Connected Workflows

Extend FactoStack Around the Factory

Purpose-built extensions for workflows, field teams, AI agents, and self-service portals. Each one plugs directly into your existing FactoStack factory data.

Add any of these to your FactoStack plan. Sourcing agents raise POs and chase vendors on the same records.

How add-ons work

01

Start with a base plan

Factory OS, Factory ERP or Enterprise is the foundation.

02

Add what you need

Pick a standard add-on, or work with us to build a custom workflow or AI agent for your process.

03

Data flows automatically

Field visits, service jobs, approvals, agents, and vendor invoices flow straight into your core FactoStack records — one connected system, not a silo.

Custom Workflows

Built with you

When your factory process does not fit a standard screen.

We map the workflow with you, then build it into FactoStack as a usable product flow — approvals, forms, dashboards, handoffs, and reports included.

For Factory OS, Factory ERP and Enterprise rollouts

Factory-specific approval flows
Custom forms and checklists
Role-based handoffs between teams
Reports for your operating rhythm
Integration with existing FactoStack records
Built after a setup and workflow call

AI Agents

Works with Factory OS

Sourcing agents raise POs. Other agents chase the follow-ups your team currently does on WhatsApp.

Agents run on your FactoStack records — stock, vendors, production, invoices and quality. Human review before anything important goes out.

Runs against your FactoStack factory data

Sourcing Agent: raise POs and chase pending vendor supplies
Auto reorder and low-stock checks
Production status follow-up
Invoice and payment reminders
Quality exception alerts
Human review before important actions

Field Sales

Mobile Add-on

Your field reps. On the map. In real time.

For manufacturers and distributors with reps visiting dealers, distributors, and factory buyers. GPS-tracked visits, day planning, and beat management.

Works with Factory OS

Live GPS map — all reps as real-time markers
Day planning & route assignment by manager
GPS-verified visit check-in / check-out
Territory & beat management
Rep performance leaderboard
Offline-first mobile app

Field Services

Mobile Add-on

Stop losing service revenue to paper job cards.

For manufacturers who install or service equipment at customer sites. Mobile job cards, photo documentation, customer sign-off, and AMC tracking — linked to FactoStack inventory and invoicing.

Works with Factory OS

Mobile job cards created from sales orders
Photo documentation (before & after)
Customer digital sign-off
AMC contract tracking & renewal alerts
Parts consumption → inventory deduction
GST invoice auto-generated on job completion

Vendor Portal

Self-Service Portal

Stop answering "when's my payment?" on WhatsApp.

Give your vendors a self-service login to check PO status, track payments, submit invoices, and reconcile GST — without messaging your procurement team.

For manufacturers with 15+ active vendors

PO visibility & PDF download
Invoice submission in portal
Payment tracking with UTR reference
Delivery scheduling & dispatch confirmation
GST reconciliation view
Communication log (replaces WhatsApp)

Customer Portal

Self-Service Portal

Your customers track their own orders. Your team sells more.

A branded B2B portal where your customers track orders, download invoices, view their payment statements, and reorder — without calling your sales team.

For manufacturers with 20+ repeat B2B customers

Order tracking (status + dispatch details)
Invoice & credit note downloads
Payment statement & outstanding balance
One-click reorder from purchase history
GST documentation for ITC claims
Complaints & returns tracking

Not Sure Which Add-on You Need?

Book a 15-minute call. We’ll map your current workflow and tell you which add-ons fit — including sourcing agents that raise POs and chase vendors.

Book a 15-minute call

15 minutes. No sales pressure.