Business Management
Keep the organisation's projects, products, pricing and people under one business account. Business Management gives owners control over who can quote, who can see commercial pricing and who only needs products and installer information — while keeping the workflow connected from takeoff to site.
The business owns the workflow — not one employee.
Business Management is built around organisation-level control. Products, pricing, projects and commercial permissions can stay with the business while individual users receive the level of access required for their role.
Keep the organisation at the centre of the workflow.
Business Management is designed so projects, products, pricing and team access belong to the business rather than being scattered across individual staff accounts.
Create a business account that acts as the shared home for the organisation's users, products, pricing and commercial workflow.
Staff work inside the same business context instead of each maintaining separate estimating data.
Creates a more consistent operating environment as the team grows.
Associate business-owned information with the organisation rather than with one employee.
Projects and pricing do not depend on a single staff member remaining with the company.
Reduces operational risk when staff roles change.
Carry the same business identity through Floor Planner, Quote Magic, Estimator Review and Installer Job Packs.
Commercial rules remain consistent as the project moves from takeoff to handover.
Reduces duplicated setup and keeps the job aligned with the organisation's standards.
Allow multiple team members to work under the same business account with role-appropriate access.
The business can distribute work without handing every user full commercial control.
Supports collaboration while protecting sensitive data.
Store business products, pricing and workflow relationships under the organisation.
The commercial setup survives changes to individual user accounts.
Protects continuity and reduces dependency on personal spreadsheets or logins.
Give each person the access they actually need.
Floor Planner separates business ownership, quote-enabled users and products-only users so access can match the person's role instead of giving everyone the same permissions.
Give the Business Owner control over the organisation, team membership and commercial access settings.
Responsibility for pricing and quote access stays with the business.
Creates clear accountability for who can manage the organisation.
Allow selected commercial members to create quotes and work with business pricing.
Estimators get the tools they need without being given platform-administrator access.
Supports delegated estimating with controlled commercial authority.
Allow a member to see products and installer information without quote creation or commercial rates.
Installers and operational staff can use the platform without receiving sensitive pricing.
Improves collaboration while protecting margins.
Treat retail users separately from business members so trade rates are not exposed through the retail workflow.
Customer self-service and professional business access remain distinct.
Protects commercial pricing while still supporting retail project creation.
Present quote and pricing functions only to users authorised to use them.
Users see a cleaner interface that matches their responsibilities.
Reduces confusion and lowers the chance of unauthorised commercial actions.
Add people without giving away control.
Business Owners can build a team around the organisation and decide which members receive commercial quoting access.
Allow the Business Owner to invite team members to join the organisation.
New staff can be brought into the existing business workflow without creating a separate product or pricing setup.
Speeds up onboarding and keeps the team working from the same business data.
Set whether a member is quote-enabled or products-only.
Access can reflect the person's actual job role.
Reduces unnecessary exposure to pricing and quoting tools.
Maintain a business-level view of the users associated with the account.
Owners can understand who currently has access to the business workspace.
Makes user administration easier as the team changes.
Revoke a user's organisation access when their role changes or they leave the business.
Commercial access can be withdrawn without deleting the organisation's shared workflow.
Protects business information and supports cleaner staff offboarding.
Keep visibility of how many users are associated with the business account.
The organisation and platform administrator can understand business adoption and team size.
Provides a foundation for future seat-based commercial plans and account management.
Keep the organisation's pricing private and consistent.
Business pricing is designed to stay inside the organisation and be available only to the users who are permitted to quote.
Maintain commercial rates under the business rather than using one global platform price list.
Each business can quote according to its own supplier costs, labour rates and commercial model.
Protects pricing independence and supports accurate business-specific quotes.
Make the same approved pricing available to authorised quote-enabled users.
Estimators do not need to maintain separate local rate sheets.
Improves consistency and reduces pricing drift across the team.
Restrict commercial price data from products-only and retail users.
Sensitive rates are not exposed merely because the user can see the product.
Protects margin and supplier relationships.
Omit protected price fields from data returned to users who do not have pricing permission.
Commercial protection does not rely only on hiding values in the browser.
Provides stronger role-based data security.
Use quoting permission as part of the business's commercial access model.
The people who can see and apply business pricing are the people authorised to create quotes.
Creates a clearer separation between operational and commercial roles.
Give the team one shared product source.
Business product information can be organised under the organisation so estimators and operational users work from the same underlying catalogue while pricing remains permission-controlled.
Maintain the organisation's flooring products, preparation items, trims, adhesives and services in one business catalogue.
The team does not need to rebuild the same product list for each estimator.
Reduces duplication and improves product consistency.
Group products and services into useful business categories.
Estimators can find the right item more quickly during takeoff and quoting.
Speeds up project setup and reduces wrong-product selection.
Store products and services with the unit that matches how they are measured or charged, such as square metres, linear metres or each.
Project quantities can connect more naturally to Quote Magic.
Reduces manual conversions and improves quote accuracy.
