133+ features built for real shops

Everything you need.
Nothing you don't.

GlyphFex was built by a mechanical engineer who spent years managing jobs with spreadsheets at a manufacturing company. He built the tool he wished existed — simple enough to set up in 2 minutes, powerful enough to track hundreds of jobs, and designed by someone who actually understands the quote-to-shipment workflow. No sales team, no venture capital, no compromises. Just software that works the way a shop actually runs.

Pipeline Dashboard Analytics Gantt Shop Floor Entries Tags Multi-User Compliance Export My Jobs Workstation Workers Materials Configuration Performance

1Pipeline & Workflow Tracking

Define your workflow with custom stages that match exactly how your shop operates. From quote to completion, every job moves through a pipeline you control.

  • Custom pipeline stages — Quote, Design, Production, QC, Ship... or whatever fits your business
  • Multiple named pipelines — different workflows for different job types (e.g., "New Build" vs "Repair")
  • SLA target days per stage — set expected durations with business day calculations
  • Stage transition history — full timestamp log of every move through the pipeline
  • Stale entry detection — auto-flag jobs sitting too long in any stage
  • Quote validity tracking — auto-set quote expiry dates when entering quoting stages
  • Holiday calendar — 12 regional templates for accurate business day calculations

Screenshot: Pipeline editor with stages and SLA days

Capture: Tools > Edit Pipeline > show 5+ stages with target days filled in

Screenshot: Entry page with status + stage transitions timeline

Capture: Open an entry, click the status area to show stage history

2Dashboard & Real-Time Visibility

Four ways to see your jobs. Card view for visual scanning, table view for sorting and bulk actions, timeline view for chronological tracking, and board view for drag-and-drop Kanban. Smart filters let you find any job instantly.

  • 4 view modes — Card, Table, Timeline, and Board (Kanban drag-and-drop)
  • Smart filters — status, due date, tags, modified date, and search. Includes "Modified Today" and "Modified This Week" to see recent team activity
  • Saved filter presets — color-coded shortcuts for your most-used views
  • Filter persistence — your filters stay active when you navigate away and come back
  • "My Work" toggle — instantly filter to only entries assigned to you
  • Pagination — 25, 50, 100, or 250 entries per page (SQL-first performance)
  • KPI sidebar — collapsible right panel with actionable KPIs: Needs Attention, Due This Week, On-Time Rate, and Active Value. Replaces horizontal card scroll for a cleaner layout. Re-show anytime with the "Show KPIs" button
  • Pipeline bar — stacked visualization showing entry distribution across stages
  • Bulk actions — change status, delete, or archive multiple entries at once
  • Recycle bin & archive — recover deleted entries, show/hide archived entries

Screenshot: Dashboard in card view with filter chips and pipeline bar

Capture: Dashboard page, apply some filters so chips are visible

Screenshot: Dashboard in table view with columns visible

Capture: Switch to Table view, show several columns of data

Video: Dashboard walkthrough

Record: Open dashboard → switch Card/Table/Timeline views → apply filters → bulk actions (2-3 min)

3Analytics & KPI Tracking

Know exactly where your shop stands. 13 KPI cards, 10 chart types, SLA compliance tracking, and bottleneck analysis — all without walking the floor.

  • 13 KPI cards — total entries, SLA compliance %, overdue rate, on-time delivery, estimated value, margin, NCR rate, and more
  • 10 chart types — status distribution, entries over time, SLA compliance by stage, priority breakdown, customer analysis, bottleneck analysis
  • Custom date ranges — last 7/30/90 days, all time, or custom CalendarDatePicker range
  • SLA compliance analytics — track on-time vs at-risk vs overdue per pipeline stage
  • Bottleneck analysis — see which stages are slowing down your pipeline
  • Auto-refresh — 30-second refresh interval (SQL Server team mode)
  • Tag usage analytics — horizontal bar chart showing top tags by category with All/Orders Only/Quotes Only filter
  • Workload distribution — see how work is distributed across team members at a glance
  • Stale & expired quote cards — KPI cards showing entries stuck too long and quotes past validity
  • PDF export — generate analytics reports for management review

Screenshot: Analytics page with KPI cards and chart

Capture: Analytics page, show the KPI cards row with a chart below

Screenshot: SLA compliance or bottleneck analysis chart

Capture: Analytics page, scroll to SLA compliance section

4Calendar & Gantt Chart

See all your jobs on a visual timeline. Color-coded bars show which stage each job is in. Zoom from day to month level for capacity planning.

