Operating software for custom-build shops

From first message to final receipt.

Custom shops quote every job by hand and run no two builds alike. OurWorkshop keeps the whole arc in one place — capture the lead, send the quote, run the build, hand over the receipt — flexible enough for work that's different every time.

For woodworkers, metalworkers, fabricators & bespoke makers · ourworkshop.io
Lead
from anywhere
Quote
review & approve
Build
the project
Portal
client window
Repeat
the next one
The honest question

Stitching your shop together from seven paid tools — each one built for someone bigger?

You win work on social and word of mouth, then quote every job by hand — and the details for a single job scatter across a dozen apps that don't know about each other.

Instagram DMsLost in the feed
Contact formSeparate inbox
Quoting spreadsheetRe-keyed every job
Email threadsNo history
Dropbox foldersFiles adrift
Calendar & notesDisconnected
Mailing-list toolAnother login
…and the next oneYet another tab

It's not that any one tool is bad. It's that none of them talk to each other — so you re-key the same job four times and still lose the thread.

7 logins → 1 4 subscriptions → 1 0 shared history → every job
The spine

One lifecycle, start to finish.

Not a feature list — a single spine every job runs along. Each step feeds the next, so nothing gets re-keyed and nothing falls through.

Capture leads

From anywhere — public form, API, or manual entry — and qualify them in one inbox.

Build & send quotes

For client review and approval. An approved quote becomes a receipt — no re-keying.

Run the project

Promote a lead to a project. Attach the client, reference docs, CNC programs, schematics as it builds.

Client portal

A link and a PIN — no account. Clients upload inspiration, review quotes, and message you.

Repeat business

The lead and project history is already there — so a one-off note to your own client list is one click.

Lead → Quote → Build → Portal → Repeat · all in one place
The recipe system

"Semi-custom" means you've built it before. Save the recipe.

Every shop has builds it quotes over and over with a twist — the seven-foot painted version, the four-foot stained one. Save each as a recipe on the product: the quote lines you'd type every time, the materials and shop hours behind them, and the working files for that exact build.

Next job, it's one pick: the quote fills itself in, the cost sheet fills itself in, and the CNC program is one click from the project. Everything lands as an editable copy — tweak price or quantity per job, and the recipe never rewrites work you've already sent. Clients never see any of it; they just get a clean quote, fast.

Rainbow arch · 7ft painted
Rainbow arch — 7 ft, painted · $1,850 → the quote
birch ply × 2 · paint + finish 3 hrs → job costs
rainbow-arch-7ft.nc · cut-sheet.pdf → the project
the recipe itself stays private
Fernwood & Oak
PIN 4827
Your project
Aisha & Omar
May 30 · Lake Forest Wedding
In build
Your pieces are being finished this week.
The client portal

No login. Just a link and a PIN.

Your client doesn't want another account. They get a private window into their project — upload inspiration, review the quote, watch the build, message the shop — with nothing to sign up for.

It's branded as your shop, because the relationship is yours.

The library

Drawings live on the job — not in a drive.

Schematics, shop drawings, CNC programs, hardware specs — rich content is first-class. Attach it to the project it belongs to, or to a standard product so every job that uses it picks up the latest revision.

Even client inspiration files itself: portal uploads land on the project automatically. One library, organized by the work itself — versioned, findable, never re-uploaded.

Where this used to live
Shared drive › Shop Stuff › NEW JOBS 2024 › credenza?? › FINAL › final-v2 (copy) (1).pdf
Walnut credenza · #214
12 files · 3 revisions
credenza-shop-drawing.pdf
rev 3 · supersedes rev 2
Shop drawing
joinery-detail.dxf
rev 2 · CNC-ready
CNC program
brass-pull-spec.pdf
rev 4 · shared by every credenza job
Standard product
moodboard-from-aisha.jpg
uploaded via the client portal
Inspiration
One library · attached where it's quoted, built & shared
One-off note
From your job history
All past clients · 38 Credenza owners · 12 Warm leads · 9
Fernwood & Oak
your latest build — drop a photo
Two fall build slots just opened
We're booking the autumn run — past clients get first pick.
Claim a slot
Send to 38 clients Drafted in 4 min
Repeat business

Stay in touch — without a marketing suite.

Every client and lead you've ever worked with is already in your workshop — no list to export, no mailing-list tool to sync. Pick a segment straight from your job history and write a one-off note.

Notes go out branded as your shop, on templates that already look good. It's the “we have two build slots this fall” email — written, sent, done in five minutes.

Public-site activity

See which pages are working.

When your public site is connected to Traffic, your workshop shows pageviews, measured visits, sources, actions, and which published products and posts people open — so you can see what brings people in and what holds their attention.

A bounded visit timeline helps explain one observed browsing session without claiming to know the person or prove a conversion. The email panel separately shows accepted messages and available delivery, bounce, and observed-open signals.

Your site · last 30 days
Connected report
Measured visits
412
Pageviews
1,196
Actions
538
/products/bar-cart Product 184
/blog/white-oak Post 97
instagram · fall-slots Tagged link 63
One measured visit
3 pages · Bar Cart viewed twice
Illustrative report · your public site
The payoff

Everything in one place — and built to flex.

One source of truth

Every lead, quote, project, and file lives on one spine — one place to look instead of a dozen tabs, and a full history for every job you've ever run.

Built for custom work

No two jobs are alike. Quote each one from scratch, attach whatever the build needs — schematics, CNC programs, inspiration — and let the project flex around the work instead of forcing it into a template.

Your site, powered

Your public presence stays on your own domain, powered by a catalog feed, a drop-in lead widget, and a connected Traffic report that shows what people view. The engine is ours; the storefront is yours.

The whole job,
in one place.

From first message to final receipt — and the next one.

Concierge onboarding · we set up your workshop by hand · ourworkshop.io