Carpentry & framing

The CRM that prices by the foot and the piece.

Daybook runs a carpentry company end to end: the quote is built from your own price list — framing and baseboard by the foot, doors and mantels by the piece, stairs by the flight; a final walk-through rides on every job type, and the job does not close without it; FLHA forms, clock-in and photos come from the crew’s phones. Then the invoice, with GST/HST by province.

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The job “Kyle Dube — Structural repair” in Daybook, and its brief: “Work starts Monday, October 12”, an update from the crew, the access code pinned from the customer’s email, a short summary of where it stands, the key facts and what the customer asked for (each with the message it came from).

The rules the trade lives under

Built around the paperwork a carpentry contractor already answers to.

The walk-through, before the job is done

Framing, trim and finish carpentry, built-ins and cabinetry, stairs and railings, a structural repair, a shed or outbuilding and commercial framing do not close without what was checked — the doors swinging and latching clean, the nail holes filled, the joints caulked, the trim tight, the railings solid, the site swept — the touch-up list, the photographs after and the client’s sign-off.
The measure, signed before the price

The site measure and scope sheet records what was measured — the wall lengths, the ceiling heights, the openings, the stair rise and run — the existing conditions, access and protection, whether drawings or engineering are needed, the photographs before and the client’s signature, with places for the trim profile and species and the doors. It attaches itself to all seven job types.
Ontario’s rules for contracts signed at a client’s home

A quote signed at an Ontario client’s home shows them their right to cancel for 10 days, and their copy is emailed with the last day to cancel.
Provincial OH&S hazard assessments (FLHA)

FLHA forms in the crew app, on Crew and up: the hazards, the controls, the conditions and the crew on site, filled in on the phone at the start of the day and filed on the job the moment they land.

Daybook names these so you can see where it helps. It is not a compliance product: it does not sign off on a beam, pull a permit or check the work against the building code. The sheets record what was measured, what went up and what was checked, the hazard assessment is yours to fill in, and your province has the last word.

Three things that go wrong

The headaches every carpentry company knows.

Pricing a main floor from the doorway

The trim gets priced from the doorway — the footage guessed, the doors counted twice, the crown in the dining room forgotten — and the number said on a Tuesday is the number you live with until the last door is hung.

In Daybook The site measure sheet keeps what was measured, the existing conditions and the photographs, signed by the client; the quote is built from your own labelled list — baseboard and wall framing by the linear foot, floors and panelling by the square foot, doors and mantels by the piece, stairs by the flight — with the margin beside the price on every line.

What the walls were hiding

The wall comes open and the header over the patio door is undersized, or the sill is rotted through. The client remembers the quote, not the day you found it.

In Daybook The daily site log records the date, the crew on site and the work done, with places for the issues, the photographs and a change order flagged — and the change order itself goes on the job, for the extra work the client approves on top of the original quote.

The touch-ups that never end

The trim is up and the doors are hung, except for the list — a mitre that opened, a door that rubs, a gap at the crown — and the list grows by text message for a month.

In Daybook The final walk-through is one sheet, done with the client: what was checked, the touch-up list, the photographs after and their sign-off — and the job is not complete until it is answered.

The brief

Everyone talks at once. The job gets one brief.

A job is a week of emails, texts, notes and updates from the crew. Daybook files each one on the job it belongs to and writes the brief: the gate code, the deadline, what the customer asked for, what you owe them and what they owe you — rewritten whenever something new arrives.

The brief and the Assistant

Texting comes with the top plan of every rate card (Company, for a trade), from a verified toll-free number of your own.

Larkspur

The smart thermostat, please.

We start Monday.

Done before the 24th?

The customer

The office

The crew

Our furnace keeps shutting off

Side-wall vent. Narrow door

Your quote is attached

3 photos

Done before the 24th?

Gate code 4471. Mind the dog

Checklist done

Please send the thermostat finishes

We start Monday the 19th

Do you take the old furnace away?

A job’s brief in Daybook: the gate code pinned at the top, a one-line summary, a time-sensitive deadline, key facts, what the customer requested, a suggestion, the next step and its date, and what is waiting on the customer.

