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Features

Everything the office runs on. Nothing you have to babysit.

These are real screens from SOS, not mockups. Quote to shipped job, with the shared core — inventory, customers, vendors, and purchasing — on one database underneath.

SOS main dashboard
New · August 2026

Three big additions, in both systems.

A dashboard you pin yourself, a change log that sees everything, and an AI assistant that answers from your own data — new in SOS and Distribution Mgr.

SOS + Dist Mgr Assistant New

Ask about your own business in plain English — “show me all open POs past their promised date” — and the Assistant, built on Claude AI, reads your live data and the help docs to answer. It’s strictly read-only: it can look things up and explain, but it can never change your data.

Answers from your live data and the built-in help
Read-only by design: it can never change anything
Runs on your own Anthropic key, with a monthly budget cap you set in the app
Meet the Assistant
SOS + Dist Mgr Assistant

My Apps & My KPIs: your dashboard, your way New

Everyone runs a different desk, so everyone gets their own dashboard. Pin your most-used screens to the top and choose which KPI tiles you watch: the estimator sees Quotes, the buyer sees Purchase Orders, the owner sees the money. And the dashboard greets your crew with your own logo and welcome message.

Pin any screen to the top of your own dashboard
Choose your own KPI tiles: your pins and numbers, not everyone’s
Your company logo and welcome message, set in the System Reference record
My Apps & My KPIs: your dashboard, your way

Change History Log New

Every add, change, and delete in the system is recorded: who, when, and exactly what changed, field by field, grouped by save. Check it right on the record with one button, or run the system-wide report and filter by user, record type, or date.

Who changed what, when — down to the field
On the record itself, and as a system-wide report
Filter by user, type, or date range; export to CSV
Change History Log
SOS · Base System

Quote it, route it, cost it, ship it.

The shop floor and the shared core: inventory, customers, vendors, purchasing, A/R, A/P and GL.

Quoting

Estimates that carry material, operations, and margin, and convert to orders without retyping a line. Quote history stays with the part, so the next time it comes up you requote from what the job actually cost, not a guess.

Material, ops & margin per quote
Convert to an order, no retyping
Quote history stays with the part
Quoting

Order Entry

The shop order carries everything: the ship-to, terms, sales rep, and quantity to manufacture, with the paperwork the floor runs on — process sheet, acknowledgement, material pull list — printed straight from the order.

Quotes convert to shop orders without retyping
Process sheet, acknowledgement & material pull list from one screen
Quantity to manufacture tracked from entry
Order Entry

Job costing, estimate vs. actual

Material, labor, and outside services cost onto the job as they happen, so you know whether you made money on a part before you quote it again.

Material, labor, outside services per job
Estimate vs. actual while the job runs
Requote from real history, not memory
Job costing, estimate vs. actual

Process routing on the order

Operations and materials live on the order itself: the routing, the work centers, the material issues. The shop sees exactly what the office promised.

Operations and material lines on the order
Work-center routing the floor can follow
Changes visible to office and shop instantly
Process routing on the order

Finite-capacity scheduling

Schedule against what your work centers can actually do (real hours on real machines), not an infinite-capacity wish. You see the overload before it hits the floor and promise dates you can keep.

Load by real work-center capacity
See overloads before the floor
Promise dates you can keep
Finite-capacity scheduling

Shop Floor Data Collection

Your crew clocks onto jobs from any browser or TNET data collection device on the floor. Labor lands on the job in real time. No time cards, no Friday data entry.

Clock on and off jobs from any browser or TNET data collection device
Labor posts to job costing in real time
TNET devices are WiFi- or ethernet-ready with barcode scanners
Shop Floor Data Collection

KPI dashboards

Bookings, shipments, open orders, and WIP: live, not in a month-end report. The owner's morning coffee screen.

Bookings, shipments, and WIP live
Drill from a number to the orders behind it
No report writer required
KPI dashboards

Inventory at real volume

Thousands of SKUs with costs, quantities, classes, and the complete transaction history behind every number. Finished goods and raw material in one list.

Finished goods and raw material, one list
Full transaction trail behind every quantity
Converted straight from your current item master
Inventory at real volume

Purchasing & RFQ

Purchase orders, vendor RFQs, and receipts stay tied to the demand that created them, whether a sales order or a reorder point, so the buyer can see why every line exists before cutting a PO.

POs tied to the demand behind them
Vendor RFQs with quotes compared
Receipts matched to the order
Purchasing & RFQ
Accounting · Base System

The books, in the same system as the work.

A/R, A/P, and GL post from shipments, receipts, and bills — no re-keying into a separate accounting package.

Accounts Receivable

Invoices post from shipments, cash receipts apply against them, and the open invoice register proves itself: the register total, customer balances, and GL postings all tie to the same number.

Invoices, memos, and cash receipts in one place
Statements and aging without a spreadsheet
Self-auditing register: three totals, one answer
Accounts Receivable

Accounts Payable

Bills come in from PO receipts or straight entry, and the full check-writing cycle is built in: confirm what to pay, review cash requirements, print the run, reconcile the checks.

Enter bills or pull them from PO receipts
Cash requirements before you commit
Print, void, and reconcile checks
Accounts Payable

General Ledger

A real chart of accounts with journal entries, trial balance, and period locks. A/R and A/P post into it automatically, so the books follow the work without re-keying.

Chart of accounts you control
A/R and A/P post automatically
Trial balance and period locks
General Ledger
Distribution Mgr · Add-on module

Run a wholesale distribution order desk?

Order entry, customer & item pricing, pick, ship & invoice — the whole order desk lives on the Distribution Mgr page. See Distribution Mgr

See it running on your data.

Every screen above can be showing your customers and parts within days.

Book a 30-minute demo