Rated load, certificates, proof load and nameplate per unit.
Each unit gets one record. Enquiries, capacity-based quotations, mast drawings, load chain lots, proof loads, nameplates, dispatch and yearly inspection contracts sit under a single serial for every hoist, stacker or lift table. Quotes come from your model list, service desks see which sold units are due a visit, and the drawing office releases specials under a revision letter.
- Models, options and test sheets keyed as priced
- Sold serials and owner registers migrated
- Safety checks set by your engineers
Makers of hoists, stackers, pallet trucks, lift tables and platform trucks quote, fabricate, proof load and dispatch from one system. Each serial carries its rated load, chain certificates, test weight and nameplate wording, and sold units stay on a register for yearly visits. Safety rules stay with your engineers.
What goes wrong before the software.
How the work flows through it, step by step.
- 1
Enquiry and duty
The enquiry records capacity, lift height, floor type, aisle width and shift pattern, and a sales engineer is named against it. Nothing is left to the first phone call.
- 2
Quotation
A model is picked from the list, or a special is sketched, and options such as chain guards, battery pack and delivery are priced. Every revision stays on file for the next round.
- 3
Order and release
A confirmed order opens a unit record, and the drawing, parts list and component picks, such as load chain, hook block and lift cylinder, go to the workshop together.
- 4
Fabrication and assembly
Plate and box tube are cut and welded, the drive and chain are fitted, and a lead signs off each stage. Painting comes last, after the weld inspection.
- 5
Test and nameplate
The unit is loaded to its stated proof weight and held, the result and tester are saved, and the nameplate is printed from that same record.
- 6
Dispatch, installation and service
Delivery, commissioning and the first inspection date are written against the serial, and yearly visits are then scheduled from the customer register.
What is inside.
Every module can be switched on, left out or changed to match how your team already works.
The business modules it is built from.
Each one is also available on its own, or inside a system built for you.
- Estimate/Quotation Management
Quotations are priced from model tables for mast height, fork length and chain guarding, and the buyer’s successive revisions are kept side by side on file.
- Bill of Materials
A special unit’s drawing and parts list are released under one revision letter, so the bench builds exactly the version that was quoted to the buyer.
- Batch and Serial Tracking
Load chain, wire rope and hooks are received with certificate numbers and tied to the unit serial that carries them, so a faulty lot can be traced.
- Work Order Management
Every unit runs through cutting, welding, mast build, drive fitting and painting as stages, each signed off by the lead before the next one starts.
- Quality Control
Test weight, hold time, tester and result are saved against the serial in the sheet format your safety staff define, ready to print for an inspector.
- Stock Tracking and Alerts
Plate, box tube and channel are received, issued to cutting and returned, with low-stock alerts for common sizes such as fork blanks and mast channel.
- Asset AMC Tracking
Each sold unit sits under its customer with warranty and next inspection date, so overdue hoists show at the top of the service desk list.
- AMC and Service Contracts
Yearly inspection contracts hold the visit schedule and renewal date for every hoist or stacker a customer owns, and spares are quoted against the installed unit.
How we would put it in.
Setup, data migration, integrations and anything built on top.
One system, each person sees their part.
For sales engineers
Pick the model for a stated duty, price chain guards and battery options, and follow each quotation through to an order.
For the drawing office
Release special masts and fork carriages under revision letters, and see which orders still wait for a drawing before the workshop is told to start cutting.
For workshop and assembly leads
See each unit at its stage, the plate and chain issued to it, and the proof loads still to be done, before the paint shop books the slot.
For test and safety engineers
Record proof loads, tester names, hold times and results. Print the sheet a buyer’s inspector asks to see.
For service coordinators
Open the customer register to see inspections due, and send an engineer to the right unit with its chain lot and last test weight in hand.
The numbers the owner asks for.
- Units in build, split by stage and model
- Steel, chain and hook issues by serial
- Load tests done, passed and awaiting
- Quotations won, lost and still open, by duty class
- Sold units with inspections due or overdue
- Spares quotes by model, with unit age
- Deliveries and installations scheduled
Who this is built for.
- Makers of electric and manual hoists and chain blocks
- Builders of stackers, lift tables and platform trucks
- Pallet truck and trolley makers
- Workshops building lifting aids to a buyer’s drawing
- Dealers who assemble and service what they sell
When it is not the right choice.
- A reseller of finished trucks who builds nothing should look at Forklift Dealer Management Software instead.
- A heavy fabrication shop with no lifting products can use Manufacturing Production Management Software, which covers cutting, welding and painting jobs without hoist paperwork.
Adapted to your business before it goes live.
You are not handed a login and left to it. The product is set up around your records, your people and the tools you already use.
Works alongside
- SMS
- Accounting export
- Payment gateway
Questions owners ask before a demo.
Can one screen quote standard and special units?
Yes. A standard model picks its price from your list, while a special adds a drawing and a manual line for the extra parts, and both sit on one quotation.
How is a load test tied to a hoist?
The tester opens the unit by serial, enters test weight, hold time and result, then saves, and the record can be printed or shared with the buyer’s inspector.
Can steel and chain certificates be attached?
Yes. Certificate numbers are entered when plate, box tube or chain is received, and the item is linked to the unit it was issued to. Scanned mill certificates can be stored beside them.
What if a buyer wants more capacity?
The new quotation opens as a revision of the earlier one, with its own drawing and proof weight, and nothing from the first quote is overwritten.
Does it remind customers about yearly inspections?
Yes. The register holds each unit’s next due date and reminders go by email or message, while the service desk gets a list of overdue hoists and lift tables.
Can we use it for installation crews?
Yes. A commissioning visit is booked against the unit with engineer, date and checklist, and completion lands on the same unit history alongside the proof load sheet.
Can existing serials be loaded?
Yes. Old serial numbers, customers and inspection dates come in from spreadsheets, and your service desk checks the register before it goes live.
What will it cost us?
Cost follows the people who log in and the load test and inspection sheets you want covered. A sample for one of your hoists or stackers is shown before any quotation.
Wondering what it would cost? Share your requirements and an engineer will come back with a scope.
Businesses that use this.
See Material Handling Equipment Maker Software with your own data.
Tell us how you run things today. We’ll show you the parts that matter to you and say plainly what would need changing.
- No obligation
- A reply within one business day
- Your details stay private
Start with your requirements
Seven short steps that tell us what you need. An engineer reads them before getting in touch.
Share your requirements