Built for the way carpentry actually runs.
Multi-day builds with phased billing. Material lists that travel with the project. Change orders captured the moment the walls come open. ServTrackr is field service software designed around how carpentry shops actually make money.
14-day trial · No credit card · Live before your next build
Project · Day 3 of 5 · phase 2 (frame and trim)
Anderson Residence · Living room built-ins
Lead: Marcus T · 1 helper
Design and material sourcing
Day 1
Complete
Frame and install built-in cabinets
Day 2
Complete
Trim, crown, and casing
Day 3
IN PROGRESS
Paint prep and finish coats
Day 4
Scheduled
Final install and walkthrough
Day 5
Scheduled
Contract value
$8,400 · 50% deposit collected · mid-project invoice pending
The three things that quietly kill carpentry margin.
The wall comes open and the scope changes for free.
Demo exposes old knob-and-tube wiring behind the wall the built-in is going against. No change order, no signed authorization. Customer says "just deal with it" on the phone. You eat the extra day of labor and the electrician's emergency rate.
Mid-project payments don't get collected until the trim's painted.
Deposit at signing. Final payment after paint and final walkthrough. The week of crew labor and the truckload of materials in between get funded out of your bank account. By the time the customer signs off, you've floated $5,000 in payroll on a $9,000 built-in.
The trim order doesn't match the design.
Customer signed for 5-inch baseboards with a colonial profile. The supplier pulled 4-inch ranch. The crew installed what arrived. By the time you notice, half the room is trimmed and the customer's on the phone. You re-order and re-install at cost.
Three different businesses. One software that handles all of them.
Finish carpentry runs on trim, built-ins, and cabinet installs. Rough carpentry runs on framing, decks, and structural work. Custom builds run on one-off millwork and bespoke pieces. One software, three operational realities.
- Trim, crown molding, baseboards, built-ins, custom shelving, cabinet install
- Per-room and per-project pricing from the pricebook
- Multi-day project scheduling with day-by-day crew assignment
- Material lists attached to the project (trim profiles, cabinet hardware, fasteners)
- Phased billing (50% deposit, balance on completion, or your custom split)
Project · Day 3 of 5 · trim phase
Anderson Residence · Living room built-ins + crown molding
Lead: Marcus T · 1 helper
Phase 1 · Design + material sourcing
Complete
Phase 2 · Frame + install built-ins
Complete
Phase 3 · Trim + crown + casing
In Progress
Phase 4 · Paint prep + final install
Scheduled
Contract value
$8,400
Deposit: $4,200 collected
Outstanding $4,200
Project #4218
Anderson Residence · Living room built-ins
Phase 1 · Design + material sourcing
Complete
Phase 2 · Frame + install built-ins
Complete
Phase 3 · Trim + crown + casing
In Progress
Lead: Marcus T · 1 helper · 5-day build
3 documentsOne project. Every phase. Every board. Every dollar.
Carpentry jobs aren't dispatched, they're delivered over days or weeks. ServTrackr holds the full scope, the crew, the material list, the photos, and the financials on one project record from the design walkthrough to the final install.
- Full scope, phase by phase, day by day
- Crew assignment per project, per day
- Photo upload throughout the build (demo, framing, install, trim, finish)
- Notes for design preferences, customer selections, finish details
- Documents attached: signed scope, finish selections, warranty info
Walk the space. Quote the build. Sign on the porch.
Walk the rooms, measure the space, pick the scope from the pricebook, build the project estimate on the iPad. Customer signs the scope, you collect the deposit, the project hits the schedule.
- Per-room and per-project pricing from your pricebook
- Customer signs the scope on the iPad
- Deposit collected on accept
- Estimate converts to a project in one click after sign-off
- Works offline, syncs when the truck has signal
On-site quote · iPad
Reyes Residence · Whole-home trim upgrade walk-through
Estimated days: 4 days · Marcus T + 1 helper
Living room · 240 sq ft · crown + 6" baseboard + casing
$1,840
Master bedroom · 320 sq ft · crown + 6" baseboard
$1,640
Kitchen · 180 sq ft · 6" baseboard only
$620
Hallway + 2 bath · combined · 6" baseboard + casing
$740
Subtotal
$4,840
Project financials
Reyes Residence · Whole-home trim upgrade
Contract value
$4,840
Deposit on accept
· 50%
$2,420
COLLECTED 5/8/2026
Mid-build (rough trim install complete)
· 25%
$1,210
INVOICE SENT · pending
Completion (paint + final)
· 25%
$1,210
scheduled
Outstanding
$2,420
Get paid on day one, mid-build, and at completion. Not just at the end.
Carpentry is the trade where the cash flow gap kills small shops. Deposit funds the materials. Mid-build payment funds the crew labor. Completion payment closes the job after install. ServTrackr handles all three on one project.
- Custom billing splits per project (50/50, 33/33/34, 50/25/25, or your own)
- Deposit collected on accept, balance billed at milestones you set
- Net-30 terms for commercial accounts with PO numbers
- Project financials visible in real time: contract value, collected, outstanding
Scope creep, signed off and billed.
