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Business setup · Industry

Metal fabrication

Drawing-to-invoice for a job shop: drawings collected per enquiry, machine-hour quotes, logged shop hours and net-30 invoices.

Use in EraAll templates
modules
9
agents
3
workflows
2
site pages
4

What Era prepares for this business

For a sheet-metal and machining shop that works to customer drawings. An enquiry comes with (or is chased for) its DWG/STEP files and quantities, the estimator prices machine hours and material from the shop’s price list, the quote is approved and invoiced when accepted, and the hours each operator spends on a job are logged so the next quote for that customer is more accurate — and so extra work is billed, not forgotten.

Modules9

  • Sales
  • Quotes
  • Invoices
  • Document requests
  • Team
  • Website
  • Dashboards
  • Workflows
  • AI

Agents3

  • Estimator assistant

    Makes sure every enquiry has drawings, quantities and material before costing starts.

  • Work order planner

    Splits every accepted quote into shop-floor tasks, one per operation.

  • Collections follow-up

    Reminds customers of invoices coming due and flags the late ones.

Every lead, with its stage in plain sight

Leads come in from Instagram, a form or WhatsApp and land as new. Log the calls and set the next follow-up; an overdue one turns red. For a won customer, the quote and the payment come from the same record.

How it’s set up

Four steps. Era does the first two; you connect your channels and get to work.

  1. 1Pick the setup

    When you sign up you pick your business; Era suggests the right setup.

    Metal fabricationAnother business

  2. 2Era sets it up

    Modules switch on, agents and workflows are prepared, sample records are added.

    • Sales
    • Quotes
    • Invoices
    • Document requests
    • 3 agents

  3. 3Connect your channels

    Connect your accounts once so every message lands in one inbox.

    • WhatsAppConnect
    • InstagramConnect
    • GmailConnect
    • Google CalendarConnect

  4. 4Start

    Your agents are ready. Type or say what you need to Era.

    • Estimator assistantReady
    • Work order plannerReady
    • Collections follow-upReady
    Ask Era anything…

Workflows included in this setup

Similar templates

Start with Metal fabrication

Runs on your own Claude or ChatGPT subscription, or your API key.

Use in Era