Cabinet installer scheduling: from the install date to the final invoice
The kitchen is sold and the boxes are checked. What is left is the part the homeowner remembers: the crew arriving on the right day, the install finished, the last scratch fixed and the final invoice paid. Cabinet Project keeps that on the same job as the quote and the order.
Scheduling the install
- Install date on the job. Set the date with a note, and optionally move the project to the installation stage on the board, in one step. The project's activity log records who scheduled it.
- Schedule templates. Save the usual sequence of a job (delivery, install, punch visit) as activities with day offsets and apply it from the new activity dialog instead of typing each one.
- Week view by hour, filtered by person or for the whole team.
- Google Calendar. Connect a user's Google Calendar, and those events show next to the jobs. There is also a calendar subscription feed (ICS) for Google, Outlook or Apple Calendar.
Routes for the day
Installers lose hours in the truck. The route planner shows every installer's route for a date on one map, each in its own color, with the activities that are not on any route yet. Drag an activity into an installer's column to build the day, then optimize the stop order of each route. The "best route of the day" view puts one person's jobs and Google Calendar events with addresses on the map in a visiting order. Each route card shows the crew riding it and its progress during the day.
Install sign-off
When the boxes are hung, the customer signs off. You write the sign-off document once as a template, with fields such as client name, job number, address, install date and the installers assigned, and every job fills them in. The customer signs on the installer's phone or from a link, and the signed sign-off is kept as a PDF on the job.
Punch list with photos
| Before the fix | After the fix |
|---|---|
| Description and location in the kitchen | Who fixed it and when |
| Photo of the problem, from the phone camera | Photo after the fix |
| Who it is assigned to | A note on what was done |
| Status open | Status done |
A damaged door found at delivery is a claim to the distributor (see order tracking and the delivery check). A scratch or a misaligned door after the install is a punch list item. Keeping them apart is what lets you charge the right party.
Final invoice and QuickBooks
When the punch list is clear, the final invoice goes to the customer, who pays by card in the customer portal, or you record a payment received another way. Partial payments and payment plans are tracked against the invoice balance. With QuickBooks Online connected, customers, estimates, invoices and payments sync, so the books follow the job.
Built for the crew's phone
The same app runs on phone, tablet and desktop, in English, Spanish and Portuguese, so each installer uses it in their own language. The office sees what the field records: the sign-off, the photos and the punch list. More on how crews use it on the page for cabinet installers, and on pricing the labor itself in install labor by linear foot or by box and the install labor calculator.
Scheduling and routes are on every paid plan; Team covers three users and Crew ten. See the pricing table.
Questions
Can my installers see their day in Google Calendar or Apple Calendar?
Yes. Each user can connect Google Calendar, and there is a calendar subscription feed (ICS) that Google, Outlook and Apple Calendar can follow, so the schedule shows where the installer already looks.
Who can mark a punch list item as fixed?
Anyone with edit access to the project. The item records who fixed it, when, the photo after the fix and a note, next to the original photo of the problem.