Cabinet project enquiry to installation workflow
How a website enquiry for custom cabinetry moves through a site measure, a detailed quote, a deposit, manufacturing and installation jobs, and a final invoice.
Available · Last updated 18 July 2026
The business problem
Without a connected workflow, the enquiry, the site measure notes, the quote, the deposit and the eventual installation can end up scattered across email, spreadsheets and paper, making it hard to track where a project actually is.
Business situation
Cabinet makers and custom installers cannot price a job from an enquiry alone — they typically need a site measure before quoting, then a deposit before committing materials to manufacturing.
How KookaCRM solves it
KookaCRM carries the project from the initial website enquiry through a site measure, a detailed quote, deposit collection, manufacturing and installation jobs, and a final invoice — all linked back to the same lead and quote.
Recommended KookaCRM setup
Use the website enquiry form to capture initial project enquiries, schedule the site measure as a job, build the itemised quote from that visit, and split manufacturing and installation into separate jobs so each stage can be tracked and scheduled.
Entry point and pricing model
Customer entry point: Website enquiry form — the customer describes their cabinetry or joinery project and leaves contact details.
Service pricing model: Quote-to-invoice with a deposit: pricing depends on a site measure and materials, so the customer receives a detailed quote to accept, pays a deposit before manufacturing, and pays the balance on completion.
Suitable business types
- Cabinet makers
- Custom joinery businesses
- Kitchen and wardrobe installers
How it works
Customer submits a website enquiry describing their cabinet or joinery project, then
KookaCRM creates an intake submission and a lead, then
Staff arrange a site measure or consultation, recorded as a scheduled job, then
Staff prepare a detailed quote from the site measure, with line items for manufacturing, materials and installation, then
Customer reviews and accepts the quote online, then
Staff issue a deposit invoice; the customer pays the deposit before manufacturing begins, then
Manufacturing and installation are tracked as jobs, which can be split into stages, then
On completion, staff issue the final invoice for the remaining balance, then
Customer pays the final invoice and a receipt is recorded
Customer experience
- Enquires via the website with project details, and photos where the form supports them
- Meets with staff for a site measure
- Reviews a detailed, itemised quote
- Pays a deposit before manufacturing starts
- Is kept informed through manufacturing and installation
- Pays the final invoice once the project is complete
Staff actions
- Qualify the lead from the website enquiry
- Schedule the site measure as a job
- Build the itemised quote from the site measure
- Convert quote acceptance into a deposit invoice
- Schedule and complete manufacturing and installation jobs
- Issue the final invoice once installation is complete
What KookaCRM creates
- Intake submission
- Lead
- Site-measure job
- Quote (with line items)
- Deposit invoice
- Manufacturing and/or installation job(s)
- Final invoice
Payment flow
A deposit is collected against the accepted quote before manufacturing begins. The remaining balance is invoiced and collected on completion. Both invoices can be paid online where Stripe Connect is configured.
Setup requirements
- Publish the website enquiry form for project enquiries
- Use quote-to-invoice pricing with a deposit for cabinetry services
- Set up job types or stages for site measure, manufacturing and installation as suits your process
- Connect Stripe Connect if you want deposits and final invoices payable online
Related guides
- Customer Entry Points
Website Enquiry Forms
A tenant-specific enquiry form that captures new work from your website and turns every submission into a lead and intake record your team can action.
- Pricing and Sales Workflows
Quotes and Customer Acceptance
Build itemised quotes, send them for the customer to review and accept online, collect a deposit if required, and continue straight into a job or invoice.
- Customer Entry Points
Smart Quote
A guided public quote request that uses AI-assisted analysis to help triage and classify jobs, while your own pricing rules — not the AI — decide the pricing outcome.