DOCUMENT CONTROL FOR Engineered Equipment & Systems Suppliers

One record of where every document stands, whichever party has it

Heat exchangers, fired equipment, heating systems, skids, columns, engineered electrical: the document load runs across your own engineering, your fabrication shops, your sub-suppliers and a demanding reviewer on the customer’s side.

DocBoss holds where every document stands across all of them, and turns the approved record into the turnover packages and books the project closes on.

Built for engineered systems, described the way you describe them

Engineered systems—skids, heat exchangers, fired units, and packaged electrical—carry multi-party document loads across internal engineering, third-party fabricators, and sub-suppliers. DocBoss holds one unified status record across every party while automating tracking, release gates, and skid-sliced turnover packages.

Primarily a vessel shop running under an ASME stamp? See Pressure Vessel & Custom Fabricators. Focusing strictly on rotating machinery? Visit Pump & Compressor Manufacturers.

Where is that drawing, and who has it?

Projects with larger equipment span multiple stakeholders: your engineering team, fabrication shops, sub-suppliers, and customer reviewers.

DocBoss maintains a card for every document, which you can track accross parties. Track what is out with each sub-supplier, what remains in internal review, and how long the customer has held each file. Rejections automatically route to assigned action owners and remain gated out of customer queues until internal checks pass.

Shops and sub-suppliers that do not live in your systems

Third-party fabrication shops and sub-suppliers interact through a dedicated portal to upload deliverables and retrieve returns, keeping files out of email inboxes. Submittals route through engineering, back to sub-suppliers, or into resubmittal queues, backed by targeted expediting reports.

• Issue purposes run in sequence—gating each version to the correct people for review and release so fabrication proceeds strictly on approved revisions.
• Run multi-direction expediting across customers, internal teams, and sub-suppliers.

The turnover package the project closes on

Customer specs often require turnover packages split by skid, area, or plant, complete with code reports and calculations. DocBoss builds multi-section databooks off a single structure using Major Tags, defining each deliverable by document code from your tracked set, or allowing you to arrange documents one by one when a section requires manual sequencing. Final packages compile automatically from the latest approved files.

• Generate full Tables of Contents at project kickoff before files exist.
• Re-slice databooks per skid, area, or order by changing a single setting without rebuilding.

The instrument and valve documentation, off engineering’s desk

When projects carry an instrument and valve index, DocBoss uses that equipment data to auto-generate the list of required sub-supplier documents. Instead of engineering tracking incoming vendor records in side-spreadsheets, placeholders build directly inside document control. Incoming sub-supplier docs can be tracked, expedited, hidden from customer submittals, or included exclusively in final databooks.