Welcome & Getting Started
Taktware is one connected flow for a fabrication shop: an order comes in as an RFQ, you quote it, it becomes a Production Order, you schedule it, run it on the floor, inspect it, ship it and invoice it, all linked, with no double entry. Everything downstream is created from what came upstream, so a part number, a material spec or a quantity only ever gets typed once.
The core flow
Order Intake (RFQ) → Quote → Accept & Create PO → Add Operations → Schedule → Run on the floor (kiosk clock-in) → Quality inspection → Delivery → Invoice.
1. Sign up
From the public landing page, choose a plan and sign up. You create your company workspace, pick a currency and start a 14-day trial. You become the Owner of the workspace automatically.
2. Finish the Onboarding wizard
The wizard walks you through company details, plan, payment, invite team and quick setup (add your first machines and customers). The last step links to Open the User Guide & take the tour, this page.
3. Invite your team and assign roles
In Team Management invite people by email and assign each a role. Roles decide what someone can see and do:
- Owner: full control, billing, can delete the workspace.
- Co-Owner: full parity with Owner, including billing and workspace deletion. A workspace can have several Co-Owners.
- Admin: everything except billing and workspace deletion.
- Estimator: Order Intake, quoting, customers.
- Production Manager: production orders, scheduling, inventory, materials.
- Operator: the shop floor kiosk and QR reporting.
- Quality: inspections and the quality gates.
- Accounting: deliveries, invoices, reports.
Each member gets an employee number (auto-suggested from 1001, unique per company). That number is what they type on the kiosk keypad to clock in and out, and what identifies them on a QR pallet scan.
4. Kiosk-only operators and the Kiosk Device
Operators don't need a computer account. Add them as kiosk-only (no email, no login, no seat used): they clock in by employee number at the kiosk. Each workspace also has one mandatory Kiosk Device system account that stays logged in on the shop terminal; it can run the kiosk and view the schedule but can't open admin pages.