  • Day / Week / Month zoom — 80px, 16px, or 4px per day
  • Color-coded stage bars — each pipeline stage gets its own color with legend
  • Smart Show Completed — Active Only, Active + Recent 30 days, or All Entries
  • Date range filter — focus on a specific time window with From/To pickers
  • Group by — collapse entries by Stage, Customer, or Pipeline
  • Capacity load bar — heat strip showing concurrent jobs per day (green/yellow/red)
  • Scroll indicator — minimap strip showing your viewport position + today marker
  • Row density toggle — compact (24px) or normal (36px) row height
  • Resizable entry column — drag the splitter to resize the entry label area
  • Historical & projected stages — solid colored bars show completed stages by pipeline color; dashed/outlined bars project future stages with SLA-proportional widths based on per-stage target days
  • Stale entry indicators — visual warnings for jobs sitting too long

Screenshot: Gantt chart in Week view with colored stage bars

Capture: Calendar page, Week zoom level, show several entries with stage bars

Screenshot: Gantt grouped by customer with collapsed rows

Capture: Calendar page > Group By > Customer, collapse some groups

5Shop Floor & Kiosk Mode

Touch-optimized for production workers. Large buttons, live clock, one-tap actions. Plus a TV Display Board for Andon-style shop-wide visibility.

  • Large touch targets — 44px minimum button heights for gloved hands
  • Live clock — real-time display with culture-aware formatting
  • One-tap actions — advance to next stage, add a quick note, view entry details
  • Time tracking — clock in/out per entry with optional notes
  • Multi-pipeline grouping — see all pipelines in one view with grouped headers
  • TV Display Board — 3 auto-rotating views: Kanban columns, KPI dashboard, and alerts
  • Kanban board — columns per stage with 20-card cap, auto-rotates every 15 seconds
  • Dark theme — optimized contrast for wall-mounted TVs
  • "My Jobs" filter — operators can toggle to see only their assigned work with a count badge
  • Kiosk mode — lock Editor users to Shop Floor and Display Board only, with restricted menus and keyboard shortcuts
  • 8-second undo — floating undo panel for accidental stage advances

Screenshot: Shop Floor page with large cards and clock buttons

Capture: Shop Floor page showing job cards + Clock In/Clock Out buttons

Screenshot: Display Board TV view (Kanban columns)

Capture: Display Board page showing Kanban view with stage columns

6Entry Management & Forms

15 built-in fields designed for trade shops, 5 custom field types, entry templates, and a floating detail window. Every entry is fully customizable.

  • 15 built-in fields — customer name, PO number, due date, quantity, materials, part number, revision, quote line items, quality notes, NCR, quote outcome (win/loss tracking), and more
  • 5 custom field types — text, large text, dropdown, date picker, number
  • Required fields — enforce critical data collection on save
  • Entry templates — pre-fill ref# prefix, comments, tags, status, custom defaults
  • Template-pipeline association — each template can be tied to a specific pipeline
  • Auto-increment ref# — with custom validation patterns and regex support
  • Undo / Redo — full snapshot-based history for form changes
  • Attachments — drawings, POs, photos (50MB limit, blocked dangerous extensions)
  • Entry linking — Related, Parent/Child, Supersedes relationships
  • Smart Description — auto-generated descriptions from tag abbreviation codes, visible on cards, detail window, and PDF
  • Collapsible FastTab sections — Entry Detail Window with Dynamics 365-style Expander sections and promoted field summaries
  • Task assignment — assign entries to team members with an "Assign to Me" button, auto-populated user list in team mode
  • Full quoting workflow — Customer Quote PDF generation, markup calculator, win/loss tracking, email quote, and one-click Convert Quote to Order (auto-links parent/child, closes source quote)
  • Save As — Ctrl+Shift+S to save a copy of your project file to a new location
  • QR code travelers — print job travelers with QR codes for barcode scanner lookup

Screenshot: Entry page with built-in fields visible

Capture: Open any entry in edit mode, show customer, PO, due date fields

Screenshot: Entry detail floating window

Capture: Right-click an entry > Open Detail Window (shows all sections)

7Tags & Organization

Flexible category-based tagging with conditional rules. Organize entries your way with button grids, dropdowns, or multi-select tags.

