MarTech · Made-to-order businesses
Built-in furniture and interior job software for made-to-order businesses
Phak AI's built-in furniture system is designed for made-to-order businesses such as built-in furniture makers and interior fit-out firms. Every step is tied to a single job: customer chat, site measurement, quote, design, production, installation and staged billing. Owners see profit per job along the way, not only when the job closes. It suits businesses whose quotes go through many revisions, and it also supports project work with multiple house types and units.
- Customer chat
- Site measurement
- Quotation
- Design
- Production and install
- One continuous jobEvery step lives in one job, not scattered files
- Profit per jobVisible along the way, not at closing
- Milestone billingTied to the same job
What problems does built-in furniture software solve?
Built-in furniture and interior fit-out involve many connected steps. Information ends up scattered across chats, drawing files and account books. Common problems include quotes revised so often that nobody knows which is current, the same design mistake repeated, production starting before the deposit arrives, and accounting entries typed twice.
This system is designed so that every document is tied to one job. Each job has a single card that holds all its documents. You can view jobs as a list, a board or a calendar, so the team does not have to call each other to ask where a job stands.
It runs on the same central AI brain as the rest of Phak AI. What the team learns from installation and service flows back into the knowledge base and helps with the next design.
The built-in job path, from chat to profit per job
This is the path the system is designed to support. The details can be adjusted to how each shop really works.
Receive customer chats
A customer messages on LINE or Facebook. The system links the chat to an existing profile or creates a new one. AI tags the chat and drafts a reply. An admin checks it and sends it.
Measure on site
Open a lead or book a site visit. The salesperson records dimensions, takes photos and records voice notes on a phone.
Quote by room
Issue a quote split by room. Revise it as a new round under the same number. If a discount goes over the limit, a manager must approve it. The customer accepts on LINE.
Sales order and payment stages
Once the customer agrees, issue a sales order with payment stages. The system creates the job automatically. Later changes go through change orders.
Design and room-by-room approval
Design starts once the deposit is received. Every version is kept with the reason for each change. The customer approves each room on LINE before production is released.
Production and installation
A material list is generated from the approved design. Installers use an app with checklists and take before and after photos. The customer signs off on a phone.
Billing and profit per job
Issue invoices by stage, match payment slips and export data to your accounting software. Every cost feeds into profit per job, and executives are alerted when profit falls below a set threshold.
Furniture quote software and the other parts of the system
The system is split into work areas. You can switch them on one at a time, starting where money comes in fastest.
Sales and quotes
Quotes by room, revised under the same number, with approval when a discount goes over the limit. AI drafts quotes from chats, and people check them before sending.
Design
A design queue that keeps every version and gets customer approval room by room. AI flags likely errors, such as a size that exceeds the wall or a spec that does not match the quote.
Finance and accounting
Staged invoices, payment slips read and matched, receivables tracked by age, and data exported in batches to the accounting software you already use.
Installation and after-sales service
A calendar and crew scheduling by skill. Customers confirm appointments on LINE. Repair requests open from chat, and in-warranty repair costs go back to the original job.
Production and materials
A material list from the approved design, with allowance for waste. You see stock on hand, reserved and on order. It is lightweight and does not replace a full production planning system.
Dashboard and profit per job
Executives see items waiting for approval, jobs at risk of delay, and profit per job as estimated, committed and actual.
Design principles behind the system
Everything is tied to one job
Documents, drawings and costs all belong to a single job, so profit per job can be calculated for real.
AI drafts and checks, people decide
Money, prices and anything sent to a customer need a person to confirm. AI only flags risks.
Works with what you already use
Customers still chat on LINE, and the books stay in your current accounting software. The system connects to them instead of duplicating them.
What it does and does not do
What Phak AI does
- Phak AI helps tie quotes, drawings, sales orders and payment stages into one job.
- Phak AI helps customers agree on prices and approve designs on LINE.
- Phak AI helps flag common design errors before a job goes to production.
- Phak AI helps support project work with multiple house types and units.
What it does not do
- It does not replace a general ledger, period-end closing or payroll system.
- It is not drafting software or a full production planning system.
- It does not generate images or video.
- It does not give tax advice. Your accountant must confirm how tax documents are issued.
Frequently asked questions
What kind of business is built-in furniture software for?
It suits made-to-order businesses such as built-in furniture and interior fit-out firms, including project work with multiple house types and units. These businesses deal with many quote revisions, payment stages and the need to control cost per job.
How is this furniture quote software different from Excel?
Quotes are split by room and revised under the same number, so it is clear which version the customer accepted. Discounts over the limit need approval. When the customer agrees, the system creates the job and payment stages for you.
How far can AI help with design?
AI checks against rules, such as a size that exceeds the wall or a spec that does not match the quote. With enough job history, it also compares against past mistakes. Results are warnings for people to act on. AI does not change the design itself.
Do we have to switch on every part at once?
No. The system is designed to start with sales and design, where money comes in fastest. You then add finance, installation and production as the team is ready.
How do we start with the built-in system?
Start by mapping your real job path, agreeing document formats and approval order, and having your accountant confirm how tax documents are issued. Then switch on one part at a time, starting where money comes in fastest. Talk to the Phak AI team.
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Read more →Talk to the Phak AI team
Share your real work, install on a dedicated server, connect existing tools, then add apps one at a time
Read more →Talk to the Phak AI team
Tell us about your business. The Phak AI team will show you the systems that fit and plan the rollout with you, without replacing what you have.