Bid and award
Contractors, contacts, estimate revisions, approvals and project value stay on the record that becomes the live project.
ERP for architectural millwork
One current record for the project manager, the shop, the installers and the owner, instead of a version in email, a version in a spreadsheet and a version in the accounting software.
Projects go wrong in the handoffs
For millwork and casework companies running long projects with a lot of revisions, across the office, the floor and the field.
1
The bid gets typed again when it becomes a project.
2
Drawing revisions and field photos lose their link to the job.
3
Schedule changes are passed to each department by hand.
4
Clocked hours are hard to compare with the hours you estimated.
From bid to install, on one record
Coordinate
Phases, statuses, tasks, calendar dates, drawings, email and notes on one job, not in three trackers.
Build and install
Work orders move through drafting, build, delivery and install. The shop tablet and the installer app collect hours and checklist progress.
Bill
Progress invoices fire from the payment schedule, payments land on the job, and the costing tab shows where the margin is going before the project closes.
Questions shops ask us
Is Woodsystems millwork CAD or CAM software?+
No. Keep your drawing and engineering software. Woodsystems runs the project, the production, the field work and the money around it.
Can we use our own project phases and fields?+
Yes. Job statuses, phases, custom fields, forms and automations are set up the way your company already works.
How does progress billing work?+
A payment schedule on the accepted estimate raises each invoice at its milestone: a deposit on award, a progress payment when a status is reached, the balance on completion.
Do project hours feed job costing?+
Yes. Hours clocked on a work order are costed at each person's loaded rate and compared with the estimate while the project is open.
How do you keep drawing revisions straight?+
Drawings and documents live in the job's folders, email attachments are filed once, and the shop sees the released set on its tablet.
What size of millwork company is this for?+
Owner-run and mid-sized companies. A large plant that needs machine-level control should also look at an enterprise manufacturing system.