Home Outlet Cabinet Program Associate Resource Guide

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Resource Guide for Home Outlet Associates outlining the Cabinet Installation Program.

CABINET INSTALLATION ASSOCIATE RESOURCE GUIDE

WELCOME

Welcome to the Sage Surfaces 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!

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 Surfaces 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!

TABLE OF CONTENTS

7 8

Cabinet Measure Order Process Cabinet Measure P.O. Cabinet Design Review Final Details Cabinet Install Order Process Cabinet Install P.O. Estimated Cabinet Delivery Cabinet P.O. Received

11 17

20 21 25 27 29 30 31 32 33 35 40 43 48 49 51 52 53

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

54 55 56 59 60 61 62 63 64

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 PROGRAM

CABINET MEASURE PROCESS

CABINET INSTALL PROCESS

CUSTOMER JOURNEY

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 hrs - 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

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

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 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

CABINET MEASURE P.O.

7. Click Next , then Finish , and OK 8. Click Text Line 9. Enter Customer’s Name, Address, and Phone Number

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

CABINET MEASURE P.O.

14. Click Yes to print purchase order 15. Click Complete Order

16. Click Email 17. Click Send

18. Click Next , then Finish to send the cabinet measure PO to Sage Surfaces 19. Click Yes twice to print Purchase Order and Sales Order

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

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

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

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

CABINET DESIGN

12. Click Upload Cabinet Design Packet button

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 cus tomer 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 assem bly added to the install labor costs.

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

REVIEW FINAL DETAILS

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

REVIEW FINAL DETAILS

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

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 • Assign Installer (Gimbil)

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

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

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

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

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 Surfaces then Yes to Print Purchase Order

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

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

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

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

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. Cabinet Install Costs Submitted 3. Estimated Cabinet Delivery Date 4. Cabinet Delivered Date to Store Not Entered

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

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

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

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

SETTING CUSTOMER EXPECTATIONS

Cabinet Measure Purchase Home Outlet will issue a Purchase Order (P.O.) to the Sage Surfaces 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 Surfaces 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.

Prep for Measure Checklist

Before Measure: • Ensure the space is clear and accessible. Remove any obstacles that the person coming to measure may need to work around for accurate measurements. • A decision maker 18 years or older, capable of addressing any cabinet design elements which may come up during the measure process must be present for the duration of the appointment. • Please contact the CCI immediately if you need to reschedule the appointment. • Failure to alert your CCI to a change in your appointment at least 24 hours prior to your scheduled appointment may result in a trip charge.

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

CABINET MEASURE ORDER RECEIVED

• Triggered when cabinet measure order is received in our system

CABINET MEASURE APPOINTMENT SCHEDULED

• Triggered when the cabinet measure appointment is scheduled in Sage Sync • Resends if rescheduled

CABINET MEASURE APPOINTMENT REMINDER

• Triggered 24 hrs before scheduled cabinet measure appointment

CABINET MEASURE COMPLETED

• Triggered when the actual cabinet measure date is submitted in Sage Sync

CABINET INSTALL LABOR COSTS

• Triggered when the cabinet install labor costs are submitted in Sage Sync

SETTING CUSTOMER EXPECTATIONS

Cabinet Purchase

The Sage Surfaces 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 Surfaces 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 Surfaces 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.

Installation Checklist

Before Installation: • Empty Cabinets: Remove and pack all items from cabinets and drawers; label boxes and keep essen tials handy. • Set Up a Temporary Kitchen: Create a space with a small fridge, microwave, and water source; stock disposable utensils and pre-plan meals. • Clear and Protect: Empty countertops, take down wall hangings, and move furniture away from adja cent walls. • Manage Pets and Storage: Relocate pets and designate a safe storage area for your new cabinets. Inspect cabinets upon delivery for completeness and damage. During Installation: • Ensure an adult over the age of 18 with decision-making authority is present for the duration of the installation. • Keep children and pets out of the work area. • Turn off central heating/AC during sanding to limit dust spread.

CUSTOMER INSTALL NOTIFICATIONS

• Cabinet Install Order Received • Cabinet Install Appointment Scheduled • Cabinet Install Appointment Reminder • Cabinet Install Complete & Survey

CABINET INSTALL ORDER RECEIVED

• Triggered when the cabinet install order is received.

CABINET INSTALL SCHEDULED

• Triggered when the cabinet installer enters the scheduled install date in Sage Sync • Resends if rescheduled

CABINET INSTALL REMINDER

• Triggered 24 hours before scheduled install start date

CABINET INSTALL COMPLETE

• Triggered when cabinet installer enters actual install completion date in Sage Sync

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 Surfaces 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 SURFACES 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.

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

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.

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.

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.

APPENDIX

SUPPORTING DOCUMENTS

Care & Maintenance Specifications For Safe & Proper Cabinet Installation

Cabinet Care and Maintenance

1. Wipe up spills immediately to avoid damage to cabinet finishes. 2. Avoid damaging the stain and finish by blotting the cabinet surface instead of wiping, when wet. 3. Only use mild cleaners when cleaning cabinet surfaces. 4. Avoid spraying cleaning products directly on the wood. Apply product to a cleaning cloth instead. 5. Damp soft cloths should be used to clean cabinets on a regular basis. 6. Excess water should be dried immediately to avoid water damage to cabinet finishes.

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: Gimbil App and Sage Sync When should it be reviewed: When picking up and delivery cabinets, prior to start of installation. Required Document - to be uploaded in Gimbil App or Sage Sync upon cabinet delivery to customer’s home

Prep for Measure Checklist

Installation Checklist

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

CABINET MEASURE WORKSHEET

Customer Name: _________________________________ Customer Phone #: _________________________________

Wall A Total Length:_____________________ Cabinets On This Wall? ___ Yes ___ No

Wall B Total Length:_____________________ Cabinets On This Wall? ___ Yes ___ No

Wall D Total Length:_____________________ Cabinets On This Wall? ___ Yes ___ No

Wall C Total Length:_____________________ Cabinets On This Wall? ___ Yes ___ No

LEGEND

Ceiling Height: _______________________ Will Cabinets Extend to Ceiling? Y/N Peninsula? Y/N Island? Y/N Additional Notes:

E Electrical Outlet Sink

DW MC

Window Door / Opening

Dishwasher

R S

Microwave

O Oven

ST Stove

Refrigerator

____________________________________________________ ____________________________________________________ ____________________________________________________ ____________________________________________________ ____________________________________________________

APPLIANCE DIMENSIONS:

Range: __________ Refrigerator: __________ Dishwasher: __________

Microwave: __________ Wall Oven: __________ Cooktop: __________ Vent Hood: __________ Sink: __________

REV 1.13.2025

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

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

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

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

Install top cabinet molding

360020

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

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.

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