  • Custom categories — create unlimited tag categories (Job Type, Material, Priority, etc.)
  • Display modes — button grid, dropdown (single or multi-select)
  • Conditional rules — 5 rule types: Hide, Show, Disable, Enable, Require — triggered by tag selections
  • Real-time search — filter tags and categories on the fly
  • Tag abbreviation codes — inline codes per tag for Smart Description generation
  • Color-coded — custom colors for each tag category

Screenshot: Tag selection panel with categories

Capture: Entry page, show the tag section with button grid categories

8Multi-User & Roles

Start solo, scale to your whole team. SQL Server Express (free) for shared access with role-based permissions and Windows Authentication.

  • Windows Authentication — no extra passwords, uses your existing Windows login (NTLM/SSPI)
  • 3 roles — Admin (full control), Editor (create/edit), Viewer (read-only)
  • Free viewers — unlimited Viewer seats at no cost
  • Optimistic concurrency — conflict detection when two users edit the same entry
  • Auto-refresh — dashboard polls every 10 seconds for changes
  • Task assignment — assign work to team members, "My Work" and "My Jobs" queue filters, workload distribution chart
  • Admin requests — Editors can request configuration changes; Admins approve or reject
  • Pipeline visibility — restrict which pipelines each role can see
  • Migration wizard — 3-step guided SQLite → SQL Server migration
Admin
Full Control $99/mo ($999/yr)
→
Editor
Create & Edit $24/mo/seat ($249/yr)
→
Viewer
Read Only FREE

Screenshot: User management dialog with roles

Capture: Tools > Manage Users (requires SQL Server mode)

9Compliance & Audit Trail

Every change logged with timestamp, user, and field-level diffs. ISO 9001 / AS9100 ready. Never wonder "who changed what?" again.

  • Full audit trail — every change logged with who, when, what changed, and previous values
  • Change reason capture — ISO compliance mode enforces minimum 10-character reasons
  • Field-level diffs — see exactly which fields changed on every edit
  • Soft delete — entries go to recycle bin, not permanently destroyed
  • Archive system — move completed jobs to archive, restore when needed
  • Paginated audit viewer — browse history 50 records at a time
  • Export audit history — PDF or CSV for compliance documentation
  • Machine name tracking — every change records which computer made it

Screenshot: Audit trail viewer with change history

Capture: Open an entry > View Audit Trail showing field changes

Screenshot: Change reason dialog (ISO compliance mode)

Capture: Enable ISO compliance mode, save an entry to trigger reason dialog

10Reporting & Export

Your data is never locked in. Export to PDF, Excel, CSV (QuickBooks compatible), and print job travelers with QR codes for barcode scanners.

  • PDF entry detail — formatted report with all fields, attachments list, linked entries, part history
  • PDF dashboard report — KPIs, charts, and summaries for management
  • Job traveler PDF — printable shop floor document with QR code for barcode scanner lookup
  • Excel export — .xlsx with blue headers, auto-fit columns, frozen rows, auto-filter
  • Live Excel workbook — multi-sheet workbook (Summary, Active Jobs, All Entries, Time Entries, Customer Summary) regenerated on demand. Your pivots, charts, and formulas keep working — ideal for shops transitioning off Excel without giving it up
  • CSV export — respects active filters, includes formula injection defense
  • QuickBooks CSV — invoice import format for accounting
  • Project ZIP export — entries + audit trail + categories in one archive
  • CSV import wizard — 3-step import with column mapping and duplicate handling
  • Download Template CSV — generate a blank CSV with the correct column headers for your project, making data import easy and error-free
  • Built-in PDF guides — Getting Started (23 pages), Process Guide (8 pages), Feature Overview (11 pages)

Screenshot: PDF export preview

Capture: Export an entry or dashboard to PDF, show the generated document

Screenshot: Job Traveler PDF with QR code

Capture: Entry > Print Job Traveler, show the PDF with QR code

11Customer & Materials Management

Auto-populated customer directory, material requirements per entry, inventory tracking with reorder points, and non-conformance (NCR) reporting.

  • Auto-populate customers — saving an entry with a customer name auto-creates a customer record
  • Customer management — full CRUD dialog for customer directory
  • Material requirements — per-entry material lists with allocation tracking
  • Material inventory — stock level tracking with quantity on hand
  • Reorder points — get alerts when stock falls below threshold
  • NCR tracking — non-conformance reports with root cause analysis, severity (Minor/Major/Critical), disposition, corrective action, cost impact, and effectiveness verification (ISO 9001 § 10.2.1)
  • Quality notes — built-in field for quality/inspection data per entry

Screenshot: Customer management dialog

Capture: Tools > Manage Customers, show customer list

Screenshot: Material requirements on entry detail

Capture: Entry detail window, scroll to materials section

12Configuration & Customization

A centralized Settings Hub gives you full control. 6 industry templates get you started instantly. Every aspect of GlyphFex is configurable.

