Feature 7 of 9
Agenda and clients
Your clients, their projects and your workshop dates in one place, next to the cut lists.
What it covers
- a client list with contact details and every project you made for them
- project status, from measuring to delivery
- an agenda for measuring, cutting, assembly and delivery dates
- reminders before each date, so nothing slips
- reminders to follow up with a client after a quote or a delivery
- a note when a project has every material it needs, so it is ready to cut
- quotes and material costs linked to the client's project
Who it is for
Workshops that juggle several clients at once and keep dates in their head or on a wall calendar.
Before and after
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Without PlotBase
4dates per job to remember
Dates kept in your head
Measuring, cutting, assembly and delivery, kept in a notebook or in memory.
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With PlotBase
0dates per job to remember
PlotBase reminds you
PlotBase sends a reminder before each date and after each quote.
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Without PlotBase:
A client quoted and never called backWith PlotBase: A reminder to follow up after each quote
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Without PlotBase:
Assembly booked with one sheet still missingWith PlotBase: A note once a project has all its materials
Other features
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Cut lists
Every part in one list, with size, grain, banding and allowances.
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Sheet layout
Parts placed on sheets and lengths, with the kerf taken off and offcuts kept.
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Cabinet design
Cabinets from templates, with doors, drawers, drilling and hardware worked out.
Be among the first to try PlotBase
Join the early access list. I will email you when the first version is ready.