Presets by trade
Find the preset for what you sell or service, and see exactly what it sets up before you turn it on.
Updated 23 September 2026
On this page
- Why
- Most businesses need more than one preset, and each should read as something you sell.
- What
- Every preset in the platform, grouped by how the trade works, with what each one sets up.
- How
- Pick by what you do: a business that sells blades and sharpens them turns on one from Tooling and consumables and one from Service centres.
Tooling and consumables
Ranges that are described by a specification and quoted from a catalogue.
| Preset | Covers | Sets up | Needs |
|---|---|---|---|
| Cutting tools | Solid and indexable metal cutting tools | Wizard: Machining tool selector; 3 product schemas | Sales Engineer and Wizard |
| Indexable tooling | Inserts, holders, grades and chipbreakers | Wizard: Machining tool selector; 1 product schema | Sales Engineer and Wizard |
| Saw blades | Bandsaw, circular, cold saw and tipped blades | Design module: PCD saw blades; Wizards: Bandsaw blade wizard and PCD saw blade selector; 4 product schemas | Sales Engineer, Design Engineer and Wizard |
| Industrial blades and knives | Machine knives, guillotine blades and profile knives | 2 product schemas | Sales Engineer |
| Grinding wheels and abrasives | Bonded, coated and superabrasive | 2 product schemas | Sales Engineer |
| PCD and diamond tooling | Brazed and tipped polycrystalline diamond | Design modules: PCD saw blades and PCD profile cutters; Machine modules: Wire EDM and CNC milling; 2 inactive stations (Wire EDM 1 and CNC mill 1); Wizard: PCD saw blade selector; 3 product schemas | Sales Engineer, Design Engineer, Machinist and Wizard |
| Gear cutting tools | Hobs, shaper cutters and shaving tools | 1 product schema | Sales Engineer |
Machine shop
What runs beside the machine: workholding, spares, gauges and fluids.
| Preset | Covers | Sets up | Needs |
|---|---|---|---|
| Toolholding and workholding | Chucks, holders, vices and soft jaws | Design module: Soft jaws; 1 product schema | Sales Engineer and Design Engineer |
| Machines, spares and maintenance | Machine tools, spare parts and service visits | 1 service; 1 product schema; 3 customer fields | Sales Engineer and Service Centre |
| Metrology and inspection | Gauges, instruments and measuring equipment | 1 product schema | Sales Engineer |
| Fluids, coolants and lubricants | Cutting fluids, oils, greases and cleaners | 1 product schema | Sales Engineer |
| Machined parts and subcontract machining | Parts made to a customer drawing | 1 product schema; 2 customer fields | Sales Engineer |
Made to order
Work quoted per job from sizes and a drawing rather than from a part number.
| Preset | Covers | Sets up | Needs |
|---|---|---|---|
| Balustrades and architectural metalwork | Guarding, handrail runs, glass and staircases | Design module: Balustrades and handrails; 2 product schemas; 3 customer fields | Sales Engineer and Design Engineer |
| Gaskets and sealing | Flange gaskets, cut shapes and sheet materials | Design module: Gaskets; 2 product schemas; 2 customer fields | Sales Engineer and Design Engineer |
| Cut-to-size plastics | Sheet, rod and tube cut to a customer size | Design module: Cut to size plastics; 1 product schema; 3 customer fields | Sales Engineer and Design Engineer |
| Plate profiling and cutting | Plasma, laser and waterjet profiling from plate | Machine module: Arcline plasma; 1 inactive station (Plasma table 1); 1 product schema; 3 customer fields | Sales Engineer and Machinist |
| Solid round tools | Endmills and form cutters ground from carbide rod to a specification | Design module: Solid carbide endmills; 1 product schema | Sales Engineer and Design Engineer |
| Machine knives | Profile ground straight and circular knives made to a drawing | Built to order: nothing to set up yet. Request this build books a scoping call. | Design Engineer |
| Superabrasive wheels | Diamond and CBN wheels specified by shape, segment and bond | Built to order: nothing to set up yet. Request this build books a scoping call. | Design Engineer |
| Woodworking cutter heads | Planing and profiling heads carrying insert seats | Built to order: nothing to set up yet. Request this build books a scoping call. | Design Engineer |
| Coating racks and jigs | Racks and jigs built around the parts they carry | Built to order: nothing to set up yet. Request this build books a scoping call. | Design Engineer |
Materials and treatment
Stock you hold and processes you put it through.
