Order Management

Workspace Overview

    
        Order         
               Management

Orders in a woodshop aren’t just sales — they’re full projects. The Order Management workspace gives your team the structure to track every job from quote to completion, including what’s needed, what’s approved, and what’s already in motion.

Every Order Is a Project. Now It’s One You Can Track.

Solution Highlights

Project-based order tracking : Each order is its own job, tracked from start to finish

Supply + wood planning : Track material and part needs per project

Status clarity : See what’s pending, active, completed, or invoiced

Centralized visibility : All order details, all in one place

Why Order Management Matters

Every job has moving parts — materials, pricing, communication, and fulfillment. This workspace brings all of that together in a single record, so your team isn’t chasing files, duplicating info, or reacting to delays. It keeps work flowing from first quote to final delivery.

What Sets Order Management Apart

This system treats each order like the project it really is — with linked quotes, material requirements, and real-time status. It’s built for shop teams who need clarity, not paperwork.

Features

Customer Order Tracking

Follow each job by project name, client, and status — from quote to completion.

Supply / Parts Order Management

Tie parts and supplies directly to the project they support.

Wood Order Management

Track lumber and sheet goods by job, linked to dimensions and estimated quantities.

Treat Every Order Like the Project It Is

The Order Management workspace gives your team the visibility, control, and context to run jobs smoothly — from first quote to final step.