A flooring project is more than square footage. Room transitions, stairs, subfloor condition, moisture, demolition, furniture, occupied areas, material availability, delivery, and trim can all change the estimate and installation plan. FieldCRM connects those site details with measurements, product decisions, customer approval, scheduled work, photos, payments, punch-list items, and future follow-up so the project history remains useful after installation. Details stay available.
See the workflow
Try it without surprises
You do not need a sales call to begin. Pricing and trial terms are shown before you confirm.
Create the account and choose the business type that most closely matches your work.
Add a card securely. You pay $0 today and get 14 days to test the complete core workflow.
Solo is $29 per month after the trial unless you cancel beforehand. There is no annual contract.
Industry scenario
Keep measurements, materials, direction, transitions, trim, demolition, and optional spaces separated clearly enough for the customer and installer to understand the approved scope. Each room retains its selected product and price.
Inspect it in the demo
The interactive demo opens in English with a fictional sample business, not a flooring contractor account. Use it to inspect the shared customer, Work Order, quote, job, and follow-up structure; the industry-specific scenario is shown on this page.
Open the interactive demoEach stage stays attached to the same customer and work history.
Record each room, approximate dimensions, existing floor, subfloor observations, stairs, transitions, baseboard plan, furniture, appliances, access, moisture concerns, occupied areas, and customer photos. Note preferred materials and timeline while clearly marking what still requires a site measure, manufacturer guidance, or technical evaluation before final pricing.
Build the estimate with material, underlayment, trim, transitions, adhesive, demolition, disposal, preparation, stairs, furniture movement, delivery, and labor. Separate alternatives such as repair versus replacement or customer-supplied versus contractor-supplied material. Keep product, color, quantity, and approved options tied to the quote that becomes the installation job.
Schedule measurement, delivery, acclimation, preparation, and installation steps with access and product notes available. Record discovered subfloor issues, approved changes, material lots where useful, progress photos, completion, payment, and punch-list status. Follow up on transitions, repairs, care questions, leftover material, or another room using the original project context.
Keep measurements, materials, direction, transitions, trim, demolition, and optional spaces separated clearly enough for the customer and installer to understand the approved scope. Each room retains its selected product and price.
Document visible conditions, moisture concerns, leveling or repair assumptions, inspection findings, change approvals, and photos instead of burying preparation inside a generic labor line. The installer sees what was known before removal.
Save manufacturer, collection, color, plank or tile size, quantity assumptions, samples, customer approval, and availability updates with the exact project. Purchasing follows the latest documented customer selection.
Retrieve room, product, installation date, photos, completion notes, and customer concern before planning a return for transition, trim, board, seam, or tile work. The visit targets the correct installed area.
Capture the customer, rooms, measurements, material choice, subfloor, demolition, access, and photos
Build the estimate with labor, materials, disposal, transitions, prep, and the customer quote decision
Schedule the install, track payment and completion details, and keep warranty notes and follow-up attached
Yes. Room details, measurements, product decisions, photos, estimate history, installation notes, payments, and follow-ups can stay connected to the customer and job.
Yes. Clear line items can separate demolition, subfloor preparation, materials, trim, stairs, and room options before the customer approves the work.
No. The flooring professional remains responsible for field measurements, waste, moisture testing, substrate evaluation, manufacturer instructions, safety, and final pricing. FieldCRM organizes those decisions.
Flooring Contractor owner guides
Use these practical checklists to improve intake, preserve job context, and keep the next owner action clear.
Use a flooring estimate measurement checklist to organize rooms, dimensions, material choices, subfloor notes, photos, scope, and next steps.
Read guideCreate a flooring install job record that keeps approved scope, materials, preparation, schedule, progress, closeout, payment, and warranty context together.
Read guideSee how the same connected workflow fits other kinds of field service work.
View all solutionsKeep the customer, the work, the money, and the next action connected.
Capture incoming work once, then move it toward pricing, approval, and delivery.
See which work is ready, scheduled, underway, delayed, or completed.
Price the work, present it clearly, and keep the customer decision attached.
Add a card to try the full core workflow for 14 days and pay $0 today. Choose your business type during setup.
