Woodshop MasterWoodshop Master
Unstructured Company Lists

"Our vendor list was one giant bucket — no clarity, no order."

Without proper classification, external company records become unmanageable, leading to poor visibility and operational friction.
No Cross-App Tagging Consistency

"We’d tag them one way in quotes, another way in work orders."

When categories don’t sync system-wide, teams operate with conflicting data — and reporting suffers.
Inefficient Filtering

"We had to scroll through 200 vendors just to find the freight companies."

Lack of segmentation slows every lookup, increases manual errors, and creates compliance risk during audits.
One-Size-Fits-All Limitations

"Some partners wear multiple hats — and we couldn’t reflect that."

Systems that force one category per record fail to capture real-world complexity in partner roles and relationships.
No Update or Audit Controls

"Changing a tag broke old reports — or no one knew it even changed."

Without a structured, trackable classification framework, even simple updates create chaos.
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Company Categories – Organize External Relationships with Clarity

Build a smart, flexible framework for segmenting vendors, service providers, manufacturers, and every partner in between.

About Woodshop Master

Why Woodshop Master?

Because relationship management starts with structure.

Turn Chaos into Classification

With clean, consistent categories across your system, every lookup, filter, and workflow gets sharper and faster.

Segment Smarter — Operate Cleaner

Use categories to control how companies appear in reports, dropdowns, audits, and daily workflows.

Create Custom Tags & Subcategories

Assign Multiple Roles to Any Company

Filter by Category Across Workflows

Unified Classification Across All Apps

Role-Based Edit Controls

Update Categories Without Losing History

Integrated Apps

Company Categories integrates seamlessly with:

Vendors

Manufacturers

Service Providers

Freight Companies

Companies

Invoices & Quotes

Work Orders

CRM

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

Custom Category Builder
Create your own high-level categories and subgroups to reflect how your shop engages with outside entities.


Multi-Tag Assignment
Allow a single company to be tagged under multiple roles — like “Supplier” and “Project Partner” — for accurate cross-departmental use.

System-Wide Sync
Categories auto-sync across CRM, procurement, invoicing, and scheduling tools — ensuring consistent use and easy reporting.

Audit Logs & Usage Stats
Track when category definitions change, how often they’re used, and where they appear — all in one place.

Filter-Ready Integration
Use category tags as filters in reports, dropdowns, and approval workflows — no extra setup required.

Safe Edits, Preserved History
Update, rename, or restructure categories without breaking past records or legacy assignments.

See It in Action

Structure your network. Scale your clarity.
With Woodshop Master, categorization becomes a tool — not a chore.