Home Outlet Cabinet Program Associate Resource Guide
Resource Guide for Home Outlet Associates outlining the Cabinet Installation Program.
CABINET INSTALLATION ASSOCIATE RESOURCE GUIDE
WELCOME
Welcome to the Sage Cabinet Installation Program Resource Guide! This comprehensive guide will equip you with everything you need to become an expert on our cabinet installation program. We are proud to partner with Home Outlet and the extensive network of talented Home Outlet Kitchen Designers. The cabinet installation process is detailed, but we’re here to ensure you have the knowledge and the confidence to navigate it seamlessly. In this resource guide you’ll explore our partnership with Home Outlet and local Certified Cabinet Installers (CCI), gain valuable program insights and discover so much more! Contact Us at cabinets@sagesurfaces.com or (855) 782-9979 if you have any questions regarding the program. We’re here to help!
2
© 2025 Sage Surfaces LLC
Simplify Your Customers’ Experience with a Cabinet Installation Program
Our cabinet installation program creates a seamless, one-stop shop for your customers’ cabinets and countertops needs. This program applies to in-stock or-ready to assemble (RTA) cabinets. Unfinished cabinets are not eligible for installation under this program. Home Outlet associates benefit from enhanced customer satisfaction and loyalty as Sage provides comprehensive support to ensure installations run smoothly. This program offers peace of mind, knowing your customers are cared for with your brand’s quality and protection in mind. Happy customers mean repeat business—and more opportunities for you to succeed!
3
© 2025 Sage Surfaces LLC
TABLE OF CONTENTS Cabinet Measure Order Process Pre Measure Qualification Checklist Cabinet Measure P.O. Cabinet Design Review Final Details Cabinet Install Order Process Cabinet Install P.O. Estimated Cabinet Delivery Cabinet P.O. Received Home Outlet Notifications Cabinet Order Notifications Cabinet Installer Notifications Customer Journey Setting Customer Expectations: Measure Customer Measure Notifications Setting Customer Expectations: Install Customer Install Notifications Warranty Overview Lead-Safe Renovation Granite Gold Customer FAQS Appendix: Supporting Documents Care & Maintenance Specifications For Safe & Proper Cabinet Installation 7 8 10 13 20 24 25 29 31 33 34 35 36 37 39 45 47 52 53 55 56 57
58 59 60 63 64 65 66 67 70 71 72
Customer Expectations Agreement Cabinet Delivery & Quality Check Prep for Measure Checklist Prep for Install Checklist Cabinet Measure Worksheet Cabinet Scope of Work Understanding Wood Characteristics Cabinet Install Estimate Guide Add Retail Order Note
4
© 2025 Sage Surfaces LLC
5
© 2025 Sage Surfaces LLC
CABINET INSTALL PROGRAM
CUSTOMER JOURNEY
CABINET MEASURE PROCESS
CABINET INSTALL PROCESS
6
© 2025 Sage Surfaces LLC
CABINET MEASURE ORDER PROCESS
CABINET MEASURE P.O.
• Home Outlet places measure purchase order in BisTrack
ORDER RECEIVED
• Cabinet Installer Receives Email Notification • Within 48 business hours - Contact Customer • Utilize Call Script • Enter Customer Contact Date and Ready to Measure Date
CCI
SCHEDULE MEASURE APPOINTMENT • Cabinet Installer Enters Scheduled Measure Date
CCI
COMPLETE MEASURE
CCI
• Cabinet Installer Enters Actual Measure Date • Uploads Cabinet Measure Worksheet
CABINET DESIGN
• Home Outlet updates/designs cabinets with customer • Uploads Cabinet Design Packet • Upload Bill of Materials
SUBMIT LABOR QUOTE
CCI
• Cabinet Installer Adds Labor and Submits Change Order • Utilize Call Script to contact Home Outlet
REVIEW FINAL DETAILS
• Home Outlet either contacts to close the measure because the customer is not moving forward, asks for adjustments, or sells the install purchase order
7
© 2025 Sage Surfaces LLC
PRE MEASURE QUALIFICATION CHECKLIST
IS THE CUSTOMER READY? • Is this project for new construction, a remodel, or a cabinet replacement? • Are there any structural changes planned? (e.g., moving walls)
PROJECT SCOPE • What is the layout and appliance locations, any photos?
TIMELINE EXPECTATIONS • What is your ideal timeline for completion?
INTERESTED IN INSTALLATION AND COUNTERTOPS • Will you need professional installation? • Have you thought about countertops for this space?
8
© 2025 Sage Surfaces LLC
9
© 2025 Sage Surfaces LLC
CABINET MEASURE P.O. BisTrack Order Entry and PO Generation 1. Open BisTrack, then click Order
2. Select Will Call next to Sale type 3. Enter Contact name, Contact number, and Contact email address 4. Type next to Product, Qty: SO10983 (for cabinet measure)
5. Click on Product, Qty 6. Type measure fee after “CABINET” next to Description and Short description , type 99.00 next to Selling price and Buying price
99.00
99.00
99.00
99.00
99.00
99.00
10 © 2025 Sage Surfaces LLC
CABINET MEASURE P.O.
7. Click Next , then Finish , and OK 8. Click Text Line 9. Enter Customer’s Name, Address, Phone Number, and Email Address
Derick Hays 2929 Browns Lane Jonesboro, AR 72404 8710-336-6013 derick.hays@ecbarton.com
10. Check box next to Copy line to purchase order , then click OK
11. Click Continue 12. Click Next 13. Enter Customer’s Name and Phone Number , click Finish
11 © 2025 Sage Surfaces LLC
CABINET MEASURE P.O.
