Scoped
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Every custom order, made exactly the way they approved it

Inquiries and quotes on one board, the confirmed order broken into the phases you make it in, and the customer’s whole history beside it. The bench, the front desk, and your AI assistant work from the same record.

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  • Set up in an afternoon
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  • Check an order on your phone at the bench
A woodworker in a plaid shirt and apron works at his bench in a small workshop, hand planes and wood shavings in the foreground

From the first sketch to the doorstep.

A made-to-order business sells something that doesn’t exist yet. The dining table, the engagement ring, the storefront sign, the wedding invitations, and the embroidered crew jackets all start as a conversation and end as a delivery weeks later. Scoped keeps the quote, the making, and the customer on one record, so what you promised is what you make.

Price the piece before they ask another maker

Custom work starts with a question no price list answers. Can you build a ten-seat walnut table that still makes the tight turn on our stairs? What does a lit sign over a bakery door cost? Can you do 150 crew jackets with the logo on the back by March? In Scoped, whoever takes the question puts it on the board in a minute: the customer, what they want, the measurements or the size of the run, and who is calling back.

Name the stages the way your shop already talks: Inquiry, Design consult, Quote sent, Deposit in. Each card carries the quote amount, so you can see what’s out and what it adds up to. The $9,400 dining table that hasn’t heard back in six days is sitting right there, with the notes from the design consult on the card when you pick up the phone.

The quote still goes out from wherever you write quotes today, and the deposit is taken through your card reader or your invoicing tool, the way it is now. Scoped holds the amount, the notes, and the history. When the deposit lands, someone moves the card to Deposit in, and the order is ready to become the job.

Next Tuesday. The Saturday inquiry about built-in shelves got a callback Monday morning, and the walnut table quote that went quiet has a follow-up on it before lunch.

See the sales pipeline

Try it: drag the $9,400 card to Deposit in.

Inquiries and quotes on the board, with the stages named the way a made-to-order shop says them.

Turn the deposit into the job, from drawings to delivery

When the deposit is in, one click turns the quote into the project with the customer attached. Break it into the phases you actually run: design approval, materials, making, finishing, delivery. A jeweler’s might read sketch, wax model, casting, stone setting, polish, pickup. A sign shop’s reads proof, fabrication, paint, wiring, install. Each phase has an owner and a status.

The approval is where custom work goes wrong, so put it on the record. When the customer approves the drawings with breadboard ends and a 42-inch width, the note goes on the design phase as a comment the whole shop sees. The person milling the lumber reads it on their phone at the bench, not in a text thread three screens up, and nobody cuts to the old dimensions.

The Focus view shows each person only what’s waiting on them: the proof that needs a yes, the slab to pick, the finish sample to send. On Plus and Pro, a cycle groups the push before the holidays, when every order seems to be due the same week.

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A woodworker in glasses leans over a pale board, setting out a cut with a marking gauge, hand planes lined up on the bench
A confirmed dining table order broken into phases, from design approval to delivery, each with an owner and a status, with the customer linked at the top.

Deliver the table, then quote the sideboard from the same page

Every phase, comment, and change stays on the project. Two weeks before delivery, when the customer asks whether the top is the 42-inch width they approved, anyone in the shop can answer in a minute. When the table is standing in their dining room, archive the project. The customer keeps the history.

When a made-to-order customer comes back, or sends a friend, you start from what you already know. If the Whitakers call in two years about a matching sideboard, their page already shows the dimensions they approved, the finish, who built it, and the starred note about the tight turn on their stairs. You quote the sideboard from that page, not from scratch.

The same goes for the couple who come back for wedding bands, the bakery that opens a second location and wants a matching sign, and the crew that reorders jackets every fall. The last order is one click away when they ask for the next one.

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A finished wooden dining table and bench in a bright dining room under two pendant lamps, a sideboard against the brick wall behind.
An order’s activity: every change recorded with who made it, including an assistant’s update under the person who asked for it.

Check the approved spec without walking to the bench.

Connect Claude Code or Codex to your workspace and ask it about the real work: the order in the shop with a delivery date, the approvals you’re still waiting on, the customer you’re about to meet.

  1. Can the Whitaker table still make Nov 20 for Thanksgiving? Ask Rosa if the oil finish can start by Nov 6.It reads the order’s phases, tells you joinery is underway with finishing and delivery still ahead, and posts a comment asking Rosa whether the oil finish can start by Nov 6, recorded under your name.
  2. Which orders are stuck waiting on a customer approval, and how long has each one been waiting?It reads each open order’s phases and comments and lists the ones held at an approval, with the customer and the date of the last comment.
  3. What do we know about Ashlar Architects before Thursday’s meeting about the conference table?It pulls the customer’s history, from past quotes and orders to the starred notes, and summarizes it before you walk in.

You approve the connection for one workspace and can revoke it whenever you like. Quote documents, deposits, and payments stay in the tools that send and take them; the assistant works on the amounts, notes, and orders in Scoped. How assistant updates work.

The assistant’s update is recorded under the person who asked for it, with the connection it came through.

Built for the shop that makes it after the customer says yes.

What the customer approved is the spec. Keep it on the same record as the quote and the making, where your shop and your assistant both find it.

One record from first call to finished jobCustomers, quotes, and jobs live together. The won quote becomes the job with the customer attached, so nothing is retyped between the sale and the work.Your AI assistant, on the real workConnect Claude Code or Codex to the one workspace you pick. Every change it makes is recorded under the person who authorized it, and you can revoke it at any time.Your records stay yoursExport your whole workspace whenever you want it, with no ticket and no waiting. What an export contains, and what it leaves out, is documented.Priced for the business you runFree for three people, and your first workspace gets 30 days of Pro with no card. Paid plans are priced per workspace, not per seat.

Ask Claude Code or Codex about any order, and export anytime.

Two named setup paths for AI assistants, each maintained and tested, plus your whole workspace to export whenever you want it.

Claude CodeAdd Scoped to Claude Code, sign in once, and it works in the one workspace you picked.CodexAdd Scoped from the Codex command line, then approve the connection in your browser.Bring your dataImport projects and issues from a supported CSV export, with a note of anything that didn’t come across.Export anytimeYour whole workspace, whenever you want it, with documented boundaries.Scoped ConnectComing soon: the desktop app that keeps your records on a database you control.
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They’re already picturing the table. Quote it before someone else does.

Next Tuesday, the weekend inquiry is on your board with a callback on it, the approved width is on the design phase before anyone cuts, and the customer who ordered a table last fall hears from you before they go looking for a sideboard. Your payment tools keep taking the deposits. Scoped takes an afternoon to set up.

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Free for three people. 30 days of Pro on your first workspace, no card.

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