Allow non-quoting members to access relevant product information with protected pricing removed.
Installers and operational staff can work with the correct materials without seeing rates.
Keeps office and site aligned while protecting the business.
Use business product rules to support Quote Magic calculations and related quote lines.
The organisation's estimating method can be standardised across authorised users.
Reduces reliance on individual estimator memory.
Keep jobs under the organisation instead of one person.
Business Management provides the structure for projects and quotes to sit within the business workflow so authorised users can work from shared organisational context.
Provide a business-level project area for saved Floor Planner jobs.
Users can return to the organisation's work instead of relying on local browser history or personal files.
Improves continuity and makes active work easier to find.
Save project data so the job can be continued after the original session.
Estimating does not need to be completed in one sitting.
Supports real commercial workflows with revisions and review.
Associate the commercial quote with the project that generated the measurements.
The business can trace the quote back to its source floor plan and takeoff.
Improves auditability and reduces mismatches between project and quote.
Generate Installer Job Packs from the project and approved quote context.
The office and installer use information from the same underlying job.
Reduces duplicated documents and handover errors.
Allow authorised users to remove projects or quotes that are no longer required where the workflow permits.
The business workspace can be kept relevant instead of accumulating unnecessary clutter.
Makes ongoing account management easier.
Standardise how a job moves through the business.
The business account connects takeoff, pricing, quoting and installer handover so each stage follows the organisation's permissions and commercial rules.
Build the project in Floor Planner under the active business context.
Products and commercial rules are available from the start of the job.
Keeps takeoff connected to the business instead of becoming an isolated drawing.
Use the organisation's products, rates and rules when the project reaches quoting.
Estimators work from shared commercial logic.
Improves consistency and reduces repetitive setup.
Allow an authorised estimator to review project quantities, pricing and scope before publication.
Automation supports the estimator rather than bypassing them.
Protects quote quality and margin.
Generate the approved installer handover while stripping restricted financial fields.
The business can share operational truth without sharing commercial truth.
Improves site communication while protecting pricing.
Use one business identity across takeoff, quote, review and Job Pack.
Projects do not need to be rebuilt in disconnected systems.
Reduces duplicate administration and preserves job context.
Make account access simple without weakening role control.
Floor Planner supports modern sign-in methods while business permissions continue to determine what each user is allowed to see and do after authentication.
Allow eligible users to authenticate using Google where enabled.
Users can access the platform without maintaining another conventional password.
Reduces login friction.
Allow eligible users to authenticate through Microsoft where enabled.
Business users can use an existing identity provider familiar to many workplaces.
Makes account access easier for commercial teams.
Provide a passwordless email authentication path where enabled.
Users have another low-friction sign-in option.
Reduces password management burden.
Apply organisation role and pricing permissions after the user signs in.
A valid login alone does not grant access to business rates or quoting.
Protects sensitive workflow areas.
Treat the user's login identity separately from the organisations and roles they have been granted.
The platform can manage access based on business membership rather than assuming every authenticated user belongs to the same organisation.
Supports a cleaner multi-business account model.
Give the platform owner visibility across businesses without weakening business separation.
Platform administration sits above individual businesses so the service can manage organisations and account access while each business retains its own products, pricing and team permissions.
Use a Platform Administrator role for system-level oversight.
Platform administration does not need to be granted to ordinary business owners or estimators.
Creates a clearer security boundary.
Maintain an administrative view of organisations using the platform.
The platform owner can understand which businesses are active in the system.
Supports account support and commercial administration.
Track how many users are associated with each organisation.
Platform administration can understand usage by business.
Supports future account plans, support and billing models.
Provide the administrative structure needed to help organisations when membership or account setup needs intervention.
Businesses can be supported without merging their commercial data together.
Improves serviceability as the customer base grows.
Maintain business-specific products, pricing, membership and workflow relationships.
One organisation's commercial information is not treated as shared platform data.
Supports safer multi-tenant operation.
Use the same account structure from a small team to a larger operation.
The Business Management model is designed to support flooring businesses that start with a small estimating team and later need more users, clearer permissions and broader workflow control.
A Business Owner can operate the account directly and add members as needed.
The business does not need an enterprise-style setup just to get started.
Keeps onboarding practical for smaller flooring companies.
Invite additional quote-enabled members when the business needs more estimating capacity.
New estimators can work from the same products and pricing model.
Supports growth without duplicating commercial setup.
Add products-only members for installation or operational roles.
The business can widen platform use without widening commercial access.
Improves collaboration as the team grows.
Maintain business products, pricing permissions and quote behaviour under the organisation.
The business can standardise its process across more users.
Makes growth less dependent on informal staff knowledge.
Track organisations and user counts in a way that can support evolving commercial subscription models.
The platform can grow its account structure without redesigning the core business relationship.
Supports long-term platform scalability.
Turn incoming enquiries into an organised business workflow.
Lead Management connects website enquiries, quote requests and commercial trials to the businesses responsible for following them up.
Explore Lead Management →