Infab
Sign InStart Free Trial
Getting started

Set up Infab in the right order

Six chapters and 21 short lessons take a new shop from sign-up to its first shipped and invoiced order, in the order the settings depend on each other.

21 lessons, about 2 hours 12 minutes

Start lesson 1.1Create an account

0 of 21 done

Lessons you mark done show here. Progress is saved in this browser.

Continue with 1.1 Create your shop's account

Account

3 lessons15 min

Create the account, sign in, and get your team in.

On the Company Details step, Company Name is typed as "Ridgeline Machining", then Legal Name and Unique ID "ridgem", and Continue moves the stepper to Admin Account.
1.1
Not done

Create your shop's account

6 min
The Setup PIN dialog over the empty work list: four dots fill, Set PIN is clicked and the toast "PIN set successfully" shows.
1.2
Not done

Sign in and set your PIN

3 min
In the New User drawer, Auth Provider picks Infab, then Name "Dana Ortiz", E-Mail Address, a masked Temp Password and Job Title "Machinist" are typed, and Submit closes the drawer and adds the row with no toast.
1.3
Not done

Check your plan and add your team

6 min

Organization and documents

3 lessons19 min

Company details, addresses and the defaults every generated document uses.

The New Address drawer is filled with Main Shop, 2250 Industrial Blvd, Boise, Idaho, and Submit shows the toast "Address created successfully" as the row appears in Addresses.
2.1
Not done

Set up your company and addresses

6 min
In General Document Settings, Contact Email is typed, the Shipping Address select opens and picks "Main Shop", and Save shows the toast "Document settings updated successfully".
2.2
Not done

Set up your quotes and document footer

7 min
In Shipment Settings, both Automatic Generation switches turn on, and Save shows the toast "Shipment settings updated successfully".
2.3
Not done

Set order, shipment and invoice defaults

6 min

Machines

3 lessons17 min

Machines carry the rates quotes use and the operators the work list needs.

In the Add a Machine drawer, Identifier "MILL-01", Model "VF-2", OEM Haas, Type CNC Mill, Cost Per Hour 95 and a Supported Operations chip are entered, then Submit closes the drawer and the MILL-01 card appears with no toast.
3.1
Not done

Add your machines

8 min
In Machine Settings, Auto-Assign Based on Workload turns on and is saved, then Business Start Time 06:00 AM and Business End Time 04:30 PM fill in and are saved. There is no toast.
3.2
Not done

Set shop hours and auto-assign

4 min
In the Pair New Kiosk dialog, the 8-character code is typed, Kiosk Name "Mill Cell" and Assign Machines MILL-01 are set, and Pair shows the toast "Kiosk paired successfully" as the Mill Cell row appears.
3.3
Not done

Pair a shop floor kiosk

5 min

Quoting setup

4 lessons30 min

Rates, burden, and the templates that fill a quote item.

In Quote Settings, Default Material Markup 20 and Default Shop Rate 95 are typed in with the margin thresholds lit, then Save shows the toast "Quote settings updated successfully".
4.1
Not done

Set your shop rate and markups

6 min
In Quote Settings, the burden rate help icon is spotlit, Default Shop Burden Rate is typed as 24.00, and Save shows the toast "Quote settings updated successfully".
4.2
Not done

Calculate your burden rate

8 min
The Operation Templates card opens the Create Operation Template drawer, "OP 1 Mill" is filled in with Setup 30, Run 12, "Auto-create charge when applied" on, Type Rate and 95, and Save Template shows the toast "Operation template created" and the new row.
4.3
Not done

Build operation templates

8 min
While editing 3 AXIS MILLING, the Operation Label on the OP 1 card picks "OP 1 Mill", the card reads Linked to OP 1 Mill with Setup 30 and Run 12, and Save Changes closes the drawer.
4.4
Not done

Build process templates

8 min

Master data

3 lessons18 min

Customers, vendors, materials and the places you keep stock.

In New Account, Name "Northline Aerospace", Legal Name, Email and the AS9100 and ITAR Compliance chips are entered, and Save shows the toast "Account created successfully".
5.1
Not done

Add your customers

6 min
In the vendor drawer, Name "Treasure Valley Anodize", Categories Finishing and Preferred Vendor are set, and Save shows the toast "Vendor created successfully".
5.2
Not done

Add your vendors

5 min
In the Add Custom Material drawer, Label "6061-T6 Plate", Class Metal, Family Aluminum, Density and Removal Rate are entered, and Submit shows the toast "Material created successfully" and the new row.
5.3
Not done

Set up materials and stock locations

7 min

First job loop

5 lessons33 min

Quote it, accept it, run it, ship it, invoice it.

In the quote item, Set Process picks 3 AXIS MILLING and Apply Template, the toast "Process template applied" shows, seven operation rows open one by one under Operations & charges, and the price counts up to $823.30.
6.1
Not done

Build your first quote

10 min
In the Accept dialog, a customer PO is typed in, Accept Quote & Create Order is clicked, and the order header for Order 2231 appears.
6.2
Not done

Accept the quote and create the order

5 min
On the deliverable, the OP 1 Mill machine icon opens the "Machines for OP 1 Mill" popover, Assign puts MILL-01 on the row, the toast "Updated assigned machines" shows, and the users badge fills with "DO".
6.3
Not done

Assign the work

6 min
On the kiosk work list, the OP 1 Mill card is tapped, the work detail opens, Begin Setup is pressed, and the phase timer runs.
6.4
Not done

Run the job on the floor

5 min
On the Review and release step, the packing slip and invoice toggles are lit, Release shipment is clicked, and a toast reads "Shipment released."
6.5
Not done

Ship it and send the invoice

7 min

Ready to Transform Your Manufacturing?

Join the community of machinists who trust Infab to power their operations

Start Free Trial

No contracts. Cancel anytime.

See plans and pricing
InfabCAGE 06V71DUNS 128263681NAICS: 518210, 541511, 541519© 2026 Infab Softworks, LLC
Product
Company
Legal
Social
Support
All Rights Reserved.