14. Click Yes to print purchase order 15. Click Complete Order
16. Click Email 17. Click Send
Important Tip! Emailing a Retail Order Note through Sage Sync is the best practice for clear communication and keeps a complete, trackable order history. Click here to see how!
18. Click Next , then Finish to send the cabinet measure PO to Sage 19. Click Yes twice to print Purchase Order and Sales Order
12 © 2025 Sage Surfaces LLC
CABINET DESIGN
If you need help logging in, email cabinets@sagesurfaces.com WATCH DEMO
1. Receive email of completed measure 2. Click Login to Sage Sync
3. Or another option is to login directly to Sage Sync. This cabinet order is located under Submit Design Packet or Search the order’s information
13 © 2025 Sage Surfaces LLC
CABINET DESIGN
4. If you used Search or clicked on Active Orders or Past Due Orders under Submit Cabinet Design , click hyperlink to open cabinet order
5. To view the Cabinet Measure Worksheet , click the hyperlink under File Name
14 © 2025 Sage Surfaces LLC
CABINET DESIGN
6. Update / Create customer’s cabinet design in ProKitchen, click on ProKitchen icon on desktop. If you need assistance with ProKitchen, contact Derick Hays at derick.hays@ecbarton.com
To minimize multiple contacts/visits with customer, best practice is to create design prior to measure sold
7. After cabinet design is completed, click on Dynamic Design Showcase , then right click in the empty space and select Add View
8. Hold left click and drag to form a box in the empty space 9. Right click, select Add, then Elevation Views, and select design. 10. Continue in each empty space until all spaces are added
15 © 2025 Sage Surfaces LLC
11. Click on the Save Template As icon to save the cabinet design packet to your desktop and access it in the next steps. CABINET DESIGN
16 © 2025 Sage Surfaces LLC
CABINET DESIGN
12. Click Upload Cabinet Design Packet button
17 © 2025 Sage Surfaces LLC
CABINET DESIGN
13. Browse files or drag and drop to window of the completed Cabinet Design Packet (verify it’s the correct file name) 14. Click Upload
15. Click Yes to submit the Cabinet Design Packet to the cabinet installer
Important Note: • If you know at this time that the cabinets will arrive unassembled, please add a Retail Order Note to inform the Cabinet Installer to add assembly to the install labor costs. • Failure to communicate prior to cabinet install purchase may result in additional costs due by the customer after install is purchased if assembly is not already paid for when the cabinet installer picks up the cabinets on first day of install. • To ensure a streamlined customer experience, please make sure to communicate and check for assembly added to the install labor costs.
18 © 2025 Sage Surfaces LLC
BILL OF MATERIALS
1. Click File Attachment button
2. Browse files or drag and drop to window of File Attachments 3. Select File Name Bill of Materials
19 © 2025 Sage Surfaces LLC
REVIEW FINAL DETAILS
1. Receive email of final details 2. Click Login to Sage Sync
If you need help logging in, email cabinets@sagesurfaces.com WATCH DEMO
3. Or another option is to login directly to Sage Sync. This cabinet order is located under Confirm Change Order or Search the order’s information
20 © 2025 Sage Surfaces LLC
REVIEW FINAL DETAILS
1. Receive email of final details 2. Click Login to Sage Sync
3. Or another option is to login directly to Sage Sync. This cabinet order is located under
21 © 2025 Sage Surfaces LLC
REVIEW FINAL DETAILS
Confirm Change Order or Search the order’s information
4. If you used Search or clicked on Active Orders or Past Due Orders under Confirm Change Order , click hyperlink to open cabinet order 5. Click View Change Request button
6. Click on Print Details 7. To create the cabinet PO, you will enter the Total amount under EXT Retail next to Selling Price in Bistrack and enter the Total amount under EXT Cost to enter next to Buying Price in BisTrack. 8. Contact Customer: • If moving forward: • Sell cabinet install purchase order in BisTrack • If not moving forward: • Contact Sage Support at cabinets@sagesurfaces.com and the Cabinet Installer to close the measure for payment
22 © 2025 Sage Surfaces LLC
23 © 2025 Sage Surfaces LLC
CABINET INSTALL ORDER PROCESS
CABINET INSTALL P.O.
• Home Outlet places install purchase order in BisTrack
ORDER RECEIVED
CCI
• Cabinet Installer Receives Email Notification
ESTIMATED CABINET DELIVERY
• Home Outlet enters the Estimated Cabinet Delivery Date
SCHEDULE INSTALLATION
CCI
• Cabinet Installer contacts customer and Enters Scheduled Install Start and Completion Dates • Utilize Call Script
CABINET P.O. RECEIVED
• Home Outlet Enters the Cabinet PO Received Date
CABINET QUALITY CHECK
CCI
• Cabinet Installer Picks up cabinets from Home Outlet, deliver to customer’s address, perform the Cabinet Quality Check utilizing the worksheet • Select Approved if quality check is good • Set to Pending if quality check is bad
COMPLETE INSTALLATION
CCI
• Cabinet Installer Enters the Actual Start and Completed Install Dates • Utilize Photo Reference Guide
UPLOAD AOC
CCI
• Cabinet Installer Uploads the signed AOC and photos • Submit for payment
24 © 2025 Sage Surfaces LLC
CABINET INSTALL P.O.
