A CRM that knows a countertop job runs template, fabricate, install, and that the plumber comes last.
Field software built for service calls treats a countertop order like a one-visit job. It is not. It has a slab to buy, a template that depends on someone else's cabinets, shop days, an install crew and a plumber, and a deposit and balance tied to two of those steps. We build the CRM around that sequence.
A fabricator's job has a shop in the middle of it
Most trades go from quote to job to invoice with nothing in between. A countertop job has a material purchase, a measurement step that depends on another trade, and a production step with its own capacity. The slab has to be chosen, tagged at the yard and paid for. The template waits on the cabinet installer. The shop cuts, polishes and dry-fits on days that already have other jobs on them. The install needs a crew and a truck, and the plumber needs to know the day after. Every one of those steps can slip, and the customer sees only one thing: the install date they were promised.
The records are different too. A service company keeps a customer and an invoice. A fabricator keeps the slab (supplier, lot, thickness, color), the drawing, the template file, the seam layout the customer approved, the sink model and its cutout template, the edge profile and the remnant that came off the job. Lose any of them and the shop calls the customer with a question that was already answered, or worse, cuts the wrong thing.
Then there are the partners. A cabinet dealer sends ten kitchens a month at a negotiated rate and expects to see where each one stands. A builder has lots, not addresses, and a superintendent who changes weekly. A remodeler wants template dates on their own calendar. A CRM built around a residential dispatch board cannot carry any of that without a spreadsheet beside it.
What a countertop CRM has to keep
If any of these lives in a text thread or on a whiteboard in the shop, the job is one phone call from going wrong.
Slab and remnant inventory
Each slab as a record with supplier, color, lot or bundle, thickness, size, cost, a photo and the job it is reserved for; each remnant with dimensions and a photo so the vanity quote starts from stock you already own.
Square-foot quotes with every option on its own line
Material by the slab or the square foot, the edge, the thickness, cutouts for the sink and cooktop, holes for the faucet and soap dispenser, backsplash, removal of the old tops, the plumber's disconnect and the seams, priced separately so a change of edge changes one line and the customer approves it online.
Template readiness and the template file
A checklist the customer or remodeler confirms before the template is booked (cabinets in and level, the sink and faucet delivered, appliance specs in hand), then the digital template file and the layout drawing attached to the job for the shop.
Shop capacity by week
Cutting, polishing and install days mapped against crews and machines, so sales books into real openings and the office sees which jobs are waiting on material, on a template or on a customer approval.
Layout and seam approval with a timestamp
The slab layout showing seam placement and vein direction goes to the customer for approval before the saw runs. The approval, who gave it and when, stays on the job.
Partner accounts with their own pricing
Dealers, builders and remodelers with negotiated rates, open jobs by lot or address, site contacts, and who gets the invoice, with the referral source recorded on every job they send.
How we build a fabricator's CRM
We built our own CRM for our own companies first, and we build yours around your shop rather than a template.
Your stages and your words
Quoted, slab tagged, deposit paid, template scheduled, templated, in fabrication, install scheduled, installed, plumber done, paid: your names, your order, with reports that count jobs and dollars at each stage.
Deposits and balances tied to the steps
The deposit invoice goes out when the slab is reserved and the balance the day of install, both payable from a link on the customer's phone through your own payment account, and the total is recalculated on the server at approval so nobody can edit the page and pay less.
Texts from the job
Template confirmation with what to have ready, the layout approval request, the install day reminder, the plumber's window and the review request, sent from the company number, recorded on the job, with STOP replies respected automatically.
A partner view
Remodelers and dealers who want it get a login that shows their jobs, template and install dates, and a place to upload sink and faucet specs. The ones who prefer to call still reach the office.
Owner reporting
Jobs per source, close rate per salesperson, average days from template to install, remake and chip-repair cost per month and margin per job, on one screen, without an export.
What you own on day one.
Every account is opened in your company's name with you as the owner. If you ever leave, you change a password, not your business.
- Domain, hosting and the site files
- Phone numbers and call recordings
- The CRM and its database
- Email and text lists, with consent records
- Google Business Profile and every listing
- Analytics and Search Console
Custom CRM for countertops, answered.
Is a custom CRM better than the countertop software we already use?
Products built for fabricators do the drawing and the shop side well, and some shops should keep them for that. A custom CRM fits one shop: your stages, your partners, your pricing and your reports, in accounts you own with no per-seat fee. It can also pull the drawing files in from what the shop already uses.
Can it import our customers and old jobs?
Yes. Customers, open quotes, job history and photos come out of the old software as exports, we map them into the new structure, and both systems run side by side while you check that nothing went missing.
Does it handle dealer or big-box jobs where the homeowner is not our customer?
Yes. The job carries the partner as the billing party and the homeowner as the site contact, with separate communication rules for each, so the crew texts the right person and the invoice goes to the right company.
What about remakes and chips?
A remake or a service call becomes its own record linked to the original job, with the cause, the cost and the slab used, so you can see which materials, edges or installers generate the most trouble.
Custom CRM for countertops. Owned by you.
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