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Machine shop quotes and work orders with tolerances built in

Record part numbers, drawings, tolerances, material stock, tooling, setup time, quantities, and quality checks. With an account, reuse the details across quotes, work orders, inspections, contracts, and invoices.

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Estimates, work orders, reports, invoices, and other job documents for trade and service businesses. Download your first PDF before creating an account; the account includes 30 free days, then annual access to every document is $99 if you choose to subscribe.

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Common jobs

Choose a guided form for the work you quote, complete, document, and bill.

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

Machine Shop Quote

Pre-filled company details Totals computed automatically Ready to print or send

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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.

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From quote to job closeout

With an account, carry the same customer, site, scope, and pricing details through every document from quote to closeout.

Step 1

Send the quote

Give the customer a clear scope, price, and schedule in an estimate, bid, or proposal.

Recommended document: Machine Shop Quote

Step 2

Prepare the work

Reuse the approved quote details from your account in a work order, contract, or service report.

Recommended document: Machine Shop Work Order

Step 3

Record changes

If the scope, price, or schedule changes, record the change and customer approval before work continues.

Close the job

Finish with the service report, closeout document, and invoice the job requires.

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.

How do I create my first document?

Choose a document, complete the guided form, and download the PDF. You can finish those steps before creating an account; the account adds saved jobs and reusable details.

What will the customer-facing document look like?

Each guided form generates a clean, consistently formatted PDF ready to send. Open the sample on the page to see its structure before you start.

How do I keep a job's documents easy to find?

Save estimates, work orders, and reports in your account, find them in history, and reuse customer and job details.

Choose the document you need

Complete the guided form and download the PDF before creating an account. An account then adds saved jobs and reusable details.

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Browse other trades and services

See the documents used by related trades and service businesses.