for easy A4 printing. Template Saving Once a selection is made, the user can save it as a template. Templates can be job-type specific (e.g., fabrication only, full install, automation jobs). Templates can be reused with one click for similar jobs. Admins and Power Users can create and share templates. Bulk Printing Ability to generate work orders for multiple jobs at once using a selected template. Each job’s drawings should still print in A3 format. All PDFs generated can be combined into one bulk download or provided as separate files. Digital Access Managers should have the option to view the same PDF digitally within Factory without printing, for quick reference. Privacy Control An option to hide sensitive information (e.g., client details) by default unless manually enabled in the template settings. Branding & Marketing Advantage Reports can feature the company’s logo prominently, with Factory’s logo also displayed in a less prominent position. This provides Factory with passive marketing, as printed reports will be seen by clients and subcontractors on-site. When others see how organised and professional these reports are, it can encourage them to sign up with Factory. Benefits Reduces reliance on fragile electronics in a harsh workshop environment. Ensures only relevant information is given for each specific job type. Saves setup time by allowing quick template reuse. Keeps work organised, reducing mistakes and improving productivity. Supports both paper-based and digital workflows. Protects sensitive job information by restricting access to Management. Gives Factory a subtle but effective marketing presence through on-site exposure.

It would be nice if we could have a way to exclude information on the work order that was used to build out a quote/sales order from being seen on the work order. Also If the work order had lines to break / separate each line item. It is a bit confusing for our shop floor to see so much information that is not pertinent to their processes.

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.

Would be good to instead of going to a calculator to work something out and then entering the number in the quantity to just be able to do it straight in the quantity in the sales order. Maybe entering the = sign first will trigger it then clicking out of it will return the figure? Would be good to have this on all types like product, sub kits and product kits.