On site
Survey and measure
Estimators arrive with the job pack, record rooms and photos, and send accurate measurements straight back to the office.
See floor plansWhat’s possible
A bigger picture of what a bespoke flooring business system could do.
From first enquiry to final handover
Your whole business, working together.
A system built for your flooring company can connect sales, surveys, quoting, stock, fitting and accounts — so nothing gets lost between teams.
The areas below are possibilities for a tailored build. This read-only demo shows a sample of them, not every feature listed.
Fitting day
Install with confidence
Fitters work from the latest instructions, log progress as they go, and finish with a signed handover the customer can see.
See the team view
Stock and purchasing
Know what you hold
See what is available, reserved or on order across showrooms and depots, and match deliveries to the jobs that need them.
See stockEvery area a tailored system could cover
01
Win more work
Keep every opportunity moving, from a showroom visit or website enquiry to a signed-off job.
Explore jobs- Customer records and complete conversation history
- Website enquiries and online appointment booking
- Sales pipeline, reminders and quote follow-ups
- Showroom, commercial and insurance job journeys
- Deposits, lost-job reasons and conversion tracking
02
Measure with confidence
Give estimators the job details they need on site and bring accurate measurements back to the office.
Explore floor plans- Estimator diary, job packs and site checklists
- Room drawings, dimensions and floor plans
- Carpet cut plans, pile direction and wastage
- Photos, video, notes and customer signatures
- Manager sign-off before a quote moves ahead
03
Price and quote consistently
Turn a measure into a clear customer-facing offer without losing the detail your team relies on.
Explore quotes & invoices- Supplier price lists and selling-price rules
- Material, accessories, preparation and fitting calculations
- Estimates, revised quotes and customer approvals
- Separate material and fitting amounts
- Invoices, payment status and overdue reminders
04
Keep the diary under control
See the whole week at a glance, with the right people and resources on each job.
Explore the schedule- Survey and fitting appointments
- Installer, estimator and branch calendars
- Availability, holiday and absence planning
- Customer booking requests and confirmations
- Automatic tasks when a job changes stage
05
Make fitting days run smoothly
Put the latest instructions in fitters’ hands instead of relying on calls and paper folders.
Explore the team- Mobile fitter job packs and cutting instructions
- Arrival, progress and completion updates
- Before-and-after photos and snagging lists
- Customer handover and completion sign-off
- Fitter time, extras, materials used and payment sheets
06
Know what’s on the shelf
Understand what is available, reserved or running low across showrooms and warehouses.
Explore stock- Stock by shop, warehouse and location
- Carpet rolls, dye batches, cuts and remnants
- Reservations against upcoming jobs
- Delivery-note photos and stock receiving
- Stock takes, transfers and reorder alerts
07
Stay ahead of purchasing
Connect what has been sold to what needs ordering and what actually arrives.
Explore purchasing- Supplier records, catalogues and price changes
- Purchase orders generated from job requirements
- Expected delivery dates and overdue alerts
- Delivery label matching and goods book-in
- Supplier spend, outstanding orders and delivery history
08
Keep everyone in the loop
Make customer and team communication part of the job record.
Explore messages- Shared WhatsApp and email conversations
- Appointment, quote and fitting updates
- Internal tasks, notes and handovers
- Aftercare calls, feedback and review requests
- Message templates tailored to your own process
09
See your people and vehicles
Coordinate teams on the road and make better use of every working day.
Explore vans- Van locations and driver assignments
- Daily routes, travel times and job sequencing
- Staff roles and branch responsibilities
- Timesheets and workload visibility
- Installer performance and job profitability
10
Make decisions from real numbers
See where money is made, where work gets stuck and what needs attention today.
Explore reports- Live owner dashboard and daily priorities
- Sales, quote win rates and pipeline forecasts
- Profit by job, product, branch and team
- Stock value, wastage and supplier performance
- Cash owed, overdue invoices and exportable reports
11
Build around the way you work
The system can follow your rules rather than asking your business to fit a generic package.
Explore the demo- Different workflows for retail, commercial and insurance work
- Approvals and checks at the stages that matter
- Branch-specific views and access for each role
- Connections to the services you already use
- Customer portals, forms and documents in your branding
Built around the way you work
No two flooring businesses run exactly alike. A bespoke system can start with the parts you need most and grow around your people, your process and your customers.
Open the demo