A floor coating CRM built around the slab, the recoat window and the day the car comes back in.
A coating job is a few hours of grinding and a few hours of rolling, with everything else happening around them: the assessment, the readings, the color approval, the kit order, the clear-the-garage text, the second trip the recoat window forces, and the cure times the customer has to respect. The CRM we build follows that order of events.
Coating jobs are short on site and long everywhere else
Field software built for a plumber assumes one visit, one invoice. A coating job runs differently. The assessment produces readings and photos that decide the system. The quote offers two or three systems and the buyer picks one. The kit order has to match the system and the square footage, and the crew has to be on site inside the product's temperature window. The base coat's recoat window decides whether the same crew comes back tomorrow or the floor is done tonight. Then the customer has to keep the car out for however long that day's temperature says, and if they do not, the callback is yours.
Two more things make it different. A coating company often runs on one or two crews doing a handful of floors a week, so a single rained-out exterior job or a slab that tests wet reshuffles the whole week. And the records matter years later: when a floor lifts, the question is what the slab measured before you coated it, and whether the conditions log shows the crew stayed inside the data sheet. A spreadsheet and a camera roll cannot answer that.
We build the coating CRM to carry the slab's story from the first reading to the warranty call, with the kit counts, the crew calendar and the customer's cure dates on the same job.
What a floor coating CRM has to track
Keep any of these in the crew lead's head and sooner or later a floor gets coated over a wet slab or a customer parks on it too soon.
The assessment as a record, not a note
Square footage, stem walls, what is on the slab now, crack and spall counts, oil stains, the moisture test method and every reading with where it was taken, plus photos, all saved to the address before a quote exists.
Quotes by system with priced options
A solid-color epoxy, a flake system and a metallic floor on one quote, with crack repair, moisture mitigation, cove base, stem walls and stair treads as options the buyer can add before signing on their phone. Our good, better, best quotes guide lays out the format.
Scheduling that respects the data sheet
Each system carries its own recoat window and temperature range, so booking a two-day epoxy system blocks the crew's next morning and a cold forecast flags an unheated garage before the kits are mixed.
Kits, batches and what went on which floor
The kit count comes from the quoted square footage and the coverage rate, the order goes to your supplier from the job, and the batch numbers used on each floor are recorded against it for the warranty file.
Install conditions and silica controls, logged
Air and slab temperatures, humidity and dew point at each coat, and which dust control the crew used while grinding, entered from the crew lead's phone in under a minute. The record is what protects you when a floor is questioned.
The customer's dates, not just yours
The clear-the-floor text the day before, the walk-on and park-on times after the last coat for that day's temperature, and the one-year floor check booked when the job closes, so the follow-up that produces referrals actually happens.
How we build a CRM for a floor coating company
We built our own CRM for our own service companies first. Yours is set up for the systems you install and the crews you run, in accounts that belong to you.
Stages that match a coating sale
Inquiry, assessment, quote sent, color approved, deposit paid, kits ordered, prep day, coat day, cured, invoiced, one-year check. Named your way, with reports that count floors and dollars at each stage.
A crew view for the garage
The crew lead's phone shows today's floor, the system, the kit count, the readings from the assessment, the color and the customer's phone, plus a form for the conditions log and photos at each step. It works in a basement with no signal and syncs later.
Change orders when the grinder finds more
When grinding reveals a patched slab or more cracks than the assessment showed, the crew sends a priced change from the garage and the customer approves it by text before the base coat goes down.
Online signatures and deposits
From one link the buyer approves the quote, confirms the color and pays the deposit. Approval triggers a server-side re-price, so nothing in the browser can change the total.
Referral partners and sources on every job
Each job carries the garage door company, builder, cabinet installer, agent or past customer who sent it, so you can see which partners earn a stack of cards and a thank-you at year end.
What you own on day one.
Every account is opened in your company's name with you as the owner. If you ever leave, you change a password, not your business.
- Domain, hosting and the site files
- Phone numbers and call recordings
- The CRM and its database
- Email and text lists, with consent records
- Google Business Profile and every listing
- Analytics and Search Console
Custom CRM for epoxy flooring, answered.
Can it keep moisture readings and photos with the address?
Yes. The test method, each reading, its location on a sketch of the floor and the photos stay with the address for the life of the record, and a quote years later for the same slab starts with them.
How does scheduling handle a two-day system?
When a quoted system has a recoat window that runs overnight, the booking blocks both days for that crew. If the forecast drops below the system's minimum temperature for an unheated garage, the job is flagged before the kits are mixed.
Does it work for commercial jobs done at night?
Yes. Commercial jobs carry the shutdown window, the phases, the site contact, the certificate of insurance and the reopening date, and night work sits in its own calendar lane, so an overnight crew never gets handed a day job the next morning.
Can we bring over our data from the current software?
Customers, quotes, jobs and photos come out of the current tool, get mapped into the new structure, and both systems run side by side briefly so nothing goes missing. Your history stays readable.
What does the one-year check do for us?
It is the follow-up that finds chips before they become complaints, gets the review from a customer who is still happy, and asks whether a neighbor admired the floor. The CRM books it when the job closes so it is never forgotten.
Custom CRM for epoxy flooring. Owned by you.
Start with the instant website checkup of your current site: your grade and top 3 fixes, no sign-up. Or get a free system quote for the whole epoxy flooring setup.
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