Quotes & Invoicing
Create professional quotes and invoices in seconds. Send as branded PDFs or interactive links. Track payments and chase overdue invoices.
Built for Bespoke Joinery Workshops
Bespoke Joinery Business Software
Quote from drawings, schedule workshop + install, and handover with snag lists.
Built for UK bespoke joinery workshops making high-end fit-outs, shopfits, and one-off commissions. Quote from drawings or site surveys, schedule workshop production and on-site install separately, manage customer deposits, and run a professional snag-list walkthrough on handover.
Sound familiar?
Common problems bespoke joinery workshops face every day.
Workshop hours and install hours blurred into one estimate, losing margin
Customer variations agreed verbally then forgotten at invoice time
Install teams mobilising without the right fixtures, hinges, or finishes
Snag lists on handover done on paper and lost before sign-off
Everything you need to run your bespoke joinery business
Every feature in the box, framed for the way bespoke joinery workshops actually work.
Customer Management
Full customer history in one place. Appointments, quotes, invoices, communications, photos, and notes. Never lose context on a job.
Smart Diary
Manage your team's schedule with drag-and-drop diary. View by day, week, or month. Colour-coded by status with Google Calendar sync.
SMS & Email
Send appointment reminders, quote follow-ups, and marketing campaigns by SMS or email. Reduce no-shows and win more repeat business.
Online Booking
Let customers book appointments directly from your website or booking page. Syncs with your diary and sends automatic confirmations.
Route Optimisation
Plan the most efficient route for your team's daily jobs. Save fuel, save time, and fit more jobs into every day.
Some features are tier-gated. The pricing page shows exactly what's on each plan.
How bespoke joinery workshops use Pro-cess
Real workflows that save hours every week.
1
Quotes separated into workshop hours, materials, and install days
2
Deposit collection before starting workshop production
3
Separate scheduling for workshop build vs on-site install
4
Handover walkthrough notes against the customer record
Explore Pro-cess features
Dive deeper into the tools that help bespoke joinery workshops run their business.
Also used by
Other businesses in the same category running on Pro-cess.
Sign Makers
Artwork proofs, production scheduling, and Procurement integration for UK sign makers.
Print Shops
Job bag workflow, artwork approval, and production scheduling for UK printers.
Furniture Makers
Consultation to delivery. Quote, deposit, build, and progress updates all in one platform.
Upholsterers
Collection and delivery scheduling, fabric tracking, and repeat customer records.
Frequently asked questions
Common questions about Pro-cess for bespoke joinery workshops.
Yes. Pro-cess is built for UK joinery workshops producing high-end fit-outs, bespoke kitchens, shopfits, and one-off commissions. Quote in sections separating workshop time, materials, and install days. Collect deposits to cover material costs. Schedule workshop production and on-site install as separate activities. Handover walkthroughs are tracked against the customer record.
Yes. Quote sections let you break down a job into labour categories such as workshop hours, materials, finishing, delivery, and install. Customers see exactly where their money goes. You track margins on each component separately.
Yes. Send variation quotes mid-project via the same platform. Customer asks for a change, you quote it, they accept on their phone, it is logged against the job. No awkward conversations at the end about bills not matching expectations.
Yes. The diary handles any kind of scheduled activity. Create a workshop build block for the production run, then a separate install block for the on-site fit. Workshop staff see their schedule, install teams see theirs. Both sync in real time.
Yes. Workshop and site-install invoices sync to Xero and QuickBooks Online. Deposit, stage payment, and balance land cleanly against the correct customer. For shops running Procurement, timber and fitting POs reconcile automatically when the supplier invoice arrives.
Yes. Customer records hold any reference information you need, including timber species, grades, and finish codes. When the customer comes back three years later wanting a matching piece for another room, the spec is retrievable in seconds rather than relying on memory.
Plans from £30/month
14 days free, no card needed. Pick a plan any time during the trial and slide straight into paid without missing a beat.