How it works
The life of a project
Everyone sees what is waiting for them, with no internal emails or spreadsheets.
- 01Designer
Measurements
The designer creates the client file and fills in the questionnaire, on site or at the office.
- 02Designer
Design
They compare the three options, adjust the cabinets and email the PDF to the client.
- 03Designer → Sales
Sales
In one click, the chosen option and its cabinet list go to the salesperson, with a note.
- 04Sales
Quote
The salesperson checks prices, applies a discount and sends the quote with GST and QST.
- 05Whole team
Follow-up
Accepted or declined status, return to the designer for changes, history in the client file.
Three roles per business
Each business has its own users, clients, prices and logo. Its data is never visible to another business.
| Role | Can do |
|---|---|
| Administrator | Logo, contact details, taxes, price grid, users, and everything else |
| Designer | Clients, designs, PDF to the client, hand-off to sales |
| Sales | Clients, quotes, sending to the client, return to the designer |
Try it with your own measurements
The demo works without an account. For your business, we set up your logo, your prices and your users.