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ShopReady Works

From first inquiry to final invoice—one connected way to run the work.

Win the job, schedule the crew, run the day, keep the customer informed, and keep a clean record of the work—without juggling five tools that never talk to each other.

See the actual productTalk to ShopReady
Owner / managerOne project view for the work, the crew, and the commercial trail.
Field crewToday’s assignment and job actions in the crew’s hand.
See today’s prioritiesKeep the crew movingCarry the job through billing
  1. CaptureInquiry
  2. PriceQuote
  3. PlanSchedule
  4. ExecuteField
  5. ShareUpdates
  6. BillInvoice
  7. KeepRecords

Business stories

See what running the work looks like

Every view below comes from the functioning ShopReady Works application using synthetic Morrowvale Cabinetry data.

01 · Win & plan

Turn inquiries into clear work you can staff

Problem
Quotes live in email. The schedule lives in someone’s head. Change requests show up after the crew is already on site.
What changes
Pipeline, estimates, and job plans stay in one place so office and owner agree on what was sold before anyone loads the truck.

Capability proof

  • Lifecycle board for opportunities and change orders
  • Estimates with revisions and branded print paths
  • Company schedule separate from project handoffs
  • Project plan for phases and contractor status
Office / managerSee where every opportunity stands and what should happen next.
Manager / dispatcherCommitted crew work and capacity in one weekly view.

02 · Run the day

Give the field one place to start

Problem
Crews text for the address, the drawings, and whether they punched in. Managers chase status between apps.
What changes
Assignments, time, jobsites, and project context open from role-aware screens—so the day runs from the phone already in their hand.

Capability proof

  • My Day for today’s assignments
  • Time tracking tied to the job
  • Jobsite and project hubs for context
  • Optional quality forms and daily logs when you enable them
Field crewToday’s assignment and job actions in the crew’s hand.
Owner / managerOne project view for the work, the crew, and the commercial trail.

03 · Finish clean

Close the loop: customer updates and job money

Problem
Customers call for status. Invoices lag the work. Owners struggle to see whether job costs and billing still line up.
What changes
Customers see approved project updates. Staff track invoice and payment status. Owners can keep operational cost and billing facts connected to the job.

Capability proof

  • Private customer portal with staff publishing
  • Invoices and sandbox payment status (not full bookkeeping)
  • Job cost and budget views when costing modules are on
  • Project records, partners, and deeper controls as you grow
CustomerA private, customer-safe view of approved project information.
Owner / officeKeep operational cost and billing facts connected to the job.

Grow with you

Start simple. Add depth when the work needs it.

Modules are toggleable per installation. You do not have to turn everything on on day one.

  1. Start simple

    Quotes, schedule, field day, invoices, and a customer portal—enough to run a trade business without boiling the ocean.

  2. Coordinate a growing team

    Workforce planning, unified inbox plans, hubs, and role-aware menus as more people need the same truth.

  3. Advanced commercial & project controls

    Job costing, partners & purchasing, quality forms, portfolio overview, and approval-based automation—adopt modules when the work needs them.

OwnerMake the installed workspace feel like the customer’s own system.

Who benefits

Clear value for every side of the job

Owner

See the business, not just the noise

Commercial status, portfolio overview, modules, theme, and cost controls stay under your levers—without claiming full accounting software.

Office / manager

One queue for the work you run

Pipeline, estimates, schedule, customer updates, and invoices live in connected surfaces so fewer balls drop between desks.

Field crew

Start the day without a scavenger hunt

My Day, time, and jobsite context stay focused on the work the crew needs to see and complete.

Customer

Fewer “where are you?” calls

A private project view shows staff-published progress and status—not your internal cost sheets or crew chat.

Optional detailFull capability mapPrefer a short scan? Stay above. Open this only if you want every major Works surface listed by outcome group.
Win and shape the work3 capabilities

Turn inquiries into clear commercial commitments—pipeline, estimates, and change control.

  • See every opportunity before it becomes a rush quoteLifecycle
  • Send estimates that match how you actually buildCommercial
  • Capture scope changes before they erase marginLifecycle
Plan and coordinate2 capabilities

Company capacity and project handoffs stay visible without mixing crew roster with job WBS.

  • Know who is committed before you promise ThursdayCompany Schedule
  • See job phases and handoffs without burying the WBS in the crew rosterProject Plan
Run the day in the field3 capabilities

Crews open one screen for assignments, time, sites, and project context—role-stripped on purpose.

  • Give the crew one morning screen that is actually usableMy Day
  • Capture hours where the work happensTime
  • Keep site, project, and worker context one tap awayProject Hub
Get paid and know the numbers3 capabilities

Quotes, invoices, job cost, expenses, and migration tools—without claiming to be a general ledger.

  • Issue invoices from the same commercial facts as the quoteCommercial
  • Compare quoted intent to what the job is actually costingCommercial
  • Capture field spend and import history without pretending it is magicExpenses / Migration
Keep customers informed2 capabilities

A private project view, staff publishing, and service queues—so fewer “where are you?” calls.

  • Let customers see approved facts without calling the shopCustomer portal
  • Publish the customer story on purpose, stage by stagePortal publishing
Records, quality, and partners3 capabilities

Project documentation, field forms, and purchasing partners in surfaces that match how trades work.

  • Keep daily logs, RFIs, submittals, and drawings in one project placeProject Records
  • Run inspections and corrective actions without paper stacksQuality & forms
  • Level bids and track deliveries without a separate purchasing spreadsheetPartners & purchasing
People and messages2 capabilities

Workforce planning and a unified inbox for internal and customer-facing communication plans.

  • Plan crews and coverage before the week breaksWorkforce planning
  • Keep messages, templates, and delivery plans in one inboxInbox
See the business and stay in control4 capabilities

Portfolio overview, approval-based automation, role menus, modules, and theme—owner levers included.

  • See exceptions across the portfolio without spreadsheet archaeologyBusiness overview
  • Automate only what a human is willing to approveApprovals / automation
  • Show each person only the system they need—and make it feel like your shopSettings
  • Use assistive insight without feeding personal customer data into promptsAssist

Next step

Picture your company running this way

We start with how your business actually works, install the right operating foundation, and tailor the experience around your team.

Plan my installationSee customer website examples