Basic Setup
Cabneo is usually introduced through a walkthrough and a practical setup session, not a self-serve "figure it out later" rollout. The goal is to get your planning view believable quickly: map the centres you actually schedule around, bring across enough current job information to make the week real, and load one upcoming week together so Dashboard, Run Sheet, Triage, Calendar, and Capacity Planning mean something from the start.
What getting started looks like
- We start with a short walkthrough of how you currently plan work and where the friction is.
- We confirm the centres you actually schedule around, such as cutting, assembly, install, or a specific machine or crew.
- We use existing labour totals, job summaries, or exports where practical so you are not rebuilding everything from scratch on day one.
- We load one real upcoming week together and check that the schedule, run sheets, and owner view match how your shop thinks about work.
Not every rollout needs a formal import. Sometimes the fastest path is a simple spreadsheet, a summary email, or a typed list of live jobs. The important part is making the first week believable.
What Cabneo helps set up
- Centres and workstation mapping
- Optional crew and kiosk access
- Your first jobs, install dates, and labour totals
- Daily owner views: Dashboard plus Run Sheet, Triage, Calendar, Capacity Planning, and List
What the customer sends us
- The names of the sheds, machines, crews, or centres you plan around
- A short list of current or upcoming jobs
- Install dates or target dates
- Labour totals, spreadsheet summaries, or CAD/export summaries if you already have them
- Any constraints we should respect, such as outsourced stages, limited crew availability, or jobs that must not move
If all you have at first is a spreadsheet, screenshot, or rough list, that is usually enough to make the first walkthrough useful.
What the first walkthrough covers
- Where Cabneo fits in your process after sign-off
- How centres and workstations should be mapped
- How your current jobs will enter Cabneo, whether by quick manual entry or practical imports
- Loading one real upcoming week and checking planned hours by centre and day
- Opening Dashboard, Run Sheet, Calendar, Triage, and Capacity Planning to confirm the schedule looks trustworthy
In-app setup sequence
If you are already in the app, this is the basic sequence we use.
Step 1: Review starter centres and mapping
Where to click: Settings -> Centres.
New business accounts start with three editable centres and mapped workstations:
- Cutting Shed -> Cutting workstation
- Assembly Bench -> Assembly workstation
- Install Crew -> Install workstation
Rename and adjust these to match how your shop runs.
Step 2: Add crew and kiosk access (optional)
Where to click: Settings -> Crew Members and Settings -> Kiosk Access.
You can start without crew attribution, then add it when you're ready.
Step 3: Create your first jobs
Where to click: Jobs -> Create Job.
Use Create Job to enter a target date and rough labour totals, then click Save job. If you already have a trusted spreadsheet or summary, use those rough totals here rather than recreating the job from scratch.
From Job Management, you can then:
- use Schedule tasks (optional auto-schedule from a not-before date), or
- keep manual control and place tasks later in Centre Schedule
Step 4: Check daily execution views
Where to click: Dashboard, then use Run Sheet and Calendar from the main navigation. Use the quiet Capacity link when you want the weekly planning view, Triage when work needs a date decision, and List when you need to find or update a task across dates.
Confirm the owner view is clear first, then drill into planning and execution detail.
