Fabrica — The CRM custom fabrication shops actually use

Paperwork that ships

GCs and designers expect this paperwork. Fabrica makes it 30 seconds, not 3 hours.

Change orders, lien waivers, and COIs as first-class objects — not bolt-ons. Every one logged to the deal's activity feed automatically, so the audit trail exists before anyone asks for it.

Change orders

Signed mid-stream changes, with the audit trail.

CO-YYYY-NNN numbering, race-safe across simultaneous creates. Positive or negative dollar amount. Status flows draft → sent → approved → declined → invoiced. Records who signed off and when.

CO-2026-014 Approved

Add stair detail to lobby wall

Halton Tower · Lobby Refresh

+ $12,400

Signed May 20 · by Pat at Halton

CO-2026-013 Sent

Substitute walnut for rift oak

− $3,800

Lien waivers

The form GCs hold payments over. Tracked.

AIA-aligned: conditional progress, unconditional progress, conditional final, unconditional final. Status flow needed → sent → received → signed. Tied to project, optionally to a specific draw.

Conditional progress · Draw 1

Halton Tower · received May 6

$102,500

Conditional progress · Draw 2

Halton Tower · sent today

$102,500

Unconditional final

Atrium Hotel · needed

$48,000

Insurance & COI

The cert that ate Friday afternoon. Renewed early.

Standing org policies and project-specific certs in one register. Auto-color expiration: green > 30 days, amber within 30, red expired. Renewal alerts so a lapsed COI doesn't block a payment.

General Liability

$2M / $4M · Travelers

218d

Workers Comp

Statutory · NYSIF

18d

Auto

$1M CSL · Progressive

142d

Umbrella

$5M · Hartford

Expired

Tour

Everything a shop runs on. Nothing it doesn't.

No marketing automation. No AI-powered anything. No chatbot popup. Each surface earns its place by being the thing you already do, made faster.

01 — Pipeline

A kanban that knows what stage means.

Lead → Qualified → Estimating → Quoted → Negotiating → Signed → Won → Lost. Probability auto-follows stage. NEW badges on fresh inbound. Days-in-stage so stuck deals don't hide.

Lead2$232k

Bellweather Studio

Atrium Hotel — Suite 1402

$172,000

NEW · 2d

Qualified2$243k

Northmark Architects

Granary Lane Townhouse

$165,000

50 / 40 / 10

Estimating1$312k

Foundry & Crown

Vermillion Hotel — Suite 22F

$312,000

AIA monthlyRush

02 — Estimates

The way you actually build a bid.

Line items with description, qty, unit (ea / lf / sf / ls / hr), rate, tax, retainage, optional architect field. XLSX import — drop a takeoff, get a parsed estimate. Status: draft → sent → viewed → responded → accepted.

Sent this mo$1.71M

Pending$608k

Win rate50%

Avg reply8.2d

Estimate	Deal	Value	Status	Due
EST-2026-041	Vermillion Hotel — Suite 22F	$312,000	Viewed	3d
EST-2026-040	SoHo Loft — Library Wall	$148,000	Viewed	5d
EST-2026-039	Granary Lane Townhouse	$165,000	Won	—

03 — Invoices

AR you can actually read.

Total AR, retainage held, overdue, collected this month. Aging buckets. Bulk-mark sent.

Total AR$239k

Overdue$75k

Current$165k

1–30$32k

31–60$28k

61–90$15k

90+$0

04 — Projects

Shop drawings to install.

Every won deal becomes a project. Milestone tracker, per-project estimates/invoices/COs in one drawer.

Drawings

Approval

Production

Finishing

Delivery

Install

Punch

05 — Change orders

Signed mid-stream changes, tracked.

CO-YYYY-NNN numbering, race-safe. Positive or negative dollars. Draft → sent → approved → declined → invoiced.

CO-2026-014Approved

Add stair detail to lobby wall

+ $12,400

CO-2026-013Sent

Substitute walnut for rift oak

− $3,800

06 — Lien waivers

The form GCs hold payments over.

Conditional / unconditional, progress / final — all four AIA types. Needed → sent → received → signed.

Conditional progress · Draw 1

Halton Tower

$102,500

Conditional progress · Draw 2

Halton Tower

$102,500

Unconditional final

Atrium Hotel

$48,000

07 — Insurance & COI

The cert that ate Friday afternoon.

GL, WC, Auto, Umbrella, Builders Risk. Auto-color expiration — green > 30 days, amber within 30, red expired.

General Liability

$2M / $4M · Travelers

218d

Workers Comp

Statutory · NYSIF

18d

Umbrella

$5M · Hartford

Expired

08 — Time tracking

Where the hours actually went.

One row per worker, day, project, category. Cost rate snapshotted at entry — historical job-cost stays honest.

Mike Hartwell

Halton Tower · CNC + face frames

38.0hShop

Lena Ortiz

Halton Tower · rev 3 hardware

22.5hDrawings

Tony Reyes

Halton Tower · lobby east wall

31.0hInstall

09 — Activity feed

Stop running on memory.

Per-deal timeline of stage moves, sent docs, paid invoices, notes, calls. Audit trail for free.

