Quote it
Estimates in sections from your own price list, with revisions kept and a link the customer can accept and sign.
Software to run a custom wood shop
Quote it, build it, install it and get paid from one place, instead of a spreadsheet, a whiteboard, a photo app and the accounting software.
The shop runs on the owner's memory
For owners who want the office and the floor on the same page without hiring someone to run the software.
1
Quotes live in a spreadsheet nobody else can read.
2
The schedule is a whiteboard, and the phone rings when it changes.
3
Hours go on paper and never reach the job.
4
Jobsite photos live on the installer's phone.
Quote it, build it, install it, get paid
Build it
Release the job and the work orders show up on the shop tablet with their steps, drawings and a place to clock time.
Install it
Installers open the work order on their phone, tick the checklist, mark up photos and log hours from the site.
Get paid
Deposits and progress invoices come off the estimate, customers pay online, and the job shows its margin as it goes.
Questions shops ask us
What does wood shop management software do?+
It runs the business side of a custom wood shop from one record: quotes, jobs, work orders, shop-floor time, scheduling, files, customer email, invoices, payments and job costing.
Is it too much for a small shop?+
No. Every shop starts with the same core and turns on things like capacity planning, reports or inventory only if they need them.
Does it run on a tablet in the shop?+
Yes. A shared tablet with a PIN or badge shows each department its released work, and people finish steps and clock time on it.
Does it work with QuickBooks?+
Yes. Customers, invoices, payments and hours sync with QuickBooks Online, and QuickBooks stays your ledger.
Can we start with just quoting and jobs?+
Yes. Most shops go live on quoting, jobs and invoicing first, then bring in the shop tablet and scheduling once the office is settled.
Is this an ERP?+
For a wood shop, yes. It covers what a shop needs from an ERP without the year-long rollout the word usually comes with.