Woodshop MasterWoodshop Master
Cross-Team Misalignment

“Nobody remembers who talked to the client last.”

Without a shared record of past conversations, each team member works in the dark. This leads to repeated questions, missed updates, and frustrated clients.
Untracked Conversations

“That was in my email — you didn’t see it?”

When communication lives in individual inboxes or notebooks, important context gets siloed. That makes handoffs messy and accountability hard to track.
Job-Specific Discussions

“They said they wanted birch, not maple…”:

Material choices, design tweaks, and delivery requests often come through informal conversations. Without logging these, shops risk costly mistakes.
Verbal Agreements

“I thought someone else was calling them back.”

If no one logs a follow-up note or assigns ownership, tasks fall through. Missed follow-ups erode trust and delay progress.
Oversharing Risks

“Not everyone should see that client complaint.”

Some conversations need controlled access. Without visibility settings, shop techs, admins, or reps may see info that wasn’t meant for them.
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Woodshop Contact History – Every Interaction, All in One Place


Whether it’s a phone call about a quote, a site visit to confirm finishes, or an email about delivery — every communication deserves to be logged and accessible.

This app gives your entire team visibility into the full conversation history with every contact and client, keeping operations smooth and aligned.

About Woodshop Master

Why Woodshop Master?

Because in custom work, clarity isn’t optional — it’s everything.

Right Block:

Remember Every Conversation Never second-guess what was said, promised, or planned again.

A Living Timeline of Every Client Relationship

Every call, visit, change request, or complaint lives in one searchable record. From front desk to finish carpentry, everyone gets the same context.

Logs Every Interaction

Job-Linked Context

Keeps Teams Aligned

Visibility Controls

Client Memory in One Place

Accessible from Anywhere

Integrated Apps

Woodshop Contact History connects to:

CRM

Client Tracking

Projects

Work Orders

Email Logs

Phone Logs

Notes & Documentation

Delivery Scheduling

Down
Your Personal Guide on Every Page
From the first click to the final step, Ikhana, your on-screen tutor, shows you how it all works. Every field, every button, every page – explained with clarity, just a tap away.
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App Features

Centralized Communication Timeline
Every interaction with a contact — phone, email, visit, or note — stored in a single timeline, accessible by all roles.

Automatic Linkage to Projects & Clients
Entries automatically associate with relevant jobs, clients, or contacts, reducing data entry and increasing visibility.

Method Tracking & Attribution
See how the communication happened (email, call, site visit), when it occurred, and which team member handled it.

Smart Filtering & Search
Quickly find past conversations by contact name, job, date, or topic — no need to scan manually.

 

Follow-Up Notes & Flags
Add follow-up indicators or result notes so the next person knows what’s been handled — and what hasn’t.

 

Visibility & Access Controls
Restrict access to sensitive communication logs by user role or department. Maintain privacy and professionalism.

Audit-Ready Logging
Every entry is timestamped and editable only with tracking. Perfect for client dispute resolution or regulated accounts.

Cross-App Integration
Contact History entries show up in CRM, Client Tracking, Work Orders, and Project Timelines automatically — no duplicates.

Mobile-Friendly Logging
Log site visit notes or call summaries directly from the field — no delay in updating your team.

Find the Right Plan for Your Shop

Start small or go full-featured — there’s a Woodshop Master tier built for your team.