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ShopData 360
Solution · Estimating, scheduling, costing

Estimating and Job Costing

Run the business side properly, with or without CAD/CAM. Estimating, scheduling, time collection and job costing in one integrated ERP system instead of spreadsheets.

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Estimating Scheduling Time collection Job costing Estimating Scheduling Time collection Job costing Estimating Scheduling Time collection Job costing Estimating Scheduling Time collection Job costing
The problem

What this is costing you right now.

Four places the margin leaks today, and what each one looks like once it is fixed.

Estimating in Excel

Every quote is rebuilt from scratch, nobody quite trusts the numbers inside it, and the only file lives on one estimator’s desktop.

With ShopData 360

Quotes generated quickly, with room for what-if analysis

A whiteboard schedule

What runs next depends on who asked loudest rather than on the real due date, and the floor only finds out when the paperwork arrives.

With ShopData 360

Scheduled by priority, due date and workcenter

Time is reconstructed

Labor cost is written down on Friday for work that happened on Tuesday, so every job cost is an estimate pretending to be a fact.

With ShopData 360

Operator time collected by bar code on the floor

Month end is manual

Closing the books means reconciling the shop against the accounts by hand, and the two sets of numbers never agree the first time.

With ShopData 360

Shop and accounting fully integrated with Visual Books

The workflow

How the job runs instead.

Four steps on one record. Each is owned by someone on your team and handled by a ShopData 360 product you can look at in detail.

Follow one record Job #M-3051
1
Quote
The estimator

Generated quickly from routings and materials, with most calculations automated for what-if analysis.

Quote
Rev B, $7,640
Handled by Visual EstiTrack™ →
2
Release
The scheduler

Released from the quote and scheduled by priority, due date and workcenter.

Released
Wed, Cell 3
Handled by Visual EstiTrack™ →
3
Run
The operator

Paperless data collection and employee tracking where the work happens on the shop floor.

Clocked
14.5 h, 320 pcs
Handled by Shop Kiosk →
4
Close
The owner

Job costs reported, invoiced and posted to the books.

Invoiced
From the same record
Handled by Visual Books™ →
↻ Job #M-3051 closed. Quoted $7,640, actual $6,980. The next quote starts from these numbers.
Getting there

Go live in four phases.

No rip and replace. The shop keeps running while this happens.

Rollout Four phases, start to live
Together
Phase one
Scoping

We document your requirements across people, process and technology, then agree the milestones for scope, budget and quality.

Scope agreed
Together
Phase two
Setup

Setup follows your own requirements, because no two integrations are ever the same, and we build it around how your shop runs.

Built to your process
Together
Phase three
Training

Training for the people who will use Visual EstiTrack™ every day, at your own shop or at our facility, working on your real parts and your own live jobs.

Your team trained
Your shop
Phase four
Production

Live on real work, with ongoing technical support from our own team whenever a job needs help, for as long as you keep running the software.

Support stays on
Every shop is different. More machines or more history to migrate takes longer, and we say so up front.
Get a schedule for your shop →

Ready to run a tighter shop?

See the full quote-to-cut-to-close workflow on your own jobs, and find the margin you've been leaving on the table. A fabrication specialist walks you through it one-on-one. No slides, no obligation.

Your own parts Your machines Reply within 3 business days
Your sales contact
David Friedman
Sales Lead
Personally reaches out within 3 business days.
or Desi or Gary or Aly on our sales team
Tell us about your shop
A specialist replies within 3 business days. No obligation. Fields marked * are required.
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