Template Readiness Workflow
- 1Appointment scheduled in the calendar
- 2SMS sent to client with site prep requirements
- 3Photo upload requested of leveled cabinets
- 4Confirmation sent to the templating technician
Systems for Fabricators
Custom Workflows for Stone Fabricators and Installers
Countertop companies earn their income through precision fabrication and high-touch installation of natural stone and quartz. Profit leaks occur when slab selections are not finalized, templating appointments are missed, or change orders are not documented and signed by the homeowner.
Construction & Trades
- Slab Selection Reminders
- Template Prep Checklist
- Digital Sign-Off Portal
- Missed Call Text Back
- Installation Countdown
How the business actually works
How the work flows, start to finish.
- 01
Inquiry
Homeowners or contractors request a quote based on preliminary square footage or drawings.
- 02
Slab Selection
Customers visit the yard to tag specific bundles of granite, marble, or quartz for their project.
- 03
Templating
Technicians visit the site to create precise digital or physical physical molds of the cabinetry.
- 04
Fabrication
The shop cuts, edges, and polishes the stone while coordinating seam placement with the client.
- 05
Installation
The crew secures the stone, mounts sinks, and completes the faucet drilling.
- 06
Completion
Final walkthrough and care instructions are provided to ensure a signed-off project.
Where it leaks
Common problems for countertop companies.
01
Slab Tagging Delays
Projects often stall when customers visit a distributor but fail to notify the fabricator which slab was selected. This prevents accurate material ordering and causes production bottlenecks.
02
Template Readiness Issues
Technicians arrive at job sites only to find cabinets are not level or old counters have not been removed. These dry runs waste labor hours and delay the entire fabrication schedule.
03
Undocumented Change Orders
Verbally agreed upon edge profiles or backsplash heights often lead to disputes during installation. Without a clear digital paper trail, fabricators often eat the cost of rework.
04
Seam Placement Friction
Homeowners are often surprised by the location of stone seams if not consulted during the layout phase. Poor communication here leads to negative reviews and withheld final payments.
05
Fragmented Contractor Communication
Managing multiple kitchen remodelers requires constant updates on lead times and install dates. Relying on manual texts leads to missed details and scheduling conflicts.
What LATTICE can build
Systems built around how you work.
Slab Selection Reminders
Automated sequences prompt homeowners to upload photos of their selected slab tags and distributor information.
Template Prep Checklist
Send an automated SMS forty-eight hours before templating to ensure cabinets are set, sinks are on-site, and the area is cleared.
Digital Sign-Off Portal
Collect digital signatures on layout approvals and seam placements before the first cut is made in the shop.
Missed Call Text Back
Ensure contractors looking for quick lead time estimates get an immediate response even when the shop floor is loud.
Installation Countdown
Keep the homeowner informed with automated updates as the project moves from cutting to polishing to the loading dock.
Post-Install Care Kits
Send automated stone maintenance guides and sealer reminders to build long-term rapport and generate referrals.
Balance Due Automation
Automatically trigger the final invoice and payment link as soon as the lead installer marks the job complete.
Example systems
What it looks like in practice.
Stone Layout Approval
- 1Shop completes digital vein matching
- 2Email sent to client with layout visualization
- 3Client approves seam placement via mobile portal
- 4Fabrication ticket automatically moves to 'Ready to Cut'
Contractor Partner Nurture
- 1New contractor submits a quote request
- 2System tags them as a professional partner
- 3Monthly lead time updates sent automatically
- 4Portfolio of recent joint installs shared via email
Have a different problem?
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Questions from countertop companies
How can we reduce the number of dry runs for templating?
Our system sends specific site-readiness checklists via SMS before your technician leaves the shop. You can require homeowners to reply with a photo of the installed cabinets to confirm the site is actually ready for measuring.
Can we manage slab selections from multiple different distributors?
Yes, the system allows you to track which distributor a client is visiting and automates the follow-up until they provide the bundle number and material name, keeping your procurement on track.
How does this help with seam placement disputes?
By requiring a digital sign-off on the layout before fabrication begins, you create a documented agreement on where seams will be located. This protects your shop and sets clear expectations with the homeowner.
Will this help me coordinate with kitchen and bath remodelers?
The platform acts as a bridge, giving contractors their own portal or automated updates so they always know the status of their clients' projects without calling your office staff.
Can we automate care instructions for natural stone?
Absolutely. Once the installation is marked as complete, the system can send a series of messages regarding stone sealing, cleaning products to avoid, and how to maintain the warranty.