CabinetFlow guide
Cabinet Shop Management Software Built for Real Shop Workflows
A cabinet shop doesn't fail because the boxes are wrong. It gets messy in the space between the sale and the install — the approvals, the change nobody wrote down, the deposit nobody chased. CabinetFlow is built for that space.
Where it breaks
Spreadsheets, email and texts stop scaling around job four.
With one or two jobs running, a whiteboard and a phone work fine. Add a few more and the cracks show up in the same places every time: the finish color was confirmed by text and only one person saw it, the revised drawing is buried in an email thread, and the install date was promised from memory.
None of that is a discipline problem. It's what happens when the record of a job lives in several private places instead of one shared one.
Shop management software should give a job a single home: who the customer is, what was quoted, what was approved, what's ordered, where it is in the shop, what's been paid, and when it goes in. Anyone should be able to open the job and answer a customer question without hunting.
That's the standard we built CabinetFlow against — and it's a different job than the one your design software does.
What it should cover
The parts of the job that live outside the CNC.
Customers and jobs in one list
Every customer, every job, and the history behind them — reachable by anyone in the office without asking who has the file.
Estimates and what happened to them
Know which estimates went out, which came back, and which are still sitting with the customer.
Approvals and selections
A record of what the customer signed off on and when, so a door style or hardware change doesn't turn into an argument later.
Project files
Drawings, contracts, field measure notes and job photos kept with the project instead of scattered across drives and phones.
Timelines and stages
One shared answer to "where is this job" that the office and the shop both trust.
Payment tracking
Deposits and progress payments tracked against the job so nothing ships unpaid by accident.
Delivery and installation
Schedule the end of the job the same way you scheduled the start, with punch items recorded on the project.
Staff access
Give office, shop and install the access they need, working from the same information.
Secure customer links
Customers approve, confirm selections, or ask for a change through a private link — no account to create.
Alongside your design software
It complements Cabinet Vision, Mozaik and your CNC — it doesn't replace them.
Your design and manufacturing software knows the cabinet: the parts, the cut list, the nesting, the machine. CabinetFlow doesn't try to touch any of that. It holds the customer relationship and the job workflow around it — the estimate, the approvals, the files, the schedule, the payments and the install.
The same goes for accounting. Keep the books where they are; CabinetFlow tracks payment status against the project so the office knows what's collected before a job ships.
If you're looking at this from the job-flow angle, read project management for cabinet shops. If your bigger problem is leads and follow-up, start with the cabinet shop CRM guide.
Questions
Before you try it.
- Is CabinetFlow a replacement for Cabinet Vision or Mozaik?
- No. CabinetFlow complements design, CNC and manufacturing software. It manages the customer and project side of the job while your existing tools keep handling cabinet design and production.
- Does everyone in the shop need a login?
- Only the people you want in the system. Staff access is included on every plan, and plans are priced by how many people from your shop use it.
- Can we try it before paying?
- Yes. Every plan includes a 30-day free trial, and all features are included on every plan.
- Where do drawings and job photos live?
- Files stay attached to the right customer or project, so drawings, photos, estimates and documents are found in the job rather than in someone's folder or inbox.
Try it on your next job.
Every plan includes every feature and a 30-day free trial. Pick a plan by how many people from your shop use it.
Learn more about CabinetFlow
- Project management for cabinet shops
Running a cabinet job from estimate through final touch-up.
- Cabinet shop CRM & customer management
Leads, project history, approvals and secure customer links.
Back to the CabinetFlow overview or see plans and pricing.
CabinetFlow Support
Questions about your account, onboarding, or billing? We're here to help.