BisTrack Order Entry and PO Generation 1. Open ProKitchen , then click on BM6 to BisTrack under Electronic Orders
2. Select customer’s design under File name , click Save then Ok to export to BisTrack
3. Open BisTrack , click on F3-Find Cash Order under Counter Sales Standard Dashboard
25 © 2025 Sage Surfaces LLC
CABINET INSTALL P.O.
4. Select Will Call next to Sale type , then enter customer’s Contact name and Contact number
5. Click Tools , Import , then double click on the customer’s file name imported from ProKitchen, and click OK
6. Type SO10983 next to Product, Qty , then click on Product, Qty
26 © 2025 Sage Surfaces LLC
CABINET INSTALL P.O.
7. In Print Details of the View Change Request in Sage Sync, enter the Total amount under EXT Retail next to Selling Price and enter the Total amount under EXT Cost to enter next to Buying Price , then click Next and Finish
8. The install labor cost is now added to the cabinet products. Click OK. 9. Click Text Line . Enter the Customer’s Name, Address, and Phone Number then check box next to Copy line to purchase order , click OK
Derick Hays 2929 Browns Lane Jonesboro, AR 72404 8710-336-6013 derick.hays@ecbarton.com
27 © 2025 Sage Surfaces LLC
CABINET INSTALL P.O.
10. Click Complete , Continue , Next , enter the Customer’s Name and Phone Number then Finish .
11. Click Yes to Print Purchase Order, then ensure the Supplier shows Sage Surfaces, LLC (Cabinet Installation) and Complete Order
12. Click Email, Send, Next, Finish to email the Cabinet Installation PO to Sage then Yes to Print Purchase Order
28 © 2025 Sage Surfaces LLC
ESTIMATED CABINET DELIVERY
If you need help logging in, email cabinets@sagesurfaces.com WATCH DEMO
1. Receive email of cabinet install order received 2. Click Login to Sage Sync
3. Or another option is to login directly to Sage Sync. This cabinet order is located under Enter Estimated Cabinet Delivery Date or Search the order’s information
29 © 2025 Sage Surfaces LLC
ESTIMATED CABINET DELIVERY
4. If you used Search or clicked on Active Orders or Past Due Orders under Enter Estimated Cabinet Delivery Date , click hyperlink to open cabinet order
5. Type or click on the calendar to enter a date next to Estimated Cabinet Delivery Date and Save Changes • This is the date that the cabinets are estimated to deliver to the store
30 © 2025 Sage Surfaces LLC
CABINET P.O RECEIVED
If you need help logging in, email cabinets@sagesurfaces.com WATCH DEMO
1. These orders are located under Enter Cabinet P.O. Received Date
2. Click on Active Orders or Past Due Orders under Enter Cabinet PO Received Date , then click the hyperlink to open cabinet order
31 © 2025 Sage Surfaces LLC
CABINET P.O RECEIVED
3. Type or click on the calendar to enter a date next to Cabinet PO Received Date and Save Changes • This is the date that the cabinets have been received at the store
32 © 2025 Sage Surfaces LLC
HOME OUTLET NOTIFICATIONS
As the designer at Home Outlet, clear and timely communication is crucial to ensure the smooth progression of each job. Throughout the various stages of the cabinet measure and installation process, you will receive automated notifications designed to keep you informed about key events and necessary actions. These notifications will guide you through each step of the process, providing you with updates on: 1. Cabinet Measure Completed 2. Upload Cabinet Design
3. Cabinet Install Costs Submitted 4. Estimated Cabinet Delivery Date 5. Cabinet Delivered Date to Store Not Entered
33 © 2025 Sage Surfaces LLC
CABINET ORDER NOTIFICATIONS
CABINET MEASURE COMPLETED • This is triggered after the cabinet installer has uploaded the cabinet measure worksheet and submitted the actual measure date • Home Outlet’s action required is to review the cabinet measure worksheet and update/ create the cabinet design packet with the customer to submit back to the cabinet installer to quote install labor items on the change order UPLOAD CABINET DESIGN • This is triggered 24 hrs after the measure is complete as a reminder to upload the cabinet design • Home Outlet’s action required is to upload the Cabinet Design Packet CABINET INSTALL COSTS SUBMITTED • This is triggered when the change order of install labor items have been submitted • Home Outlet’s action required is to contact the customer with the total install cost and collect payment ESTIMATED CABINET DELIVERY DATE • This is triggered when the cabinet install purchase order has been released into our Sage Sync system • Home Outlet’s action required is to enter the estimated cabinet delivery date CABINET DELIVERED DATE TO STORE NOT ENTERED • This is triggered 48 business hours after the estimated cabinet delivery date has passed and the cabinet delivered date to store has not been entered • This is a helpful reminder to Home Outlet to contact the cabinet installer when the cabinets have delivered to the store
34 © 2025 Sage Surfaces LLC
CABINET INSTALLER NOTIFICATIONS
To help cabinet installers stay informed and keep the project on schedule, we’ve created a system of automated notifications that will notify the cabinet installer throughout the various stages of the cabinet measure and installation process. These notifications are vital for tracking the progress of each job and ensuring any necessary actions are taken.
