JobCRM is software for woodworking, millwork and custom furniture shops that runs each job from first call to final payment. You quote from your price list, take the deposit when your client approves and signs online, move the job through design, production and finishing, schedule delivery and install, and invoice the balance, with card and bank payments built in and an AI assistant to draft quotes and chase what’s owed.
| Built for | Woodworking, millwork, custom furniture and built-in shops |
|---|---|
| Job stages at signup | Lead, Site Visit, Design, Quote Sent, Sold (Deposit), In Production, Finishing, Ready for Delivery, Delivered, Paid in Full |
| Starter price list | Custom build, Materials, Design / drafting, Finishing, Delivery, Installation |
| Deposits | Deposit when the quote is approved, balance billed at the end, 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 |
Many use spreadsheets plus a separate invoicing app. JobCRM keeps the quote, the deposit, the production stage, delivery and the final invoice on one job, with payments built in.
Yes. Your client approves and signs the quote and pays the deposit from the same link, by card or bank transfer. The deposit invoice can be created automatically when a quote is approved.
Yes. Cabinet shops can choose cabinets at signup for stages built around the measure and install.
Yes. Upload a spreadsheet or an export from the software you use now, and JobCRM matches the columns for you.