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Countertop fabrication workflow: from quote to installation
SlabOS is countertop and stone fabrication software that connects estimating, drawing, slab inventory, production scheduling, field crews and job billing. This workflow follows the information shared across those activities—from a customer enquiry to installation and job-cost review. Each stage explains its inputs, outputs and related capabilities.
How SlabOS connects estimating, inventory and scheduling
The customer and quote connect to a job. Drawings and revisions explain its scope. Material records connect the plan to physical stone. Activities, approvals, files and billing records describe the work around that same project.
This is a typical shop journey, not a required sequence for every business. Procurement, templating and scheduling can overlap; billing can include deposits before installation. Open a stage to explore its inputs, outputs and related SlabOS documentation.
Browse the 18 platform areas ↓ · Follow a representative job ↓
Information that travels with the job
- Customer → quote → job: who the work is for, where it belongs and the scope being sold.
- Drawing → revision → approval: the geometry, changed work and intended version the customer or shop reviewed.
- Slab → allocation → remnant: the material selected, the work it supports and remaining stock context.
- Activity → crew update → recorded time: the planned visit, field progress and the work history used in later analysis.
- Quote → invoice → payment → job-cost review: the commercial scope, recorded charges and the information used to understand the result.
01 / Sales & estimating
Capture the enquiry
SlabOS brings customer and project context into the sales workflow. A website quote request can include a starting drawing, giving the estimator something concrete to review with the customer.
- Starts with
- A homeowner enquiry, builder request or website-submitted project.
- Produces
- A customer-linked lead or quote request with the available project context.
Handoff: Use the customer, address and scope to prepare the account and estimate.
Next: Set the account & pricing →
02 / Estimating & office
Set the account & pricing
Account defaults and price lists establish the commercial context for estimating. AI-assisted price-list import helps turn supplier information into a catalog the shop can review, while pricing levels connect the selected customer and work to the intended rates.
- Starts with
- Customer information, supplier pricing and the shop’s material and fabrication rules.
- Produces
- Reviewed account context, material costs and applicable quote pricing.
Handoff: Apply the intended rates to the drawing and quantities in the estimate.
Next: Draw the work →
03 / Estimator & designer
Draw the work
SlabOS connects countertop drawing with quote quantities and presentation. CAD geometry, edges, seams and cutouts describe the work. Blueprint takeoff is a beta route from plan-set information into an editable drawing; LiDAR provides additional room context in its supported beta workflow.
- Starts with
- Dimensions, a project sketch, a supported DXF or a plan-set PDF.
- Produces
- An editable drawing with reviewed dimensions and fabrication details.
Handoff: Use the same design context to price the work, plan stone and prepare a customer presentation.
Next: Plan slabs & remnants →
04 / Estimator & material planner
Plan slabs & remnants
Automatic nesting places the job’s pieces against selected stock. Vein direction, allowances and layout priorities inform the result. Remnant matching brings potentially useful existing material into the planning conversation. SlabBridge connects supported shop-side inventory and imagery sources.
- Starts with
- Countertop pieces, selected material, slab inventory and layout requirements.
- Produces
- A reviewed slab layout and material requirement, with remnant candidates where applicable.
Handoff: Carry the material plan into the quote options and purchasing conversation.
Next: Present the proposal in 3D →
05 / Sales & customer
Present the proposal in 3D
The quote and customer presentation make the proposed work understandable. SlabOS connects drawing-based 3D, slab appearance and customer AR. The upgraded 3D experience can preview fitted cabinetry and supported fixtures or appliances around the selected countertop. Material options and proposal documents explain the commercial choices.
- Starts with
- The drawing, material choices, pricing and selected customer-facing documents.
- Produces
- A customer-facing proposal and intended presentation of the work.
Handoff: The customer reviews the proposed scope and chooses how to proceed.
Next: Approve & organize the job →
06 / Customer, sales & office
Approve & organize the job
The customer portal connects the proposal with customer actions. Acceptance, signatures and payment records remain linked to their own documents and transactions. The accepted quote can lead into a shared job record with related production activities, drawings and project information.
- Starts with
- The intended quote revision, customer decision and applicable signing or deposit workflow.
- Produces
- Recorded customer actions and a linked job carrying the agreed project context.
Handoff: The office prepares procurement, templating and the production schedule for that job.
Next: Order & receive materials →
07 / Purchasing & warehouse
Order & receive materials
Purchase orders describe the materials and supplies being requested. Receiving records establish what has actually arrived and can enter stock. Connecting supplier, order and inventory context helps the office and warehouse discuss the same job requirement.
- Starts with
- The job’s material requirement, supplier details, purchase lines and expected deliveries.
- Produces
- Purchase-order context and recorded receipts or outstanding quantities.
Handoff: Make received stock available for allocation and keep material readiness visible during planning.
Next: Template, revise & sign off →
08 / Templator, office & customer
Template, revise & sign off
Imported template geometry and fixture details help the shop prepare the fabrication drawing. SlabOS distinguishes template corrections from changes to scope. Page-by-page template signoff and customer review connect the intended drawing revision to the approval record.
- Starts with
- Field measurements, the original quote, drawing revisions and fixture information.
- Produces
- The reviewed drawing revision, fixture decisions and applicable signoff or change records.
Handoff: Use the intended approved revision and material plan when preparing shop-floor work.
Next: Fabricate & track the pieces →
09 / Shop floor & material team
Fabricate & track the pieces
SlabOS connects drawing and material information with piece identification and downstream DXF work. Labels, scanning and warehouse locations help the team identify the material and associated job context. The inventory workflow also records the relationship between stock usage and remaining material.
- Starts with
- The intended drawing revision, slab allocation, labels and fabrication details.
- Produces
- Identified job pieces, fabrication handoff information and updated material records.
