Built around how your business works

Machine shop quotes and work orders with tolerances built in

Part numbers, tolerances, material stock, tooling, setup time — machine shop paperwork with manufacturing-specific fields. Use guided forms for prototype runs, production orders, inspections, and vendor jobs, then reuse the same details across every document.

  • No signup to try
  • No credit card
  • PDF in 2 minutes

Paperwork built for trade and service businesses — from first quote to final invoice. $99/year after your free month, one plan, no per-seat billing. Works alongside your existing CRM, dispatching, and accounting tools.

$99 per year after your free month · No credit card · One plan, no per-seat · Cancel anytime

Common jobs we help you document

Use guided paperwork for the jobs you quote, run, and close every week.

  • Custom part jobs
  • Prototype work
  • Repeat production runs
  • Repair machining
  • Quality checks

Recommended machinist forms

Start with the document you need now, then reuse the same customer, site, scope, and pricing across the rest.

Machinist paperwork

Machine Shop Quote
Machine Shop Work Order
Machine Shop Inspection Report

General documents

Change Order

Sample document

Machine Shop Quote

Pre-filled company details Totals computed automatically Print-ready, send to clients
Machine Shop Quote

Why this fits machinists

  • Part specification fields for material, dimensions, tolerances, and surface finish
  • Work order format with machining operations, setup time, and run time per part
  • Inspection report for dimensional checks, surface finish readings, and material certs
  • Quote structure with per-part pricing, tooling charges, and setup fees
  • Batch and quantity pricing with volume break calculations

Covers documentation for CNC and manual machining jobs including part specs, quality checks, and batch pricing.

From quote to change order to invoice

A simple paperwork flow for clear scope, cleaner approvals, and faster payment.

Step 1

Win the job

Start with a clear quote, estimate, bid, or proposal so the client sees the scope, price, and timing.

Recommended form: Machine Shop Quote

Step 2

Run the work

Turn the approved job into work orders, contracts, reports, and crew paperwork without retyping the same details.

Recommended form: Machine Shop Work Order

Step 3

Handle changes

If scope or price changes, document it before extra work continues so everyone stays aligned.

Recommended form: Change Order

Step 4

Finish and get paid

Close the job with the final bill and supporting paperwork so you can get paid with less back-and-forth.

Recommended form: Invoice

Frequently asked questions

What documents does a machine shop need?

A quote with per-part and setup pricing, a work order for each job, and inspection reports for quality verification. For long-run production, use the quote with volume pricing and the work order to document each run.

Can I include tolerances and surface finish requirements?

Yes. Machine shop forms include fields for material grade, dimensional tolerances, surface finish callouts, and inspection criteria.

Do the quotes handle setup fees and volume pricing?

Yes. Quote forms support separate line items for tooling, setup, per-part run cost, and quantity-based price breaks.

Can I include material certs and first-article inspection data?

Yes. Machine shop forms support material certification references, first-article inspection results, and dimensional check reports that OEM and aerospace customers commonly require.

Is it really free to try without signing up?

Yes. Open any document, fill the guided form, and download the PDF with no account required. Create an account only when you want to save jobs and reuse details across the paperwork flow.

Will the paperwork look professional enough to send to customers or GCs?

Yes. Every document generates as a clean, send-ready PDF with consistent formatting. Download the sample on the page to see the exact layout before you commit.

Do I need to replace my CRM, dispatching, or accounting software?

No. documentorium is the paperwork layer only. Keep the scheduling, CRM, dispatch, and accounting tools that already work for your business.

Pick the paperwork you need

Try the form, download the PDF, and start free when you want to save history and reuse details across the rest of the job.

Start free →