| Preset | Covers | Sets up | Needs |
|---|---|---|---|
| Materials and stock | Bar, plate, sheet, tube and section | 1 product schema | Sales Engineer and Stock |
| Coatings and surface treatment | PVD, CVD and applied coatings | Wizard: Coating and treatment selector; 1 service; 1 product schema; 3 customer fields | Sales Engineer, Service Centre and Wizard |
Distribution ranges
Broad factory supply ranges, sold on availability and account terms.
| Preset | Covers | Sets up | Needs |
|---|---|---|---|
| Fasteners and fixings | Bolts, screws, anchors and washers | 1 product schema | Sales Engineer |
| Bearings and power transmission | Bearings, belts, chain, couplings and gearing | 1 product schema | Sales Engineer |
| Hydraulics, pneumatics and sealing | Hose, fittings, cylinders, valves and seals | 1 product schema | Sales Engineer |
| Welding consumables and gas | Wire, rod, flux, gas and welding equipment | 1 product schema | Sales Engineer |
| MRO consumables and PPE | Site consumables, safety and general supply | 1 product schema | Sales Engineer |
Service centres
Work you do on a customer's own item and send back to them.
| Preset | Covers | Sets up | Needs |
|---|---|---|---|
| Tool regrind and recoat | Solid tools sharpened and recoated | Service model: Solid tool regrind and recoat; 3 services; 2 product schemas; 3 customer fields | Sales Engineer and Service Centre |
| Saw sharpening and retipping | Circular, band and cold saw blades serviced | Service model: Saw blade sharpening and retipping; 2 services; 3 customer fields | Service Centre |
| Blade and knife regrind | Machine knives and industrial blades reground | Service model: Blade and knife regrind; 2 services; 3 customer fields | Service Centre |
| Wheel re-profiling and balancing | Grinding wheels re-profiled to drawing | Service model: Wheel re-profiling and balancing; 2 services; 3 customer fields | Service Centre |
| PCD re-tip and regrind | Brazed PCD tools re-tipped and reground | Service model: PCD re-tip and regrind; 1 service; 3 customer fields | Service Centre |
| Hob sharpening and recoat | Gear hobs resharpened on the flutes | Service model: Hob sharpening and recoat; 1 service; 3 customer fields | Service Centre |
| Toolholder restoration and balancing | Tapers cleaned up, inspected and balanced | Service model: Toolholder taper restoration and balancing; 1 service; 3 customer fields | Service Centre |
| Calibration and certification | Gauges calibrated, material certified | Service model: Gauge and instrument calibration; 2 services; 1 product schema; 5 customer fields | Sales Engineer and Service Centre |
| Coolant management | Sumps cleaned out, refilled and monitored | Service model: Coolant system clean-out and refill; 1 service; 1 product schema; 3 customer fields | Sales Engineer and Service Centre |
| Surface treatment and metal finishing | Plating, zinc flake, e-coat and conversion coatings | Wizard: Coating and treatment selector; Service model: Batch surface treatment; 10 services; 5 customer fields | Service Centre and Wizard |
Nothing matches what you sell? In /app/settings/presets, the Nothing here matches what you sell? card offers Book a scoping call for a custom build. See Custom design modules and the roadmap.
Related
- PresetsSet a workspace up for your trade in one step, at onboarding or later, and know what a preset will and will not touch.
- Custom design modules and the roadmapAsk for a design module Kabaido has not built yet, from the roadmap or from scratch.
- Service models and workflow typesSet up a service that prices itself, and know which workflow type your work follows.
- SettingsKnow what each settings section holds and who can open it.