Product overview

The daily workflow, joined up.

Panexis brings quoting, deposit acceptance, job board control, diary planning, production, fitting, service calls, suppliers, customer handover, and admin setup into one modular workspace.

Live workspace Quote, take the deposit, schedule, make, fit, hand over. One record moves through the whole business with alerts, reminders, and customer updates attached.
Core records
Jobs
Control
Job board
Planning
Diary
Closeout
Packs
Operational modules

Everything has a place, but it still feels simple.

Each module does one job clearly, while sharing customers, addresses, job status, files, dates, staff, payments, supplier information, and communication history across the system.

  • Quotes, deposit requests, Mollie payment options, and bank transfer acceptance.
  • Custom job board columns, saved views, alerts, and red or amber status badges.
  • Shared diary, visual calendar, staff workload planner, and automated reminders.
  • Supplier orders, production weeks, glass orders, material cut sheets, and manufacture packs.
  • Customer feedback, handover packs, communication timeline, and role-based portals.
Job board Alerts 6
Missing deposit2
No fitter3
Overdue tasks1
What users see

Different workspaces for different parts of the business.

Office

Command centre

Manage customers, quotes, deposits, job board stages, diary tasks, workload, suppliers, reminders, and follow-up work from one main workspace.

Operations

Planning and production

Use board views, calendar planning, workload checks, supplier orders, production documents, and alert rules to keep jobs moving.

Closeout

Portals and handover

Field users capture photos and sign-off, customers see handover packs and updates, and feedback lands back on the job record.

Explore the workflow

See how the pieces move from quote to completion.

View workflows