The homeowner confirmed Alder, Shaker and Chestnut stain, and the Selections Approved milestone was checked.
A new task was created to confirm hardware selections with the homeowner.
The salesperson currently holds the ball to advance the project.
Rough measure is set for Wed, Oct 28.
Built for cabinet shops
Every job, from the first call to the final touch-up.
A kitchen passes through sales, design, drafting, ordering, the shop, install crews and the homeowner. Cabinet Management keeps every hand-off on one record: who has the ball, what's missing and what happens next.
Sell
Quote faster
Ballpark on the first call, then send a polished, versioned estimate and share it through a branded customer portal.
Spec
Get it right once
Door, drawer, species, finish, hardware and trim per room, with a Spec Tracker that flags what's still missing.
Order
Release with confidence
Drafting hand-off, sign-offs and a shared checklist mean nothing goes to production incomplete.
Track
Know where it stands
Measure, verify and install dates, field notes and photos, alerts and billing, all on the job.
For your whole team
Everyone works from the same job.
The office
Sales, project managers and owners see the pipeline, who has the ball, and every date and dollar on the job.
Designers & drafters
Complete room specs, design boards and a drafter sheet up front; drawings and CAD come back to the job.
Installers & field crews
Schedules, specs, photos, notes and marked-up plans on iPhone and iPad, right at the job site.
Homeowners
A customer portal shows their draft, rooms, key dates, documents and who to call, under your shop's name.
How a job flows, start to finish
Ten steps, one project record. Here's the path a kitchen takes through Cabinet Management, shown on a sample job.
Sell
Quote the first call
The Budget Estimator turns a phone call into a ballpark: pick door style, finish and cabinet runs by the linear foot, compare options side by side and export a PDF.
Comparison options for series and species
Save as a project when the customer is ready
Budget Estimator
Sell
Open the project
A guided New Project form captures the customer, job site, salesperson, scope and terms once. Every tab after it (rooms, estimate, schedule, billing) inherits the details.
Construction stage and key dates on the overview
Customer and vendor items tracked per job
Projects · Overview
Spec
Define every room
Add the kitchen, baths and laundry, then set door style, drawer fronts, wood type, finish zones, hardware and trim with guided choices. Each room carries its own price.
Bulk actions and imports for multi-room jobs
Appliances and plumbing tracked alongside
Projects · Rooms & Specs
Spec
Design with the customer
Inspiration and mood boards, a shareable hardware report and renderings, all kept on the job. Style Finder and the Design Library help customers see door, species and finish together.
Renderings sorted into rooms by file name
Hardware report with PDF download
Projects · Design Boards
Spec
Lock down the specs
See what's confirmed, what needs review and what's missing for cabinets, countertops, appliances and plumbing, then approve and lock room by room or all at once.
Progress per room at a glance
One-click spec sheet
Projects · Spec Tracker
Sell
Send a polished estimate
Room-by-room pricing lands on an estimate with your logo, allowances, tax and a signature block. Save versions, set a follow-up date, then publish it to the customer portal for approval.
Versioned estimates with follow-up dates
Approval recorded on the job
Projects · Estimate
Order
Hand off to drafting
“Send to drafting” moves the job to the drafter with a drafter sheet and the full spec. Drawings and CAD files come back to the project, and the checklist carries it through design and measure.
Shared checklist from pre-production to close-out
Every item owned by a role: salesperson, drafter, measurer
Projects · Project Checklist
Track
Schedule the work
The Job Board puts every active job's measure, brackets, verify and install dates on one screen, with stage, site status and crew. The shared calendar keeps appointments in step.
Install-risk rows flagged automatically
Day, week and month calendar views
Job Board
Calendar · Week
Track
Work from the job site
Crews log notes and issues, take photos and run Measure, Verify, Install, Trim Out and Warranty reports from the field, and the office sees it on the job right away.
Field timeline on every project
“Let the office know” in one tap
Projects · Field
Order & close
Order, bill and close out
Orders release to production once sign-off is in place. Billing follows the approved estimate (deposits, invoices, payments, adjustments and overages) and works alongside your accounting system.
Balance, invoiced and paid at a glance
Close-out checklist before the job is done
Projects · Billing
Customer portal
Keep homeowners in the loop.
Publish a branded portal for each job, so homeowners can review drafts, see their rooms and selections, check key dates and open documents without calling the office.
Draft review. “Your draft is ready”, with one tap to review or send feedback.
Where things stand. Design, approval, production and install, on a simple progress line.
Rooms and selections. Door, species and finish for every room.
Dates, documents and a contact. Measure and install dates, the latest estimate and who to call.
Your shop's name on it. You choose which sections to publish, and when.
Customer portal · Overview
Approval, on a phone
Plans, upgrades and a signature in one place.
The approval page walks homeowners through each step: review the plans and estimate, choose optional upgrades, then approve and sign.
Review your plans. Drawings and the estimate open right in the portal.
Make your choices. Optional upgrades with their prices, and the total updates as they decide.
Approve and sign. Then the deposit invoice and install timing follow, with a call or email button if they have questions.
Customers review plans, pick upgrades and approve, all from their phone.
Professional PDF estimates
Branded PDF estimates in one click.
Turn the rooms you've priced into a clean, multi-page estimate with your logo and your terms, ready to email or print for the customer.
Room-by-room pricing. A summary page lists every room with its price and the page its details are on.
Full specs for every room. Construction, doors and drawers, finishes, trim, hardware and countertops on their own page.
Totals with tax. Subtotal, sales tax and the total, plus who's billed and the payment terms.
Your logo and terms. Your shop's name, address, license and proposal terms on every estimate.
