Features
Flooring App Features
Customer management
Customer relationship management Track customer notes and tasks
- Customer relationship management
- Lead Management
- Track customer notes and tasks
- Email Campaign Management
Document Storage
Upload all business transaction documents for safe and secure storage
- Customer Contact Management
- Lead Management
- Customer Notes and Tasks
- Email Campaign Management
Inventory Tracking
Track all inventory or on-demand products sold
- Customer Contact Management
- Lead Management
- Customer Notes and Tasks
- Email Campaign Management
Quoting
Create quotes in minutes.
Option to print, email or view online.
Instant quote to invoice conversion.
Accept signature digitally
Option to print, email or view online.
Instant quote to invoice conversion.
Accept signature digitally
- Create quotes in minutes
- Option to print, email or view online
- Quote to Contract Conversion
- Instant quote to invoice conversion
- Accept signatures digitally
Invoicing
Categorize invoices by services provided with multiple invoice options
- Track Profit Margins
- Calculate Commissions
- UOM Based on Product Coverage
- Select Existing Labor Cost List or Create a New One
Contractor Scheduling
Contractors gain access to the contractor portal
- Easily access contractor availability
- Contractor Portal
- Instant access to all job information
- Email and Text Reminders for Contractors
Order Materials
Intuitive ordering based on invoice status
Ability to auto-populated ordering information
Track orders at any time to stay informed
Ability to auto-populated ordering information
Track orders at any time to stay informed
- Intuitive ordering based on invoice status
- Ability to auto-populate ordering information
- Track orders at any time to stay informed
Payments
Record and manage all payments in one place with Floorzap.
- Track Customer Payments and Balances Due
- Track Sales Commissions
- Track Contractor Payments
- Track Manufacturer Payments