Handoff: Prepare the intended pieces and job information for the installation crew; retain reusable remnant context.
Next: Schedule & complete field work →
10 / Scheduler & field crew
Schedule & complete field work
SlabOS connects office scheduling with the crew’s assigned visits. Field updates, photos and recorded work time provide context for the office and the job record. Scheduling and comparable-job estimates can be evaluated alongside the team’s actual work history.
- Starts with
- Job activities, crew assignments, site information, drawings and material readiness.
- Produces
- Recorded field progress, job photos, visit context and applicable time records.
Handoff: Bring completed work and recorded time into final billing and job-cost review.
Next: Invoice & reconcile →
11 / Office & accounting
Invoice & reconcile
SlabOS connects invoices and payment records to the quoted work and job. The QuickBooks Online connection belongs in this accounting handoff, with its supported objects, directions and mappings reviewed against the shop’s actual setup. Compare the relevant financial records across the systems in use.
- Starts with
- Agreed charges, deposits, revisions, completed work and payment information.
- Produces
- Invoice and payment context with the applicable accounting records.
Handoff: Use reconciled financial information alongside material and labor records to understand the job result.
Next: Review results & plan the next job →
12 / Owner, manager & sales
Review results & plan the next job
Dashboards and job-costing views connect the work to business results. Comparable-job analysis brings historical context into estimates of duration or margin. SlabOS’s AI assistant and owner-facing MCP connection provide additional supported ways to ask questions about shop information.
- Starts with
- Quoted values, recorded material and labor, payment context and historical work.
- Produces
- A clearer view of job results, pipeline and the historical context for future decisions.
Handoff: Feed reviewed results back into pricing, estimating, scheduling and the next customer conversation.
Begin the next project: Capture the enquiry →
Explore all 18 platform areas
The workflow shows the job moving through the shop. This capability map shows where each platform area contributes, with a direct route to its detailed documentation.
01. Executive & sales dashboards
Business results, pipeline and field visibility.
- Owner financial overview and sales trends
- Sales pipeline, follow-up tasks and estimator performance
- Field visibility linked to assigned work
02. Accounts, pricing & addresses
Customer context carried into quotes and jobs.
- Customer accounts and sub-accounts
- Account pricing levels and customer defaults
- Project addresses carried into job and field context
03. AI price lists & suppliers
Reviewed supplier pricing for the estimate.
- AI-assisted supplier price-list extraction
- Material dimensions, finishes, thicknesses and costs
- Custom import instructions and reviewed pricing updates
- Pricing tiers and material-margin context
04. 2D quoting & drawing
Geometry, edges and cutouts connected to quote quantities.
- Dimensioned free drawing and quick shapes
- Edge profiles, corners, seams and cutouts
- Duplicated room or unit layouts for multi-unit estimates
05. Blueprint takeoff · beta
Plan-set information becomes editable drawing context.
- Plan-set PDF review and scale calibration
- Automatic detection plus manual tracing and correction
- Area labels and editable countertop drawing pieces
06. LiDAR room context · beta
Field room information supports the estimating conversation.
- Room scanning and spatial context
- Walls, openings and fixtures in the room model
- Room information for estimating and site planning
07. Nesting, seams & remnants
The drawing meets selected stock and layout requirements.
- Layout priorities and vein-direction controls
- Seam placement and reviewed slab layouts
- Matching existing remnants to the proposed work
08. Quote options & customer documents
Material and price choices become a clear proposal.
- Multiple material options on the proposed layout
- Customer quote links and engagement context
- Custom quote summaries, terms and drawing presentation
09. Customer signatures
Customer actions tied to intended documents.
- Customer approval and signing workflow
- Signed documents connected to their quote or job
- Signature history and document review context
10. Purchasing & receiving
Requested materials connect to recorded stock receipts.
- Purchase orders linked to job material requirements
- Supplier communication and requested deliveries
- Receiving updates and outstanding-material visibility
11. Template & fixture approval
Drawing pages and fixture information meet customer review.
- Template drawings shared for customer review
- Sink, faucet and other fixture verification
- Page-by-page initials and drawing signoff
12. Corrections & change orders
Revised scope and pricing connect to the job history.
- Template geometry compared with the original estimate
- Revised scope, drawing and price context
- Customer re-approval and additional-work records
13. Piece labels
Physical pieces connect to drawing and job information.
- Job pieces identified from the drawing
- Labels carrying project, area and fabrication context
- QR access to the associated job information
14. Inventory, warehouse & remnants
Material identity, location and lifecycle stay connected.
- Warehouse racks and mapped slab locations
- QR, barcode and supported RFID workflows
- Inventory moves and parent-to-remnant history
15. Crew & field operations
Assigned visits return progress, photos and time context.
- Assigned visits, navigation and field job information
- Arrival, completion and recorded work duration
- Site photos and field drawing updates
16. 3D, AR & website quoting
Design presentation and online enquiry connect to sales.
- Countertop assembly, miters and backsplash presentation
- Automatic furnishing around a selected countertop
- Customer 3D views and mobile AR
- Website quote requests with a starting drawing
17. Accounting connection
SlabOS billing meets the supported QuickBooks workflow.
- Job-linked invoices, deposits and payment context
- QuickBooks Online connection and account mapping
- Accounting handoff reviewed against the shop’s setup
18. CAD & shop-side connections
Geometry and supported inventory connections serve the job.
- CAD drawing, editing and fabrication geometry
- Laser-template DXF handoffs
- SlabBridge Windows service, supported Slabsmith operations and Horus imagery
See one job from start to finish
For a useful platform demonstration, follow one representative job through the connected records: the initial request, its drawing and proposal, material plan, customer action, job activities, field update and invoice. That shows the handoffs in context. A documented customer deployment or measured result needs its own supporting records.