Quote Faster. Win More. Know Your Margin.
Build every quote from real material, labor, and machine costs instantly, so you see profit before you hit start.
Why Quoting and Invoicing Hurt Shops
Job shops that do not track detailed material, labor, and machine costs struggle to price accurately and protect profit.
Estimates start in spreadsheets or on notepads, so material, labor, and machine time are easy to miss, which kills margin.
Margins erode silently.
Shops send invoices late or only at project end, which creates painful cash flow gaps.
Cash flow suffers.
Switching between estimating tools, accounting software, and payment portals wastes time and creates errors.
Admin eats your day.
"We quoted a $25k casework job off a spreadsheet and missed $3k in material. Didn't find out until we were halfway through production."— Owner, 10-person cabinet shop
Invoicing and Cost Library in 30 Seconds
From cost setup to getting paid, everything stays connected.
Set up materials, labor rates, machine rates, and overhead once, using past jobs as reference. The system stores and reuses this data so estimates stay consistent.
Select a project type, apply your costs, and let OpenSpindle calculate price, margin, and suggested adjustments.
Tie invoices to phases like deposit, material ordered, production, and install so billing follows progress instead of guesswork.
Send invoices with payment links and let customers use your processor or OpenSpindle payments, including card, ACH, or wire.
What This Gets You
Margins visible upfront
Every quote shows cost, price, and margin before you send it.
Faster, smoother cash flow
Milestone invoices go out as work hits checkpoints instead of after the fact.
Less admin, fewer tools
Estimating, invoicing, and payments all live in one place.
Everything Included
Core functions and shop workflows, purpose-built for quoting and billing in make-to-order shops.
Cost library
Store materials, labor, machines, markups, and overhead in one reusable system.
Quote builder
Turn RFQs into detailed, line item quotes tied to real costs.
Milestone invoicing
Define project milestones and let OpenSpindle create invoices as each one is marked complete.
Payment options
Use your own processor or OpenSpindle payments with cards, ACH, and wire support.
Margin tracking
See projected margin at quote time and compare with actuals after the job.
Shop Workflows Covered
Works With
Invoicing and Cost Library connects seamlessly to the rest of your OpenSpindle workflow.
Frequently Asked Questions
Yes. You still accept payment via ACH and wire directly or use OpenSpindle payments. Either way, your clients can pay by credit card, ACH, or wire.
The cost library stores your standard material, labor, and machine rates in one place. Quotes then pull from these real numbers so pricing stays consistent and margins are clear.
Yes. You can define project milestones such as deposit, material ordered, production, and install. OpenSpindle generates invoices as each milestone is completed so your billing keeps pace with the work.
Ready to Quote with Confidence and Get Paid on Time?
Join shops using OpenSpindle to protect margins and smooth out cash flow.