Here’s what they can expect:
• Cabinet Measure Order Received • Cabinet Design Packet Uploaded • Cabinet Measure RO Cancellation • Cabinet Install Order Received • Cabinet Estimated Delivery Date • Cabinet Delivered Date to Store Not Entered
35 © 2025 Sage Surfaces LLC
CUSTOMER JOURNEY
INITIAL DESIGN
Schedule a consultation with your cabinet designer
MEASURE
Purchase a measurement from our Certified Cabinet Installer for $99
FINAL DESIGN
Meet with your designer to complete the final design for installation
VERIFY DESIGN
Certified Cabinet Installer reviews the final design for installation
PURCHASE
Ask about financing options and purchase your cabinet installation
INSTALL
Let our Certified Cabinet Installer take it from here
36 © 2025 Sage Surfaces LLC
SETTING CUSTOMER EXPECTATIONS
Cabinet Measure Purchase Home Outlet will issue a Purchase Order (P.O.) to the Sage Certified Cabinet Installer (CCI). Typically, this is completed within 24 hours after payment. The CCI will have 5 business days to complete measure.
The Sage CCI will contact the customer 48 hours after receiving a measure P.O. from Home Outlet. Once contact is made, they will schedule a time to measure the customer’s home.
All required products and/or information must be available at the time of measure.
Customer’s cabinet area will be measured by the Sage Surface’s CCI. The CCI will complete measure between the regular business hours of 8AM – 5PM, Monday through Friday, excluding holidays. The customer, or a dedicated decision maker (18 years or older), must be present at all times during the measure.
37 © 2025 Sage Surfaces LLC
38 © 2024 Sage Surfaces LLC
CUSTOMER MEASURE NOTIFICATIONS
Customer Measure Notifications We understand how important it is to stay informed and prepared throughout the cabinet measure and installation process. That’s why we’ve designed a series of automated notifications to keep the customer updated at every step of the journey. These notifications will provide clear guidance on what to expect, how to prepare, and the details of their appointments.
Here’s what they can expect:
• Cabinet Measure Order Received • Cabinet Measure Appointment Scheduled • Cabinet Measure Appointment Reminder
• Cabinet Measure Completed • Cabinet Install Labor Costs
39 © 2025 Sage Surfaces LLC
CABINET MEASURE ORDER RECEIVED
• Triggered when cabinet measure order is received in our system
40 © 2025 Sage Surfaces LLC
CABINET MEASURE APPOINTMENT SCHEDULED
• Triggered when the cabinet measure appointment is scheduled in Sage Sync • Resends if rescheduled
41 © 2025 Sage Surfaces LLC
CABINET MEASURE APPOINTMENT REMINDER
• Triggered 24 hrs before scheduled cabinet measure appointment
42 © 2025 Sage Surfaces LLC
CABINET MEASURE COMPLETED
• Triggered when the actual cabinet measure date is submitted in Sage Sync
43 © 2025 Sage Surfaces LLC
CABINET INSTALL LABOR COSTS
• Triggered when the cabinet install labor costs are submitted in Sage Sync
44 © 2025 Sage Surfaces LLC
SETTING CUSTOMER EXPECTATIONS
Cabinet Purchase
The Sage CCI must upload the measure drawing 1 business day after measure.
Once Home Outlet has entered an estimated delivery date, the CCI will contact the customer and schedule an installation date.
Sage Cabinet Installation Home Outlet cabinets are generally installed within 10 business days from the date of product arrival. Installation times can be extended during periods of high product demand. The Sage CCI will complete cabinet installation between the regular business hours of 8AM – 5PM, Monday through Friday, excluding holidays. The customer (or a dedicated decision maker 18 years or older), must be present at all times during the template and installation process. Once the cabinets are installed, the customer (or a dedicated decision maker 18 years or older) must be present to inspect the installation of the cabinets. Upon completion of the inspection, the customer will be asked to sign a Home Outlet Agreement of Completion (AOC) form confirming their satisfaction with the work completed.
45 © 2025 Sage Surfaces LLC
46 © 2024 Sage Surfaces LLC
CUSTOMER INSTALL NOTIFICATIONS
• Cabinet Install Order Received • Cabinet Install Appointment Scheduled • Cabinet Install Appointment Reminder • Cabinet Install Complete & Survey
47 © 2025 Sage Surfaces LLC
CABINET INSTALL ORDER RECEIVED
• Triggered when the cabinet install order is received.
48 © 2025 Sage Surfaces LLC
CABINET INSTALL SCHEDULED
• Triggered when the cabinet installer enters the scheduled install date in Sage Sync • Resends if rescheduled
49 © 2025 Sage Surfaces LLC
CABINET INSTALL REMINDER
• Triggered 24 hours before scheduled install start date
50 © 2025 Sage Surfaces LLC
CABINET INSTALL COMPLETE
• Triggered when cabinet installer enters actual install completion date in Sage Sync
51 © 2025 Sage Surfaces LLC
WARRANTY OVERVIEW
ONE-YEAR LABOR WARRANTY FOR CABINET INSTALLATION We stand behind the quality of our work and are committed to your satisfaction. Our one-year labor warranty covers any defects or issues related to the installation of cabinets, provided the following terms and conditions are met: 1. Coverage: This warranty covers any issues related to the labor of installing the cabinets, including but not limited to improper alignment, defective installation, or failure of installation components due to our workmanship. 2. Exclusions: The warranty does not cover damage caused by misuse, neglect, accidents, modifications, or repairs made by anyone other than our authorized installers. It also does not cover any issues related to the cabinets themselves, such as material defects or manufacturer issues. 3. Duration: This labor warranty is valid for one year from the date of the completed installation. 4. Claim Process: If you experience any issues covered by this warranty, please contact Sage within one year of installation. We will schedule a follow-up inspection and, if necessary, arrange for repairs or corrections at no additional cost to you. 5. Exclusion of Liability: Our liability under this warranty is limited to the cost of labor for repair or reinstallation. We are not liable for any incidental or consequential damages arising from installation issues.