Ready to sign. A signature and date line, and each revision gets its own estimate number.
Estimate EST-100100.pdf · 10 pages
Page 1 with the totals and room summary, then a spec page for each room. Sample data shown.
Custom paint matches
Custom colors, matched and signed off.
Track every custom paint or stain match on the job, from the first request to the factory to the customer's sign-off.
Draft to signed off. Draft, Sent to Factory, Factory Match Created, Sent to Customer and Customer Signed Off, on one status row with sent, needed-by and factory dates.
Every color, room by room. Manufacturer, color name and formula for each match, tagged to the rooms it's for.
The right sample back. Ask the factory for a sample chip, a sample door or a digital reference.
A sample sheet to approve. Print the swatches with a QR code that takes the customer to approve in the portal, or print it for a pen signature.
On the record. Every approval is recorded on the job, with who approved and how.
Finish Match · Custom paint
iPhone app for field crews
On the job site, on your iPhone.
Installers and measurers get the day's schedule, the job's address and specs, and one-tap photos, notes and issues, all filed to the right project for the office.
Schedules & alertsTomorrow's schedule, this week's install risks and quick actions.
Photos, notes & issuesOpen a job, check the address and schedule, and log what you find.
Specs in your pocketDoor, drawer, finish and construction for every room.
Measures & pricingRoom totals at a glance; pricing stays locked to the office.
CameraPhotos land on the job, tagged by room.
MicrophoneTalk through a note instead of typing it.
LocationThe job-site address and map pin on every job.
Field reportsMeasure, verify, install, trim out and warranty.
On the iPad
Mark up plans right in the app.
Open shop drawings or any PDF on the job and annotate them with a pen, highlighter, shapes, text and sticky notes, or drop in an image. Markups save back to the job, so the office and the shop see the same notes.
Apple Pencil support, with a pencil-only mode so your palm doesn't draw.
Pen, highlighter, shapes, text and notes, in any color and line weight, with undo and an eraser.
Saved to the project, next to the drawings and CAD files.
Field photos
Job-site photos, organized by room.
Measure and verify photos are tagged to rooms as they're taken, so anyone can find the pantry wall or the laundry plumbing in seconds, then export the set to PDF.
Grouped by stage: Measure and Verify.
Filtered by room, with counts for each.
Export to PDF for the drafter, the shop or the builder.
AI briefings
Start every morning knowing what needs you.
Each job opens with a plain-English briefing of what changed and who has the ball, under alerts for anything at risk: installs coming up with open checklist items, missing specs, drawings not yet approved.
BriefingsA short summary of recent changes, who has the ball and what's still missing on every job.
AskAsk about a job, or how the software works, from any screen.
AlertsInstall risk, unconfirmed specs and unapproved drawings, raised before they hold up an order.
Projects · Dashboard
Everything in one app
The whole shop, under one roof.
Each module is built around how a cabinet shop actually works, from the first sketch to the last mile driven.
Sell
Budget Estimator
A ballpark by the linear foot on the first call, with options side by side.
Estimates
Room-by-room, versioned estimates with your logo, allowances and a signature block.
Pipeline
Every job by stage and who has the ball, in a list or kanban.
Customer portal
Drafts, rooms, key dates and documents for the homeowner, under your name.
Spec & design
Rooms & Specs
Door, drawer, finish, hardware and trim per room, plus appliances and plumbing.
Spec Tracker
Confirmed, needs review or missing, then approve and lock room by room.
Style Finder & Design Library
Preview door, species and finish together, and share photos of finished work.
Plan markup
Annotate drawings or any PDF on iPad, with Apple Pencil, saved to the job.
Order & produce
Drafting hand-off
Send to drafting with a drafter sheet; drawings and CAD files return to the job.
Orders & checklists
Role-owned steps and sign-offs before anything is released to production.
Billing
Deposits, invoices, payments and overages that follow the approved estimate.
Finish match & samples
Finish-match orders and sample requests tracked against a target date.
Track & install
Job Board & Calendar
Measure, verify and install dates for every active job, plus a shared calendar.
iPhone field app
Schedules, specs, photos, notes and issues, with camera, mic and location.
Field photos by room
Measure and verify photos tagged to rooms, exportable to PDF.
AI briefings & Ask
A plain-English summary of every job, and answers from any screen.
Run the shop
Inbox
Builder schedule updates and team messages, applied to the right job.
Reports
Pipeline by stage, upcoming installs and production at a glance.
Map & mileage
Every job on a map, and trips logged by project stop for reimbursement.
Closets
Closet jobs from consultation and wardrobe count to field measure and design.
A closer look
Made to feel like the work.
Warm, uncluttered screens that put door styles, finished rooms and answers front and center.
Design Library
Design Library. Finished rooms tagged by door and finish, ready to share with a customer.
Style Finder
Style Finder. Door style, then species, then finish.
Help Center
Help Center. “A day in the life” guides for sales, drafting and field roles.
Pricing
One plan. Decades of experience included.
Every subscription comes with hands-on setup and process help from people who've been selling cabinets since 1999.
Experience, not just softwareWe help you set up your workflow, train your team and keep improving how jobs move from quote to install.
Lars with his family — seven kids and a lot of kitchens later.
Who's behind it
Selling cabinets since 1999, now on your side.
Lars Jarvi has been selling cabinets since 1999, more than 25 years in the business. Cabinet Management is focused on custom cabinet shops that build their own cabinets and sell to builders and homeowners, and on cabinet retailers.
Lars is your personal contact. He helps your shop set up its process and get your team using the software.
Lars JarviFounder
From first quote to final install.
One place to sell, spec, order and track every cabinet job, so nothing falls through the cracks.
