.png){kind=small}
Customer accounts and quote defaults
Countertop work often involves a billing customer, a builder contact and a different installation address. SlabOS account records keep those relationships alongside pricing choices and quote history. The public CRM page explains the sales context; the customer portal shows how the resulting work is presented outside the office.
Inputs this workflow uses
Customer contacts, billing details, project address and applicable commercial terms.
Outputs to evaluate
An account history and quote defaults that can be reviewed for the intended customer.
A representative demonstration
Compare two quotes for different projects under one customer and show their billing identity, site addresses and applicable pricing.
Bring a representative job to a SlabOS demo and see how this capability fits your shop’s work.
Scope and availability
A default supplies a starting value; it does not establish that every project uses the same material, tax treatment or agreed terms.
Product context and useful resources
- Pipeline & CRM
Connect the workflow to sales ownership, opportunities and follow-up work.
- Customer Portal
See the customer-facing drawing, document and project experience.
- Features
Place this capability within SlabOS estimating, production, inventory and office work.
Related workflow articles and reports
- Tiered pricing for materials and fabrication
- Website quoting with SlabOS
- Customer portal and signed documents
- Salesperson dashboards and follow-up
Where this fits in the SlabOS workflow
Follow this capability into the connected quote-to-install journey:
- Set the account & pricing: Apply the intended rates to the drawing and quantities in the estimate.