Hello –

I’m looking for assistance in determining whether the Zoho ecosystem is a good fit for my team. We’re a discrete manufacturing company that completes ~150-200 unique jobs every month and need a good way to keep track of these projects and their associated details.

My two main needs are accounting and job/work order management, with the following requirements:

1. Start every new job with a unique job number to which we will attach all future estimates, work orders, POs, invoices, notes, and other supporting documents.
   
2. Develop an estimate within a newly created job from a pre-configured pricing sheet (but allow edits to pricing).
   
3. Convert estimates to a job ticket/work order (once the customer approves the estimate). Job tickets need to have a list of physical components as well as services required to complete the order. I do not want any pricing to be shown on my job tickets.
   
4. Convert job tickets/work orders into invoices (once the work is complete), with pre-saved formats and pricing for regular customers
   
5. Draw against customer deposits when developing an invoice
   
6. Routine accounting functions (tracking AR, recording payments, tracking AP, develop purchase orders, bank reconciliation, batch journal entries for month/year end accounting).
   

Is this possible in the Zoho ecosystem? I believe Books can do most of the accounting work, but I don’t know if Projects, Sprints, FSM, Creator, or some other app is required for creating job numbers and work order tickets.

Thank you.