STEP 01
Opportunity
Capture the customer, contractor, scope, estimate, follow-up, and probability without creating a disposable sales record.
Know where every cabinet job stands without asking around
One job carries the customer, quote, schedule, drawings, shop work, communication, billing, and real performance from the first call through closeout.
Why it matters
The job is the system of record—or someone’s memory is
For owners and project managers running several custom jobs across the office, shop, and field.
01
Sales and production maintain different versions of the project.
02
The next action is trapped in a person’s notes or inbox.
03
Dates change without the full team seeing the consequence.
04
The latest drawing or customer decision is difficult to verify.
One plan, one job
Handoffs get expensive when the job history breaks.
Sales, the PM, production, and installation verify changes and next steps on the same record.
How it works
Follow the same job through its entire life
STEP 02
Project
Move won work through custom stages and statuses while keeping tasks, files, messages, forms, dates, and responsible people attached.
STEP 03
Production
Issue work orders, track phases and checklists, collect labor, and expose the right work to the shop floor.
STEP 04
Closeout
Keep invoices, payments, cost, margin, signed documents, and project history available after completion.
Questions buyers ask
Straight answers, before the demo.
Can we use our own job stages?+
Yes. Woodsystems provides a durable high-level structure while letting the shop define the statuses and process underneath it.
Is job management separate from estimating and billing?+
No. Estimates, invoices, payments, files, work orders, labor, and communication attach to the same job.
Can production workers see financial information?+
Production access can stay focused on the work. Roles and the shop-floor experience keep financial screens away from users who do not need them.
See it in action