LEARN · SOFTWARE

When is the right time to bring in new shop software?

Most owners who ask have a reason why they think waiting is a good idea. Here's the other side of each of those reasons: how it usually plays out, what waiting costs you, and how to get going sooner.

Paul Lutkajtis
Paul Lutkajtis
Founder & CEO, Factory
THE DECISION

The decision you've already made

Nobody looks at shop software because things are fine. You look because you're doing quotes at night, jobs are late before anyone notices, or nobody's sure what a job made. By the time you're comparing systems, you've already decided the way the shop works now isn't right.

So the real question isn't whether to change. It's how long you keep doing it the old way first.

Every week you wait is another week of doing it the way you've already decided to stop.

Think of a blunt drill bit. You wouldn't keep using it until things quiet down. You'd swap it now, because every hole until then takes longer and comes out worse.

But your business isn't only your shop floor. The spreadsheet you quote from, the whiteboard you schedule on and the system you invoice from are tools too, and when they're not working for you, every job through them takes longer, costs more and slows your growth.

That doesn't make the reasons to wait wrong. Most of them are fair. But each one has another side, and it's worth seeing before you decide when to bring new software in. The right time is the one that gets your shop working the way you want it, as soon as possible.

THE OTHER SIDE

What we hear, and how it actually goes

If one of these is your reason for waiting, turn it over. Each one shows what waiting costs you and what usually works better.

HOW IT ACTUALLY GOES

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IF YOU WAIT

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WHAT TO DO
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WHICHEVER IT IS

Every one of these is a fair call. But setup takes the same four to six weeks whenever you start. Waiting only means more time doing things the old way before it begins.

"The shops that started in their busiest stretch got the most out of it. Busy shows you every place the system could and should be doing the work. A quiet month doesn't."
Paul Lutkajtis, Founder & CEO
WHEN WAITING IS RIGHT

When waiting is the right call

There are a few times when it does make sense to hold off. Most only last a week or two, so you don't need to put off starting. Just plan to go live after them.

MOVING PREMISESNobody has time for new software in moving week. Go live once you're settled in.
A NEW MACHINE GOING INSkip setup sessions the week it's going in, and go live once it's running.
NOBODY TO LEAD SETUPEvery big change needs a champion in the business. If that person is away for most of the six weeks, start when they're back.
SELLING THE SHOPIf the shop is being sold in the next few months, let the new owner choose their own software.
GETTING SET UP

What the six weeks look like

One or two sessions a week, about 45 minutes each. Our team does the heavy lifting, and you don't need to be at every session.

WEEK 1
We bring your data across
Customers, suppliers, products and pricing, in whatever shape they're in.
WEEKS 2-4
We set it up and train your team
Each person learns the part they actually use.
WEEKS 4-6
You go live on real jobs
Quotes, the schedule, hours and invoices, all in Factory.
"In just 6 weeks we have completely moved from paper based jobs to digital, which was our biggest pain point."
Wagga Stainless Steel
How getting set up works →
QUESTIONS

Straight answers

They finish the way they started. Every new job goes in Factory from go-live, and within a few weeks the old ones have shipped.

Yes. If a move, an install or a big delivery lands in your six weeks, skip that week's sessions and pick up the week after.

Book the sessions like a job: same day, same time, every week. If one week doesn't work, move it.

WHERE FACTORY COMES IN

Talk it through with us

Tell us what you're waiting on. On a 15-minute call we'll look at your jobs and show you how setup would fit around it. Getting set up takes 4 to 6 weeks, one or two sessions a week.

300+ custom fab shops run on it
Book a 15-min look
See it on your own jobs.

Takes you straight to the calendar. Times shown in your local timezone.

Paul Lutkajtis
ABOUT THE AUTHOR

Paul Lutkajtis is the founder and CEO of Factory, the job shop system 300+ custom fab shops use to quote, schedule, run the floor and get paid.