Every feature, end to end — what it does and why it's there. If you're deciding whether Cabinet Cortex fits your shop, this is the whole picture, not the highlight reel.
Sign up and land in a six-step wizard. Every step seeds a sensible starting default — nothing is ever a blank page — and everything it sets stays fully editable afterward, forever, in Settings.
Business name, address, logo, sales tax rate, and the identity your emails send from.
Tick which materials your shop actually works with — each becomes a priced section on every room's Selections.
Pick the shop-floor stages a job moves through, back-scheduled from the install date, each with a starter checklist.
The CRM stages a lead moves through, and the deposit/progress/final split an estimate starts with — both editable live the moment you apply them.
Invite the rest of the shop by email, with role-based permissions already applied.
Load a sample job to click around, optionally connect Stripe for online payments, then go straight to the board.
Everything from a first phone call to a signed deal, tracked the way a real sales pipeline works — not shoehorned into a generic contact list.
Log an inquiry before there's even a customer record; convert it with one click and nothing gets re-typed. Builders and private homeowners are tracked as distinct relationships.
Rename, reorder, add, or delete your own stages. Mark each Open, Won, or Lost so reporting reads correctly no matter what you call a stage.
A win % per open stage feeds a weighted pipeline value — a real forecast, not just a total of every quote outstanding.
Break a stage into trackable steps — “site visit booked,” “drawings sent” — that can auto-advance the card once every box is checked.
Win rate, pipeline value, sales cycle length, and forecast — broken down by lead source or salesperson, so “what marketing actually works” has a real answer.
A second room quoted from the same call splits into its own project without losing the shared lead context.
From 'what are we even pricing' to a signed agreement with a deposit invoice attached — without leaving the project.
Every material your shop uses — panel stock, door style, hinges, counters — lives in a shared, priced library. A room's Selections is just a pick made against it.
Selections roll up into a subtotal automatically; tax applies at the shop's own configured rate, no spreadsheet required.
A finalized estimate becomes a signable agreement — a secure one-time link, no account needed on the customer's end, consent captured with the document.
A deposit/progress/final split, different by default for private customers vs. builders, applied automatically the first time an estimate is created.
A branded estimate email with attachments picked right from the project's own files — no switching to your inbox.
The shop floor's own board — every room, wherever it actually is, back-scheduled from the day it needs to leave for install.
One card per room, moving through your own named stages. Each stage's due date chains off the install date the moment it's set.
Break a stage into trackable steps — “cut list generated,” “hardware ordered” — checked off right on the card by whoever's doing the work.
Every room's schedule laid out as a timeline, so a capacity crunch three weeks out is visible today.
An optional lean-manufacturing mode: a finished stage waits in a visible queue until the next stage has real capacity, flagging anything stuck too long as at-risk.
Send a PO straight to a supplier from what a job actually needs, with a real parts catalog and a queue of items still to order.
Log a punch-list item with photos; jot a quick sketch or note against a job — the shop-floor sticky note, searchable and attached to the right project.
Two calendars, because sales scheduling and shop scheduling answer different questions.
Every open job on its expected-close date, plus your own events, reminders, and to-dos — drag any of them to reschedule right on the grid.
One-off or weekly/monthly events — a site visit, a supplier call — that repeat on their own.
A dated, assignable follow-up tied to a job, turning red the moment it's overdue.
Loose tasks that aren't tied to a project, plotted on their due date and just as draggable.
The shop-floor mirror — every room's stage due dates, with the Daily Task List showing exactly what's due today, materials status included.
A complete, timestamped record of every conversation with a customer — the thing that used to live scattered across texts, emails, and memory.
Record a conversation on-site or in the truck; Cabinet Cortex transcribes it, labels each speaker, and writes an AI summary with action items — automatically logged.
A customer conversation requires their recorded consent before it starts; an internal note doesn't.
Mark a note critical and it pops up the moment anyone opens that project — closeable by anyone, tracked in the audit trail.
Send a branded email from the project with files attached from its own library — logged automatically alongside everything else.
Log, New Note, Compose Email, Recordings, Follow-Ups — one thing shown at a time instead of everything stacked on top of each other.
The financial side of every job, plus the shop's own books — visible only to the roles that should see it.
A customer pays an invoice by card or bank transfer through a link in the email, powered by Stripe — the money lands straight in your own account.
A friendly nudge a few days overdue, a firmer one after that, and an internal-only alert once something's seriously late — wording fully editable.
Log an expense with a receipt photo, assign it to a job, and see estimated-vs-actual cost and margin the moment it's costed out.
A company-wide P&L plus dedicated reports for production flow and CRM performance, exportable, restricted to financial roles.
A one-way push of customers, invoices, and payments — the books stay where your bookkeeper already trusts them, no double entry.
Bring in closed jobs, past payments, and existing expenses from a CSV when you switch — every import is a reviewable, undoable batch.
Everyone sees a version of Cabinet Cortex scoped to their actual job — nobody has to sift through what isn't theirs to worry about.
Administrator, Sales/Designer, Shop/Employee, Bookkeeper — each a sensible preset, fine-tunable per person.
Invite anyone by email; they set their own password and land with the right access from their first login.
A small Windows app that mirrors a job's files with Cabinet Cortex automatically — drop a file in, it uploads; a generated invoice downloads back down.
Nothing here is hardcoded to one shop's way of doing things — every one of these is a real, editable setting.
Rename, reorder, retime, or delete any sales or production stage, with its own checklist and timing — any time, not just at setup.
Add custom fields tracked on every project, and standard terms baked into every generated PDF.
Choose which Selections sections a brand-new room starts with by default.
The shop floor doesn't sit at a desktop, so Cabinet Cortex doesn't assume one.
Phone, tablet, and desktop each get a layout built for that screen, not a shrunk-down desktop page.
Add it to a phone's home screen like a native app — no App Store required.
Voice notes and receipt photos use the phone's own microphone and camera directly.
The parts you don't see, working underneath everything above.
Every shop's data is walled off at the database level — one company can never see another's.
Not just hidden in the interface — a Shop-role account can't fetch a customer's invoice even by guessing a link.
Every signed agreement carries its own consent record, timestamped and stored with the document.
Thirty days free, no card. Bring one real job and see the office and the floor stop guessing.
