Countertop fabrication workflow: from quote to installation
Thirteen hard cuts take one countertop job from lead to paid in SlabOS: drawn, nested, quoted, signed, made a job, deposit invoiced (when enabled), templated, cut, labelled, loaded, installed and paid.
THE WORKFLOW IN ACTIONSLABOS · 26 SEC
13 StopsWatch the workflow. Put it to work in your shop.
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.
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.
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 →
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 →
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.
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.
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.
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 →
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.
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 →
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 →
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.
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.
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
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.
A closer look at the decisions, details and handoffs that make the work happen.
Murphys Job
Seven things that try to go wrong on a countertop job, each caught: a missed customer request, an old price list, a changed template, a fixture warning, a saw overcut, a wrong-job label on the truck and an invoice that doesn't match the PO.
Follow a single countertop job through a continuous camera flight: drawing, quote, signature, deposit, sign-off, nesting, cutting, labels, loading, installation and payment.
Follow a late-night website lead through drawing, pricing, approval, scheduling, nesting, cutting, loading, installation and payment in one connected SlabOS workflow.