290 features built for real shops

Everything you need.
Nothing you don't.

GlyphFex is built by someone who tracked jobs in spreadsheets and got tired of it. Here's everything it does.

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

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

  • 3 view modes — Card, Table (DataGrid), and Timeline views
  • Smart filters — by status, due date (7 options), tags (AND logic), search text
  • Saved filter presets — color-coded shortcuts for your most-used views
  • Filter persistence — your filters stay active when you navigate away and come back
  • Pagination — 25, 50, 100, or 250 entries per page (SQL-first performance)
  • Analytics panel — clickable KPI cards showing totals, overdue, due soon, per-stage counts
  • 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)
  • 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
  • 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
  • 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

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

  • 14 built-in fields — customer name, PO number, due date, quantity, materials, part number, revision, quote line items, quality notes, NCR, 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
  • 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
  • Auto-configuration — preset tag configs per category for quick setup
  • 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
  • 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 $499/yr
Editor
Create & Edit $199/yr/seat
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
  • 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
  • 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 disposition, corrective action, and cost impact
  • 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 7 inline panels and 9 launcher panels for all configuration
  • 6 industry templates — Sheet Metal, CNC, Welding, General Manufacturing, Sign Shop, Auto Body
  • 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
  • Auto-configuration — preset tag and field configs per category
  • 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

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

Ready to try it?

50-entry free trial. No credit card required. Download and start tracking jobs in 5 minutes.

Download Free Trial