A real capture of a contractor’s job. Daybook wrote every line of this brief from the messages on the job; only the five teal labels are added. A camp gets the same brief on a booking, a property manager on a work order.

Our furnace keeps shutting offThe customer, by email
Side-wall vent. Narrow doorThe crew, from the site
Your quote is attachedThe office, by email
3 photosThe crew, from the site
Done before the 24th?The customer, by text
Gate code 4471. Mind the dogThe office, to the crew
Checklist doneThe crew, from the site

The gate code, pinned. Said once in an email, and now at the top of the job for the crew.
The deadline. What is time-sensitive, and by when.
What the customer asked for. Each request, with the message it came from.
What we owe, and the next step. One next step, and a button that starts it.
What the customer owes. So nobody chases the wrong person.

Real captures of a contractor’s job. Daybook wrote every line of this brief from the messages on the job. A camp gets the same brief on a booking, a property manager on a work order.

The carpentry toolkit.

On top of everything Daybook does for every one of its 44 trades — the full list is here — carpentry gets its own tools: a labelled carpentry price list in the quote builder, three carpenter’s sheets, a site measure on the request board in place of a site visit, and drafts, replies and job summaries that say rough and finish, header, beam and posts, joists, rafters and trusses, sheathing, lf and per flight, and filled and caulked, paint-ready the way a carpenter does.

The price list

Priced by the foot and the piece.

Daybook gives a carpenter a price list that starts labelled: carpenters and apprentices by the hour, the site measure and the site setup, wall and basement framing by the linear foot, floor and roof framing by the square foot, headers and rough openings by the piece, sistered joists, sill plates, posts and temporary shoring for a structural repair, baseboard and crown by the foot, casing and window trim by the opening, doors supplied and hung, built-ins and cabinets by the foot, stairs by the flight and treads by the step, sheds by the square foot, framing lumber by the lift and trim by the stick, the permit and the bin. Your own prices go on it, and every quote and invoice reads from it.

By the foot baseboard and framing by the foot, doors and mantels by the piece, stairs by the flight — each a line from your own price list

Quoting

The request

A request becomes a site measure. Then a quote.

Every request lands on one board with its job type — framing, trim and finish, built-ins, stairs, a structural repair, a shed, a commercial fit-out — and one button: Schedule a site measure. Put a tape on it, write down what the walls are hiding, and build the quote on the job; when the client approves it in their portal, the job is won and ready to schedule.

Scheduling

The requests board in Daybook: “Ana Nguyen — Commercial framing” and “Luis Whitehorse — Shed & outbuilding”.

The paperwork

Three sheets, written for carpenters.

A site measure and scope sheet for the visit where the tape comes out. A daily site log for who was on site and what went up. A final walk-through and touch-ups for the end of the job. All three attach themselves to all seven job types, and the walk-through will not let a job close unfinished.

The crew app

The checklists in Daybook: “Site measure & scope” and “Daily site log”.

Safety on site

The FLHA, filled in on the phone. Filed before the first cut.

Pick the job and the address and the crew come with it; the day’s conditions, each task with its hazard and its control — submitted from the phone at the start of the day and on the job’s record the moment it lands. Then clock-in, checklists and photos, with no signal if it comes to that.

The crew app

Getting paid

Invoiced off the quote. Closed out with a review request.

The invoice is raised off the quote the client approved — all of it, the part that is finished, or the extra work approved on top. A reminder you set once does the following-up, with a Pay Now link; e-transfers are matched to their invoices for you to confirm. And when the job is finished, its page offers the warranty and closeout package and a review request.

Invoicing & payments

A finished job in Daybook: Job finished, Generate warranty and Closeout.

The crew

The phone already in their pocket.

Field seats are free and unlimited on Crew and Company, so every carpenter and apprentice has the app: the day’s jobs, clock-in, the FLHA, the checklists, the photos — and the office sees it the moment it lands.

The economics

Priced on the office. Free for the crew.

Most field-service software charges by the head, in another currency. Daybook charges the office seats, in Canadian dollars, and leaves the people holding the hammers alone.

