Cabneo Core Workflow Story (Scheduling-First)

Where Cabneo Fits (External or Cabneo Quoting)

Cabneo does not require you to replace the tools you already use. Choose the workflow that fits:

External quoting: CAD / estimating and spreadsheets can stay where you design, price and calculate labour totals.
Cabneo quoting: use the internal quote workflow when its sections, products and approval path suit the job.
Accounting stays the financial source of truth.

Cabneo's job is the operational gap those tools don't solve well:

"What's happening in each shed/crew today — and where should I direct attention next?"

The Core Loop: Centres → Now / Next / Triage

In Cabneo, Centres are the buckets you plan around:

sheds (cutting, assembly, finishing)
machines (CNC, edgebander)
crews (install)

Centres vs workstations: Centres are the planning buckets (shed/machine/crew). Workstations are the specific stations tasks are assigned to — picking a workstation is what makes a task show up under the right centre in Centre Schedule and Capacity Planning. See the Glossary.

Cabneo rolls up planned work into a calm overview:

Now: what's in progress
Next: what's scheduled next
Triage: what needs a scheduling decision (unscheduled or slipped work)

From there, you can drill down into:

Centre Schedule (visual calendar — the primary surface for manual scheduling)
Capacity Planning (spot overload early)
Floor (opens Run Sheet to show exactly what makes up the hours for a centre/day)
Workshop List (find and update tasks across dates)

Cabneo keeps the operational flow simpler than the older Workshop tab model: Calendar for visual planning, Floor for centre/day execution, Triage for scheduling cleanup, Dispatch as a secondary crew/day surface, and List when you need to find or update tasks across dates. Floor is the main-nav label; the execution page itself remains the Run Sheet.

Crew views stay scoped on purpose. Calendar can show one crew member's centre-scheduled work, while Worker Workload is the full person view when you need to check what they are carrying today, this week, or in upcoming weeks.

Three Ways Work Enters Cabneo

1) Quote → Job (Cabneo quoting)

If you quote in Cabneo, converting an accepted quote into a job carries details across and can generate more detailed production tasks.

2) Create Job → Job Management "Schedule tasks" (Spreadsheet/CAD quoting)

If you quote in CAD + spreadsheets, Create Job is the fast path:

Enter the target/install date.
Enter rough labour totals (Machining, Edging, Assembly, Install).
Click Save job — Cabneo creates the job, saves the Labour Estimate, and creates draft planning tasks (unscheduled).
On Job Management, use Schedule tasks to place that work onto your real capacity. It is one review, with no intent to choose: Cabneo plans this job backwards from its Installation date, then — if that alone cannot reach the date — checks whether moving eligible work on other jobs makes room. Every change lands on one Task / Current / Proposed table, with anything owed elsewhere grouped under Required moves, and nothing is saved until you click Apply plan. See Create and schedule a job.

3) Create Job → Manual Schedule (Centre Schedule)

Same intake form, but you keep control of when work lands:

Enter the target/install date and labour totals (same as above).
Click Save job — Cabneo saves the job and budget, and creates draft backlog tasks (no scheduling yet).
Cabneo creates draft planning tasks from Labour Estimate buckets (still unscheduled); on Job Management, confirm workstation mapping where needed.
Open Centre Schedule — drag unscheduled tasks from the sidebar onto calendar days.
Click the day to open Run Sheet for that date and centre, or click a scheduled task for quick crew assignment from the popover. Use Dispatch when you want more explicit crew/day timing.
Verify via Capacity Planning → Run Sheet.

When Plans Change

Schedules shift — clients delay, materials arrive late, priorities change. Cabneo handles this without breaking the plan:

Can this job still make its date?

Before you commit an unscheduled job, the Schedule tasks review answers that directly. It plans the job's remaining stages backwards from its promised dates against the load already committed, and when that alone will not reach the date it checks whether moving eligible work on other jobs makes room — showing every one of those moves under Required moves before you apply. Other jobs only ever move later, never earlier, and no proposed date pushes a job past its own recorded installation or delivery date.

If the date matters more than the overload, tick Keep <date> by going over capacity: Cabneo previews the same deadline without moving anyone else and names the shortage — the hours, the centre, the day — so overtime is a decision you make with the numbers in front of you. It never raises your configured capacity to make the plan look feasible, which is why the button says Schedule over capacity.

Change install date

From Job Management, click Change install date when a promised install day moves. Cabneo first shows an advisory calendar so you can compare likely downstream workshop impact by date, then Preview confirms the exact shift before anything changes: which eligible tasks will move, how many working days, and whether any centre will be overloaded.

Readiness gates

Three quick truth flags on each job — materials ready, client confirmed, site ready — let you record whether a job is actually ready to proceed. These surface on the dashboard and job list so you can spot blockers at a glance.

Schedule Changes on the dashboard

Every install-date change and readiness gate change is logged and appears in real time on the owner dashboard's Schedule Changes card. This answers the question: "why did that job move?"

The Missing Link: How Hours Line Up

The job's labour estimate is the planning truth (your totals).
Capacity committed load is calculated from scheduled tasks that have an estimated duration.
Unscheduled demand is shown separately so teams can see backlog demand without inflating committed day capacity.
In labour-estimate mode, only the stages you budget contribute to capacity totals; other seeded stages are treated as "not budgeted" so capacity stays honest.
Reusable steps carry SOP detail: workshop step times guide execution and do not need to sum perfectly to the job's budgeted hours.