Public capability guide · Start & organize

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.

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

Published by SlabOS · Documentation review: September 15, 2026.
Evidence and validation status · Capability library

SLABOS IN MOTION 01 FILMS

SEE THE WORKFLOW.IN MORE DETAIL.

A closer look at the decisions, details and handoffs that make the work happen.

01Play film

Most Specific Price Wins

Retail, builder, designer. Same stone, three prices. SlabOS runs a seven-rung markup ladder for you: at every tier an explicit $/sq ft beats a %, and the most specific rule that exists wins. The level comes off the customer's account. Labor gets its own. slabos.com

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