Project & Production Workflows

For project teams, field work, engineering, construction, fabrication and manufacturing.

Project work: from quote to completion

Stage	How Matricle supports the work
Enquiry and quote	Keep customer requirements, quotes and approval records together
Project setup	Connect the agreed scope with project information, documents, budget and responsible people
Job planning	Assign jobs, staff, dates, locations and work instructions
Purchasing and materials	Associate purchasing and material records with the relevant project
Site work	Staff access job information on mobile devices and submit time and work records
Changes	Record variations, supporting documents, approvals and customer confirmations
Completion and billing	Review completion records, project costs and the agreed invoicing stages

Production work: from order to delivery

flowchart TD
    ORDER["Confirmed sales order"] --> PLAN["Production requirements and BOM"]
    PLAN --> MATERIAL{"Materials ready?"}
    MATERIAL -->|No| BUY["Purchasing and receiving"]
    BUY --> WORK["Production stages and tasks"]
    MATERIAL -->|Yes| WORK
    WORK --> REVIEW["Completion and quality records"]
    REVIEW --> DELIVERY["Dispatch and invoicing"]

The exact relationship between sales orders, projects, material allocation and production is agreed during configuration. Your process may include additional approval or checking stages.

Common challenges and solutions

Your challenge	How Matricle can help	Expected benefit
Drawings, contracts and site photos are scattered	Store relevant files against the project or job with appropriate permissions	Easier access to project information
Job instructions are shared through calls and messages	Assign jobs with the responsible staff, location, date and work requirements	Fewer missed instructions
Timesheets are late or need manual totals	Mobile clock-in and clock-out, GPS records at those events and reviewed timesheets	Clearer time records and less manual administration
It is hard to show what happened on site	Attach work photos and dated records to the relevant job	More traceable completion evidence
Tools move between sites without a record	Track asset custody, transfers, returns and maintenance requirements	Clearer responsibility for equipment
Safety forms and signatures are difficult to organise	QR access to configured safety documents and forms, with electronic acknowledgement records	Easier access and record keeping
Variations do not reach the whole team	Keep variation details, cost or timing impact, approvals and customer confirmation together	Clearer scope and change history
Project costs are spread across several systems	Associate purchasing, approved labour and expenses with the project	Better visibility of actual cost against budget and income
Production depends on informal material lists	Use BOMs and component records for agreed product specifications	More consistent material requirements
Sales staff cannot see production progress	Connect production tasks, stages and status with order information	Quicker progress updates
Delays and rework are difficult to trace	Record stage status, notes, photos, time and relevant production information	Better visibility of bottlenecks and quality issues

Seeing project costs

Matricle can bring together three main cost areas:

• Purchasing and materials: project-related purchase and receiving records.
• Labour: reviewed time records and agreed costing rules.
• Other expenses: recorded project expenses such as hire, travel and consumables.

The usefulness of cost and profit reporting depends on complete records and agreed calculation rules.

What to confirm for your business

• How quotes become projects, jobs or production orders.
• How drawings, specifications and BOM changes are approved.
• How materials move from stock into project or production work.
• Who assigns tasks, reviews timesheets and confirms completion.
• How variations, safety documents, tools and site records are handled.
• Which costs and billing stages you need to track.

Next: Implementation process · Frequently asked questions · Getting ready