Track the details your business needs
Add your own fields to 35 record types, including contacts, orders, samples, and service orders. They show up as list columns and filters, and a formula can calculate them if you want.
06Industries
Lab samples, service orders, production orders, and tender files all run on IWB's standard modules. In the demo, we show your industry's workflow with sample data.
01
Each scenario shows the modules that work together in that industry and how their records connect.
Receive samples, track analysis and approval, deliver reports that can be verified by QR code, and invoice the work.
Track installed equipment, warranties, and RMAs, assign jobs to technicians on the dispatch board, and follow dealer payouts.
Run production with bills of materials, work orders, quality control, and requirements planning; completed production orders go to your accountant's approval list.
Prepare each bid file with its document and qualification checklist, hand off won tenders to projects, and track contracts and progress billing.
Track license periods, contract billing schedules, support tickets, and project hours.
Bring your group companies into the same workspace; each company keeps its own books, and you can track intercompany transactions.
02
You set up fields, approval flows, and printed documents yourself, from the admin screens.
Add your own fields to 35 record types, including contacts, orders, samples, and service orders. They show up as list columns and filters, and a formula can calculate them if you want.
Set approval levels by amount, branch, or person for actions that support approval, such as approving a purchase order or posting a finance voucher. You can also name delegates for approvers and set escalation for steps that run past their time limit.
Change the layout of quotes, invoices, and waybills, as well as service and laboratory documents, with a block-based designer. You can roll a template back to an earlier version.
03
Use IWB in the cloud or on your own server. IWB Classic users have a separate migration path.
04
No. Every industry uses the same IWB. The difference lies in which modules you turn on and how the setup matches your workflow. IWB already includes modules for needs such as laboratory work, service networks, and tender tracking.
The 6 industries listed are the scenarios we chose to highlight. Modules such as Sales, Accounting, Finance, and Inventory are available to any business. In the demo, we set up your workflow with sample data and show you how IWB handles your own work.
Yes. Your admin can add custom fields to 35 record types without writing code, with 17 field types and formulas to choose from. You can use a new field as a column, filter, or sort option in lists. Fields marked sensitive are visible only to users with a separate permission.
Yes. You set up your group companies in the same IWB workspace. Each company keeps its own books, and users see the companies they have access to. The multi-company groups page has the details.