Woodshop MasterWoodshop Master
Overly Broad Classifications

"We had 200 vendors under one category — with no way to tell them apart."

When you’re limited to just high-level tags, operational nuance is lost. That makes reporting shallow and workflows less effective.
No Specialization Filters

"We needed to find just the OEMs — but couldn’t segment for it."

Without subtypes, teams can't narrow lists by specialty, role, or compliance status. Everything feels like one big bucket.
Manual Workarounds for Segmentation

"We had to create duplicate categories just to simulate subtypes."

Poor structure leads to bloated data models, redundant records, and more room for tagging errors.
Missed Automation Opportunities

"We couldn’t trigger workflows based on specific roles."

When subtypes aren’t available, systems can’t route approvals, assign tasks, or apply policies with precision.
No Usage or Edit Visibility

"We didn’t realize someone changed the subtype definition — it broke our logic filters."

Without central subtype management, consistency falters and audits become unreliable.
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Company Subtypes – Precision-Level Partner Profiling

Drill deeper than categories. Define the unique roles, functions, and specialties of your external organizations with surgical accuracy.

About Woodshop Master

Why Woodshop Master?

Because every partner isn’t just a “vendor” — and every subtype adds operational value.

Refine How You Classify — And How You Work

With custom subtypes, you can instantly segment partners, trigger logic, and strengthen how your system thinks.

From Broad Categories to Exact Labels

Use subtype logic to track partners by expertise, risk level, service type, or internal workflow behavior.

Subtypes Tied to Parent Categories

Multi-Subtype Assignment Per Company

Filtering Across CRM, Invoicing & Workflows

Logic-Ready Classification

Centralized Edit & Usage Visibility

Dropdown Sync for Other Apps

Integrated Apps

Company Subtypes integrates seamlessly with:

Vendors

Manufacturers

Service Providers

Freight Companies

Companies

Company Categories

CRM

Invoices & Quotes

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 Subtype Creation
Define unlimited subtypes under each parent company category — such as “OEM Vendor,” “3PL,” or “Franchise Operator.”

Multi-Subtype Assignment
Assign one or more subtypes per company to reflect their full scope of work or operational context.

Cross-App Filtering
Search and report by subtype across CRM, vendor management, invoicing, and service workflows.

Automation & Routing Integration
Trigger workflows, approvals, or access permissions based on subtype logic in forms or process flows.

Centralized Update Management
Track changes to subtype definitions with full history logs, usage counts, and downstream sync visibility.

Form-Linked Dropdowns
Automatically populate subtype fields in custom forms, ensuring data integrity and consistent use across apps.

See It in Action

Refine. Classify. Operate with confidence.
With Woodshop Master, your partner data gets the structure it deserves — right down to the subtype.