Basic Setup
Cabneo is designed to be set up yourself in an afternoon, not through a rollout project. The goal is to get your planning view believable quickly: map the centres you actually schedule around, paste enough current job information to make the week real, and schedule the first job so Today, Floor, Triage, Calendar, and Capacity Planning mean something from the start.
What getting started looks like
- Sign up free, then use the confirmation link in your email before signing in.
- Rename the starter centres to match how your shop actually plans — cutting, assembly, install, or a specific machine or crew.
- Paste your first upcoming week from Excel or Sheets, review it, then import the jobs to your backlog.
- Schedule the earliest job's tasks onto centres.
- Check that the calendar, run sheets, and owner view match how your shop thinks about work.
Your dashboard has a Getting Started checklist that walks you through exactly this. It ticks itself off as you go, briefly shows the next optional actions after your first job is live on the calendar, then disappears.
Want to look around before entering your own work? Use Load a sample week (offered on the empty Jobs, Calendar, and Capacity Planning views). It fills your centres with clearly marked sample jobs so you can see the schedule working, and one click on Clear sample data removes all of it without affecting real data.
Already plan in Excel or Sheets? Use Paste your first week from the Getting Started checklist. Paste up to 20 job references, target/install dates, and rough Machining, Edging, Assembly, and Install hours. Cabneo shows a complete preview before it creates anything.
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: Today plus Floor (Run Sheet), Triage, Calendar, Capacity Planning, and List
Paste format and troubleshooting
- Required columns: Job reference, Target date, Machining hours, Edging hours, Assembly hours, Install hours
- Dates:
YYYY-MM-DDorDD/MM/YYYY - Hours: plain decimal numbers; blank stage cells mean zero
- Limit: 20 jobs per paste
Unknown columns are ignored and listed in the preview. Fix any marked cell, then preview again. Still blocked by the format? Email the same six fields and the error shown here. We'll review it asynchronously.
In-app setup sequence
This is the basic self-serve sequence.
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: Paste your first jobs
Where to click: Getting Started -> Paste your first week.
Copy the canonical six-column header and up to 20 jobs from Excel or Sheets. Review normalized dates, hours, draft stages, and any ignored columns. Click Import jobs only when the preview is valid. Imported jobs stay in the backlog; Cabneo does not schedule them automatically.
Cabneo opens the earliest imported job in Job Management with Schedule tasks expanded. 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: Today, then use Floor and Calendar from the main navigation. Floor opens the Run Sheet execution view. 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.