Demo opens the wall and exposes a problem. The customer asks for an upgrade mid-project. The lead captures the change order on the iPad, the customer e-signs, the project value updates, and the additional work gets billed at the next milestone.
- Capture mid-project scope additions on the iPad before the work starts
- Customer e-signs the change order on-site or from their phone
- Project value updates automatically
- Added work bills at the next milestone or at completion
Change order · Anderson Residence · Living room built-ins
Upgrade to inset cabinet doors + premium hardware
Original scope · standard overlay cabinets · 5-day build
$8,400
Added scope
Upgrade to inset door style
+$640
Premium Top Knobs hardware (12 pulls + 4 knobs)
+$385
Additional labor for inset fitting
+$285
New contract value
$9,710
+$1,310
CUSTOMER E-SIGN REQUIRED
Every board. Every fastener. Every piece of hardware.
The estimate captures the spec. The order desk pulls from the same spec. The crew sees the same spec on the iPad before they cut the first board. No more "I thought we ordered 5-inch crown" moments at the install.
- Material-by-material spec lists attached to every project
- Per-unit pricing from the pricebook
- Crew sees the exact spec on the iPad before any cutting starts
- Supplier pull list printable from the project record
Material list · iPad
Anderson Residence · Living room built-ins + crown
Lumber
Birch plywood (3/4" · 4x8)
6 sheets
$85/each
Poplar (1x4 · 8 ft)
12 pieces
$14/each
Poplar (5/4 · 6 ft) for crown
8 pieces
$22/each
Hardware
Soft-close hinges (Blum)
12 pairs
$9/pair
Cabinet pulls (Top Knobs Modern Edge)
8 ea
$24/each
Adjustable shelf supports
32 ea
$0.85/each
Trim profile
Crown molding (5-inch · poplar · stain grade)
38 linear ft
stain grade
Baseboard (6-inch · poplar · stain grade)
24 linear ft
stain grade
Plays nice with the tools your shop already runs on.
QuickBooks for the books. Method CRM for the office workflows you already built. Google Calendar for the owner who lives there. ServTrackr connects in minutes, not weeks.
Invoices, payments, customers, and refunds sync automatically. Your bookkeeper doesn't re-enter a thing.
Two-way sync with the CRM workflows you've already customized. Customers, invoices, and history stay aligned.
Two-way sync with the owner's calendar. Schedule shows up in ServTrackr and in Google, no double entry.
Up and running before the next build.
No IT team. No six-week onboarding. Most carpentry shops are scheduling builds from ServTrackr by Friday.
Create your account
Sign up free in 60 seconds. No credit card. No demo required.
Import your customers
Bring your client list, commercial accounts, and projects in progress from your old system or a spreadsheet.
Build your pricebook
Drop in your per-room and per-project pricing for finish work, framing rates, custom build packages, and material costs. Or import from CSV.
Schedule your first project
Drag the project onto the calendar. Assign the crew day-by-day. Notify the customer automatically.
Quote your first walk-through on-site
Walk the property, build the estimate on the iPad with the material list. Send and sign. Collect the deposit before you leave.
“Built-in jobs always grew mid-project and I'd eat the change. Now every change order is captured on the iPad with a photo and the homeowner's signature before I cut a board. We've collected $14k in change orders this quarter that would've vanished.”
Common carpentry questions.
Most carpentry shops are quoting on the iPad and running builds from ServTrackr inside the first week. Bring your customers, commercial accounts, and pricebook from a CSV or your previous system. There is no IT engagement and no six-week onboarding.
Yes. Every project carries its full scope, the crew assigned per day, and a custom billing schedule. Split the contract into deposit, mid-build, and completion milestones (50/50, 33/33/34, 50/25/25, or your own). Each milestone bills as a separate invoice tied to the project.
Yes. The material spec attaches to the project record so the crew sees the exact lumber, hardware, and trim profile on the iPad before any cutting starts. A printable pull list comes off the project record for the supplier run.
Yes. The lead captures the added scope on the iPad with photos of the surprise behind the wall or the customer-requested upgrade. The customer e-signs from their phone or on the iPad, the project value updates, and the additional work bills at the next milestone or at completion.
Yes. Projects can be set up for finish work (trim, built-ins, cabinet install), rough work (framing, decks, structural), or one-off custom builds. The same project record, material list, and phased billing structure handle all three.
Yes. Walk the rooms, pick the scope from the pricebook, the estimate builds itself on the iPad. Customer signs the scope on the iPad, deposit collects on accept, the estimate converts to a project in one click and lands on the schedule.
Yes. The mobile app captures measurements, photos, signatures, change orders, and job completion offline and syncs the moment the truck is back in coverage. The walk-through doesn't stop because the property has no signal.
Pricing is per-tech per-month with no setup fee and a 14-day free trial. Most 1- to 4-crew carpentry shops land on the standard tier. Talk to sales for shops migrating from ServiceTitan, Jobber, or Workiz, there is a structured migration path and a tier discount for annual billing.
Quote your next build on-site this week.
Free 14-day trial. No credit card. Most carpentry shops are sending signed estimates within 48 hours.
Or talk to sales if you're switching from ServiceTitan, Jobber, or Workiz.