One Job Record.Six Roles. One Schedule.
6 roles
office to bookkeeper, on the same job record
AltaMatic is testing an operations system with an Alberta custom cabinetry company. Every job is one record that the office, the wood shop, the spray shop, the installers, the owner and the bookkeeper all work from, with a shared schedule that will not accept impossible dates. It is in testing now.
The office, the shop and the spray booth, on one job.
A custom cabinetry job passes through design, the wood shop, the spray shop and installation, and each hand-off is a chance for a date, a measurement or a finish selection to get lost. Schedules drift until a finish date lands before its start date and nobody notices.
This system keeps one record per job and gives each role its own view of it. The schedule checks itself: a phase cannot finish before it starts, paint cannot begin before the shop, and an install cannot be booked before the shop and paint are done. Move one phase and the later phases move with it; if a booked install shifts, the customer email is drafted for the office to review and send.
The spray booth is planned by capacity, so an overload shows up days ahead rather than on the morning it happens. Shop roles never see prices. It is in testing now.
At a glance
- Industry
- Manufacturing · Construction · Custom cabinetry
- Status
- In testing
- One record
- Scope to billing
- Roles
- Six, each with its own view
- Schedule
- Checks its own dates
- Prices
- Hidden from shop roles
One job, six views.
Every role works from the same job record, and each sees what its work needs.
The job record
Scope, measurements, photos, drawings, selections, approvals, tasks, materials and billing in one place.
A schedule that checks itself
Impossible dates are refused, so a finish can never land before its start.
Reschedule in one move
Later phases shift with the change, and the customer email is drafted, never sent on its own.
Spray-booth capacity
Booth load is planned ahead from the number of pieces, so overloads show up early.
Prices stay in the office
Shop roles get the job without quotes, milestones or change-order amounts.
Stops that hold the line
When a team flags a stop, the office sees it and decides how to clear it.
Out of respect for our client
We will talk architecture, but the specifics stay private: how this system prices, the rates it runs on, and how it is tuned to this business belong to our client, and we keep them that way. When we build for you, your systems and your numbers get the same discretion.
This Build, Answered.
What Does the System Do?
It keeps one record per job: scope, measurements, photos, drawings, finish and hardware selections, approvals, tasks, materials and billing. The office, the wood shop, the spray shop, the installers, the owner and the bookkeeper each see the part of it they need.
How Does the Schedule Work?
Design, shop, paint and install share one schedule that checks its own dates. It refuses a finish before a start, paint before the shop starts, or an install before the shop and paint are done. When a phase moves, the phases after it move with it, and if a booked install shifts, the system drafts the customer email for the office to review and send. Nothing is sent automatically.
Do Shop Roles See Prices?
No. Quotes, billing milestones and change-order amounts are removed before a job reaches the wood shop, the spray shop or the installers. That is enforced on the server, not just hidden on screen.
Is It Live?
It is in testing now, before it goes live.
Your operation is next
Where Does a Job Get Lost in Your Shop?
30 minutes, free. We map how a job moves from design to install today and sketch the one record it could live on.
Edmonton, Alberta · No commitment · 587-937-6948
Where To Go Next.
Up a level
All Case Studies
Real Alberta builds and what changed in the operation afterwards.
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