  • Settings Hub — centralized dialog with search box, 7 inline panels, and 9 launcher panels for all configuration. Type to find any setting instantly
  • 11 industry templates — Job Shop, Sheet Metal, CNC, Assembly, Quoting, Sign & Print, Auto Body, Service & Repair, Cabinet & Millwork, General Manufacturing
  • Setup wizard — 6-step guided setup or skip to start blank
  • Custom field editor — create fields with types, defaults, and required flags
  • Pipeline editor — add/remove stages, set SLA targets, quoting flags, stale thresholds
  • Validation patterns — regex-based ref# validation with preset patterns
  • Dark mode — system-aware theme switching throughout the app
  • Keyboard shortcuts — Ctrl+1-6 navigation, Ctrl+K command palette, Ctrl+S save, and more
  • Command palette — Ctrl+K to search commands, navigate entries, and open settings
  • Contextual onboarding hints — smart hints that teach features at the moment of need, appearing when you first encounter a feature rather than overwhelming you upfront
  • One-click backup — File → Backup Database for SQLite and SQL Server, with automatic rotating .bak files
  • Disaster Recovery Guide — built-in 9-page PDF with step-by-step restore instructions for IT teams

Screenshot: Settings Hub with sidebar panels

Capture: Click Settings gear > show the ProjectSettingsDialog with sidebar

Screenshot: Industry template selection (setup wizard)

Capture: New project > setup wizard showing 6 template options

13My Jobs

Stage-based job routing. Workers see their queue, managers see the big picture. A pull-based system where jobs flow to the right people automatically.

  • My Work Bin — personal queue sorted by priority with queue, rework, and hold lanes
  • Team Board — three views: By Stage, By Worker, and Workload distribution
  • Pipeline filter tabs — switch between pipelines to focus on specific workflows
  • Stage-based routing — pull system where jobs flow to workers assigned to each stage
  • Bulk assignment — managers can reassign jobs for exceptions and rebalancing
  • Side panel — entry detail + stage timeline without leaving the My Jobs view

Screenshot: My Jobs with My Bin and Team Board views

Capture: My Jobs page showing queue lanes and team board

14Shop Floor Workstation

PIN-secured terminals for shared shop floor PCs. One job, one focus, zero clutter. Workers log in with a PIN and see only what they need.

  • PIN login — numeric PIN for shared terminals, no Windows account needed
  • Single-job focused interface — one entry at a time, no distractions
  • Elapsed timer with SLA gauge — visual progress indicator showing time in current stage vs target
  • Tab system — Details, Notes, Documents, Quality, and History tabs for the active job
  • Break & indirect time logging — track non-job time (breaks, setup, cleaning) separately
  • Navigation lock — workers can't leave the terminal view without logging out first

Screenshot: Workstation terminal with PIN login and single-job view

Capture: Shop Floor Workstation page showing active job with timer

15Worker Management

Manage your workforce with profiles, departments, and stage assignments. Configure which workers are qualified for which pipeline stages.

  • Worker profiles — name, department, job title, phone, email, and PIN
  • Department grouping — organize workers by department for team board views
  • PIN indicators — see at a glance which workers have PINs configured for terminal login
  • Stage assignment — configure which pipeline stages each worker is qualified to work on

Screenshot: Worker management dialog with profiles and stage assignments

Capture: Tools > Manage Workers showing worker list with departments

16Performance & Scale

SQL-first architecture means queries return in milliseconds, not seconds. Tested with 100,000+ entries. Scales to 1,000,000+ historical entries — over 10 years of shop history.

  • SQL-first architecture — no full data loads. Filtering, sorting, and pagination happen in the database, not in memory
  • 100,000+ entries tested — sub-second response times on all pages with real-world data volumes
  • 1,000,000+ projected capacity — store over 10 years of shop history in a single file
  • Counts-first rendering — UI shows counts immediately, then lazy-loads card and table content
  • Background thread processing — heavy queries run off the UI thread so the app stays responsive
  • Brush caching & pre-computed data — optimized rendering for shop floor displays and TV boards

Screenshot: Dashboard with 100K+ entries showing fast load times

Capture: Dashboard page with large dataset, show pagination and KPIs

Ready to try it?

133+ features including task assignment and workload tracking. 50-entry free trial. No credit card required. Set up in 5 minutes. Your data stays on your network.

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