Full-Scale Business Operations Hub for a Custom Cabinet Manufacturer
Copper Canyon Mill Works needed to replace their patchwork of spreadsheets, email threads, and manual processes with a single unified platform that could run their entire business — from the first sales lead all the way through production, installation, and final billing. We designed and built a comprehensive operations hub on the Emergent platform that gives their team real-time visibility into every stage of their workflow, automates their billing cycles, and centralizes all client and project data in one place.
The Challenge
Copper Canyon Mill Works is a custom cabinet manufacturing company in Arizona handling complex residential and commercial projects worth tens of thousands of dollars each. Their operations span sales, engineering, production floor management, field installation, and multi-phase billing — but all of it was being tracked manually across disconnected tools. Leads came in through referrals and Google but weren't being tracked systematically. Project details lived in emails. Production status was communicated verbally. Billing was handled in spreadsheets with no visibility into what was overdue or forecasted. They needed a single system that could handle the full lifecycle of a cabinet project — from first contact to final payment — without requiring their team to learn complex enterprise software.
What We Built
Sales & Pipeline CRM
Built a complete lead-to-close sales pipeline with a Kanban-style CRM board. Leads flow through stages — New, Contacted, Qualified, Disqualified, Converted — with full contact details, lead source tracking (Referral, Google, etc.), location data, and sales rep assignment. Connected modules for Appointments, Opportunities, Proposals, and Accounts give the sales team a full view of every prospect and client relationship. The pipeline feeds directly into the revenue forecast on the main dashboard.
Project & Engineering Management
Designed a project management system purpose-built for cabinet manufacturing. Each project gets a unique number, tracks client info and site address, and moves through engineering stages with task-level progress tracking. Projects display in list, timeline, and Gantt chart views so the team can see what's active, on hold, or completed at a glance. Sales reps and project managers are assigned per project, and project value is tracked alongside billing and collection percentages in real time.
Production Floor Dashboard
Created a real-time production tracking system with four manufacturing stages: Pre-Production Details, Production Ordering, Cutting Checklist, and Final Assembly. Each stage shows pending and in-progress counts so the production floor team knows exactly what's in the pipeline and what needs attention. The dashboard gives management a bird's-eye view of manufacturing status across all active projects without walking the shop floor.
Field Installation & Service Module
Built a field operations module for tracking on-site execution and service calls. The system handles Install Work Orders (created automatically when production is complete), Site Measure Requests for pre-installation verification, Punch Requests for post-installation corrections, Field Operations for on-site team scheduling, and Service Calls for warranty work. This gives the installation team and office staff real-time coordination on what's happening in the field.
Progress Billing & Payment Tracking
Designed a phased billing system that matches how cabinet projects are actually paid — in progress payments tied to project milestones. Each project generates phased invoices (Initial Deposit, Progress Payment, Delivery, Final) with automatic percentage calculations based on project value. The billing dashboard shows overdue amounts, due now/soon, total outstanding, and collected totals at a glance. Individual invoices track status, email history, and overdue alerts with day counts.
Operations Dashboard & Resources
Built a central dashboard that surfaces the key metrics the team needs every morning — open leads, qualified leads, pending proposals, active projects, and total pipeline value. Quick action buttons let staff create new leads, opportunities, accounts, and invoices in one click. A recent activity feed shows what's happening across the organization in real time. Additional modules for Files & Assets, SOP & Processes, Reports, and User/Settings management round out the platform.
"The hub completely changed how we run our business. Everything from leads to billing is in one place now — our team actually knows what's going on without asking five people."
Outcomes
- Unified the entire business workflow — sales, engineering, production, installation, and billing — into a single platform
- Replaced manual spreadsheets and email chains with real-time dashboards and automated tracking
- Gave the production floor team visibility into manufacturing pipeline without manual status updates
- Automated progress billing with phased invoicing tied to project milestones
- Enabled lead source tracking so the team can see which channels (Google, referrals) are driving business
- Provided Gantt chart and timeline views for project planning and capacity management
Technologies Used
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