Helpful Tips

FabSuite Workflow – Sending Out a Transmittal With Attached Drawings

Last time we imported the shop detail drawings into the Project Management job.  To ensure that the shop detail drawings may opened in Production Control by double-clicking on the material list items, we checked our link between Production Control and...

FabSuite Workflow – Adding shop drawings to the Drawing Log in Project Management

For this installment, we will work on importing the PDF shop detail drawings for the Project Management job, and will review the following: Verify the Link between the Production Control and Project Management job Making sure the Drawings save to the...

FabSuite Workflow – Continuing in Project Management with Contract & Invoicing

  We have reviewed the first steps involving getting started in FabSuite – adding a new Project Management job, saving documents and adding a project schedule.  Next on the list would be to develop a Schedule of Values to be used with invoicing,...

FabSuite Workflow – Continuing in Project Management with the Project Schedule

After adding a new Project Management job, we suggest adding a Project Schedule.  Setting up a project schedule is fast and easy.  This blog entry is an overview, explains how to get started and provides discussion on the extended benefits with adding...

FabSuite Workflow… Getting Started

Clients often ask ‘what is the best way to get started in FabSuite?’   My answer is always to just start using the program, and do your work in same manner as your current workflow dictates.  FabSuite is for document and materials management, meaning...

Estimating Setups – Start using the Estimating Module

Comments I hear most often regarding the FabSuite Estimating Module are based on the belief that setups are a most arduous task, requiring lots of time and effort.  This assumption often prevents many a user from even getting started with estimating...

Project Management – Managing Change Orders

Adding Change Orders to the FabSuite folder is easy and oh, so very helpful with the additional feature to link approved change order pricing to the Schedule of Values for billings. We will work on some basic Change Order items in Project Management:...

Inventory – Recombine Items

The ease by which data may be managed is my favorite thing about using FabSuite. We had a client with questions regarding recombining material to an existing stock item.   The shop had come to the office with a suggestion for using a stock angle in...

Project Management – Journal Entries

The Journal Entries option is one of my favorite features in the Project Management module. We may add any file and email to Journal Entries as an attachment, allowing for recordkeeping without having to manage our email inbox. We will work on some basic...

Project Management – Transmittals

Working in Project Management Transmittals is up for this week – Sending and Receiving Transmittals in FabSuite provides easy drawing management and reporting.  FabSuite keeps all the records for you, minimizing the amount of work users need to do...