Quote Faster. Win More. Know Your Margin.

The cost library is a central store of your shop's actual material rates, labor rates, machine rates, and overhead factors. When you build a quote, it pulls from these real numbers rather than asking you to estimate from memory or a spreadsheet. The result is consistent pricing across your team, visible margin on every quote before you send it, and a record of where your cost assumptions came from.

Yes. You define milestones such as deposit, material ordered, production complete, and install, and OpenSpindle generates invoices as each is marked done. Billing keeps pace with the work rather than happening in one lump at the end of a long project. This improves cash flow and reduces the risk of completing work before getting paid.

Yes. You can continue accepting payment by ACH or wire directly, or use OpenSpindle's integrated payments. Either way, customers can pay by credit card, ACH, or wire. You are not forced to switch processors or set up new merchant accounts to use the invoicing features.

Every quote you build from the cost library shows the total cost, the quoted price, and the resulting margin side by side before you send it. You can adjust markup, add or remove line items, and watch the margin update in real time. Shops that previously discovered they lost money on a job only after closing it can now see the issue at the quoting stage and reprice before it becomes a problem.

Yes. When a change order is approved, the project total updates and any remaining milestones adjust to reflect the new scope. You do not have to manually recalculate what is still owed or create a separate invoice for the delta. The billing structure stays aligned with the current agreed scope throughout the life of the project.

The rates in the cost library set your projected costs at quote time. As actual hours are logged against tasks and materials are consumed, the job costing view compares actual spend to the quoted estimate. This gives you a projected versus actual margin view for every job and feeds into the reporting module so you can see over time which job types or customers consistently hit their margin targets.

No. OpenSpindle handles quoting, milestone invoicing, and payment collection at the job level. It is built to integrate with your accounting system rather than replace it. Invoice data and payment records can be exported for your accountant or synced so your books stay clean without duplicate entry.

Invoices are sent with a payment link. Customers click the link, select their payment method, and complete payment in a single session without needing to call, mail a check, or log into a separate portal. Card payments settle in 1 to 2 business days. ACH typically settles in 2 to 3 business days. Wire transfers depend on the customer's bank.

Yes. The cost library supports multiple material types, multiple labor rates for different skill levels or roles, and machine rates per piece of equipment. You can quote a kitchen cabinet job, a trim package, and a one-off commercial casework job from the same library, with each quote pulling the relevant rates without manual lookups or re-entering the same figures.

Traditional end-of-project billing means you can complete months of work and materials before seeing any cash. Milestone billing sends invoices tied to real production events, such as deposit on booking, materials on order, production complete, and delivery, so cash flows in throughout the project. For shops with significant material costs, collecting a deposit and a materials milestone before cutting a single piece can meaningfully reduce the working capital required per job.