FLOORING TAKEOFF, QUOTING & INSTALLER HANDOVER

Floor Planner

Build the floor plan, optimise the material, create the quote, review the commercial result and prepare the installer handover — all from the same connected project.

Rendered overview of the connected Floor Planner workflow. A real screenshot can still be substituted later if required.
STEP 01

Floor Plan

Create accurate internal room geometry, add flooring-specific details and assign products.

Explore Floor Plan →
STEP 02

Cutting Magic

Optimise sheet-vinyl roll usage while respecting direction, seams and installer rules.

Explore Cutting Magic →
STEP 03

Quote Magic

Turn project measurements into a working quote using business products, pricing and rules.

Explore Quote Magic →
STEP 04

Estimator Review

Check the geometry, cut result, quantities and commercial scope before publication.

Explore Estimator Review →
STEP 05

Installer Job Packs

Give site the approved products, quantities and cut guidance without exposing pricing.

Explore Job Packs →
Floor Plan
Cutting Magic
Quote Magic
Estimator Review
Installer Job Pack
FEATURE → ADVANTAGE → BENEFIT

One project. Five connected stages.

The strongest part of Floor Planner is the connection between each stage. Geometry drives quantities. Quantities drive optimisation. Approved measurements drive the quote. Estimator review protects the commercial result. The approved project then becomes installer-ready information.

01 — ONE CONNECTED FLOORING WORKFLOW

Build the job once and keep using the same project.

Floor Planner is designed around one connected project. The floor plan becomes the source for material quantities, Cutting Magic, Quote Magic, Estimator Review and Installer Job Packs, so the job does not need to be rebuilt at every stage.

Tool / Image
Feature
Advantage
Benefit
Single Project Workflow
One project from measure to handover

Keep floor-plan geometry, products, material calculations, quote information and installer output tied to the same job.

Advantage

Each stage can use the information created by the stage before it.

Benefit

Reduces duplicate entry and helps keep the project consistent.

Geometry as the Source
Use the floor plan as the source of measured quantities

Build project quantities from the actual rooms, walls, doors, voids and other geometry in the plan.

Advantage

Downstream calculations can be traced back to the drawing that produced them.

Benefit

Improves confidence in takeoff, quoting and installer information.

Browser-Based Workflow
Work through the browser

Use Floor Planner without relying on a traditional installed desktop estimating package for the main workflow.

Advantage

The platform can be accessed from supported devices with a modern browser.

Benefit

Reduces software installation friction and makes account-based access easier.

Project Continuity
Carry revisions through the workflow

Update the project when measurements, products or scope change and continue using the revised job downstream.

Advantage

The business does not need to maintain several disconnected versions of the same project.

Benefit

Reduces mismatch between plan, quote and installer handover.

Business Context
Keep project workflow under the active business

Use business products, pricing permissions and team access around the same Floor Planner project.

Advantage

The project is connected to the organisation rather than becoming an isolated drawing file.

Benefit

Supports a more complete commercial workflow.

02 — FLOOR PLAN

Create the measured project quickly and accurately.

Floor Plan Creation is where the job begins. The drawing tools are designed around internal flooring measurements, room geometry, products and flooring-specific details such as doors, coving, trims, strips and voids.

Tool / Image
Feature
Advantage
Benefit
Walls & Rooms
Create accurate room geometry

Draw rooms and walls using internal dimensions and connected geometry.

Advantage

The plan reflects the measurements that matter to flooring rather than a simple visual sketch.

Benefit

Creates a stronger source for quantities and quoting.

Smart Drawing
Use matching wall-distance assistance

Recognise matching wall distances as the plan is created to help repeated dimensions line up quickly.

Advantage

The estimator can build consistent geometry faster.

Benefit

Improves speed without giving up measurement accuracy.

Flooring Details
Add doors, coving, trims, strips and voids

Record flooring-specific installation details directly on the project.

Advantage

More of the real job is represented inside the plan instead of being kept in separate notes.

Benefit

Improves takeoff completeness and later installer communication.

