Run the shop.
Not the paperwork.

Estimates, build tracking, payments, and a client portal — purpose-built for custom furniture makers, on the desk and in your pocket.

The Workbench board — every job from first inquiry to final delivery
Job 1042
Walnut River Dining Table
for Dana Whitfield · due Sep 12
In Progress
for Dana Whitfield Call
Timer3.5 hrs logged
Log EpoxyLiters, type, cost
Add PhotosCamera or library
Add NoteNote, problem…
Epoxy Pour
00:42:17
Stop
Job 1042
Ash Console + Steel Base
for Marcus Lee · Delivery day
Ready to Deliver
Mileage48,210 → 48,242 · 32 mi
Fuel$62.40 → expensed
Delivery photos4 added
Mark Delivered
Every cost above is already on the job's P&L
Inquiry → paid
one pipeline, one board
Live GP% & margin
on every line you quote
Passwordless portal
clients approve in one tap
AI concept sketches
from the customer's own words

Retire the spreadsheet.

Most shops run on texts, sticky notes, and a spreadsheet with 14 tabs. It works — until it costs you a job.

The old way
  • Photos of the slab buried in a text thread
  • “Did they ever pay the deposit?”
  • Quote math redone from scratch every time
  • The shop asking what to build next
With Workbench
  • Every photo, note, and message on the job
  • Deposits requested, paid, and reconciled
  • Estimates priced from your rates and markups
  • A task list on every builder's phone
01From inquiry to concept

Every job starts with the customer's own words

The inquiry lands on your board with the customer's request attached. One click turns their description into a concept sketch you can refine, share, and build the estimate around.

  • AI concept sketches drawn from the inquiry
  • Build notes, budget, and timeline on the job header
  • Status pill and progress that follow the job everywhere
  • Redraw with revision notes until it matches the vision
Workbench job page with customer build notes and an AI-generated concept sketch of a dining table
A live job — customer notes on the left, AI concept sketch on the right.
02From concept to quote

Quote it like a pro shop

Build each job from parts, labor, fees, and sublets — pull from inventory or canned jobs, watch gross profit update as you type, and send it for authorization with one click.

Workbench estimate editor with labor and part lines, gross profit, and authorize button
A real estimate in Workbench — line items, live gross profit, and the Authorize flow.
Try the math — drag the numbers, watch the margin respond.
Job total
$3,070
Gross profit
$1,536
Margin
50.0%
Meets goal
Rough numbers for the demo — the real thing prices from your labor rate, markup matrices, and canned jobs.
Workbench client portal showing an estimate with approve and decline buttons
What your customer sees — and where the deposit gets paid.
Your commission
Walnut River Dining Table
Your piece is being built — follow along here.
Walnut river dining table$8,180
White-glove delivery & install$400
Timeline8–10 weeks from deposit
Total investment
$8,580.00
Progress photos12 shared · 2 new
Approve estimate
Decline
03From quote to deposit

They approve from the couch. You get paid before the saw spins.

Send clients a private link — no password, no account. They review the estimate, approve it in one tap, pay the deposit, and follow progress photos while you build.

  • Passwordless magic-link access
  • Approve or decline the estimate in one tap
  • Deposits and invoices paid right in the portal
  • Progress photos you choose to share, with captions
Everything, in its place

The tools of a well-run shop

One board, every job

Sales, production, and completed — every commission from first inquiry to final delivery on a single board your whole shop reads at a glance.

Estimates built like work orders

Parts, labor, fees, and sublets on every job — with live gross profit, margin goals, and one-click customer authorization.

Shop-floor workflow

Every authorized job becomes a task list. Assign builders, attach progress photos and notes, and the front office sees it instantly.

A client portal that closes

Customers get a private link — no account — to review the estimate, approve it, follow build photos, and pay their deposit.

Know your numbers

Cost, gross profit, and margin on every build, plus a running profit bar on every estimate as you quote.

Reports that teach

Close ratio, effective labor rate, hours sold vs. presented, lead sources — the numbers that actually grow a shop.

Spend your hours at the bench, not the desk.

Workbench is opening to a first group of custom furniture shops. Get in line.

No spam, no card — just an email when your spot opens.