We value your business and will work diligently to resolve any concerns related to the installation of your cabinets. Thank you for choosing us for your project.
SAGE CABINET INSTALLATION CANCELLATION POLICY
We understand that plans can change, and we strive to accommodate our customers as best as we can. However, please be aware of the following cancellation terms: Cancellation After Measurement : If you choose to cancel your cabinet installation after our team has completed the measurements, you will incur a charge for the measurement service. Cancellation After Product Delivery: If you cancel after the cabinets have been delivered, you will be subject to a cancellation fee that includes the cost of delivery and any applicable restocking fees for the materials. These fees will be deducted from any refund due.
52 © 2025 Sage Surfaces LLC
LEAD-SAFE RENOVATION
Lead-Safe Renovation Information for Customers
Introduction Thank you for choosing us for your renovation project. Your safety is our top priority. As part of our commitment to responsible practices, we comply with the EPA’s Lead Renovation, Repair, and Painting (RRP) Rule. This document provides essential information about lead safety for homes built before 1978, when lead-based paints were widely used. Understanding Lead Hazards Lead exposure poses significant health risks, especially to young children and pregnant women. Renovation activities that disturb painted surfaces can release harmful lead dust and chips, which can be ingested or inhaled. Our Lead-Safe Practices We take the following steps to ensure safety and compliance: 1. Pre-Renovation Assessment: Before starting work, we assess the area to identify any presence of lead based paint 2. Containment: To prevent dust and debris from spreading, we establish containment zones. This includes: • Sealing off rooms with plastic sheeting • Using negative air pressure systems when needed 3. Safe Work Practices: Our team follows strict lead-safe procedures, including: • Using wet methods to minimize dust
• Avoiding power sanding or scraping methods that generate lead dust • Cleaning the workspace meticulously during and after the project
4. Post-Renovation Cleaning: Upon project completion, we clean thoroughly using HEPA vacuums and wet-cleaning methods to remove any remaining lead dust. 5. Clearance Testing: We recommend having a certified lead inspector conduct clearance testing to confirm that the area is safe for reoccupancy
53 © 2025 Sage Surfaces LLC
LEAD-SAFE RENOVATION
Customer Responsibilities To support our efforts in maintaining a safe work environment, please: • Notify Us of Children and Pregnant Women: If there are children under six or pregnant women in the home, please inform us. • Prepare the Work Area: Remove personal items and furniture from the renovation zone before our team arrives. Important Reminders Lead exposure can have serious, long-term health effects. Staying informed and vigilant helps minimize risks during and after renovations Don’t hesitate to ask us any questions about our lead-safe practices. Your peace of mind is important to us. Additional Resources For more information on lead safety and the risks of lead exposure, please visit the EPA’s official website: EPA Lead Information
Contact Us If you have any questions about our lead-safe practices or the renovation process, feel free to reach out to cabinets@sagesurfaces.com or call (855) 782-9979. Thank you for trusting us with your project. Your safety and satisfaction are our priorities.
54 © 2025 Sage Surfaces LLC
GRANITE GOLD OVERVIEW
GRANITE GOLD CABINET PROTECTION PLAN Granite Gold is the industry leader in cabinet protection plans and offers top of-the-line care and maintenance products. Customer’s can have a piece of mind by purchasing either a 5-year or 10-year Granite Gold Kitchen and Bath
Cabinet Protection Plan that covers their newly invested cabinets from stains and damage from use and handling, unlike the manufacturer warranties. The Granite Gold Protection Plan is available for new kitchen and bath cabinets up to a maximum retail purchase price of $50,000.
Frequently Asked Questions
Q: Why does the customer need a plan if they have a manufacturer warranty? A: Manufacturer warranties only cover manufacturer defects in the product. Manufacturer warranties DO NOT cover accidental damage of any kind. Q: Is the protection plan a one-time charge or do you have to pay a fee for repairs? A: It’s a one-time cost for the life of the plan. With coverage, there are no additional charges or fees if repairs are needed. No trip charges, no deductible.
Q: Does the plan cover replacement of the cabinets? A: The protection plan ensures the customer’s cabinets will be repaired by Granite Gold authorized, professional repair technicians, eliminating the need for replacement. The protection plan is repair only, not replacement. Q: If the company cannot fix the issue, will they refund the plan price? A: Granite Gold has a 100% success rate with repairs; however, if the customer is unhappy with the repair, the customer will receive a full refund of the protection plan by Granite Gold. Q: Is the plan transferable? A: If/when a homeowner sells their home, the protection plan cannot be transferred to the new homeowner. File a Claim The customer can go online (GraniteGoldCares.com) or call by phone (888.574.8358) within 30 days of when the damage occurred, and Granite Gold will process the claim and schedule repair at no additional cost.
55 © 2025 Sage Surfaces LLC
CABINET PROGRAM FAQs
Q. Can a customer get cabinets installed in other rooms outside the kitchen? A. Yes. Cabinets can be installed in kitchens and bathrooms.
