Phase 1: Discovery & Requirements

• Conducted detailed discovery workshops to map workflows and pain points.
• Defined distinct user roles and permissions for security and usability.
• Outlined a full feature set, including job handling, quoting, user management, inventory control, reporting, and Xero synchronisation.

Phase 2: Development

• Role-Based User Management
  – Admins manage roles, permissions, and profiles.
  – Staff users access a simplified interface for daily tasks.
• Job Management Module
  – Create, edit, track, and complete jobs using dedicated job cards.
  – Add parts, generate delivery dockets, and monitor progress in real time.
• Quote Handling
  – Generate, print, and convert quotes directly into jobs.
  – Smart filtering for faster sales and job initiation.
• Parts & Materials Management
  – Real-time stock monitoring with part creation, duplication, and modification.
  – Export/view price lists and manage material records with ease.
• Supplier & Customer Management
  – Simple tools to add and manage supplier and customer details.
• Timesheet Management
  – Staff log timesheets from desktop, tablet, or web-view interfaces in production environments.
• Reporting & Financial Integration
  – Advanced reporting dashboards for job performance and resource tracking.
  – Seamless Xero integration for invoices and supplier bills — reducing manual errors and saving time.
• System Settings
  – Flexible configuration for job status, stock locations, and routing.

Phase 3: Testing, Deployment & Dispatch

• Conducted usability testing to validate intuitive workflows.
• Ensured financial data security and integrity.
• Successfully deployed the software into live production.

• Delivered end-to-end bespoke software, built from discovery through to dispatch.
• Provided ongoing maintenance and support for reliability and continuous improvement.
  Introduced a web-view interface for production staff, enabling real-time management on the workshop floor and onsite.
• Simplified the job lifecycle — from quoting through to invoicing.
• Automated financial processes with Xero invoice integration.
• Now used by multiple engineering companies across New Zealand and Australia, proving its adaptability and scalability.
• Clients report significant improvements in efficiency, visibility, and accuracy.

The bespoke job management software developed for CTE has revolutionised how engineering operations are managed.

With role-based access, production-floor tools, and seamless Xero integration, the platform enables businesses to cut manual work, reduce errors, and gain complete control over the job lifecycle.

Delivered from discovery through to dispatch and backed by ongoing maintenance, the solution ensures not only productivity but also a strong return on investment. With multiple engineering firms in New Zealand and Australia already benefiting, the software has proven its ability to deliver scalability, efficiency, and a competitive edge in the engineering sector.