Inventory Management
Complete Stock Control
Track every material, finished good, and component in your shop. Know what you have, what you're low on, and what needs reordering.
- Organize materials by category and location
- Set stock thresholds and automatic alerts
- Track costs and calculate profits per item
- Manage suppliers and lead times
- Generate inventory reports and trends
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Estimates & Quotes
Professional Quote Management
Create beautiful, detailed estimates that reflect your brand. Track revisions, convert to work orders, and never lose track of a potential sale.
- Customizable estimate templates
- Add line items from your inventory
- Track estimate status and follow-ups
- One-click conversion to work orders
- Email estimates directly to clients
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Work Orders & Production
Production Workflow Management
Organize your production floor. Assign tasks, track progress, and ensure every job is completed on time and to spec.
- Create detailed work orders from estimates
- Assign tasks to team members
- Track production status in real-time
- Attach notes, images, and specifications
- View production timeline and deadlines
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Invoicing & Payments
Complete Financial Tracking
Generate professional invoices, track payments, and manage your cash flow with precision. Never chase a payment again.
- Auto-generate invoices from work orders
- Customizable invoice templates
- Track payment status and due dates
- Send invoices and payment reminders
- Generate financial reports
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Purchase Orders
Supplier & Procurement Management
Manage supplier relationships and keep track of every order. Synchronize incoming materials with your production schedule.
- Create and manage purchase orders
- Track delivery status and dates
- Manage supplier contacts and pricing
- Receive goods and update inventory
- Compare supplier quotes and costs
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Team Collaboration (Teams Version)
Keep Your Team On Track
Assign tasks, delegate work, and maintain transparency across your team. Everyone knows what needs to be done and by when.
- Assign tasks to team members
- Set deadlines and priorities
- Track task status and progress
- Add notes and communicate updates
- View team workload and availability
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See YieldWorks in Action
Watch a detailed walkthrough of YieldWorks' core features and workflow.