LoadX workflow

From inquiry to production.

LoadX connects the sales proposal, reviewed design, and production into one clear workflow for independent lofts.

PROPOSAL RECORD
SAIL SPEC
PRODUCTION FILE PACK
The workflow

Four steps from inquiry to production.

One job record moves from a customer-ready proposal into review, approved design, and the production pack the factory needs.

Proposal preview
A Sails / J/105
01
Proposal cover page
01 / Proposal

Turn an inquiry into a proposal.

The loft can respond with a branded document instead of rebuilding context across emails. The proposal stays tied to the same job record that later moves into review and production.

Output
Customer-ready proposal
Reviewed 2D design
Geometry checked
02
Dark review workspace preview
02 / Design Review

Review the design before production.

When the customer is serious, the same record moves into review so assumptions, missing information, and build risks are checked before the factory receives files.

Output
Reviewed design direction
Approved package
Approved design
03
Reviewed design package
03 / Reviewed Design

Package the approved design.

The reviewed design is organized into a handoff-ready record before files are released for production. Geometry, notes, and build assumptions stay together.

Output
Reviewed design package
Production handoff
Ready to build
04
Production sail pack
04 / Production Pack

Export what production needs.

The factory receives production files, build notes, and handoff context tied to the same job record. Production starts from the reviewed design, not from a separate loose brief.

Output
Production file pack
Where the boundary sits

A proposal helps the loft sell. A sail spec defines the design. Production begins only after LoadX exports a production file pack and hands it to the factory under LoadX standards.

Before and after

What changes when the record stays together.

The old workflow loses context between quote, design, and production. LoadX keeps the same job record moving forward.

Traditional

Quote loses the moment
Monday 9:00 AM
"Can you quote a performance mainsail for my J/105? I'm trying to decide this week."
Boat owner
"Yes. I'll pull the boat file and work up options."
Loft owner
Wednesday
Old J/105 quote
Different cloth option
Retail price missing
Assumptions in email
The proposal is still being rebuilt from scattered context.
Internal work
Thursday 5:40 PM
"I'm nearly there. Just checking the final price."
Loft owner
Friday 8:20 AM
"Thanks, but another loft already sent a complete proposal."
Boat owner
The customer moved before the proposal did

LoadX Way

Proposal first
Monday 9:00 AM
"Can you quote a performance mainsail for my J/105? I'm trying to decide this week."
Boat owner
"Yes. I can send a proposal today with the assumptions visible."
Loft owner
Monday 9:15 AM
Proposal record
Boat
J/105
Sail
Performance mainsail
Retail
$6,840
Assumptions
Visible
Monday 10:05 AM
"This is clear. Can we review the reef layout before I approve?"
Boat owner
The sale moves into review while interest is fresh

Traditional

Approval hides risk
Customer approved
"I approved the quote. Are we ready to build?"
Customer
"Yes, I think so. I'll send the notes through."
Loft owner
Design question
"Wait. Which reef layout did the customer approve?"
Designer
Hidden risk
Quote approved Yes
Geometry Not reviewed
Clew hardware Unclear
Reef notes In email
Factory hold
"Do not cut yet. The spec is not final."
Factory
Approval creates pressure before the design is reliable

LoadX Way

Reviewed before build
Proposal approved
"I approved the proposal. Are we ready to build?"
Customer
"First we review the design, then production gets the pack."
Loft owner
Review
"Geometry is checked. Reef layout is confirmed. Clew hardware needs approval."
LoadX reviewer
Reviewed design record
Geometry Checked
Reefs Confirmed
Battens Confirmed
Clew hardware Open
Before release
"Good catch. I'll confirm that before release."
Loft owner
Risk is surfaced before the factory commits

Traditional

Factory gets fragments
Factory slot
"We're ready to schedule the J/105 main. Send the final files."
Factory
"The PDF is attached. The DXF is in the old thread. Notes are below."
Loft owner
Version conflict
"This PDF says two reefs, the notes say one. Which one is approved?"
Factory
Loose files
File handoff
Proposal PDF
Attached
DXF
v3
Build notes
Email
Approved spec
Missing
Hold
"We'll hold the slot until this is confirmed."
Factory
Production waits while context is reconstructed

LoadX Way

Production pack ready
Factory slot
"We're ready to schedule the J/105 main. Send the final files."
Factory
"Use the production pack from the approved design."
Loft owner
Production pack
Approved handoff
Production PDF
Ready
DXF cutting file
Ready
Build notes
Included
Approved design
Linked
Factory ready
"Clear. The pack matches the reviewed spec."
Factory
"Start production."
Loft owner
The factory starts from one approved handoff

Ready to request controlled access?

Apply for the proposal workspace, design review, reviewed design package, and production path that fit your loft.

Apply for access