Q. Do I need to pay for professional measurements? A. Yes. A measure will be purchased for $99 from Home Outlet and a Certified Cabinet Installer will take precise measurements in your home. The cost of the measure will be deducted from your purchase price. Q. How do I prepare for installation? A. You should be sure to remove all contents from your existing cabinets and drawer and clear the countertops. For full details on how to prepare for installation, please view our Installation Checklist. Q. Why should I purchase cabinet installation through Home Outlet? A. You can have peace of mind, knowing that the work is handled by highly vetted, background checked installers. You will receive quality installations done right the first time. Q. Why should I purchase the Granite Gold Cabinet Protection Plan? A. The 5-Year or 10-Year protection plan covers your newly invested cabinets (up to $50,000) from stains and damage from use and handling, unlike manufacturer warranties. Q. Can I get unfinished cabinets installed through this program? A. No, this program applies to in-stock or-ready to assemble (RTA) cabinets. Unfinished cabinets are not eligible for installation under this program. Q. I spilled on my cabinets. How do I clean them? A. Use mild cleaners or soap and water to clean the cabinet surfaces. Avoid spraying cleaning products directly om the wood. Apply product to a cloth instead. Always remember that excess water should be dried immediately to avoid water damage to cabinet finishes. Q. I see small gaps on my painted cabinet doors. Are they defective? A. As wood expands and contracts naturally, door joints may occasionally develop hairline cracks in the painted finish. These cracks are normal and do not compromise the structural integrity of the door. Q. Can my customer add on labor items after the CCI arrives for the installation appointment? A. Yes, if additional labor is requested, the CCI will complete a change order that includes the necessary labor SKUs. This change order will be submitted to Home Outlet via Sage Sync for processing. The customer must approve and pay for the added items before work can proceed. Once approved, Home Outlet will submit a revised PO.
56 © 2025 Sage Surfaces LLC
APPENDIX
SUPPORTING DOCUMENTS
Care & Maintenance Specifications For Safe & Proper Cabinet Installation
Customer Expectations Agreement Cabinet Delivery & Quality Check Prep for Measure Checklist Prep for Install Checklist Cabinet Measure Worksheet Cabinet Scope of Work Understanding Wood Characteristics
57 © 2025 Sage Surfaces LLC
Audience: CCI Purpose: To provide best practices and SAGE expectations for a safe and proper cabinet installation Where to Access: Installer Resource Guide When should it be reviewed: CCI training / Review of CCI Resource Guide / Onboarding new CCIs
SPECIFICATIONS FOR SAFE & PROPER CABINET INSTALLATION
It’s important to ensure your site is prepared for proper and safe cabinet installation. Before you begin, ensure that you have all the proper tools and materials. • Level (preferably a 4-foot level or laser level) • Measuring tape • Stud finder • Drill and screws • Wood shims • Caulk and/or wood filler for finishing • Cabinet clamps for alignment Once you have all necessary tools, be sure to properly prepare the installation area. Site Preparation • Level Surfaces: Floors and walls must be level and plumb. Use a level to check for uneven surfaces. • Clean Workspace: Ensure the installation area is clean and free of debris for easy access to install. • Room Dimensions: Measure the walls, floors, and ceilings accurately to ensure cabinets fit as planned. Structural Requirements • Stud Placement: Locate wall studs and ensure they are spaced appropriately (typically 16 inches on center) to securely anchor cabinets. • Reinforcement: Ensure adequate wall reinforcement where heavy cabinets or appliances will be installed. Cabinetry Specifications • Square and Level Cabinets: Inspect cabinets to ensure they are square and free from defects. • Shimming: Use shims where necessary to level cabinets. Final Adjustments • Alignment: Ensure cabinets are aligned and evenly spaced, especially along runs. • Gaps and Seams: Verify tight seams between cabinets and fill gaps as needed. • Hinges and Doors: Adjust hinges for level doors and smooth operation. • Countertop Support: Confirm cabinets are structurally sound to support the countertop, especially heavy materials like granite or quartz.
REV 1.03.2025
Audience: Customer Purpose: To ensure the customer is aware of the expectations of the cabinet installation process prior to moving forward with purchase. Where to Access: Support team sends to Customer When should it be reviewed: When cabinet install is purchased Required document – however will not delay project if not received
Audience: CCI Purpose: To ensure the CCI inspects the quality of the cabinets and ensures they are free from damages. Where to Access: Sage Sync When should it be reviewed: When picking up and delivery cabinets, prior to start of installation. Required Document - to be uploaded in Sage Sync upon cabinet delivery to customer’s home
Audience: CCI and Home Outlet Associates Purpose: To provide a uniform document for all CCIs to capture their cabinet measurements for Home Outlet to review and submit the final design. Where to Access: Sage Sync When should it be reviewed: To be used when conducting the measurement. Home Outlet Associates MUST review when finalizing cabinet design Required Document - to be uploaded in Gimbil App or Sage Sync after measure appointment
Audience: Home Outlet Associates Purpose: Quick reference guide to SKUs related to the cabinet installation program and what they are used for Where to Access: Home Outlet Cabinet Installation Resource Guide
CABINETS SCOPE OF WORK
** All items removed must be within the installation area. Condition of items removed cannot be guaranteed and should be disposed of only ***
CUSTOMER PURCHASED MATERIALS
LABOR
LABOR DESCRIPTION
ITEM #
UOM
INSTALLER PROVIDED MATERIALS
Basic demo, including removal of base, wall, peninsula and pantry cabinets Basic demo and removal of countertops (laminate or solid surface)
360002
LF
Removal of Existing Cabinets (linear foot)
Basic removal - Base, wall, island, peninsula, pantry and all cabinet molding
360003 360001 360004 360007
LF LF LF
Removal of Countertops (laminate or solid surface)
Basic removal of existing laminate or solid surface countertops
Removal of Backplash
Basic removal of backsplash
Basic demo and removal of backsplash
Removal of Countertops (granite, quartz or tile)
Basic removal of existing stone or tile countertops
Basic demo and removal of countertops (stone and tile)
Remove small appliances (Trash Compactor, Electric range hood (standard 30 inch), Dishwasher, OTR Microwave) Remove large appliances (Electric Cooktop or range, Gas cooktop or range, Electric Wall Oven, Gas Wall Ove, Refrigerator) Haul away & dispose of cardboard, debris, cabinets, backsplash and countertops (No Appliances) *Debris created by the installer only* *Dump fees are local municipality dependant and will be assessed in custom labor*
