From showroom visit to installed floor
CRM for flooring companies
Leads from the showroom, the website and builders in one pipeline, measures booked to the right estimator, quotes that calculate waste and trim for you, and installers scheduled when the material actually lands.
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JobBoard: the flooring companies edition, in your browser
One of twelve industry systems we build from, each with its own screens, workflow and vocabulary. JobBoard carries dispatch map, routes per technician and a phone view built for the van, plus the pipeline, inbox with SMS and email, quotes the customer accepts online, schedule, editable automation flows, reports and a phone view. Sample data in your browser only. Your build carries your own stages, fields and rules.
Use Expand in the demo toolbar for a full screen view, press Escape to close it, or open the flooring companies demo on its own page.
Who this is for
Built for flooring companies
Flooring stores and installation companies selling carpet, hardwood, vinyl, laminate and tile to homeowners, builders and property managers, with 2 to 30 estimators and install crews, who need the quote, the order and the install date in one place.
Measures that become quotes in minutes
The estimator enters room sizes on a tablet, the system adds waste, transitions and stair labour from your rules, and the homeowner gets a quote with options before the estimator leaves the driveway.
Installs booked when the material is in
An accepted quote raises the supplier order. When the cartons or rolls are received, the job moves to ready and the install crew is offered dates, so nobody books an installer for flooring sitting on a truck.
Builder and property manager accounts
Builders get their own price tier, standard selections per plan and a list of open lots. Property managers get turnover flooring on a schedule, invoiced monthly.
Follow up that sells the next room
Six months after an install the customer is asked for a review, and a year later offered the next room or a cleaning service, from the same record.
Pipeline
The stages work moves through
A starting point we adjust to your process in the first design week. Each stage can require fields, trigger messages and create tasks.
- Showroom or web lead
- Measure booked
- Quote sent
- Accepted, deposit paid
- Material ordered
- Installed
- Final paid
Records
What the system keeps track of
Real record types with the fields your team uses, related to each other so one screen shows the whole picture.
Integrations
Connected to the tools you already run
Two way where both sides edit the data, one way where they do not, monitored for twelve months as part of the build.
- QuickBooks or Xero
- Supplier ordering by email or EDI
- Google Calendar
- SMS
- Stripe deposits
- Measure apps by CSV
Questions we get asked
What does flooring CRM software cost?
A custom flooring CRM with leads, measures, quotes with waste calculation, orders, installer scheduling and accounting sync usually costs 7,900 to 12,900 US dollars as a fixed price, built in six to eight weeks. A lead and quote tracker for a single store starts at 4,900, with no per user fees afterwards.
Can it calculate waste and materials from a measure?
Yes. Your rules for waste factor by product, seam layout for carpet, transitions, trim and stair labour are built into the quote. The estimator enters room sizes or imports them from a measuring app, and the materials list and price are calculated, with your margin visible to managers only.
Does it handle builder and multifamily work?
Builder accounts carry their own pricing tier, standard selections per floor plan and a list of lots with install dates. Property managers can request unit turnovers that land on the schedule with the selected flooring, and the work is invoiced on their monthly statement rather than job by job.
Can it work for carpet cleaning or tile as well?
Yes. Product types and job types are yours to define, so carpet, hardwood, vinyl, tile, refinishing or cleaning each have their own quote rules and checklists. Many flooring companies add cleaning and maintenance plans as a recurring service, and the same customer record holds both.
Tell us how your flooring companies business works. We will quote the CRM that fits it.
A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.