Requirements checklist
What to ask for when choosing software for modular kitchen companies.
A checklist built from how modular kitchen companies work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Measurement and site points
- Design revisions and approval
- Module and running feet quotation
- Production order
- Installation schedule and snag list
Roles that need their own access
Who logs in, and what each person may see or change.
- For owners
- For designers
- For the measurement and site team
- For factory and store staff
- For accounts staff
Reports to ask for
Ask to see each one with your own sample data.
- Enquiries by source and how far each reached
- Kitchens by stage, from measurement to handover
- Design revisions and approval dates per project
- Quotations given, approved and closed without an order
- Boards, hardware, countertop and hob used against each project
- Installation visits by fitting team and week
- Stage payments received and balance outstanding, with the cornice and backsplash extras listed apart
Systems it may need to connect to
Note which ones you already run.
- SMS
- Payment link and gateway
- Accounting export
- Barcode or label printer
Questions for any vendor
Put these to every supplier you are comparing.
- Is this only for modular kitchen businesses?
- Can measurements taken at site be entered on a phone?
- Are the drawings and 3D renders made in the system?
- Can hardware be chosen unit by unit?
- Can a quote be priced in running feet or per square foot?
- What if panels are cut outside instead of in our factory?
- Can clients be billed in stages?
- Will the figures go into our accounting software?
- How is hardware warranty handled?
- What does it cost, and how is set-up planned?
- How soon could designers work from stored measurement sheets?
- What should the showroom and factory have ready?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- The factory makes the old revision
- Site points move during civil work
- Hardware and board upgrades are billed late
- Running feet and module pricing disagree
- Installation waits on other trades
Prefer to talk it through? See the modular kitchen companies page.