Store operations, not generic CRM

Run measures, quotes, stock, installs, payments and follow-up from one place.

Floor2Quote is built for flooring stores that need visibility from the first customer enquiry through to booked installation and final payment. It helps owners, managers, reps and admin staff see what is happening without chasing spreadsheets, whiteboards or disconnected message threads.

Measure diary and sales rep workload Quote GP, deposits and stock readiness Installer scheduling, holds and blockouts SMS reminders, replies and follow-up queues
Floor2Quote team dashboard and sales rep calendar
A live operating dashboard for sales performance, rep calendars, measure status and next actions.

Designed around the flooring job lifecycle

Flooring work has moving parts: measure bookings, quote revisions, deposit status, stock orders, installer availability, installation holds, customer reminders and payment requests. Floor2Quote keeps those events tied to the same customer, quote and job so your team can act from one source of truth.

Lead and measure control

Book measures, track rep capacity, confirm appointments by SMS and keep missed replies visible in the SMS inbox.

Quote and proposal operations

Build proposals, review margins, send quote links, record view history and keep quote follow-up connected to the customer record.

Deposit and payment readiness

See deposit status, payment requests, outstanding amounts and job costing information before a job reaches installation.

Stock and install checks

Track stock orders, readiness, supply checks and installation preparation so surprises are caught before the installer arrives.

Installer calendar and holds

Manage job scheduling, installer blockouts, temporary holds and overbooking warnings directly inside the operations calendar.

Management reporting

Review weekly sales, GP, conversion, overdue work and store activity so managers know where attention is needed today.

Real screens for real store work

The system is not a marketing dashboard bolted onto a quoting tool. It is the daily workspace for the people booking, selling, ordering, scheduling and chasing flooring jobs.

Who it helps each day

For the operator

Floor2Quote gives a flooring business a clearer operating rhythm: what needs quoting, what needs chasing, what can be installed, what is blocked, and where money is sitting. The value is not just faster admin. It is fewer missed handovers and better margin control.

  • Owners and managers: monitor sales, gross profit, conversion, overdue activity and store performance without waiting for manual reports.
  • Sales reps: see measures, customer context, quote status, appointment details and follow-up tasks from the same workflow.
  • Admin teams: manage deposits, stock orders, customer messages, payment requests and booking changes with fewer disconnected systems.
  • Install teams: view scheduled work, holds, blockouts, readiness notes and job details before the install date.

See it with your store workflow in mind.

A walkthrough is most useful when we map Floor2Quote to your current process: how leads arrive, how quotes are prepared, how stock is ordered, how installs are booked and where the handovers currently get messy.