Products & Services
Connect products to the project while drawing

Use the Product / Service area to apply materials and services to relevant project areas.

Advantage

The floor plan starts becoming a working takeoff as it is created.

Benefit

Reduces the gap between drawing and estimating.

Saved Projects
Save and reopen the job

Store the project so it can be reviewed, revised and completed over time.

Advantage

Estimating does not need to be finished in one session.

Benefit

Supports real commercial project workflows.

03 — CUTTING MAGIC

Optimise the roll, not just the square metres.

Cutting Magic turns room geometry into a practical sheet-vinyl cutting problem. It searches for efficient layouts while respecting the installation rules that make the result usable on site.

Tool / Image
Feature
Advantage
Benefit
Roll-Based Calculation
Calculate actual sheet-vinyl requirement

Use roll width, room geometry and piece layout to calculate material in linear metres.

Advantage

Material purchasing is based on how the vinyl is actually supplied.

Benefit

Produces a more realistic order quantity than floor area alone.

Sort & Search Modes
Compare different packing strategies

Use Sort by Room, Cross Room and Best Sort where appropriate.

Advantage

The estimator can balance room organisation with material efficiency.

Benefit

Creates more opportunities to reduce roll usage.

Direction & Grain
Control installation direction

Compare horizontal and vertical layouts, force direction and link direction groups where needed.

Advantage

Material savings stay inside visual and product constraints.

Benefit

Protects grain continuity and installation intent.

Seam Control
Use automatic and manual seam positioning

Start from a regular roll-width seam grid, move the grid together and add custom seams where required.

Advantage

The estimator can refine automated geometry for difficult rooms and installation conditions.

Benefit

Combines optimisation speed with professional control.

Installer Rules
Respect Do Not Split, doorway and minimum-piece constraints

Apply room-level and piece-level rules during optimisation.

Advantage

The lowest material result is not accepted if it breaks practical installation requirements.

Benefit

Helps ensure the selected result can actually be installed.

04 — QUOTE MAGIC

Turn measured quantities into a working commercial quote.

Quote Magic connects project measurements to business products, pricing and estimating rules so repetitive quoting work can be automated while the estimator retains control.

Tool / Image
Feature
Advantage
Benefit
Takeoff to Quote
Create the quote from project quantities

Use measured project data as the starting point for quote lines.

Advantage

The estimator does not need to rebuild the job in a second system.

Benefit

Reduces transcription errors and duplicate data entry.

Business Products & Pricing
Use the organisation's own commercial data

Apply business-specific products, rates and quote rules.

Advantage

Different businesses can use their own pricing model inside the same platform.

Benefit

Protects commercial independence and improves quote consistency.

Measurement-Driven Lines
Use area, length, perimeter and seam measurements

Calculate quote items using the measurement that matches how the product or service is sold.

Advantage

The quote can follow the way flooring materials and services are actually bought and charged.

Benefit

Reduces manual conversions and missed scope.

Automatic Related Lines
Create supporting quote items from rules

Add related materials, labour and accessories where business rules require them.

Advantage

Standard quote scope can be generated repeatedly without relying entirely on memory.

Benefit

Saves estimator time and improves completeness.

Manual Estimator Control
Review and change the working quote

Adjust quantities, rates and lines before publication.

Advantage

Automation prepares the quote without locking the estimator into the result.

Benefit

Keeps professional judgement in control.

05 — ESTIMATOR REVIEW

Automate the calculation. Keep professional judgement.

Estimator Review is the quality-control stage. The experienced estimator checks the geometry, material result, quote scope and commercial outcome before anything is issued.

Tool / Image
Feature
Advantage
Benefit
Floor Plan Review
Check source geometry before approval

Review room shapes, dimensions, doors, voids, trims and product assignments.

Advantage

Errors can be corrected at the source before they affect the rest of the project.

Benefit

Improves downstream accuracy.

Cutting Magic Review
Check roll usage, seams and direction

Review the applied optimisation result against installer requirements.

