See the workflow
Walk a job through Clarioty.
See one connected shop workflow, then choose the modules that solve your first problem.
From customer request to invoice.
Know what’s quoted, scheduled, running, shipped and ready to bill.
Customer
Keep buyer details and requirements together.
Quote
Build a clear price for the work.
Sales order
Confirm the part, quantity and delivery date.
Job & schedule
Turn order lines into jobs and machine bookings.
Production
Record good pieces, time and inspection results.
Shipment
See what shipped and what’s still owed.
Invoice
Prepare a draft ready for billing review.
Run the shop.
See the whole flow.
See orders, shop-floor progress and customer follow-ups together.
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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.
Explore 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 us about your team and what you want to improve, including customer follow-ups, quoting, or shop-floor work.