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SlabOS
in your shop.
Had your demo? Take another look. Watch the real workflows, share them with your team, and jump straight to the part you want to see.
Start here · 12:35
Your first SlabOS workflow
Follow a practice quote all the way through to a job.
Pick your next walkthrough
See how it works.
Browse by topic, or search for a specific tool or step.
Getting started
6 videosStart here: your first SlabOS workflow
Set up your shop, build a practice quote, and follow it through to a job.
Add users, employees and crew access
Create office and crew logins, manage access, and connect employees to crews and scheduling.
Company details, locations and defaults
Set company details, locations, branding, numbering, payment terms and everyday defaults; understand which controls save separately.
Find records with global search
Find records, refine categories, browse every match and open inventory codes from the header.
Maintain accounts, addresses and pricing choices
Maintain customer contacts, billing details and the defaults copied into new quotes.
Customize lists and save views
Choose useful columns and filters without changing the records underneath.
Drawing & quoting
11 videosBuild and maintain a price list
Set materials, price levels, labor rates, cutouts and reusable text in one catalog.
Create a countertop quote in five steps
Follow the current drawing, cutout, material and pricing tabs from start to finish.
Draw and edit countertops
Draw runs, enter precise dimensions, apply edges and organize the canvas.
Place cutouts and define slab seams
Set fixture openings on the counter and split pieces for the slab layout.
Preview, send and publish a quote
Check the actual PDF and control which quote or contract the customer receives.
Build quote and contract templates
Build fields, branding, pricing and signing sections, then check the actual PDF pages.
Complete quote intake fields
Collect the client, jobsite, consultants, terms, tax and custom answers before opening the drawing wizard.
Show edge profile images on drawings
Maintain the profile image in Pricing and enable it on the document template.
Take countertops from a PDF plan
Confirm each sheet's scale, capture and edit counters, assign materials and bring the checked drawing into a quote.
Adjust pricing, text and quote-only tax
Review area charges, edit rates and notes, apply discounts, set tax and deposits, and check the saved customer PDF.
Template corrections and change orders
Correct field dimensions, revise the original scope or price a separate add-on, then review the changes and obtain approval.
Jobs & your team
12 videosConvert a quote into a job
Create the linked job and choose the event template that should start its workflow.
Schedule and assign job events
Schedule job work, assign people and crews, manage appointments and customize calendar views.
Set up and use the Crew App
Find assigned visits, review work orders, record progress and upload job photos or sketches.
Review the customer portal
Configure the customer view, check drawings and documents, and understand schedule, review and payment actions.
Create and track team tasks
Create personal reminders, link job or quote work, assign teammates and review task history.
Customize and navigate a job page
Arrange your job page, configure tracker cards and colors, restore hidden fixtures, and inspect drawings and phase work.
Set up reusable event templates
Define job events, offsets, durations and multiple default assignees.
Prepare fixtures and template signoffs
Review template details and fixture information before requesting customer signoff.
Organize files and preview PDFs
Use folders, PDF thumbnails and visibility controls on jobs, quotes and accounts.
Create invoices and record payments
Create deposits or miscellaneous invoices, edit lines, check the PDF and record or process payments.
Review and move linked email conversations
Connect a mailbox, review customer conversations, prepare replies and correct project links.
Track leads and follow-up work
Create a lead, preserve its contact details, plan follow-ups and review the pipeline controls enabled for your shop.
Inventory & your shop
8 videosManage slabs and quote nesting
Keep physical stock records separate from a quote's planned slab layout.
Read the dashboard and reports
Use Work, Sales and Company dashboards, arrange their sections and interpret report figures.
Maintain labor and shop cost inputs
Set working hours, employee pay, crews, equipment, vehicles, overhead and recurring costs.
Manage suppliers, purchase orders and supplies
Maintain suppliers and contacts, build and receive purchase orders, and count shop consumables.
Build warehouse maps and assign locations
Create warehouses, place racks and associate each warehouse with its shop location.
Print labels and scan with a phone
Customize label content and size, then scan stock or racks for details, counts and moves.
Connect a Zebra printer — ZD621 setup
Connect a desktop Zebra printer, match label size and DPI, and print a slab or rack label that scans correctly.
Receive tile and flooring stock and assign job quantities
Track boxes, bags, buckets and pieces; issue part of a lot to a job with its own tag.
Tools & integrations
6 videosWork with drawings in SlabOS CAD
Draw and modify exact geometry, work with layers and fixtures, save revisions and prepare scaled shop sheets.
Complete a linked CAD drawing in 3D
Map CAD pieces to quote areas, assemble panels, nest actual slabs and prepare checked shop and client output.
Review roles and permissions
Create and maintain roles, understand every permission group, and check how roles combine with user restrictions.
Configure and review QuickBooks Online sync
Set import behavior, area billing items and payment options, then verify the linked records.
Set up the Slabsmith connection pilot
Understand the Windows installer, source discovery and controlled test-database writes.
Open shop-floor and crew displays
Configure named TV and tablet views, choose the screen's scope and use the right crew display.
See it with your own workflow
Let’s talk about your shop.
Bring your questions to Connor and Max. We’ll walk through the parts that matter to you.