01
Quote context does not get lost
The request, customer, files, assumptions, and communication that shaped the quote stay available when the work becomes a project.
Business workflow software
Workflow software for quotes, jobs, suppliers, and cash
ASSIST gives small production teams one working record for the path from client request to quote, project, procurement, invoice, and payment follow-up.
Requests
Quotes
Projects
Procurement
Invoices
Cash
Messages
02
Project work sees supplier needs
Procurement is not a separate inbox. Materials, purchase orders, supplier history, and supplier invoices can stay tied to the job.
03
Managers see the next block
ASSIST makes it easier to spot whether work is waiting on a quote, supplier response, capacity, invoice, or cash follow-up.
04
Public and private work stay separate
Company records, private files, approvals, and workspace activity remain scoped while public directory and procurement visibility stay controlled.
Why ASSIST
Built around the job
The main unit of work is not a generic task. ASSIST keeps the commercial, delivery, supplier, and finance context around the job.
Useful before heavy ERP
Teams can standardize quote-to-cash and procurement work before committing to a wider ERP rollout.
Less switching between tools
ASSIST reduces the handoffs between CRM notes, spreadsheets, project boards, email, invoicing, and cash tracking.
Use cases
A workshop quoting custom jobs
Capture the request, build the offer, track supplier needs, and keep invoice follow-up tied to the job.
A project team with too many spreadsheets
Move daily status, procurement, deadlines, communication, and finance follow-up into structured records.
A small manufacturer not ready for full ERP
Use ASSIST to control the operational workflow first, then expand process depth as the business grows.
Trust and control
- Tenant-scoped company workspaces protect company records from other accounts.
- Private upload and file routes stay out of public media exposure.
- Google-connected data is covered by public privacy and security commitments.
Build one workspace for the work behind every quote
Use ASSIST when quote details, job status, supplier follow-up, invoices, messages, and cash expectations need to stay connected.
FAQ
Who is ASSIST for?
ASSIST is for small production, workshop, service, and project-based companies that need a practical workflow system without enterprise ERP overhead.
Is ASSIST a full ERP?
ASSIST is positioned as business workflow software: lighter than enterprise ERP, but broader than a standalone CRM, invoicing tool, or task board.
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