Most job systems are built for service tradies or generic project management. Cabneo is different: it's designed specifically for cabinet shops that live and die by accurate quotes, clean workshop planning, and reliable installs.

This article gives a high‑level tour of what Cabneo does for a cabinet business—from lead to quote to job to workshop and install.

Cabneo is built for:

• Independent cabinet shops and small multi‑location teams.
• Owner‑operators who juggle sales, quoting, production and installs.
• Foremen and installers who need a clear "what's next" view of work.

If your current "system" is a mix of A4 sheets, spreadsheets and a calendar app, Cabneo gives you a single, cabinet‑specific place to keep jobs moving.

Cabneo starts with leads, not just jobs.

• Centralised lead intake
  Capture new enquiries with structured forms instead of scattered notes:
  • Contact details, address, project type.
  • Notes from the initial consult.
• Smart address capture
  Google‑powered address autocomplete helps avoid bad addresses and speeds up entry.
• QuickQuote widget (optional)
  Embed a small quote request form on your website so prospects can submit basic project details that arrive straight into Cabneo as leads.
• Pipeline visibility
  Leads and quotes move through clear stages (Draft, Sent, Accepted, Declined).
  Owners can see:
  • How many quotes are waiting on clients.
  • Which jobs are ready to convert.

Result: no more wondering "did we ever get back to that person?"—all leads live in one place.

Cabinet quoting is where Cabneo spends a lot of effort.

• Configurable product catalogue
  Set up your own products:
  • Cabinets, drawers, accessories, hardware.
  • Options like sizes, mechanisms, finishes.
  Cabneo can then:
  • Automatically pull in the right materials for a configuration.
  • Keep costs consistent across jobs.
• Automated materials and costs
  Material requirements auto‑populate based on the chosen configuration.
  This allows:
  • Realistic costing using material, labour and margin.
  • Less manual calculating in spreadsheets.
• Margin and Quote Health built‑in
  As you build a quote, Cabneo shows:
  • Internal cost and margin.
  • A Quote Health score/attention level (Critical, At Risk, Healthy, Unpriced) based on age, activity and likelihood to win.
• Client‑facing approvals
  • Quotes are sent via email with a secure link.
  • Clients see a clean, client‑friendly page with an Approve / Decline option.
  • When they respond, Cabneo updates the quote status and notifies your team.

Result: fewer surprises in your pricing, less free design work that never goes anywhere, and a clearer quote pipeline.

Once a quote is accepted, you shouldn't have to retype everything.

• Quote → Job in one step
  Turn an accepted quote into a job with all linked details:
  • Client and site info.
  • Products and material requirements.
  • Any relevant notes.
• Job Health dashboard
  Every job carries:
  • A health score.
  • An attention level (Critical, At Risk, On Track).
  The dashboard answers:
  • "Which jobs need my attention today?"
  • "Which installs are at risk or blocked?"
• Task‑driven workflow
  Tasks can belong to:
  • Jobs.
  • Job items.
  • Quotes.
  • The account (general admin).
  Each task has:
  • Status (pending, in progress, completed, on hold).
  • Priority.
  • Scheduled date and due date.
  • Time estimates and actuals.
  • Optional checklists/steps.

This gives you a flexible way to represent your real workflow without forcing you into a fixed "ticket" model.

Cabneo's workshop views are designed to be useful in the office and on the floor.

• List view
  A filterable task list for:
  • Today.
  • All.
  • Pending.
  • In Progress.
  • Completed.
  Many shops print this or put it up on a screen in the factory as the daily list.
• Timeline view
  A per‑worker view showing:
  • Who is doing what.
  • When tasks are planned.
  • Which jobs are currently active for each person.
• Calendar view
  A drag‑and‑drop calendar for scheduling tasks across days.
  Useful for:
  • Install dates.
  • Major milestones.
  • Blocking out time for big jobs.
• Crew‑aware scheduling
  Tasks can be assigned to specific users or crews with:
  • Optional start/end times (time windows).
  • Roles (helper, lead, etc.).

Result: your workshop stops living in a single calendar and starts having a realistic view of today and this week's work.

Cabneo helps you standardise recurring workflows without making everything rigid.

• Account‑specific step templates
  Create templates for common workflows:
  • Cutting.
  • Assembly.
  • Finishing.
  • Installation.
  Each step can include:
  • Instructions.
  • Time estimates.
  • Photo requirements.
• Installation‑focused templates
  Dedicated install templates can cover:
  • Site preparation.
  • Cabinet install.
  • Benchtops.
  • Trims and panels.
  • Hardware adjustment.
  • Final QC and handover.

By applying these templates to tasks, you get:

• Consistent processes across crews.
• Better estimates and more realistic schedules.

Once jobs are flowing, Cabneo's health and analytics features help you keep on top of things.

• Quote Health
  Every quote has:
  • A health score (0–100).
  • An operational attention level (Critical, At Risk, Healthy, Unpriced).
  Monitoring jobs can flag:
  • Stale quotes.
  • Aging opportunities.
  • Low win‑probability work that needs a decision.
• Job Health
  For jobs, Cabneo considers:
  • Timeline.
  • Budget.
  • Progress.
  • Materials.
  It then surfaces:
  • Jobs that are slipping.
  • Jobs in good shape.
• Proactive monitoring
  Background jobs (in production) can:
  • Scan for critical jobs.
  • Identify material delays or bottlenecks.
  • Generate daily "briefings" so owners know what to focus on.

The goal is not dashboards for show, but practical signals: where should today's attention go?

Compared to generic job apps or heavy ERPs, Cabneo aims to:

• Use cabinet‑shop language (sections, jobs, tasks, installs) instead of generic "tickets".
• Focus on lead → quote → job → workshop → install rather than field service calls.
• Provide job‑level truth (health, schedule, profitability) while letting your accountant keep owning Xero or MYOB.