A flooring CRM that carries the job from the sample case to the last transition strip.
A flooring job is measurements, boxes, a supplier's delivery date, a few days of waiting for material to settle, and a crew that is paid by the square foot. The quote has to hold material and labor on separate lines and the schedule has to wait for the truck. Generic field software has one appointment and one invoice. We build the rest.
Material, waste, orders and crews make flooring a different kind of job to run
A flooring quote is two businesses in one document. The material side is square feet by room, a waste factor that depends on the pattern and the room shape, rounding up to the cartons the supplier sells, and the supplier's price that day. The labor side is removal by floor type, subfloor prep, install by material, stairs by the step, transitions by the piece, and the furniture and appliances that have to move. The customer sees one number and divides it by the area; the office needs every line to know whether the job pays.
Then the job waits. Material is ordered after the deposit, arrives on the supplier's schedule, may need days in the house before it can go down, and only then does the crew's day exist. Leveling compound cures, moisture readings come back, a carton shows up damaged. A schedule that books the install on the day of the sale sends a crew to a house with no floor to lay.
And the crew is often not an employee. Installers paid per square foot, by material, with stairs and prep paid separately, need a job sheet that says exactly what is being paid, and the office needs that labor cost against the quote before the invoice goes out. Add the sample case that went home with a customer three weeks ago and the hardwood recoat that is due in a few years, and the record has more moving parts than most trades.
What a flooring CRM has to track
In our build every one of these is a proper field, not a sentence in a notes box.
Room-by-room measurements with waste by pattern
Each room's area, its shape and closets, the pattern (straight, diagonal, herringbone), and a waste factor per material and pattern you set from your own jobs, rounding up to cartons, so the order is right and the leftover is explained.
Material options side by side on one quote
Two or three materials for the same rooms with their own price, prep and lead time, so the customer picks on her phone and the chosen option becomes the order, without three separate quotes.
Sample checkout and return
Which samples went home with whom and when, with a reminder to the customer to decide and to the office to collect them, so the sample case is whole when the next measure needs it.
Orders, deliveries and acclimation
Supplier, order date, expected delivery, what arrived and in what condition, and the days the manufacturer wants the material in the house before install, with the crew day unable to be booked before those dates pass.
Moisture readings and subfloor findings
Readings by location on slabs and wood subfloors, photos of what was under the old floor, and prep line items added from the measure or the tear-out day, stored on the job for the warranty question that comes years later.
Installer pay against the quote
Each installer's rate by material, by step for stairs and by hour for prep, applied to the job's measured quantities, so labor cost is real and margin per job is visible before the invoice.
How we build a flooring CRM
Our own service companies ran on the first CRM we wrote; yours gets shaped by the way your estimator, your supplier and your installers already work.
Your materials and rates as the quote template
Your material list with current costs, your waste factors, your removal and prep rates, your per-step stair price and your transition pieces go in once; the estimator fills in rooms and the quote writes itself.
Online approval with the deposit that triggers the order
The customer picks the option, signs and pays the deposit on her phone. Pricing is recomputed on our side at approval, so a tampered page cannot alter the total, and the order task appears for the office the same minute.
A schedule that waits for the truck
Install days can only be booked once delivery and acclimation dates have passed, prep days are blocked before install days, and multi-day whole-house jobs show room order so the household can plan.
A crew app with the cut list
Each installer sees the day's rooms, material and cartons on site, the transitions and stair count, the prep already done, the photo checklist before leaving and the quantities their pay is based on.
Change orders from the tear-out
When the crew finds a soft subfloor or a second layer of old vinyl, the lead photographs it, adds the prep line, and the customer approves the change by text before the work continues.
Care reminders and reporting
Hardwood customers get a recoat reminder at your interval, every customer gets a care note after install, and the owner sees margin by material, close rate by lead source and open orders on one screen.
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 flooring, answered.
Can it quote material and labor separately but show one total?
Yes. The customer sees the total with the extras listed; the office sees material cost, labor cost and margin per line. You decide what the customer-facing quote breaks out.
Does it handle a showroom sale and an in-home measure as one job?
Yes. A showroom conversation opens the record with the samples the customer liked; the measure adds rooms and readings; the quote and order follow on the same job.
Our installers are subcontractors paid per foot. Does that work?
Yes. Each installer has rates by material, stairs and prep. The job calculates their pay from the measured quantities, and the office sees that cost against the quote.
What about refinishing jobs?
A refinishing job carries species, square feet, the stain the customer approved from samples on the floor, the finish product, the sanding and coat days and the days the rooms are closed, with its own crew and pay basis.
Can you bring our data over from the software we use now?
Yes. Customers, quotes, orders and invoices come out of most tools; we map them into the room, material and order fields and leave the old system readable until you are satisfied nothing was lost.
Custom CRM for flooring. Owned by you.
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