Advantage

The estimator can reject a mathematically efficient result that is not practical.

Benefit

Protects installation quality.

Quote Review
Check products, quantities and commercial scope

Inspect generated and manually added quote lines before publication.

Advantage

Automatic quoting remains subject to professional review.

Benefit

Reduces the risk of sending incomplete or incorrect proposals.

Project Revisions
Update the job and recheck it

Revise the floor plan, cut layout or quote where site information or customer scope changes.

Advantage

The project can evolve without creating a disconnected replacement file.

Benefit

Keeps current information aligned across the workflow.

Approval & Publish
Make publication a deliberate action

Keep the quote in a working state until the estimator is satisfied, then publish it.

Advantage

Internal estimating and customer-facing output remain separate.

Benefit

Improves quality control and workflow clarity.

06 — INSTALLER JOB PACKS

Give the installer the job information without giving away the quote.

Installer Job Packs turn the approved project into site-focused information containing products, quantities, rooms, cuts and installation guidance while protecting sensitive commercial data.

Tool / Image
Feature
Advantage
Benefit
Pricing-Safe Handover
Remove commercial rates and totals

Exclude rates, margins, profit, GST, quote totals and restricted business pricing from installer-facing output.

Advantage

The installer receives operational information without seeing the commercial sale.

Benefit

Protects sensitive business data.

Products & Quantities
Show relevant approved materials

Carry selected materials and quantities from the project and quote into the Job Pack.

Advantage

The installer can prepare from approved project data.

Benefit

Reduces office-to-site clarification.

Room & Installation Guidance
Show room names, direction and seam context

Carry the practical installation information that belongs with the approved layout.

Advantage

The installer does not have to reinterpret the estimator's intent.

Benefit

Improves site consistency.

Cut List Integration
Include roll summaries and individual pieces

Combine Cutting Magic output with piece dimensions, direction and room identity.

Advantage

Material ordering, cutting and installation can use one coordinated project output.

Benefit

Reduces ambiguity.

Combined Project PDF
Put the handover into one document

Include floor-plan, cut-list, 3D and optional Job Pack information in a coordinated PDF.

Advantage

The site team can work from one project document rather than several disconnected files.

Benefit

Makes handover clearer and more professional.

07 — FROM FLOOR PLAN TO SITE

Keep every stage connected.

The value of Floor Planner is not one isolated feature. It is the connection between drawing, material optimisation, quoting, review and installer handover.

Tool / Image
Feature
Advantage
Benefit
Floor Plan → Cutting Magic
Move geometry directly into optimisation

Use the finished room geometry as the source for sheet-vinyl cutting.

Advantage

Measurements do not need to be re-entered for optimisation.

Benefit

Saves time and reduces inconsistency.

Cutting Magic → Quote Magic
Carry approved quantities into pricing

Use project and cut measurements as inputs to the commercial quote.

Advantage

Material usage and quote scope stay related.

Benefit

Improves commercial accuracy.

Quote Magic → Estimator Review
Keep human approval in the workflow

Let the estimator check the automated commercial result before publication.

Advantage

Automation remains accountable to professional judgement.

Benefit

Protects margin and quote quality.

Estimator Review → Job Pack
Create site output from approved data

Generate installer documentation only after the project and quote have been reviewed.

Advantage

Site information is based on the approved version of the job.

Benefit

Reduces handover errors.

Business Tools Around the Workflow
Wrap permissions, leads and retail quoting around the project

Use Business Management, Lead Management and Retail Quotes alongside the five core stages.

Advantage

The operational workflow and business workflow can stay connected.

Benefit

Makes Floor Planner more than a standalone takeoff tool.

The core principle: the project should not stop being useful after the takeoff. Floor Planner is designed so the same job can continue through material optimisation, quoting, professional review and installer handover.
SEE FLOOR PLANNER IN YOUR OWN WORKFLOW

From first room to final installer handover.

Create the project, optimise the material, build the quote and prepare the installer handover from one connected platform.

Start a Commercial FREE Trial →