CRM Software for Carpentry Business

Automate Routine Processes To Get Additional Time For Business Growth

Accurate estimates
and quotes in seconds

Mobile apps for carpentry project teams and business owners

Existing and potential clients’
details and communication
history in one database

Direct integrations with QBO
and Xero accounting software

Want to try it out? Get your 7-day free access to all features

Orderry is an all-in-one solution for small and medium-sized carpentry businesses

Professional Quotes and Cost Estimates

Orderry allows you to win more business from your estimates through fast creation, auto emails, accurate quoting, and instant sync with accounting systems. Streamline the entire cycle—from gathering details about a new bespoke project to getting paid.

Preset and custom templates for various document types, forms, and notifications.
Automatic calculation of materials and labors.
Status tracking of your quotes sent to clients for review.
Estimating jobs individually or in bulk.
Sending invoices to QuickBooks / Xero automatically.

Unified Database of Clients, Subcontractors, and Suppliers

A vast array of features for customer relationship management in Orderry will help you convert prospects into loyal clients and build trustful cooperation with other businesses.

Access your customer base from any device and easily filter profiles for individuals, legal entities, and suppliers.
View a complete history of interactions with each client.
Set up automatic sending of client messages to notify about upcoming appointments, job progress, or promotions.
Collect customer feedback (5-point scale, NPS, or like/dislike) to analyze your company’s performance and improve client experiences.

Carpentry and Woodworking Jobs Under Control

Orderry runs the way your carpentry business does—you can customize job forms, create individual status chains for different job types and workflows, and define rules for status updates. All this with one goal: complete more jobs in less time.

Convenient filtering badges to see all jobs in a particular status at a glance.
Autofilling forms with data already existing in the CRM related to clients and their assets.
Reporting on jobs and profit they generate for your company.

Efficient Time Management with a Built-In Scheduler

You can create carpenter work orders right in the Orderry’s calendar to evenly distribute workload among your employees, equipment, and vehicles. Book slots in your carpenters’ schedules and remind them of upcoming appointments with email or SMS notifications.

Orderry helps you keep track of materials, tools, and equipment

Stress-Free Inventory Management

Organize your carpentry inventory into product warehouses to know the exact location of every item. Create asset warehouses for tools and equipment as well to track who is using them and where.

Stock balance control.
Adding products from stock to work orders or sales.
4 methods of stocktaking.
Inventory reports in a few clicks.

Automatic Payroll and Accrual

With Orderry’s advanced features for salary calculations, you can ensure each employee is paid transparently and on time. Configure payroll computing for your entire team based on roles, time worked, experience, skills, and performance. Accrue salaries to employee balances and make payouts on the frequency you prefer.

Coefficients, commissions, bonuses, and penalties.
Hourly/daily/weekly salaries according to the Employee Work Schedules.
Overview of salary details in the employee profiles.
Flexible access settings to payroll data.

Mobile App For Carpentry Project Teams

Your field employees can process jobs, check clients’ data, and accept payments via the Work Orders App.

Create and close jobs, and update their statuses on the go.
Attach files and leave comments/notes.
Add labors and materials.
Assign tasks.
Process payments via virtual cashboxes.

Task Manager For Better Performance

Streamline how you conduct your daily business—create tasks for your carpenters and yourself in the online task management software.

Tasks are linked to work orders and clients, saving you time searching for necessary information in the database.
You can track the progress of tasks assigned to or by you on a single page.
To motivate your team, set up the automatic calculation of commissions for completed tasks.

Easy-To-Read Reports and Analytics

Generate 20+ reports on finances, employee performance, the profitability of services and products, lead conversions, and the effectiveness of marketing channels.

Track real-time business performance metrics and customer feedback via Business Insights App.
Use the Company Insights report to Inform your strategic decision-making.
Open the Employee Activity Log to find out who did what and when in the CRM software.
Gain a clear view of business performance with key metrics in the Business Dashboard.

Why Work With Us

Dedicated team of customer
support specialists

Daily backups
and data encryption

Employee accounts already
included in subscription plans

Help Center with step-by-step
guides and video instructions

You know how to build things and transform spaces.
We know how to streamline your workflows with automation tools. Let’s collaborate!

Sign up today and test all features free for 7 days.
No credit card required.

FAQ

What is carpenter business software?

Carpentry software is a solution designed to help businesses streamline their operations, increase productivity, keep client timelines, and reduce costs. Its key features include job scheduling, control of finances, inventory management, reporting, and customer relationship management.

Can I manage basic woodworking projects in Orderry?

Yes, you can create specific workflows and organize different aspects of woodworking in Orderry—use status chains, control deadlines, add materials and tools to work orders, and generate estimates quickly and easily. For solo entrepreneurs with a small number of woodworking projects per month, there is a Hobby subscription plan in Orderry that cover most small business needs.

What integrations does Orderry carpenter software offer?

You can connect your account to 200+ services via Zapier or use direct integrations with WhatsApp, Twilio, BulkSMS, Xero, and QuickBooks Online.