Site visit
Start with the right information.
Create the rooms, capture surveys and dimensions, and keep photographs, drawings and important notes with the job.
Room setupSurvey & dimensionsPhotos & notes
One connected job.
Less chasing.
Follow a kitchen job from room measurements to the final fitting. Keep the information with it at every handover.
Design
Give the designer a clear brief.
Use the site information as a reference, then upload room plans and renders from your design software. Arrange the images for your presentation.
Room plansUploaded rendersPresentation order
Quote
Turn the specification into a quote.
Build room-based quotes with cupboard codes, materials, hardware and markups. Keep relevant plans and notes close at hand.
Cupboard codesMaterials & hardwareRoom quotes
Meet & refine
Make space for real conversations.
Present the relevant designs and quotes, capture feedback and revise as needed. Hold further meetings until the client is ready to accept.
Client presentationFeedback & changesQuote acceptance
Order
Move from approval to purchasing.
Use the relevant job information and order lists to organise purchasing, with tasks for additional requirements as they arise.
Order listsPurchasing tasksImportant notes
Workshop
Make the handover practical.
Give the workshop numbered cupboard details, specifications and notes. Track cupboard completion and assign follow-up work.
Cupboard detailsWorkshop notesCompletion checklist
Install
Close the loop on the job.
Hand over the relevant cupboard information and notes. Track installation tasks, additional work and outstanding items through to completion.
Installation tasksFollow-up workJob completion
A process that makes room for changes.
Clients can need more than one meeting. Designs change, extra orders arise and the workshop may need a follow-up task. Keep those conversations and responsibilities with the job as it moves forward.
A clearer way to workPut your time back
Book your demonstrationPut your time back
into your business.
Let’s walk through your workflow and see where My Cupboard Costing can help.