FloorIQ
A tour of the software

See how FloorIQ works, screen by screen

FloorIQ follows a flooring job the way your business already does — from the bid invitation, through the quote, the material buy, the install and the final invoice. Here is what each part of the program looks like and what it does.

Step 1 — Win the work

A bid board built around due dates

Every invitation to bid lands on one board with the GC, walkthrough date, bid due date and dollar value. Cards move from invited to estimating to quoted to awarded, so a Friday deadline never gets buried in an inbox. Win/loss history tells you which general contractors actually award you work and which ones just shop your number.

  • Bid due-date reminders
  • GC contacts and follow-up notes
  • Weighted forecast by stage
  • Win rate by contractor
app.flooriqcrm.com
Sales pipeline
14 open bids · $1.9M weighted
JG
Invited · 2
Riverside HS Gym
$184,200Due Fri
Mercy Clinic Fit-Out
$62,800Due Fri
Estimating · 2
Northgate Office Tower
$421,000Due Fri
Fairlawn Elementary
$97,450Due Fri
Quoted · 1
Beacon Hotel Corridors
$238,900Due Fri
Awarded · 1
Lakeside Distribution
$310,500Won
Step 2 — Price it right

Takeoff-driven quotes with your own rates

Build quotes line by line from your material costs and your labor rates by classification. Overhead and margin are applied as you go, so you see the real number before you send it. When the quote is ready, it prints as a branded PDF proposal with your logo, your terms and conditions and a signature block the customer can sign online.

  • Material and labor rate libraries
  • Live margin as you edit
  • Revisions and addenda tracked
  • Branded PDF proposal with e-signature
app.flooriqcrm.com
Quote Q-1042 — Northgate Office Tower
Draft · Revision 2
JG
Line itemQtyTotal
LVT — 5mm glue down8,400 sf$30,408
Carpet tile — corridors2,150 sf$8,987
Moisture mitigation8,400 sf$11,340
Install labor — journeyman310 hrs$21,080
Rubber base 4"1,880 lf$4,512
Material
$55,247
Labor
$21,080
Overhead
$6,869
Margin
$14,969
Total
$98,165
Branded PDF proposal · your logo, terms & signature block · online signature
Step 3 — Run the job

One job record from award to closeout

An awarded quote becomes a job in one click, carrying the scope and budget with it. The job record holds the schedule of values for progress billing, change orders, punch list, daily reports, closeout documents and the crew assigned to it — with cost and margin updating as time and material get logged against it.

  • Schedule of values and progress billing
  • Change orders with approval and signature
  • Punch list and closeout packet
  • Live job cost vs. bid
app.flooriqcrm.com
Lakeside Distribution Center
In progress · PM: A. Rivera
JG
Contract
$310,500
incl. 2 COs
Billed
$196,400
63% done
Cost
$142,880
to date
Margin
27.2%
bid 25.8%
Schedule of values
PhaseScheduled% CompThis period
Mobilization$18,000100%$0
Warehouse floor prep$74,500100%$12,400
LVT install — office$96,20070%$28,900
Base & transitions$41,30020%$8,260
Open items
CO-002 — added mezzanine 1,200 sfApproved
Punch: corridor transition stripOpen
Closeout: warranty letterPending
Crew: 4 installers scheduled Mon–ThuScheduled
Step 4 — Buy and stock material

Purchasing and warehouse in the same system

Issue purchase orders to your mills and distributors straight from the job, then receive material into stock with lot and roll tracking. Barcode cycle counts keep the numbers honest, delivery tickets move material to the site, and reorder suggestions are based on what your open jobs actually need — not a guess.

  • POs with acknowledgement and price variance
  • Lot, roll and dye-lot tracking
  • Barcode cycle counts
  • Delivery tickets and tool checkout
app.flooriqcrm.com
Inventory
3 lots below reorder point
JG
On hand
$168,430
inventory value
Allocated
$91,220
to open jobs
Deliveries
7
tickets open
Item / lotOn handAllocatedStatus
LVT Oak 5mm — lot 882134,120 sf3,300 sfOK
Carpet tile Slate — lot 77104980 sf980 sfReorder
Adhesive XL-90 (5 gal)26 pails18 pailsOK
Rubber base 4" charcoal640 lf600 lfReorder
Step 5 — Put crews on it

Crew scheduling your foremen can actually use

Assign in-house crews, individual installers or subcontract installers to jobs by day. Foremen open the app on a phone and see only the jobs they are on, submit daily reports with photos, and log time that flows straight into job cost and payroll export.

  • Week-at-a-glance crew board
  • External installer assignments
  • Mobile daily reports with photos
  • Time entries with approval
app.flooriqcrm.com
Crew schedule
Week of the 12th
JG
Crew
Mon
Tue
Wed
Thu
Fri
A. Rivera
LDC
LDC
LDC
T. Boyd
NGT
NGT
NGT
NGT
Delta (sub)
MCF
MCF
MCF

LDC Lakeside Distribution · NGT Northgate Office Tower · MCF Mercy Clinic Fit-Out

Foremen see only their assigned jobs on mobile, with daily reports and photos.

Step 6 — Get paid

Invoicing, AR aging and real job profitability

Bill progress or final invoices off the schedule of values, track what is outstanding by age, and record vendor bills and payments against the job. Because purchasing, labor and billing all live in the same place, per-job profitability is a report you read — not a spreadsheet you rebuild every month.

  • Progress and final invoicing
  • AR aging and payment recording
  • Vendor bills and check runs
  • Per-job profitability and payroll export
app.flooriqcrm.com
Accounts receivable
Aging as of today
JG
Current
$142,900
31–60
$38,150
61–90
$11,400
90+
$4,200
1 invoice
InvoiceCustomerDueBalance
INV-2081Harmon ConstructionIn 12 days$46,300
INV-2074Beacon Hospitality GrpIn 3 days$28,900
INV-2066Fairlawn School Dist.18 days late$11,400
INV-2049Mercy Health94 days late$4,200

Your company, your branding, your data

Every company that signs up gets its own isolated workspace. Upload your logo and it appears on your quotes, purchase orders and invoices. Invite estimators, project managers, warehouse staff and foremen with role-based permissions so each person only sees the part of the program they need. No other company can see your customers, pricing or job costs.

Screens above illustrate the FloorIQ interface; figures shown are examples, not real customer data.