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.
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.
1
Sales and production maintain different versions of the project.
2
The next action is trapped in a person's notes or inbox.
3
Dates change without the full team seeing the consequence.
4
The latest drawing or customer decision is difficult to verify.
Handoffs get expensive when the job history breaks.
Sales, the PM, production, and installation verify changes and next steps on the same record.
Follow the same job through its entire life
Project
Move won work through custom stages and statuses while keeping tasks, files, messages, forms, dates, and responsible people attached.
Production
Issue work orders, track phases and checklists, collect labor, and expose the right work to the shop floor.
Closeout
Keep invoices, payments, cost, margin, signed documents, and project history available after completion.
Questions shops ask us
Can we use our own job stages?+
Yes. Jobs move through statuses you define, with sub-statuses under each, and the board shows them as columns in your colours. Prep, active production and install are the fixed backbone; everything inside them is yours.
Who owns a job?+
Every job has a project manager and a member list, separate from company-wide roles. The dashboard briefing shows each person their own tasks, events and overdue work for the jobs they are on.
What does the job record hold?+
Customer and contacts, estimates and revisions, invoices and payments, files and photos, email threads, work orders, hours, tasks, custom fields and the activity history, on the tabs of one page.
How do we know what needs attention?+
Overdue tasks, work orders past their expected end and jobs aging in a status show on the dashboard and on the board as they happen, not in a report you have to run.
Does an opportunity become a job without re-entry?+
Yes. An opportunity is the same record with a different flag. When it is won, the estimate, contacts and files are already on the job.
Can production see every job?+
Only released ones. Releasing a job to the shop is a deliberate step that puts its work orders on the kiosk and on the week board.