EACH
Removal of small appliances
Disconnect / relocate for purpose of installation
360008
EACH
Disconnect / relocate for purpose of installation
Removal of large appliances
Additional Dump Fee for disposal where required may be added in custom work
360005 FLAT RATE Haul away and disposal of all removal/demo debris including cabinets, countertops, sinks, etc.
Haulaway Debris
CUSTOMER PURCHASED MATERIALS
LABOR
LABOR DESCRIPTION
ITEM #
UOM
INSTALLER PROVIDED MATERIALS
360006 FLAT RATE
Cabinet Delivery
Installer pick-up from Home Center and deliver to job site.
360036 360037 360038 360039
EACH EACH EACH EACH
Assembly - Wall Cabinet up to 36" wide
Install assembly of RTA cabinet - Wall
Installer assembly
Installer assembly
Assembly - Base Cabinet up to 36" wide
Install assembly of RTA cabinet - Base
Installer assembly
Assembly - Base Drawer up to 24" wide
Install assembly of RTA cabinet - Base Drawer
Assembly - Tall Cabinet, Lazy-Susan, Pantry Cabinet, Other
Install assembly of RTA cabinet - Tall, Pantry, Lazy-Susan, Other
Installer assembly
Install (level, shim & secure) wall/base/pantry/wall oven/utility/island/peninsula cabinets Includes installing fillers, scribe molding, standard hardware stock with cabinets, shelving and toe kicks.Includes floating shelfs and shelfs with shelf brackets.*Hardware does not include handles and pulls*
Installation of all base, wall, tall, island, and peninsula cabinets
360018
LF
Cabinets and associated items
Screws, shims, nails, caulking, wood filler, spray glue.
Color matching cabinet crown molding, quarter round, scribe, etc
Screws, shims, nails, caulking, wood filler, (non color matching blocking piece as required) Screws, shims, nails, caulking, wood filler, (non color matching blocking piece as required) Screws, shims, nails, caulking, wood filler, (non color matching blocking piece as required)
Install single level or multi level crown molding Measurements are by the linear feet for each layer of molding
360019
LF
Install top cabinet molding
360020
LF
Color matching molding-light rail, etc.
Install bottom cabinet molding (ex.light rail)
Install bottom rail or light rail molding
Color matching cabinet quarter round, shoe extra fillers, or other decorative moldings
360021
LF
Install other cabinet molding
Install quarter round, decorative molding, shoe
Install cabinet panels, skins, overlays decorative doors, valance/valance shelf Install cabinet specialty hardware, not factory installed
Install cabinet skins/decorative panels/filler overlays (cut to fit skins as necessary) valance/valance shelf Install to factory spec specialty hardware including: rolling drawers, cabinet organization, mixer inserts, etc.
360022
EACH
Cabinet skins, panels, filler overlays
Screws, shims, nails, caulking, wood filler, spray glue
Specialty hardware, Non-factory installed accessories Cabinet shelving
360023 360024
EACH EACH
Install microwave shelf
Install and secure shelf for microwave
Screws, shims, nails, caulking, wood filler
A LICENSED PLUMBER OR ELECTRICIAN MAY BE REQUIRED ***Modifications for new Appliance Openings should be handled by the Appliance Installer**
CUSTOMER PURCHASED MATERIALS
LABOR
LABOR DESCRIPTION
ITEM #
UOM
INSTALLER PROVIDED MATERIALS
360026
EACH
Disconnect, basic removal, haul away, and disposal
Disconnect sink/faucet/disposer
Disconnect and remove sink/faucet/disposer
Install new or re-connect existing sink - includes: faucets, supply lines, drain lines, existing fixtures (i.e., re-connect disposal) in existing location only
Plumbing, fittings and connectors, adhesive, caulk, putty, Teflon tape
360028
EACH
Sink, drain (tail piece), basket, Faucet
Install permanent sink/faucet/disposer
360009 360010 360011 360012 360013 360014 360015 360016 360017
EACH EACH EACH EACH EACH EACH EACH EACH EACH
Disconnect / Reconnect Electric Range or Cooktop
Disconnect / Reconnect Electric Range or Cooktop for installation of cabinets
Disconnect / Reconnect Gas/LP Range or Cooktop for installation of cabinets *Installer will not convert to gas*
New flex line for gas.