Payment received · Draw 1 · $102,500May 4

Draw 1 sent to pat@halton-construction.comApr 25

Pat: "Mark up rev3 attached."Apr 21

Stage moved Quoted → SignedApr 18

Estimate sent EST-2026-038Apr 3

10 — Home

Today, surfaced.

Follow-ups due, overdue invoices, deals to send, COIs expiring. Seven things on your plate today.

Pipeline value$1.16M+$184k vs last mo

Won this mo$634kvs $310k target

Pat at Halton— follow up on CO-014Today

Send draw 2— INV-2026-119Today

Site visit— Granary LaneWed

11 — Clients & contacts

Typed for the work.

Companies as Client / GC / Designer / Vendor. People with role, email, phone. ⌘K across everything.

PHPat Halton· Senior PMGC

NKNora Klein· PrincipalDesigner

DADavid Adler· OwnerClient

JVJT Vargas· EstimatorVendor

12 — Search · ⌘K

One keystroke to anything.

Global search across deals, contacts, clients, projects, estimates, invoices, COs, waivers, COIs. Type a name, jump.

halton ⌘K

DealHalton Tower — Lobby Refresh$78,000 · Qualified

ProjectHalton TowerCO-2026-014

ContactPat HaltonSenior PM

InvoiceINV-2026-119-2Draw 2 · $102,500

13 — Onboarding

Set up in 10 minutes.

Five steps — shop info, branding, first project, first estimate, invite team. Billing AIA draws by lunch.

1Shop info & address

2Letterhead & EIN

3First project

4First estimate

5Invite team

14 — Send & integrate

Wired to the tools you already use.

Send PDFs from your own domain — replies thread back. Public quote-request API. Zapier webhooks. QuickBooks export coming.

Gmail / SMTP sendConnected

Quote-request APILive · 12 webhooks

Zapier outbound5 zaps

QuickBooks exportComing Q3

15 — Shop schedule NEW

Drag jobs around the calendar like Google Calendar.

Every won job on a timeline — drag to move, stretch to re-date, Week and Month zoom. The capacity chart recomputes live, so you know if July actually fits before you say yes.

Atrium Suite

Vermillion 22F

Granary Lane

Capacity

16 — Client portal NEW

GCs approve drawings and change orders from one link.

One passwordless link per project: status, progress photos, drawings, invoices — and one-click sign-off on revisions and COs. Add a custom note ("install moves to July 7"). Revoke any time.

Drawing R3Approved by M. Fiorin

Lobby wall — rift oak revision

CO-2026-014Approved via portal

Add stair detail

+ $12,400

17 — Get paid NEW

Payments, recurring invoices, and follow-ups that send themselves.

Record checks, ACH, wires, Zelle against any invoice — balance updates, status flips to paid. Monthly service work re-invoices itself. Unpaid invoices get polite-but-firm reminders on a cadence, PDF attached.

Check #4412 · $23,000Paid in full

INV-2026-031 · monthlyNext: Jul 1

INV-2026-029 · 7d overdueReminder sent

18 — Purchase orders

Track materials out to vendors — and into job cost.

PO-YYYY-NNN numbering, per vendor, status draft → ordered → received. Mark a PO received and the material cost books straight into that project's job-costing totals, so margin reflects what you actually spent.

PO-2026-031 · Rift oak veneerReceived

PO-2026-032 · Blum hardwareOrdered

PO-2026-033 · Solid surfaceDraft

	Fabrica	HubSpot / Pipedrive	Procore / CMiC	JobTread / Buildertrend	QuickBooks + Excel
AIA G702/G703 progress billing	Native	No	GC-side	Residential-first	Manual
Retainage tracked per draw	Auto	No	GC-side	Limited	Workaround
Change orders as first-class objects	Yes	No	GC RFI flow	Bolt-on	Spreadsheet
Lien waiver tracking	All 4 AIA types	No	GC-side	Limited	PDF folder
COI / insurance with expiration alerts	Built in	No	GC-side	Limited	Calendar reminder
Time tracking with cost-rate snapshots	Per project	No	GC labor	Site labor only	Separate tool
Onboarding time	10 minutes	Days, w/ consultant	10+ weeks	Days	Already painful
Priced for a 10-person shop	$99/mo flat	$$$ enterprise	$$$ per-project	$$ + add-ons	Costs you margin

Pricing

Fair, flat, and we don't hide it on a "contact sales" page.

14-day free trial. No credit card. The first 10 shops to sign up get Fabrica free forever as founding members — that's how we say thank you.

Founding member · limited

Founder 10

Free forever for the first ten shops to sign up. Help us shape Fabrica; we make sure it stays free for your shop, for good.

Free forever · no card

Claim a founder spot

Loading spots…

Everything in Pro, locked in
Unlimited workers, projects, documents
Direct line to the founders
Vote on the roadmap
Forever pricing — no surprise hikes

Most shops pick this

Shop

The whole product for a working shop — owner, estimators, PMs, and crew. Every feature, up to 10 seats.

