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. Some are ready to configure; others we build with you.

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

Built for your process

Small agents built around the repetitive work your team keeps doing.

We identify repeat follow-ups, checks, reminders, and exception handling in your process, then build AI-assisted agents on top of your FactoStack data.

Built with you, scoped to your process

Auto reorder and low-stock checks
Production status follow-up agents
Invoice and payment reminder agents
Quality exception alerts
Custom agents for your factory process
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 what’s possible with AI agents built for your process.

Book a 15-minute call

15 minutes. No sales pressure.