“I used to lose track of quotes during busy season. Now every lead is in one pipeline and I follow up before the competition even responds.”
BK
Brian Kowalski
Owner, Kowalski Custom Woodwork
For Carpenters
Business Management Software Built for Carpentry
Business management software built for carpentry businesses that handles client leads, build planning, and invoicing. Stop losing bids to slow follow-ups and manage your entire operation from one platform.
No credit card requiredFree 14-day trial
Build planning & tracking
Juggling multiple projects across different sites with subcontractors leads to missed deadlines and material shortages.
Plan every build phase with clear task boards. Track lumber orders, subcontractor schedules, and milestones in one view.
Invoicing & payments
Handwritten invoices get lost, progress billing is a nightmare, and clients take months to pay on big jobs.
Send professional invoices at each milestone. Track deposits, progress payments, and final balances in one dashboard.
Estimates & proposals
Scoping custom woodwork without clear pricing leads to misaligned expectations, scope creep, and lost revenue on labor-intensive builds.
Build detailed estimates with line items for lumber, hardware, and labor. Send for approval and convert accepted proposals into projects and invoices with one click.
Material & job expenses
Lumber yard runs, hardware purchases, and subcontractor costs pile up across jobs and receipts get lost in the truck.
Log every expense against the project it belongs to. Compare actual costs to your estimate so you protect margins on every build.
Contracts & warranties
Verbal agreements and handshake deals lead to disputes about scope, change orders, and warranty coverage after the job is done.
Create professional contracts with scope, timelines, and warranty terms. Store signed documents tied to each project for easy reference.
Client project portal
Clients call and text constantly asking for progress updates, approval on changes, and copies of their invoice.
Give clients a self-service portal where they can view project progress, approve change orders, and access invoices and documents anytime.
How it works
How carpentry businesses use Agiled
See how Agiled fits into your daily operations.
1
Capture the lead
A homeowner or contractor reaches out for a custom build. The inquiry enters your pipeline automatically.
2
Schedule a site visit
Book a measurement appointment and send a confirmation with directions and scope details.
3
Build the estimate
Create a detailed proposal with lumber, hardware, and labor line items from your truck or office.
4
Send for approval
Deliver the estimate digitally. The client reviews, approves, and signs without chasing paperwork.
5
Collect the deposit
Send a deposit invoice with an online payment link to lock in the project start date.
Done
Built for carpenters
Everything you need to run a professional carpentry business
From the first bid to the final walkthrough, Agiled keeps your carpentry operation organized and profitable.
Bid pipeline
Track every inquiry from first contact to signed contract. Never miss a follow-up on a high-value custom project.
Project boards
Break builds into phases with clear task tracking. Know what's on schedule, what needs materials, and what's done.
Progress invoicing
Send milestone-based invoices as work progresses. Track deposits, draws, and final payments in one place.
Material tracking
Log material costs per project and include itemized details on estimates and invoices.
Client communication
Keep all project updates, photos, and approvals in one thread. No more digging through texts and emails.
Estimates & proposals
Send detailed estimates with labor, materials, and timelines. Convert approved proposals into projects and invoices instantly.
Expense management
Track lumber, hardware, and subcontractor costs per project. Compare actuals to estimates and protect your margins.
Document hub
Store contracts, warranties, and change orders tied to each project. Nothing gets lost and everything is audit-ready.
Client portal
Give clients a self-service portal to check project progress, view invoices, and approve changes without constant calls.
Testimonials
Trusted by carpentry who value their time.
“Progress billing was a nightmare with spreadsheets. Agiled lets me send milestone invoices in a few clicks and track every dollar.”
RD
Rachel Dunn
Operations Manager, Heritage Carpentry
“My clients love the portal. They check on their project whenever they want instead of calling me five times a day.”
MA
Marcus Allen
Finish Carpenter, Allen Woodcraft
Integrations
Connects with tools you already use.
QuickBooksStripeGoogle CalendarGmailZapierSquareOutlook+100 more
FAQ
Common questions about Agiled for Carpentry
Absolutely. Agiled works for one-person shops and multi-crew operations alike. Start with the tools you need and scale up as you grow.
Yes. Create milestone-based invoices for deposits, mid-project draws, and final payments. Track every dollar from quote to close-out.
Add material line items to projects and invoices. See total costs vs. quoted amounts so you always know your margins.
Yes. Send proposals with a secure link. Clients can review, approve, and sign—then you convert the quote into a live project.
You can assign tasks to subcontractors, track their progress, and manage payments all within the same project board.
Yes. Attach photos to tasks and share progress updates with clients through the built-in communication tools.
Ready to build a better business?
Agiled brings your bids, builds, and billing into one place. Start free and see the difference this week.
No credit card requiredFree 14-day trialCancel anytime