$75 / month · billed yearly

Start 14-day free trial

Up to 10 seats — admins, estimators, crew
Everything Fabrica does, no feature gates
Pipeline, estimates, invoices, tasks
AIA G702/G703 progress invoicing + retainage
Change orders, lien waivers, COI tracking
Payments, recurring invoices, auto follow-ups
Drag-and-drop shop schedule + capacity
Client portal with drawing & CO approval
Mobile time tracking + photo reimbursements
Purchase orders + material cost tracking
Job costing + margin reports

Pro

For bigger operations — more than 10 people in the system. Same product as Shop, scaled up.

$165 / month · billed yearly

Start 14-day free trial

Everything in Shop
Above 10 seats — unlimited team
Unlimited projects & documents
Priority support

All plans include unlimited document storage, daily backups, multi-tenant security isolation, and the entire feature roadmap as it ships. Cancel any time — your data exports as CSV/XLSX.

Questions

The ones we get from every shop.

Is this for metalwork / glass / stone, or just millwork?

All of it. Fabrica's data model is industry-agnostic — anyone bidding from shop drawings, working under AIA, and billing in retainage. Toggle the industry above to see the page in your language.

Will it replace QuickBooks?

No. QuickBooks stays for your bookkeeping — accounting, payroll, taxes. Fabrica handles operations: pipeline, estimates, invoices, change orders, lien waivers, COI, time tracking. Export to QB is on the roadmap.

How fast can I get started?

Ten minutes. The onboarding wizard walks you through shop info, branding, your first project, your first estimate, and inviting your team. You're billing AIA progress draws by lunch.

Can I bring my existing data in?

Yes. CSV import for contacts and clients. XLSX import for estimate line items — drop a takeoff spreadsheet, get a parsed estimate. Active projects you'll set up manually; we'll help on a free onboarding call.

Can I send documents from my own email?

Yes — emails go out from your shop's domain (your name on the from-line), with your letterhead and EIN, and replies thread to your inbox like normal mail.

What about my team — can they see everything?

Roles: owner, admin, member. Invite estimators, PMs, and front office. Activity timelines mean nothing gets lost when someone's out.

Is my data isolated from other shops?

Yes — strict cross-tenant isolation. Your contacts, deals, projects, financials, and documents are never visible to another shop. Same Postgres instance, but enforced at every query.

How do I know it'll be around in two years?

We use it to run our own shop. That's the deepest commitment we can make. Production runs on Postgres on Neon, hosted on Vercel, with daily backups and a public status page.

What's the "Founder 10" plan, and is there a catch?

The first ten shops to sign up get Fabrica free forever — same feature set as Pro, no caps, no expiration. It's how we say thank you to the people who help us shape the product before everyone else hears about it. The only ask: tell us what's broken and what would make your shop run better.

What's actually different between Shop and Pro?

Just team size. Shop is the entire product — pipeline, AIA progress invoicing, change orders, lien waivers, COI, the drag-and-drop schedule, client portal, payments, recurring invoices, automatic follow-ups, time tracking, job costing — for up to 10 seats. Pro is the same product for teams above 10, with priority support. No feature gates on either.

What happens if my trial ends and I haven't picked a plan?

Your data stays. The app flips to read-only — you can still see everything, you just can't add new deals, invoices, or clock-ins until you subscribe. Pick a plan whenever and you're back in. Cancel a paid plan later and the same thing applies: data stays, exports are always free.

The CRM custom fabrication shops actually use.

What Fabrica is for. In plain shop-floor English.

Track every opportunity from lead to won deal.

Get paid on time, with the paperwork GCs require.

Know which projects are actually making money.

Progress billing, without the spreadsheet.

GCs and designers expect this paperwork. Fabrica makes it 30 seconds, not 3 hours.

Signed mid-stream changes, with the audit trail.

The form GCs hold payments over. Tracked.

The cert that ate Friday afternoon. Renewed early.

Halton Tower — Lobby Refresh

Your crew clocks in from their phone. You see the truth.

Everything a shop runs on. Nothing it doesn't.

A kanban that knows what stage means.

The way you actually build a bid.

AR you can actually read.

Shop drawings to install.

Signed mid-stream changes, tracked.

The form GCs hold payments over.

The cert that ate Friday afternoon.

Where the hours actually went.

Stop running on memory.

Today, surfaced.

Typed for the work.

One keystroke to anything.

Set up in 10 minutes.

Wired to the tools you already use.

Drag jobs around the calendar like Google Calendar.

GCs approve drawings and change orders from one link.

Payments, recurring invoices, and follow-ups that send themselves.

Track materials out to vendors — and into job cost.

We built it for our own shop first.

The tools you've already tried, and why they fight you.

Fair, flat, and we don't hide it on a "contact sales" page.

Founder 10

Shop

Pro

The ones we get from every shop.

Is this for metalwork / glass / stone, or just millwork?

Will it replace QuickBooks?

How fast can I get started?

Can I bring my existing data in?

Can I send documents from my own email?

What about my team — can they see everything?

Is my data isolated from other shops?

How do I know it'll be around in two years?

What's the "Founder 10" plan, and is there a catch?

What's actually different between Shop and Pro?

What happens if my trial ends and I haven't picked a plan?

Start your shop in 10 minutes.