JobCRM is software for cabinet, kitchen and millwork shops that runs each job from first call to final payment. You measure, quote from your price list, get the quote approved and signed online, take the deposit before you order, schedule the install and invoice the balance, with card and bank payments built in and an AI assistant to chase what’s owed.
| Built for | Cabinet, kitchen, countertop and millwork shops |
|---|---|
| Job stages at signup | Lead, Appointment, Measure, Quote Sent, Sold (Deposit), Ordered / In Production, Install Scheduled, Install Complete, Paid in Full |
| Starter price list | Cabinets, Countertops, Installation, Delivery |
| Deposits | Deposit and balance billing on every plan |
| Payments | Bank transfer 1%, cards 2.9% + 30¢; card fees can be passed to the client |
| Client portal | Clients approve and sign quotes, pay deposits and invoices, and see job status and install photos, under your logo and colors |
| Accounting | QuickBooks Online sync (Essential and Advanced) |
| AI assistant | On every plan; it drafts quotes and follow-ups and asks before anything is sent |
| Price | From $99 a month; 14 days free, no card |
Most use a CRM or quoting tool plus a separate payment processor. JobCRM puts both in one place: the client approves the quote and pays the deposit from the same link, and the balance is invoiced after install.
Yes. Upload a spreadsheet or an export from the software you use now, and JobCRM matches the columns for you.
Yes. Choose millwork or woodworking at signup and you get stages built around design, production, finishing and delivery.