Disconnect / Reconnect Gas/LP Range or Cooktop
Disconnect / Reconnect Dishwasher
Disconnect / Reconnect Dishwasher for installation of cabinets
Disconnect / Reconnect Refrigerator (including ice maker)
Disconnect / Reconnect Refrigerator (including ice maker) for installation of cabinets
Disconnect / Reconnect Electric Wall Oven
Disconnect / Reconnect Electric Wall Oven for installation of cabinets
Disconnect / Reconnect OTR Microwave
Disconnect / Reconnect OTR Microwave for installation of cabinets
Disconnect / Reconnect Electric Range Hood
Disconnect / Reconnect Electric Range Hood for installation of cabinets
Disconnect / Reconnect Exhaust fan (existing vent) for installation of cabinets. *Installer does not supply or run new duct work*
Disconnect / Reconnect Exhaust fan (existing vent)
Disconnect / Reconnect Trash Compactor
Disconnect / Reconnect Trash Compactor for installation of cabinets
CUSTOMER PURCHASED MATERIALS
LABOR
LABOR DESCRIPTION
ITEM #
UOM
INSTALLER PROVIDED MATERIALS
Installer measures and documents full room details. Assess job site for installation conditions, notes any possible obstacles with installation including but not limited to code work outside of scope and limitations. Installer to assess home for lead in homes built before 1978 (test if required) Installer to practice lead safe guidelines in homes testing positive for lead If needed - drywall patch to primer ready, meaning sanded and ready for primer. Does not include texturing to match. (NOT intended for full wall drywall replacement) Drywall ONLY - Not intended for backerboard, etc. Any additional work that may not be covered to perform the scope above. Plumbing shut off valves. Basic modiciations for cabinets plumbing and electrical covered here. Not intended for major structural modifcations, work behind the wall, cutting concrete, or work below grade. Total Job labor retail minimum = $800 if labor quoted is below minimum additional fee will be applied to bring up to $800 (calculated as differece in quote to the miminum) Installer supplied permit to perform work quoted based on any local, state or federal requirements
360000
EACH
Measurement Fee
Room measurements, drawing and documented job site conditions
Measurement fee
Any and all materials needed to perform lead safe practices and maintain a safe working environment for installer and customer.
360033 CUSTOM QUOTE
Cabinet Lead Safe Practices
360030
SQFT
Drywall, tape, mud, corner beads, sandpaper, etc.
Drywall Patch Work
360031 FLAT RATE
Permit Fee(s)
Permit
360034 CUSTOM QUOTE
Custom Work Cabinets
360035 FLAT RATE
Minimum Job Cost
Additional mileage if customer's home is over 25 mile radius from store of purchase.
360032 PER MILE
Mileage
360040 FLAT RATE
Trip Charge*
Trip Charge to cover additional CCI trip for materials not present at job site or damaged.
*Please be advised that a trip fee of $150 will apply if the CCI is required to make an additional trip back to the store to pick up materials post-cabinet delivery. This fee will only be charged if the additional trip is due to an oversight or error by the retailer or product vendor. If the trip is necessary due to an error on the part of the installer, no trip fee will be charged. REV 1.10.2025
UNDERSTANDING WOOD CHARACTERISTICS
Maple Maple is a medium to hard wood with straight, wavy, or curly grain patterns. Known for its durability and shock resistance, it has a light, uniform appearance that creates a smooth, clean look when stained. Maple can also be finished to mimic other high-end hardwoods and softwoods, such as cherry and cedar. Oak Oak is a dense, hard wood with a coarse grain that ranges from straight to sweeping arch patterns. Available in both red and white varieties, oak is a classic choice for cabinetry due to its timeless look, which complements a wide range of design styles. It accepts standard stains well, enhancing its natural beauty. Cherry Cherry wood is prized for its smooth grain and unique color, which deepens and mellows with age, especially when exposed to bright light. Over time, cherry wood may darken by several shades, adding depth and warmth to its pinkish brown hues, sometimes accented by subtle tones of white, green, or gray. Painted Wood naturally expands and contracts with environmental changes, and painted finishes will highight this movement in cabinets. Unlike stained finishes, painted finishes can make the opening of joints and panel shifts more visible. Hairline openings at joints are typical and should not be viewed as defects. Enhanced Finishes (glaze, brushing, rub-through, vintage, or heirloom) Hand-applied finishes like glazing, brushing, rub-through, vintage, or heirloom treatments create an antiqued or weathered look. These techniques add unique character, with slight variations being normal and adding to the handcrafted appeal. The overall effect should be assessed on the complete finished product rather than individual doors or drawer fronts. Painted Cabinetry Painted finishes combine hardwoods and engineered materials to deliver a product with exceptional stability, consistency, coverage and durability. These finishes create beautifully painted cabinetry where natural wood grains less noticeable. However, visible joint lines may appear over time due to the natural expansion and contraction of wood. Natural Factors: The following are natural characteristics and are not considered defects: • Variation in color, grain, and texture • Color differences within the same piece of wood • Differences between open-and-closed grain areas • Visible mineral streaks and worm tracking As wood expands and contracts naturally, door joints may occasionally develop hairline cracks in the painted finish. These cracks are normal and do not compromise the structural integrity of the door. Environmental Factors Cabinetry added later may differ on color from previously installed cabinets due to: • Exposure to sunlight, smoke and household chemicals • Aging of door samples or displays, which may no longer represent the true color By understanding these natural and environmental factors, you can ensure tour cabinetry remains a beautiful and functional part of your space.
70 © 2025 Sage Surfaces LLC
Audience: Home Outlet Associates Purpose: A quick-reference guide on average labor costs of a 10x10 kitchen Where to Access: Home Outlet Cabinet Installation Resource Guide
CABINET INSTALL ESTIMATE GUIDE
ADD RETAIL ORDER NOTE
1. Click Add Retail Order Note
If you need help logging in, email cabinets@sagesurfaces.com WATCH DEMO
2. Click Email Note
72 © 2025 Sage Surfaces LLC
ADD RETAIL ORDER NOTE
3. Select or type recipient(s) next to To : a. Can add more than one recipient – after you type the email, click anywhere to save it then type next email
4. Type your message and click Email Note
Track all notes at the bottom of each order
73 © 2025 Sage Surfaces LLC
74 © 2025 Sage Surfaces LLC
Made with FlippingBook - professional solution for displaying marketing and sales documents online