CabinetFlow guide
Project Management Built Around Cabinet Jobs
A cabinet job isn't a list of tasks. It's a sequence with a customer standing in the middle of it, and it stalls in predictable places. CabinetFlow tracks the job the way the shop actually runs it.
The lifecycle
From the first call to the last touch-up.
Each stage has an owner, a date, and a record of what was decided.
01
Lead and estimate
The inquiry becomes a customer record with the scope, the numbers, and the date it went out — not a note on a desk.
02
Field measure
Measure notes and site photos attach to the job, so the person drawing it isn't working from a text message.
03
Selections and approvals
Door style, species, finish and hardware get confirmed in writing, with the date and the answer on the project.
04
Material ordering
Track what's ordered and what the job is waiting on before it hits the schedule.
05
Production
Move the job through its stages so the office can answer "when" without walking to the shop.
06
Finishing
Finishing is its own stage with its own timing — keep it visible instead of folded into build.
07
Delivery
Confirm the site is ready and the date holds, and record what actually went out.
08
Installation
Assign the crew, keep drawings and the approved selections with the job on site.
09
Final touch-up
Punch items land on the project instead of a scrap of paper, so the job actually closes.
Office and shop
One answer to "where is this job."
Most schedule arguments come from two versions of the truth: the one the office quotes to the customer and the one the shop is actually working. When stages live on the project, both sides read the same line.
The Today dashboard surfaces what's overdue, what's due next, and what's sitting with a customer waiting on an answer — the items that quietly add a week to a job. Messages and activity stay attached to the project, so a follow-up doesn't depend on who remembers the conversation.
Why not a generic tool
Boards and task lists don't know what a field measure is.
You can bend a general project tool into a cabinet workflow. Most shops that try it end up maintaining the tool instead of the job: columns nobody updates, templates that drift, and a customer approval that still happens over text because the tool has no way to ask a homeowner anything.
CabinetFlow starts with the cabinet job already modeled, and the customer is part of it — approvals and selections go out as secure links, and the answer lands back on the project. For the full feature picture, see cabinet shop management software, and for the customer side, the cabinet shop CRM guide.
It also stays out of the way of your design and CNC software, which keeps handling cabinet design and production.
Questions
How it runs day to day.
- How is this different from a generic project management tool?
- Generic tools give you empty boards to configure. CabinetFlow is built around a cabinet job — customers, estimates, selections, approvals, files, project stages, payment tracking, delivery and installation are already there.
- Can we see what a job is waiting on?
- Yes. The Today dashboard shows what needs attention, what is waiting on a customer, and what is moving today.
- Do reminders and follow-ups have to be tracked by hand?
- No. Workflow rules and reminders can be set so follow-ups happen on time without someone keeping a separate list.
- Does it handle cabinet production itself?
- No. Production, nesting and machining stay in your design and CNC software. CabinetFlow tracks where the job stands and everything around it.
Run your next job in CabinetFlow.
30-day free trial on every plan, with every feature included. Pick the plan by team size.
Learn more about CabinetFlow
- Cabinet shop management software
What shop management software should cover, and where CabinetFlow fits.
- Cabinet shop CRM & customer management
Leads, project history, approvals and secure customer links.
Back to the CabinetFlow overview or see plans and pricing.
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