Features

Everything a joinery shop needs. Nothing it doesn't.

FactoryPilot is organised the way your business is — sales, estimating, jobs, production, purchasing, delivery, install and reporting. Every department on one platform.

Sales & CRM

Keep track of every builder, client and enquiry in one place.

Builders — track builder details, contact history and active jobs per builder.

Clients — manage client contacts, site addresses and communication history.

Contacts — a single shared address book for everyone in your business.

Enquiries — log every phone call, email and walk-in in one list.

Notes — free-text notes on any record, visible to the right people.

Activity history — see every call, email and update in chronological order.

Estimating & Quoting

Follow every quote from first sketch to signed approval.

Quote records — every quote linked to a builder, client and job in one place.

Estimate tracking — see where every quote sits in your pipeline at a glance.

Quote status — draft, sent, accepted or declined. Nothing gets forgotten.

Approval workflow — sales to estimating to client signoff with clear handoffs.

Job Management

Every job is a single source of truth for the whole team.

Central job record — one number, one page, everything about the job.

Documents — drawings, cut lists and hardware schedules attached to the job.

Notes — job notes visible to everyone who needs them, hidden from those who don't.

Tasks — every to-do assigned to someone with a due date.

Photos — site photos, progress shots and install records stored on the job.

Timeline — a chronological view of every update, status change and handoff.

Status tracking — draft, approved, in production, ready for delivery, installed, complete.

Production

See every job on the floor and move it forward without a phone call.

Live production board — every job, every stage, every bench in one view.

Job stages — custom stages that match your actual workflow.

Cutting — know what's being cut, what's next and what's waiting.

Edgebanding — track edgebanding as a discrete stage with its own status.

Assembly — bench staff update status in one tap. Managers see bottlenecks immediately.

QA — pass or fail checks before a job moves to dispatch.

Ready for delivery — jobs staged and confirmed before the truck is loaded.

Purchasing & Warehouse

Know what to order, when it will arrive and what's already in the building.

Material requirements — see what every job needs before you raise a PO.

Purchase orders — raise POs against jobs, track status and link to suppliers.

Supplier tracking — supplier details, pricing and lead times in one place.

Deliveries — incoming stock matched to POs and jobs as it arrives.

Stock visibility — what's on the shelf, what's allocated to a job and what's running low.

Delivery & Installation

Get finished jobs to site and signed off without the back-and-forth.

Delivery schedule — plan loads, sequence stops and print run sheets.

Install schedule — book installers, share site addresses and avoid double-booking.

Installer tasks — checklists and drawings sent straight to the installer's phone.

Photos — before, during and after shots stored on the job record.

Sign-off — customer signoff captured on site, linked to the job instantly.

Defects — log snags with photos, assign to someone and track resolution.

Reporting

See the health of the business without building a spreadsheet.

Job status — every job's stage, owner and health in one filterable list.

Team workload — who's overloaded, who's available and what needs reassigning.

Overdue tasks — every missed deadline across every department, by owner.

Production bottlenecks — which stage is holding up the most jobs and why.

Management dashboard — the numbers that matter to owners and ops managers, updated live.

Ready to see how FactoryPilot fits your business?

Book a 30-minute demo and we'll walk through the features that matter most to your team.