Quotes and Invoicing for Carpentry Workshops, Built with AI

Mythex builds an invoicing app for carpentry workshops that handles how bespoke jobs are really paid: a quote built from your own components, a materials deposit, an interim payment and a balance on install, with variations added as the client approves them. You describe it and get a working app with PDFs and payment tracking.

Who it's for

Workshops writing quotes in a word processor, keeping deposits in their head and discovering at month end that a balance from a kitchen fitted in spring was never paid.

What you can build

Quotes built from saved units like a metre of shelving or a standard carcass
Material options quoted side by side, such as oak versus painted MDF
Staged invoices: deposit, materials, balance on install
Variations added with the client's approval recorded
A clear list of what is included: fitting, finishing, waste removal
Paid, unpaid and overdue lists with this week's dues

Quote once, invoice from the same lines

Rebuilding every quote from scratch is slow and makes prices inconsistent. Store your common components with material cost, hours and rate, and assemble each quote from them. When the client accepts, the quote becomes the job's invoice schedule without retyping. Add an expiry date to every quote, because timber and sheet prices move.

A component library with your rates
Optional lines the client can choose
Quote expiry after a set number of days

Staged payments and variations

A deposit big enough to cover the timber protects you, since a bespoke piece cannot be resold if the client walks away. Set the stages per job, raise each invoice when the stage is reached, and record variations such as an extra drawer bank or a change of handle with the client's approval. The final invoice then matches what was agreed, and nobody argues on install day.

Tax and payment notes

Set your tax rate and invoice numbering once and the app applies them. If you want clients to pay by card from the invoice, Mythex can connect a payment provider you sign up with. Check with your accountant how deposits should be recorded where you work; the app just keeps the numbers straight.

A prompt to start from

Build an invoicing app for my carpentry workshop. I want a library of components with material cost, hours and price, quotes built from them with optional lines and a 30-day expiry, and accepted quotes turned into staged invoices for a 50% materials deposit and a balance on install. Add approved variations, PDF invoices with my logo, and a paid, unpaid and overdue list.

Questions

Can I turn an accepted quote into an invoice?

Yes. Ask for an accept button on the quote that creates the invoice schedule from the same lines. You can still edit lines before sending.

Can I email invoices as PDFs?

You can download a PDF of each invoice and attach it to an email. Sending emails straight from the app needs an email provider you connect with your own account.

Can clients pay online?

Yes, once you connect a payment provider account. Mythex can add a pay button to each invoice and mark it paid when the payment comes through.

Do I need to code?

No. Describe your quotes and payment stages in plain language and Mythex builds the app. You can change it by chatting at any time.

Templates to start from

Plumbing Business Site Template — Quote calculator with lead dashboard
Invoice Generator Template — Canvas invoicing with PDF export
Quote Generator Template — Line-item pricing, secure client links

Guide

How to build an invoicing app

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