Product Requirements Document
Shop CRM / Composite Tooling Workflow System
Product Vision
Let the shop create a quote, convert it into an approved job, generate a shop-floor spec sheet / traveler, track jobs by department and step, allocate labor hours against real projects, and drive material allocation and purchasing from the quote and job data — all in one connected system.
Problem Statement
Today, quoting, material assumptions, labor tracking, and workflow visibility are split across informal processes and calculators. The team wants one system where quote assumptions become operational data — so the shop can see what was estimated, what was actually used, how time was spent, and whether work is profitable.
Primary Business Goals
Reduce quoting frictionStandardize and speed up the estimation process with formula-driven pricing
Standardize job setupApproved quotes automatically populate job records without re-entry
Live project trackerReal-time visibility into where every job is in the production workflow
Connect labor to jobsLink real employee hours to the projects that consumed them
Material forecastingUse sold work to drive demand-based material planning and purchasing
Profitability reportingCompare estimated vs actual hours and materials for every job
Product Scope by Release
| Release | Name | Modules | Strategic Goal |
|---|---|---|---|
| R1 | Quoting Foundation | Customer records · Project records · Quote engine · PDF generation · Approval flow · Quote→Job conversion | Working system fast with the correct dependency base |
| R2 | Job Tracker & Labor | Spec sheet / traveler · Department workflow · Step progression · Time clock integration · Labor allocation | Operational visibility and labor cost data |
| R3 | Materials & Purchasing | Material master · Allocation rules · Vendor database · POs · Receiving · Profitability dashboards | Full cost control and demand-driven purchasing |
Quote Types Supported
Standard Tooling
- Plugs
- Molds
- Direct Molds
- Machine Plugs
Non-Standard / Fiberglass
- Fiberglass parts
- Flexible manual logic
- Percentage-based complexity adj.
Time & Materials
- Material cost base
- Custom labor sections
- Fully configurable line items
Kits
- Core kits
- Glass kits
- Excel-parity calculator
Services
- 3D Scanning
- Design & Engineering
- Travel time
- Non-skid options