How can we help?

Set up your shop and send your first quote.

• Welcome to SlabBoard
• First day checklist
• Company settings
• Set up your price book and materials

From the first call to a signed quote.

• Track leads from first call to won job
• Add the estimate form to your website
• Manage customers and partners
• Create a quote
• Send a quote for signature
• Turn a quote into a job
• Use AI takeoff to fill in pieces Premium

Draw the job, lay it on real slabs, get it approved.

• Draw the countertops
• Lay the pieces on real slabs Pro
• Match the veining and place seams Pro
• See the countertops in 3D Pro
• Send a layout for customer approval Pro
• Auto layout and DXF files Premium

Run every job from template to install.

• Jobs: statuses and the job page
• Schedule templates and installs
• Set up crews
• Keep track of to-dos with tasks
• Change orders
• Service tickets for repairs and warranty
• Appointment reminders and review requests

For templaters and installers, in English, Portuguese and Spanish.

• Get started with the field app
• Use the field app on the job

Production board, slabs, purchasing and silica records.

• Track jobs on the production board Pro
• Manage your slab inventory Pro
• Suppliers and purchase orders Pro
• Log remakes and see what they cost Pro
• Work orders, piece labels and DXF files
• Keep silica training and exams up to date Pro

Invoices, checks, deposits and online payments.

• Create and send invoices
• Record a payment
• Track checks from pickup to cleared
• Make a bank deposit
• Get paid online by card or bank transfer Pro

The links your customers open to sign, approve and pay.

• What your customer sees on the quote link
• What the customer sees when approving a layout Pro
• What your customer sees on the invoice link
• What the customer sees on a change order

Users and roles, your plan, integrations and reports.

• Team members and roles
• Plans and billing
• Integrations
• Locations Premium
• The Today dashboard and reports

Quick answers to common questions.

• Frequently asked questions
• Troubleshooting