Woodshop MasterWoodshop Master
Client Status & Ownership

“We have no idea which clients are active or waiting.”

Without a centralized tracking system, it's hard to know where clients stand in your pipeline. Delays and confusion happen when key info is buried in inboxes or forgotten spreadsheets.
Project Follow-Ups

“I don’t remember what we did for them last time.”

Client details get lost between jobs, departments, or staff handovers. Without visible history, every job feels like starting from scratch.
Intake & Setup

“Have they been onboarded yet? Who’s handling it?”

Shop teams and admins lose time figuring out who’s responsible for setup steps. Without shared onboarding visibility, important clients fall through the cracks.
Multiple Stakeholders

“Who’s the point of contact on this?”

Many clients have multiple representatives, contractors, or billing contacts. Keeping that info up-to-date across teams is nearly impossible without a shared tracking app.
Team Permissions

“They don’t need to see all of that.”

Not everyone should see every client detail. Without permission-based controls, you risk overexposing sensitive or irrelevant information.
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Woodshop Client Tracking – Visibility From Quote to Completion


Get a complete view of every client you serve — from first interaction to final invoice and every job in between.
Designed for woodworking operations, this app keeps sales, project management, and admin teams aligned by showing a shared client lifecycle across your system.

About Woodshop Master

Why Woodshop Master?

Because understanding your clients shouldn’t require three tools and a phone call.

Right Block:

Know Who. Know What. Know What’s Next. Every contact. Every job. Every follow-up — always within reach.

Client Relationships, Fully Mapped


From shop floor to front office, everyone sees the same complete picture: job history, account status, project issues, and stakeholder roles — all in one place.

Centralized Client Profiles

Lifecycle Visibility

Ties to Jobs & Invoices

Multi-Contact Support

Onboarding Made Easy

Permission-Based Views

Integrated Apps

Woodshop Client Tracking connects seamlessly with:

CRM

Contacts

Invoices & Quotes

Project Templates

Phone Logs

Work Orders

Material Requests

Onboarding Checklists

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.
Learn more

App Features

Complete Client Profiles
Build rich profiles for customers, stakeholders, and organizations — including contact info, communication preferences, and billing setup.

Lifecycle Status Tracking
From inquiry to invoiced — track onboarding, active jobs, follow-ups, service pauses, and renewals in one consistent flow.

Multi-Contact Support
Log multiple points of contact per client — including purchasers, site supervisors, and finance reps — with clear role tags and visibility settings.

Integrated History Logs
Every job, invoice, issue, and message is linked to the client record. Full visibility across departments, all in one place.

Custom Tags & Filtering
Segment by region, client type, service tier, or custom labels — perfect for running targeted campaigns or prioritizing VIPs.

Smart Search & Quick Access
Find any client, job, or linked document in seconds — even across large directories or multi-location accounts.

Onboarding Visibility
Assign and track onboarding tasks across teams — from intake forms and contract uploads to first service scheduling.

Role-Based Permissions
Control who sees what. Hide billing info from shop techs or internal notes from external service partners.

Linked Quotes, Invoices & Jobs
One click reveals every quote sent, order fulfilled, or invoice issued. Great for answering client questions without context-switching.

Audit & Change Logging
Every update, change, or access is timestamped and traceable — ideal for regulated industries or high-touch clients.

 

Mobile-Optimized Views
Field teams, delivery drivers, and on-site reps can access the latest client info on the go — no delays, no miscommunication.

Find the Right Plan for Your Shop

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