Can Sophiie book site visits?

Yes. Sophiie can capture project details and help book measures or consultations.

Can Sophiie prepare carpentry quotes for review?

Yes. Sophiie quoting can create branded quotes from your service list, quantities, scope, pricing, and terms for review.

Can invoices sync to Xero?

Yes. Xero-connected invoices from Sophiie can sync to your accounting workflow.

Does it replace project management for large builds?

No. Sophiie handles AI receptionist and office admin for carpentry. Larger construction projects may still need specialist project management tools.

Carpenters

Carpenter business software

Sophiie answers carpentry enquiries, books site visits, captures scope, manages job records, stores customer history, and supports quotes, invoices, reminders, and mobile updates.

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Carpenter framing timber on site at golden hour

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A live demo call from Sophiie. Two minutes, no sales pitch.

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Missed call from Sarah ChenNew booking confirmed for 1pmVoicemail transcribedWebsite form: bathroom downlightsInvoice #1042 marked paidDeposit received from Amy WuText reply sent to Toby Mercer

Quote request: switchboard upgradeText: are you free Thursday?After-hours call answeredFollow-up sent to Raj PatelCallback scheduled for 9amMissed call returned in 30sAppointment reminder sent

Emma Davies: power out in kitchenNew job card createdMarco Reyes: needs a quoteReminder sent to Tom BradleyPriya Sharma: hot water faultQuote approved: $2,400Review request sent to Dana Lee

Captures project enquiries

Sophiie records project type, customer details, site address, access, preferred timing, photos to request, and scope notes.

Australian tradesperson standing in a doorway reading a message on a phone

Books site visits and measures

Qualified enquiries can become scheduled visits with customer and project context attached.

Australian tradesperson in a hi-vis shirt on a phone call outside a brick house

Tracks job progress

Each project record can carry team ownership, status, schedule, site notes, documents, reminders, and history.

Australian tradesperson in hi-vis taking a phone call beside a brick wall

Supports quotes and invoices

Create branded carpentry quotes and invoices from service lists, quantities, GST, terms, and captured scope, with Xero sync for invoices.

Australian tradesperson leaning against a ute answering a phone call on site

Keeps customer history central

Customer profiles can hold past work, messages, calls, invoices, notes, preferences, and follow-up reminders.

Smiling Australian tradesperson speaking on a phone while fitting a sliding window

How it works

Set up Sophiie once, then let the work flow

Set up carpentry services
Add service categories, quote language, site visit rules, schedule preferences, invoice defaults, and common FAQs.
Connect phones and forms
Let Sophiie capture calls, chats, emails, texts, and website forms so new work starts in one place.
Manage active projects
Use schedules, assignments, status, notes, photos, reminders, quotes, and invoices while jobs move forward.
Use history for future work
Keep customer records, project notes, and billing history available for variations, callbacks, or repeat projects.

Carpentry business software has to follow a long sales path

A carpentry enquiry often starts as a rough idea, moves to a measure, becomes a quote, then changes again once materials, access, and timing are clearer. That path needs records, not memory.

Sophiie keeps the admin trail connected. Calls, site visits, customer notes, job status, photos, quotes, invoices, and reminders can all stay tied to the same customer and project.