Carpentry and furniture - from project to installation
A dedicated module for a carpentry and furniture business: open a project per customer, keep measurements, get an initial quote estimate from the measurement, build a materials list, nest parts for sheet cutting, and issue a work order that moves through eight fixed production stages to installation.
What this module does
The module manages the full path from a customer inquiry to on-site installation: a project with measurements, an initial quote estimate based on the measurement, a materials list, part nesting for sheet cutting, a work order that advances through eight fixed production stages, and installation scheduling with a team and a sign-off. This is not a module every business gets by default - it is sold as a separate monthly add-on, not bundled into any plan. A carpentry business buys the add-on itself, and the module unlocks automatically for as long as the add-on stays active.
What actually works for a carpentry shop
Customer project with measurements and an estimate
Every project holds a versioned measurement set, and the system produces an initial estimate from it - labor, material, waste and margin. This is a quick estimate for a first conversation, not a final quote - that comes after a full bill of materials.
A bill of materials per project
Build a bill of materials from an internal materials catalog - sheets, laminates, hardware and fittings - and attach it to the project as the basis for the work order.
A materials and hardware catalog from known suppliers
An internal catalog with named items from Blum, Hettich, Häfele, Egger, Kronospan, Formica and Wilsonart, to pick from in the bill of materials. This is a reference catalog inside the system, not a live connection to the manufacturer's price list - live price sync needs connection credentials that do not exist yet for most suppliers.
Sheet cut-list nesting, with a preview
Enter a part list and sheet size, and the system nests the parts on the sheet accounting for kerf width and grain direction, letting you check a layout before saving. Export to a generic CSV or to one of six CNC control formats - Biesse BPP, HOMAG WoodWOP, SCM XCS, Felder/Format-4 and Weeke WoodWOP, plus a generic G-code.
A work order with eight production stages
A work order opens with eight fixed stages - cutting, edge banding, drilling, assembly, finishing, quality control, packaging and delivery - and every stage records who started it, who finished it and the quality check.
Installation scheduling and change requests
Schedule an installation with a team and responsibility, mark the installation sign-off, and if the customer asks for a change mid-project, open a change request that records the added cost and schedule.
One Platform. Everything Connected.
Every module works together seamlessly. Your data flows automatically between CRM, Booking, Payments, Communications, and more.
No More Switching Apps
Everything you need in one place. No juggling between 10 different tools.
Automatic Data Sync
Customer data, bookings, payments, and communications sync automatically.
Smart Automation
Create workflows that span multiple modules. Book → Invoice → Remind → Follow-up.
Unified Analytics
See your entire business performance in one dashboard with cross-module insights.
See How Modules Work Together
Click any connection to see how two modules combine to create powerful automations
WhatsApp + CRM
See full customer history when they message. Auto-tag contacts, track conversations, and personalize responses based on purchase history.
Booking + Invoicing
Auto-generate invoices when appointments complete. Send payment reminders, track revenue by service, and reconcile automatically.
Payments + Booking
Collect deposits at booking time. Deposits and reminders can reduce no-shows. Process full payments, offer installments, and manage refunds.
AI + WhatsApp
24/7 intelligent responses. Answer FAQs, book appointments, send quotes - all automatically while you sleep.
Contracts + Payments
Auto-trigger payment collection when contract is signed. No chasing clients - funds transfer on signature.
Automation Flows
Build powerful workflows: New lead → WhatsApp welcome → Book demo → Send contract → Collect payment → Add to CRM.
Real Example: The Perfect Customer Journey
Zero manual work. Every step automated.
Power Combinations
See how 3 and 4 modules create complete business workflows
Smart Booking Experience
Booking + WhatsApp + CRM
Customer books online → WhatsApp confirmation with their name from CRM → Personalized reminder with past service history → Post-visit follow-up based on preferences
Automated Billing Cycle
Invoicing + Payments + Email
Invoice generated → Payment link embedded → Email sent → Reminder at 7 days → Thank you email on payment → Receipt auto-delivered
24/7 Smart Scheduler
AI + WhatsApp + Booking
Customer messages at 2am → AI understands intent → Shows available slots → Books appointment → Confirms instantly → No human needed
Smart Call Center
Voice + CRM + Analytics
Call comes in → Customer card pops up with full history → Agent sees previous purchases & preferences → Call logged automatically → Analytics tracks call duration, outcomes & agent performance
Multi-Channel Reminders
SMS + WhatsApp + Booking
Customer books appointment → WhatsApp confirmation sent → SMS reminder 24h before → WhatsApp reminder 1h before → No-show? Auto-reschedule message sent on both channels
Omnichannel AI Support
Voice + WhatsApp + AI
Customer calls → AI voice assistant answers → Can't resolve? Transfers to WhatsApp for detailed help → AI continues conversation seamlessly → Full transcript saved
Complete Service Business
CRM + Booking + Invoicing + Payments
New customer added to CRM → Books service → Appointment completed → Invoice auto-generated with customer details → Payment collected → History updated in CRM
Intelligent Customer Engagement
CRM + AI + WhatsApp + Analytics
AI identifies high-value customers in CRM → Sends personalized WhatsApp offers → Tracks engagement → Analytics shows ROI → AI optimizes next campaign
Deal Closing Machine
CRM + Contracts + Payments + Email
Lead marked 'ready' in CRM → Contract auto-generated with details → Sent for e-signature → Payment triggered on sign → Welcome email sent → Deal closed
Carpentry module FAQ
How does a carpentry business get the module
Is the quote the system produces the final quote for the customer
How does sheet cut-list nesting work
Can I upload a CAD file and get automatic measurements
What are the eight production stages in a work order
Does the supplier catalog for Blum and Egger update automatically from the supplier's price list
We will show you how a project becomes a measurement, an initial estimate, a bill of materials and a work order that moves through to installation, and explain how the module gets enabled for your business.
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