Workflow	Field-service platforms priced per user	Daybook
Currency	Often billed in US dollars — the exchange rate and your card’s foreign fee ride along.	Canadian dollars. Every plan, every add-on, printed on the pricing page.
The crew	Typically an extra monthly fee for every field user past the plan’s cap.	Field seats free and unlimited on Crew and Company — every carpenter and apprentice gets the app.
Carpentry tools	A generic quote form; the footage and the door count live in a spreadsheet.	A labelled carpentry price list by the foot and the piece, three carpenter’s sheets, and change orders and subcontractor links on the job page.
Canadian tax and mileage	Usually an accounting add-on, or by hand.	GST/HST by province on every invoice, the Sales Tax report, a mileage log at your own rate, receipts read for you.
Your website	Usually a separate builder, or a designer.	A carpentry site template on every plan, with a framing page and a quote-request form that mints a real lead.

Nothing here is a discount, and there is no setup fee.

Three plans, priced in CAD.

Carpentry runs on the trades rate card — every plan the same app, the office seats counted and the crew free from Crew up. Solo $99 / Crew $249 / Company $449 a month CAD. Office seats included on every plan. Field seats are free and unlimited on Crew and Company. Crew and Company include selling online, and Company also includes your own domain and texting — a plan without them can add them.

Solo — $99/mo CAD · 1 seat · no additions · Start on Solo
Crew — $249/mo CAD · 3 office seats · +$39/mo each after · Start on Crew
Company — $449/mo CAD · 10 office seats · +$39/mo each after · Start on Company

Start the free trial on Crew See the plans

Switching

Moving from a spreadsheet, or from another platform.

There is no importer for another product’s export, and the page does not pretend there is. What there is gets a carpentry company running in an afternoon.

Bring your client list

Upload a CSV or paste it in — names, phones, emails, addresses — and the clients are there. A QuickBooks client list imports straight across.

Put your prices on the list

The carpentry price list is already labelled, from the carpenter’s hour to a stick of primed MDF trim and a flight of stairs. Type your own prices in — or, on Crew and up, scan a supplier invoice and the price book fills with your real costs.

Your website, live day one

The carpentry template is already written for the work, with a framing page — your photographs and your words go in, and the quote-request form drops leads straight into Daybook.

Questions carpenters ask.

Is there a carpentry estimator?

No. The quote builder prices from your own labelled list — wall framing and baseboard by the linear foot, floors, roofs and panelling by the square foot, doors and mantels by the piece, casing by the opening, stairs by the flight. There is no takeoff that works out the quantities or the lumber: you put them in, and every number is yours to change before the quote goes out.

Which jobs will it not let me close?

All seven job types — framing, trim and finish carpentry, built-ins and cabinetry, stairs and railings, a structural repair, a shed or outbuilding and commercial framing — carry the final walk-through and touch-ups: what was checked, the touch-up list, the photographs after and the client’s sign-off. It is yours to edit.

Does the client sign the measure?

Yes. The site measure and scope sheet records what was measured, the existing conditions, access and protection, whether drawings or engineering are needed and the photographs before, and it carries the client’s sign-off — on the job, where the office can find it when the quote is written.

What happens when the walls hide something?

The daily site log keeps the day — the crew on site and the work done, with places for the issues, the photographs and a change order flagged. The change order goes on the job for the extra work the client approves on top of the original quote, created there or promoted from what the crew captured on site.

Can I bring my own prices?

Yes. Scan a supplier invoice and the price book updates; put your own per-foot and per-piece rates alongside the starter list; set your own labour rates and markups. The quote builder prices from your numbers, not ours.

What does a carpenter cost?

Nothing on Crew and Company — field seats are free and unlimited. The office seats are what is counted, and the pricing page prints exactly how many each plan includes.

Does it work on a site with no signal?

Clock-in, checklists and photos work with no signal and file themselves when the signal returns. The office sees them the moment they land.

Bring a real trim package. Watch it quoted.

Your own numbers beat any feature list — start the trial, put your footage and your door count on the list and price a main floor.

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14-day free trial · No credit card · Bring your client list