Run the Workflow Around the Floor Plan
Floor Planner is more than drawing and takeoff. Business Tools connects the people, pricing, leads and retail quote requests around the project so the organisation can move from customer enquiry to estimator review and installer handover inside one connected platform.
Control the organisation.
Manage team access, products, pricing and commercial permissions under the business account.
Explore Business Management →Route the opportunities.
Classify website enquiries and assign them manually, to one business or through round-robin routing.
Explore Lead Management →Connect customers to professionals.
Let retail users create useful project information and move into a professional estimator-reviewed quote workflow.
Explore Retail Quotes →From enquiry to installer handover.
Business Tools sits around the Floor Planner product workflow. Leads can enter from the website, businesses can control access and pricing, retail customers can request professional quotes, and approved projects can continue through estimating and site handover without rebuilding the job in disconnected systems.
Connect the people, pricing and customer workflow around the floor plan.
Business Tools sits around the core Floor Planner workflow. It gives the organisation a structure for users, products, pricing, leads and retail quote requests while keeping commercial permissions under business control.
Keep the business's users, products, pricing and projects under one organisation account.
The team works from shared business context rather than individual disconnected setups.
Improves consistency and keeps commercial information with the organisation.
Separate Business Owner, quote-enabled Member, products-only Member and Retail access.
Each person can receive the tools and data needed for their role without being given everything.
Improves collaboration while protecting pricing and quote authority.
Carry Floor Planner projects into quoting, review and installer handover without rebuilding the job.
The business retains the connection between source geometry and downstream workflow.
Reduces duplicate data entry and project mismatch.
Associate business products, pricing and workflow relationships with the organisation.
Staff changes do not require rebuilding the business's commercial setup.
Supports stronger continuity as the business grows.
Control the organisation, team, products and pricing.
Business Management provides the organisation-level foundation for the commercial workflow. Owners can manage access while authorised team members work from shared products and pricing.
Add team members under the organisation and control the access each person receives.
New staff can join the existing business workflow without creating separate pricing or product environments.
Speeds onboarding and keeps the business organised.
Allow the Business Owner to manage team membership and quote access.
Permission decisions stay with the organisation rather than individual staff.
Creates clearer commercial accountability.
Maintain flooring products, accessories and services under the business account.
Authorised users work from the same product identity.
Reduces product duplication and inconsistency.
Keep commercial pricing specific to each business.
Different organisations can use Floor Planner without sharing rates.
Protects margin and supports business-specific quoting.
Allow installers or other users to work with products and job information while commercial rates remain restricted.
Operational collaboration does not require quote authority.
Protects sensitive information while widening platform use.
Turn website enquiries into an organised allocation workflow.
Lead Management connects the public website to the platform. Enquiries can be classified, routed and assigned to the business responsible for following them up.
Receive structured lead data from the website instead of relying only on email notifications.
Lead information enters the same operating environment used by the platform.
Reduces re-entry and improves follow-up visibility.
Distinguish commercial trial, commercial quote, retail Floor Planner and retail quote leads.
Different enquiries can follow different workflows from the moment they arrive.
Improves routing and relevance.
Allow authorised platform administration to assign a lead to a nominated business.
Special cases can be handled deliberately.
Maintains human control where automation is not suitable.
Configure a lead stream to go to one nominated organisation.
Dedicated commercial arrangements can be simple and predictable.
Reduces administration.
Rotate eligible enquiries through a chosen business pool.
The platform can share opportunities without manual allocation every time.
Supports scalable lead distribution.
Connect retail self-service to professional flooring businesses.
Retail Quotes allows a customer to create useful project information and request a professional quote while keeping trade pricing and commercial quote authority inside the business account.
Allow a retail or DIY user to build the room layout and supporting project details.
The receiving business can start with more than a basic contact form.
Can reduce initial information gathering.
Allow retail users to work with permitted product data while protected business pricing remains restricted.
The customer can describe what they want without seeing internal rates.
Protects commercial pricing.
Let the customer submit the working project into the retail quote workflow.
The quote request carries useful project context into the platform.
Reduces duplicate explanation and data entry.
Use Lead Management to assign the quote request to the appropriate flooring business.
Customer self-service connects directly to a professional business workflow.
Creates a scalable retail-to-business path.
Let the receiving estimator check geometry, measurements, products and scope before publishing the quote.
Retail input is a starting point rather than unquestioned commercial data.
Protects quote accuracy and professional responsibility.
Share the workflow without sharing every piece of commercial information.
The account model is designed so products, project information and installer guidance can be shared more widely than sensitive rates, margins and quote authority.
Allow selected members to create quotes and work with business pricing.
Estimators get the commercial tools they need without platform-administrator access.
Supports practical delegation.
Keep products-only users outside quote creation and pricing.
Installers can use the same platform without seeing sensitive rates.
Protects commercial information.
Treat retail users separately from business membership.
Customer self-service does not weaken trade pricing controls.
Protects margins and supplier relationships.
Omit protected commercial fields from data returned to users without the required permission.
Pricing is not simply hidden with front-end styling.
Provides stronger protection for business data.
Move from customer interest to site handover without rebuilding the job.
Business Tools works alongside the five core Floor Planner stages to create a broader end-to-end workflow for flooring businesses.
Capture and assign the customer opportunity before the estimating work begins.
Customer and project context stay connected.
Reduces the gap between marketing and operations.
Use the same Floor Planner project for sheet-vinyl cutting and material calculation.
The business does not recreate measurements for optimisation.
Improves speed and consistency.
Carry project measurements and material requirements into the commercial workflow.
Quote creation starts from the job rather than a second data set.
Reduces transcription errors.
Let an authorised estimator check quantities, pricing and scope before publication.
Automation remains accountable to human judgement.
Protects margin and quote quality.
Generate installer information from the reviewed project without exposing the commercial quote.
Office and site use the same project context.
Reduces handover errors.
Bring takeoff and business workflow together.
Create the project, optimise the material, build the quote, manage the business workflow and prepare the installer handover from one connected platform.
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