Cabinet work isn't a one-off service call. Every job moves through a few big stages: initial enquiry and consult, quoting and approvals, job planning and production, workshop scheduling, installation and wrap-up.
Cabneo is built around that flow so you don't have to glue it together with spreadsheets and email threads.
STEP 1 · INITIAL ENQUIRY
Initial enquiry & consult
Cabneo starts with leads, not just jobs.
Capture new enquiries in one place: name, contact details, project type, notes. Smart address capture using Google Places means you don't fight bad addresses later.
Use the lead record during your first consult. Keep notes on scope, budget, and decisions. See the full history of emails, quotes and jobs linked to that lead.
Result: you always know who this job is for and what you discussed before you ever open CAD.
STEP 2 · QUOTING & APPROVALS
Quoting & client approvals
Once you understand the project, Cabneo helps you price it properly.
Configurable product catalog: Set up your own products—cabinets, drawers, accessories—with options. Let Cabneo pull in the right materials and costs per configuration.
Margin and quote health built-in: See internal cost and margin while you build the quote. Quote Health flags stale or risky quotes so you know where to follow up.
Client-facing approvals: Send quotes via email with a secure link to a clean client page. Clients can approve or decline online; Cabneo updates status and notifies you.
Result: fewer free designs floating around, clearer approval, and a quote pipeline you can actually see.
STEP 3 · JOB PLANNING
Job planning & production
When a quote is accepted, you shouldn't have to re-enter everything.
Quote → Job in one step: Turn an accepted quote into a job with a single flow. Keep all linked tasks, materials, and client details with the job.
Job Health dashboard: Each job has a health score and attention level (Critical, At Risk, On Track). Highlights overdue jobs, timeline risk, budget/material issues.
Result: you always know which jobs are safe and which ones need attention before they blow up.
STEP 4 · WORKSHOP SCHEDULING
Workshop scheduling & daily plan
Cabneo's workshop tools are designed for the office and the floor.
Task-driven workflow: Create tasks for cutting, assembly, finishing, install prep, admin and more. Each task has status, priority, scheduled date, due date, time estimates, and checklists.
Workshop views:
- List view – Today/Week task lists you can print or put up on a screen.
- Timeline view – see who is doing what and when for each worker.
- Calendar view – drag-and-drop scheduling across days.
Crew-aware scheduling: Assign tasks to specific workers or crews with optional time windows. Today/Week views combine scheduled slots, in-progress work and unscheduled tasks.
Result: everyone can see "what's next" without having to decode a generic calendar.
STEP 5 · INSTALLATION
Installation & wrap-up
The job isn't done when it leaves the factory.
Installation-focused step templates: Standard checklists for site prep, cabinet install, benchtops, trims, adjustments, final handover. Photo requirements and time estimates per step if you want them.
Task completion feeds back into job health: Completed install tasks update the job and dashboards automatically. You can see at a glance which installs are done, which are in progress, and which are stuck.
Result: fewer site surprises, more consistent installs, and a cleaner handover.
If your current "system" is a mix of A4 sheets, spreadsheets and a calendar app, Cabneo gives you a single, cabinet-focused flow from first enquiry to final install—without trying to turn your shop into a full ERP or accounting system.