See the workflow
Walk a job through Clarioty.
Watch the 90-second product tour, explore the workflow, then book a guided demo for your shop.
The product tour
A clearer picture.
In 90 seconds.
See how customer conversations become orders, production, and invoice review.
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Read the video transcript
Great parts start with skilled people. Give your shop a clearer workflow.
Bring customer conversations, orders, and production into one connected workspace, built for small job shops.
Turn synced Outlook inquiries into the next step. Review requirements, create contacts, and connect conversations to orders.
Track opportunities and follow-ups in a lightweight CRM. Prepare personalized outreach with reusable marketing templates.
Keep purchase orders, drawings, and instructions linked to the work. Review document fields with OCR mapping.
Connect quotes, orders, bills of material, and routing steps. Release approved work with the details your team needs.
Plan around machine capacity, shifts, maintenance, and rush priorities. See how the next operation fits your schedule.
On the floor, operators see what to run. Start, pause, track time, and report good pieces and scrap.
Follow materials through purchasing, receipts, and heat lots. Use barcode and QR labels to support inventory handling.
Keep inspections with the job. Record measurements, check tolerances, and preserve the history behind accepted production.
Connect shipped quantities to branded invoice drafts. Review the details, then prepare approved invoices for QuickBooks Online.
Bring costs, reports, company access, and guided onboarding together. Give your team a shared view of the business.
See what a connected workflow could look like for your shop. Book your guided demo today.
Review the incoming PO
A buyer asks for 50 ground shafts. Review the details before releasing work.
PO · EXAMPLE-1042Awaiting reviewInclude customer relationships in your walkthrough.
Ask Dave to show the built-in CRM: add a buyer contact, review an opportunity, schedule a follow-up, and find the customer’s related quotes and orders.
Explore the CRM capabilities →Request your shop’s demo.
Tell Dave about your team and what you want to improve, including customer follow-ups, quoting, or shop-floor work.