Keep measurements with the quote
Useful when the scope depends on a site measure-up or bespoke dimensions.
Carpenter and joiner quoting software for UK tradespeople
Carpenter and joiner quoting software for bespoke jobs, revisions, and follow-ups.
Bespoke joinery and carpentry quotes can change quickly. A customer wants one version in MDF, another in oak, then asks about finishes, ironmongery, extra shelving, or a different layout after the measure-up.
Soleify helps you send a clearer quote, keep open quotes visible, follow up while the customer is still deciding, and use the accepted scope as the basis for invoicing.
It is a better fit for quoting and quote follow-up than for running a broader workshop or field-operations system.
How quoting usually goes wrong for carpentry and joinery.
Bespoke work needs details that stay stable while the job is still being sold.
- Measurements, layout notes, and material assumptions are easy to lose after the site visit.
- Customers often ask for multiple versions with different materials, finishes, or scope.
- Labour stages and supplied materials need to be clearer on bespoke work than on simpler jobs.
- Small changes after the measure-up can turn into a full rewrite if the original quote is messy.
- Open quotes stay undecided while customers compare prices or think through finish options.
That can leave you rewriting scope, chasing old notes, and spending too much time turning bespoke detail into paperwork.
A focused quote-follow-up workflow is often the practical fix if quoting is the main bottleneck.
How Soleify helps carpenters and joiners stay on top of quotes.
Soleify helps you keep bespoke quote detail clearer, revisions easier to follow, and accepted work ready for invoicing.
Show labour stages and materials clearly
Make the difference between materials, fitting, finishing, and optional extras easier to understand.
Handle revisions more cleanly
Useful when the customer wants a second version with different finishes, hardware, or scope.
Track open quotes
See which bespoke jobs still need chasing instead of relying on memory.
Follow up before briefs change again
Keep the conversation moving while the customer is still deciding what they want.
Invoice from the accepted scope
Use the approved version as the basis for invoicing instead of retyping it line by line.
Product proof
See the product behind the quote.
See how Soleify keeps joinery and carpentry quotes clear on measurements, revisions, and open work that still needs following up.
Screenshots show real parts of Soleify. Example names and job details are illustrative only.
Quote builder view
Build a clear quote while the visit is still fresh
Add the customer, itemise the work, and keep the job details together instead of rebuilding them from texts later.
Open quote tracking
Know which quotes are still open
See quote status in one place so follow-ups do not depend on memory, scraps of paper, or scrolling back through WhatsApp.
Example carpenter or joiner workflow.
You measure up for bespoke alcove shelving. The customer wants one quote in painted MDF, another in oak veneer, and then asks about soft-close cupboard doors as an extra.
1. Store the customer and measure-up detail
Keep the dimensions, layout notes, and finish assumptions together with the customer record.
2. Build the quote with clear versions
Separate materials, labour stages, finishes, and optional cupboard extras so the customer can compare properly.
3. Keep it open while they decide
If they need time to choose finishes or scope, the quote still stays visible for follow-up.
4. Invoice from the accepted version
Once the customer confirms the chosen option, use that accepted quote as the basis for invoicing.
Example carpenter or joiner quote structure.
Illustrative only. A clear bespoke quote helps the customer understand what they are approving before production starts.
Main sections
- Measured scope or item description.
- Materials and finishes.
- Labour stages such as build, fit, and finish.
- Ironmongery or optional extras.
- Any alternate versions.
Helpful notes
- Measurement assumptions.
- Finish or material lead times if relevant.
- Installation exclusions.
- What happens after acceptance.
- How the customer approves the quote.
Good fit.
- You quote bespoke carpentry or joinery work regularly.
- You need measurements, materials, and revisions kept clearer.
- You mainly need open-quote visibility and follow-up support.
- You want accepted work to flow into invoices without extra retyping.
Not the right fit.
- You need workshop planning, scheduling, or field-team management.
- You want full job costing and broader operational systems in one platform.
- You run a larger business with more complex post-acceptance workflows.
Helpful next pages.
- Quote follow-up tracking if bespoke quotes often sit undecided.
- Quote-to-invoice if accepted jobs still create repeat admin.
- Painter and decorator quoting software if your work overlaps with finish-heavy room projects.
- Simple quoting software for sole traders for the broader fit view.
Carpenter and joiner FAQs.
Can I quote different material options?
Yes. That is often essential on bespoke jobs where the customer wants one version for a lower-cost material and another for a premium finish.
Can I keep measurements and notes with the quote?
Yes. That helps keep the write-up connected to the measure-up rather than to memory alone.
Is Soleify workshop management software?
No. It focuses on quoting, open quote tracking, follow-up, and invoicing for smaller trade businesses.
Can I follow up on bespoke quotes that take time to decide?
Yes. Open quotes stay visible so you can chase the right jobs at the right time.
Keep bespoke joinery quotes clear before the brief changes again.
Show measurements, materials, revisions, open quotes, and invoicing in one simpler workflow.