Cabinet makers and custom installers

A custom cabinetry or joinery project runs for weeks between the first enquiry and the finished installation, with a site measure, a detailed quote, a deposit before manufacturing starts, and a final invoice once the job is installed. Tracking all of that in email threads and spreadsheets makes it easy to lose track of where a job is up to, or to start manufacturing before a deposit has actually been paid.

KookaCRM tracks a cabinetry project as a single thread from enquiry through to final invoice. An enquiry becomes a lead, staff record the measure, a detailed quote is prepared and sent for the customer to accept online, a deposit invoice is raised before manufacturing begins, and a final invoice follows once installation is complete. Businesses that want a more structured way to gather project details up front — room dimensions, style preferences and photos — can optionally use Smart Quote as the intake step instead of a plain enquiry form.

• Manufacturing starts before a deposit has actually been confirmed as paid
• Design and measurement details are scattered across emails rather than attached to the job
• It is unclear which stage a project is at without asking the sales team directly
• Final invoices are delayed because there is no clear trigger once installation finishes

• Website enquiry form
• Smart Quote for structured project intake
• Staff phone intake

• Quote to invoice with deposit and final payment

• Website enquiries create a lead ready for follow-up
• Smart Quote can be used as an optional, more structured intake step for gathering project details and photos before quoting
• Detailed quotes with line items for design, materials, manufacturing and installation
• Customers accept quotes online
• Deposit and final invoices are linked to the accepted quote so staff can see what has and has not been paid
• The job stays linked to the original quote and enquiry throughout manufacturing and installation

• Custom kitchen (quoted, deposit and final)
• Wardrobe or storage installation (quoted, deposit and final)
• Commercial joinery project (quoted, deposit and final)

• Deposit invoice with online payment
• Final invoice with online payment
• Bank transfer against either invoice

• Quote templates set up with your standard line items for design, materials and installation
• Stripe Connect set up if you want customers to pay deposit and final invoices online
• Smart Quote configured for your services if you want to use it as a structured intake step

Website enquiries, quoting, online quote acceptance, deposit and final invoicing are fully available. Smart Quote is available as an optional intake step for businesses that want a more structured way to gather project details before quoting; it is not required to run the standard enquiry-to-quote workflow.